IFA Job at IDEX Consulting Ltd (Aberdeen)

IFA Administrator

Join a well-established financial institution dedicated to providing comprehensi...

Location

United Kingdom , London

Salary:

27000.00 - 30000.00 GBP / Year ▼

Office Angels

Expiration Date

Until further notice

Requirements

Experience as an administrator
Familiarity with relevant regulations and legislation
Prior experience using Xplan software
Highly organised with excellent communication skills
Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail and accuracy
Ability to manage time effectively and multitask
Remain calm when faced with conflicting demands
Open to change with a creative approach to problem-solving
Demonstrates a positive attitude towards work

Job Responsibility

Handle general client administration tasks
Process and monitor new business using CURO event lists
Create Client Review Packs as trained by the Administration Manager
Ensure Advisor Office is updated with all relevant information
Contact clients to book reviews in line with the client review process
Answering phones and handling inquiries
Draft and send post-meeting letters as required
Keep client Factfinds up to date
Ensure continual compliance with Health & Safety requirements
Maintain clean and organised data records

What we offer

Be part of a prestigious financial institution with a strong reputation
Engage in a dynamic and fast-paced work environment
Utilise and enhance your administrative skills

Fulltime

Admin Team Manager

Join our team as an Admin Team Manager to lead a dedicated team of 4+ administra...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Prior experience in leading a team of administrative staff in an IFA company
Ability to coordinate and manage administrative tasks efficiently
Understanding of regulatory requirements and commitment to compliance
Familiarity with CRM and other administrative tools to enhance efficiency
Excellent communication skills to work seamlessly across departments
A proactive approach to identifying and implementing streamlined procedures
Commitment to ongoing training for team members to keep skills updated

Job Responsibility

Oversee the day-to-day operations of the allocated team
Act as the first point of contact for team queries and workload management
Identify training needs and promote continuous improvement
Process new and existing business efficiently and accurately
Streamline and implement organisational processes within the team
Oversee the client review process and maintain accurate CRS records
Support the team in daily administrative tasks and operations
Drive improvements in service quality, productivity, and efficiency
Collaborate closely with the Head of Administration to achieve business goals
Attend regular meetings with the Head of Administration and team members

What we offer

Conveniently located office just 7 minutes from City Thameslink train station
Supportive and collaborative environment
Equal opportunities employer

Fulltime

Regional Paraplanner Manager

Focused, motivational and inspiring. Our Regional Paraplanning Managers are resp...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A confident and effective people manager with a proven ability to develop, motivate, and empower others
Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
Preferably has experience managing teams across multiple office locations
Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
Strong IT skills, with proficiency in research tools—ideally including Financial Express
Able to balance commercial business needs with regulatory and compliance requirements
Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
Capable of providing technical support and guidance to Report Writers and Paraplanners
In-depth understanding of financial services products and the wider financial planning landscape
Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively

Job Responsibility

Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
Provide high-quality paraplanning support to Private Client Advisers when required
Establish and promote consistent standards for the paraplanner role across regional offices
Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Protection Advisor

We find ourselves needing a Senior Business Protection Advisor to help lead and ...

Location

United Kingdom , Northampton

Salary:

60000.00 GBP / Year

Wallace Hind

Expiration Date

Until further notice

Requirements

Demonstrable experience in a similar role for an IFA, Broker, Wealth Management Business
A recognised qualification in a financial service discipline, something FCA related i.e. CII
Meticulous attention to detail and the ability to communicate to a high level across all mediums

Job Responsibility

Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance
Show the ability to win business and manage your client base cross selling wherever possible
Deal with all client administration required and ensure retention of current business

What we offer

Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter
26 days holiday
Pension

Fulltime

Admin Team Leader

Admin Team Leader role supporting and guiding administration team within IFA/Fin...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience managing administrative staff within an IFA or financial services environment
Strong ability to manage workflows, prioritise tasks, and meet deadlines
Excellent customer-service approach with meticulous attention to detail
Understanding of compliance requirements within financial services
Comfortable using CRM systems and administrative software (CURO experience advantageous)
Confident communicator able to collaborate effectively across teams
Forward-thinking approach to identifying areas for improvement
Ability to support team development and promote best practice

Job Responsibility

Lead, support, and oversee the daily operations of the administration team
Act as the main escalation point for team queries, workflow, and workload distribution
Identify training needs and encourage continuous development
Ensure efficient processing of new and existing business
Implement and refine administrative processes to increase efficiency
Oversee the client review process and maintain accurate CRS records
Support the team with everyday administrative duties
Enhance productivity, service quality, and operational performance
Work closely with the Head of Administration to support departmental goals
Attend regular meetings with senior management and team members

What we offer

Convenient location just 7 minutes from City Thameslink station

Fulltime

Senior Investment Solutions Sales

We are looking for our next team member who will be joining us as a Senior Inves...

Location

United Kingdom , London

Salary:

Not provided

Lynceus Partners

Expiration Date

Until further notice

Requirements

Master/Bachelor degree or equivalent in Finance, Economics, Engineering…
A minimum of 5 years of experience in offering investment solutions to institutional clients and IFAs based in the UK
A working knowledge of the private assets market or a willingness and interest to develop professional competencies in this class of assets
The ability and willingness to work in an entrepreneurial environment
Fluent in English

Job Responsibility

co-develop our presence in the UK and more specifically with family offices and independent Asset Managers
accountable for the commercial strategy on this market, including client acquisition and retention strategies, promotion of Lynceus Partners' financial expertise and technological solutions as well as revenue generation
enlarge and diversify client’s portfolio
deliver cross asset solutions as well as other outcome-oriented investment products (private debt, private equity) that will match client’s needs
manage a Team of Sales

What we offer

An intra-preneurial project with the possibility to build your own brand
A boutique approach to appealing asset class both on direct and listed markets

Fulltime

Client Services Executive

A fantastic opportunity to join one of the UK’s leading independent financial ad...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Client Liaison & Servicing – Act as the first point of contact for client queries
Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner
Hold regular 1:1 meeting with advisers to set clear workflow priorities
Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post
preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes

What we offer

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

Fulltime

IFA Administrator

My client is currently looking for an experienced IFA Administrator to join thei...

Location

United Kingdom , Newcastle-under-Lyme

Salary:

28000.00 - 30000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 16, 2026

Requirements

Previous experience in an IFA environment is essential

Job Responsibility

Processing new business
Preparing valuation reports
Preparing performance documentation for client review appointments
Preparing review checklist for client appointments
Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports
Run risk profiler results via FE Analytics
Ensuring that clients are advised of progress throughout this process
Assisting with research and producing FE Analytics fund switch reports
Ensure client authorisation received to complete switch in line with MIFID II requirements
Processing and monitoring switch directly with provider or electronically via platform

Fulltime

IFA

IDEX Consulting Ltd

Location:
United Kingdom , Aberdeen

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 08, 2026

Expiration:
April 17, 2026

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Location:United Kingdom , Aberdeen

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 08, 2026

Expiration:April 17, 2026

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Location:
United Kingdom , Aberdeen

Category:
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Contract Type:
Not provided

Job Posted:
January 08, 2026

Expiration:
April 17, 2026