IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
May 27, 2026
Full time
IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
May 27, 2026
Full time
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance 4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16688
May 26, 2026
Full time
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance 4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16688
Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
May 25, 2026
Full time
Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704
May 25, 2026
Full time
IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704
Financial Adviser Location: North West Salary: Competitive + Bonus & Benefits An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years' advising experience looking to take the next step in their financial planning career. You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships. The Role As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals. This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management. Key Responsibilities Provide high quality financial advice across pensions, investments, protection, savings and tax planning Build and maintain strong long-term client relationships Take responsibility for understanding each client's financial objectives and circumstances Work closely with paraplanning and administration teams to deliver an excellent client experience Manage and develop an existing client bank while identifying opportunities to grow assets under management Support wider business improvements and contribute to delivering strong client outcomes Maintain CPD requirements and annual SPS accreditation Deliver advice in line with FCA regulations and company standards About You Fully qualified to provide regulated financial advice (Level 4 Diploma essential) 1-2 years' experience as a Financial Adviser or a newly qualified adviser looking to progress Strong understanding of financial planning and wealth management Experience dealing with clients face-to-face and virtually Excellent communication and relationship-building skills Strong attention to detail and organisational ability Comfortable working collaboratively within a team environment Experience using financial planning software would be advantageous Proactive, client-focused and motivated to succeed What's on Offer Opportunity to join a growing and supportive wealth management business Strong paraplanning and administration support Career progression and ongoing development opportunities Collaborative team environment Competitive salary, bonus and benefits package Opportunity to build and develop your client portfolio Apply today via NJR Recruitment or call quoting the reference NJR16726 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
May 25, 2026
Full time
Financial Adviser Location: North West Salary: Competitive + Bonus & Benefits An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years' advising experience looking to take the next step in their financial planning career. You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships. The Role As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals. This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management. Key Responsibilities Provide high quality financial advice across pensions, investments, protection, savings and tax planning Build and maintain strong long-term client relationships Take responsibility for understanding each client's financial objectives and circumstances Work closely with paraplanning and administration teams to deliver an excellent client experience Manage and develop an existing client bank while identifying opportunities to grow assets under management Support wider business improvements and contribute to delivering strong client outcomes Maintain CPD requirements and annual SPS accreditation Deliver advice in line with FCA regulations and company standards About You Fully qualified to provide regulated financial advice (Level 4 Diploma essential) 1-2 years' experience as a Financial Adviser or a newly qualified adviser looking to progress Strong understanding of financial planning and wealth management Experience dealing with clients face-to-face and virtually Excellent communication and relationship-building skills Strong attention to detail and organisational ability Comfortable working collaboratively within a team environment Experience using financial planning software would be advantageous Proactive, client-focused and motivated to succeed What's on Offer Opportunity to join a growing and supportive wealth management business Strong paraplanning and administration support Career progression and ongoing development opportunities Collaborative team environment Competitive salary, bonus and benefits package Opportunity to build and develop your client portfolio Apply today via NJR Recruitment or call quoting the reference NJR16726 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
CLIENT SUPPORT - PENSIONS & INVESTMENTS WILMSLOW UP TO 30,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of; To provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants Ensure that new business is processed in a timely fashion Issuing client Letters of Authority to providers, collating information and the use of the Client Management system Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management Valuing client portfolios - obtaining data from providers Checking policy documents Issuing policy documentation to client using professional letters Scanning documents and filing these electronically on the Client Management system Distribution of incoming post Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity. REF: NJR16687
May 25, 2026
