IFA Administrator Ipswich £28,000 - £30,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
Oct 22, 2025
Full time
IFA Administrator Ipswich £28,000 - £30,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
IFA Administrator Marlborough £28,000 - £30,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
Oct 22, 2025
Full time
IFA Administrator Marlborough £28,000 - £30,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
IFA Administrator Rotherham £28,000 - £30,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
Oct 22, 2025
Full time
IFA Administrator Rotherham £28,000 - £30,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
IFA Administrator Cambridge £28,000 - £32,000 per annum basic, plus beefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
Oct 22, 2025
Full time
IFA Administrator Cambridge £28,000 - £32,000 per annum basic, plus beefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
IFA Administrator Dore, Sheffield To £30,000 per annum basic, plus beefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
Oct 22, 2025
Full time
IFA Administrator Dore, Sheffield To £30,000 per annum basic, plus beefits I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Requirements: You will have proven experience of working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Good working knowledge of IO and Platform. Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy. Confidence with IT and office software packages including Teams, Outlook, Word and Excel. Management and prioritising workloads. Excellent planning, organisational and multi-tasking abilities. Analytical and problem-solving skills. Flexibility/adaptability to cope with change. Excellent communication skills at all levels. A team player with a positive attitude. Duties: The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
IFA Administrator Elland, Halifax £26,000 to £30,000 plus benefits and bonus - hybrid work is available Our client is an expanding Financial Planning practice, a division of an expanding Chartered Accountancy firm. They specialise in provide a high-quality service to new and existing private clients. The role will require the successful candidate to work closely with and to support fellow administrators, paraplanners and Chartered Financial Planners in their work. Duties: Liaising with policy providers. Updating and maintaining client records. Processing new business applications. Fund switches. income and withdrawal requests and monitoring the process through to completion. Providing dedicated support to one or more Financial Planner(s). Ensuring all compliance matters are dealt with and client records maintained to regulatory standards. Any other duties as may reasonably be required by the Directors. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity in more detail. .
Oct 22, 2025
Full time
IFA Administrator Elland, Halifax £26,000 to £30,000 plus benefits and bonus - hybrid work is available Our client is an expanding Financial Planning practice, a division of an expanding Chartered Accountancy firm. They specialise in provide a high-quality service to new and existing private clients. The role will require the successful candidate to work closely with and to support fellow administrators, paraplanners and Chartered Financial Planners in their work. Duties: Liaising with policy providers. Updating and maintaining client records. Processing new business applications. Fund switches. income and withdrawal requests and monitoring the process through to completion. Providing dedicated support to one or more Financial Planner(s). Ensuring all compliance matters are dealt with and client records maintained to regulatory standards. Any other duties as may reasonably be required by the Directors. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity in more detail. .
Paraplanner Worthing c. £45,000 plus benefits Are you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Worthing. The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. The key duties of the role will include: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .
Oct 20, 2025
Full time
Paraplanner Worthing c. £45,000 plus benefits Are you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Worthing. The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. The key duties of the role will include: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .
Paraplanner London £42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
Oct 08, 2025
Full time
Paraplanner London £42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