Full time
CLIENT SUPPORT - PENSIONS & INVESTMENTS WILMSLOW UP TO 30,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of; To provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants Ensure that new business is processed in a timely fashion Issuing client Letters of Authority to providers, collating information and the use of the Client Management system Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management Valuing client portfolios - obtaining data from providers Checking policy documents Issuing policy documentation to client using professional letters Scanning documents and filing these electronically on the Client Management system Distribution of incoming post Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity. REF: NJR16687
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
May 23, 2026
Full time
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
May 23, 2026
Full time
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
May 23, 2026
Full time
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION Altrincham SALARY Up to 30,000 30 Days Holidays + Bank Holidays 9% Pension Contribution Two days WFH - Flexible working hours NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; Processing new business applications - Pensions & Investments Creating Client Illustrations & Valuations Use of Provider Platforms Liaising with very HNW Clients and Sports professionals Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16701
May 21, 2026
Full time
NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION Altrincham SALARY Up to 30,000 30 Days Holidays + Bank Holidays 9% Pension Contribution Two days WFH - Flexible working hours NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; Processing new business applications - Pensions & Investments Creating Client Illustrations & Valuations Use of Provider Platforms Liaising with very HNW Clients and Sports professionals Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16701
Ready to put your organisational skills to the test in a fast-paced, supportive environment? We're on the lookout for an Administrator to join a thriving Motor Insurance company in Central Manchester. If you're detail-oriented, love keeping things running smoothly, and enjoy variety in your day-to-day tasks, this could be the role for you! The Administrator role: Invoice Management: Process payments and handle supplier invoice queries. File Organisation: Keep emails and correspondence neatly filed and easy to access. Office Support: Take care of general post, filing, and day-to-day office tasks. Customer Communication: Keep clients updated with clear and timely responses. Stock Management: Help manage office supplies to ensure everything runs smoothly. Data Input: Accurately input and maintain vital data across systems. The Ideal Administrator Candidate: Claims Administration experience is a bonus, but not a dealbreaker. Comfortable using Excel and Outlook. Super organised with the ability to juggle multiple tasks. A proactive attitude and a willingness to pitch in where needed. What's in it for You: Salary: £23,000 - £25,000 per year Location: Central Manchester, easily accessible by public transport. Full-time, Monday to Friday with a supportive team and growth potential. Ready to take the leap? If you are an Administrator seeking a new opportunity in Central Manchester, then do not miss out on this opportunity and apply today! For further information please contact one of our specialist consultants and quote job reference NJR16592
May 21, 2026
Full time
Ready to put your organisational skills to the test in a fast-paced, supportive environment? We're on the lookout for an Administrator to join a thriving Motor Insurance company in Central Manchester. If you're detail-oriented, love keeping things running smoothly, and enjoy variety in your day-to-day tasks, this could be the role for you! The Administrator role: Invoice Management: Process payments and handle supplier invoice queries. File Organisation: Keep emails and correspondence neatly filed and easy to access. Office Support: Take care of general post, filing, and day-to-day office tasks. Customer Communication: Keep clients updated with clear and timely responses. Stock Management: Help manage office supplies to ensure everything runs smoothly. Data Input: Accurately input and maintain vital data across systems. The Ideal Administrator Candidate: Claims Administration experience is a bonus, but not a dealbreaker. Comfortable using Excel and Outlook. Super organised with the ability to juggle multiple tasks. A proactive attitude and a willingness to pitch in where needed. What's in it for You: Salary: £23,000 - £25,000 per year Location: Central Manchester, easily accessible by public transport. Full-time, Monday to Friday with a supportive team and growth potential. Ready to take the leap? If you are an Administrator seeking a new opportunity in Central Manchester, then do not miss out on this opportunity and apply today! For further information please contact one of our specialist consultants and quote job reference NJR16592
Sheffield (Hybrid working available) IFA Administrator £28,000 - £34,000 Hours: Full-time, Monday to Friday NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield! What You'll Do: Provide day-to-day admin support to Financial Advisers and Paraplanners Prepare documentation and client packs for meetings Process new business and track applications to completion Liaise with clients and product providers Maintain accurate client records using CRM systems Assist with compliance checks and regulatory documentation What We're Looking For: Previous experience in a financial planning or wealth management admin role Strong organisational skills and excellent attention to detail Confident communicator, both written and verbal A CV that demonstrates longevity and stability in previous roles What's On Offer: Competitive salary based on experience Hybrid working (3 days in office / 2 from home once fully trained) Support with professional qualifications (e.g. CII Diploma) A friendly, professional, and team-focused culture 27 days holiday + bank holidays Company pension scheme and other benefits Enhanced Pension Scheme Healthcare cash plan Death in Service Cover If you're ready to take the next step in your financial services career and want a role with long-term prospects, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16708
May 19, 2026
Full time
Sheffield (Hybrid working available) IFA Administrator £28,000 - £34,000 Hours: Full-time, Monday to Friday NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield! What You'll Do: Provide day-to-day admin support to Financial Advisers and Paraplanners Prepare documentation and client packs for meetings Process new business and track applications to completion Liaise with clients and product providers Maintain accurate client records using CRM systems Assist with compliance checks and regulatory documentation What We're Looking For: Previous experience in a financial planning or wealth management admin role Strong organisational skills and excellent attention to detail Confident communicator, both written and verbal A CV that demonstrates longevity and stability in previous roles What's On Offer: Competitive salary based on experience Hybrid working (3 days in office / 2 from home once fully trained) Support with professional qualifications (e.g. CII Diploma) A friendly, professional, and team-focused culture 27 days holiday + bank holidays Company pension scheme and other benefits Enhanced Pension Scheme Healthcare cash plan Death in Service Cover If you're ready to take the next step in your financial services career and want a role with long-term prospects, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16708
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Graduate IT Support Engineer Excellent salary plus Bonus and Benefits We are working with Protector Insurance to recruit a Graduate IT Support Engineer to join their growing Manchester IT team. This is a fantastic opportunity for a recent graduate with a passion for technology, strong problem-solving skills, and an interest in using AI to improve systems and workflows click apply for full job details
Oct 06, 2025
Full time
Graduate IT Support Engineer Excellent salary plus Bonus and Benefits We are working with Protector Insurance to recruit a Graduate IT Support Engineer to join their growing Manchester IT team. This is a fantastic opportunity for a recent graduate with a passion for technology, strong problem-solving skills, and an interest in using AI to improve systems and workflows click apply for full job details
Financial Adviser Hull £60,000 - £80,000 Our Client is a highly successful and innovative National IFA firm with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their Hull based team. This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team. This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients. What's in it for you? " Great basic salary " Generous bonus structure " Full admin and paraplanning support " Clients provided " 25 days annual leave & Bank Holidays " Additional day off for your birthday " Contributory pension scheme " Private Healthcare " Life assurance " Health insurance " Charity volunteer days " Excellent Training and Development As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers, as well as servicing an existing client base. Duties will include: " Speaking to clients in person, through video calls and telephone " Conduct thorough fact finds " Present financial options to clients " Work with the paraplanning and compliance teams " Conduct annual reviews What we need from you: " Minimum 5 years of previous experience as a financial planner preferably from an independent setting " A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc " Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest " Excellent communication skills " Driving licence and own vehicle Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR16068
Sep 22, 2025
Full time
Financial Adviser Hull £60,000 - £80,000 Our Client is a highly successful and innovative National IFA firm with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their Hull based team. This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team. This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients. What's in it for you? " Great basic salary " Generous bonus structure " Full admin and paraplanning support " Clients provided " 25 days annual leave & Bank Holidays " Additional day off for your birthday " Contributory pension scheme " Private Healthcare " Life assurance " Health insurance " Charity volunteer days " Excellent Training and Development As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers, as well as servicing an existing client base. Duties will include: " Speaking to clients in person, through video calls and telephone " Conduct thorough fact finds " Present financial options to clients " Work with the paraplanning and compliance teams " Conduct annual reviews What we need from you: " Minimum 5 years of previous experience as a financial planner preferably from an independent setting " A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc " Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest " Excellent communication skills " Driving licence and own vehicle Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR16068
