Salary: £33,000 - £42,000 + study support + flexible working A growing independent financial planning business in Wolverhampton is seeking a motivated Paraplanner to join its collaborative and friendly team. You will: Produce high-quality reports and technical analysis for advisers Research products and funds to support holistic financial planning Liaise directly with clients and providers on technical queries Maintain accuracy and compliance throughout the advice process You bring: Previous experience in a Paraplanning or Senior Administrator role Good pensions and investment knowledge Ideally, part or fully Diploma qualified In return, you'll benefit from a professional yet relaxed culture, flexible hours, and genuine development opportunities into advisory roles if desired.
Oct 21, 2025
Full time
Salary: £33,000 - £42,000 + study support + flexible working A growing independent financial planning business in Wolverhampton is seeking a motivated Paraplanner to join its collaborative and friendly team. You will: Produce high-quality reports and technical analysis for advisers Research products and funds to support holistic financial planning Liaise directly with clients and providers on technical queries Maintain accuracy and compliance throughout the advice process You bring: Previous experience in a Paraplanning or Senior Administrator role Good pensions and investment knowledge Ideally, part or fully Diploma qualified In return, you'll benefit from a professional yet relaxed culture, flexible hours, and genuine development opportunities into advisory roles if desired.
Introduction Saab in UK is growing rapidly, with over 500 colleagues across eight sites. We bring together Swedish heritage and British expertise to drive innovation in areas such as software engineering, underwater robotics, radars, AI, and armed forces training. Joining Saab in UK means contributing to the security and resilience of society while building a career with real scope for personal and professional growth. What you will be part of: Explore a wealth of possibilities. Take on challenges, create smart inventions, and grow beyond. This is a place for curious minds, brave pioneers, and everyone in between. Together, we achieve the extraordinary, each bringing our unique perspectives. Your part matters. Saab is a leading defence and security company with an enduring mission, to help nations keep their people and society safe. Empowered by its 26,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. The Role: This role is part of our Saab Bluebear Business in Bedford. Reporting to the CFO, this role will have responsibility for the production of timely financial accounts and reports, and input to Saab UK and Global Reporting for Saab Bluebear. Key Responsibilities: Work closely with Saab UK Head of Finance, to ensure that statutory reporting requirements are met Responsible for day-to-day financial operations for Saab Bluebear including Budgeting, forecasting and financial planning. Providing strong financial and commercial support to the management team at Saab Bluebear Financial recording and all-round purchasing. The successful candidate will be a team player who is keen to get involved and happy to help in many related aspects of the company operations Support strategic planning and business decision-making through financial insight Manage financial data within Xero and Oracle, and excel. Monthly accounts closing procedure and Group reporting Payroll journal & Reconciling salaries Balance Sheet & Stock reconciliations Monthly WIP & Cost of sales calculations Prepayments, Accruals and Provisions Creditors and supplier reconciliations Banking: Inputting Bacs payments into the bank, ensuring they are processed accurately and in line with internal approval policies and financial controls Identify and Calculate R&D Expenditure Credit in line with HMRC guidelines and liaison with external accountants and operational teams Preparation and submission of quarterly VAT returns in compliance with UK tax laws and regulations Working with the Bluebear finance administrator (5 hours a day), supporting payables and procurement Main point of contact for external auditors and accountants for Saab Bluebear, to support preparation of year end accounts, tax return audits and statutory requirements Experience and Qualifications: Qualified Accountant (CIMA/ACA/ACCA) Degree or equivalent Accounting/ Management Accounting Ideally familiar with XERO accounting software (or similar) and Microsoft Office including Access databases A commercial and pragmatic qualified accountant with management accountant experience Experience in team management. Excellent interpersonal and communication skills, together with the ability to contribute and influence at a senior level, are essential Proven experience in the operation of a finance function and statutory obligations Experience of working closely with a wider team to ensure robust financial controls and effective cash management is in place, is critical to the success of the business Demonstrate a sound understanding of annual cycles of the finance function, and taxation and have had exposure to broader general management and commercial responsibilities A highly motivated self-starter with plenty of energy, the successful candidate will be someone who takes the initiative and anticipates proactively the demands of a growing, successful and fast moving business By submitting an application to Saab UK you consent to undertaking workforce screening activities that may include but are not limited to: Baseline Personnel Security checks, National Security Vetting, reference checks, verification of working rights and in all circumstances preferred candidates will be placed through a security interview.
Oct 21, 2025
Full time
Introduction Saab in UK is growing rapidly, with over 500 colleagues across eight sites. We bring together Swedish heritage and British expertise to drive innovation in areas such as software engineering, underwater robotics, radars, AI, and armed forces training. Joining Saab in UK means contributing to the security and resilience of society while building a career with real scope for personal and professional growth. What you will be part of: Explore a wealth of possibilities. Take on challenges, create smart inventions, and grow beyond. This is a place for curious minds, brave pioneers, and everyone in between. Together, we achieve the extraordinary, each bringing our unique perspectives. Your part matters. Saab is a leading defence and security company with an enduring mission, to help nations keep their people and society safe. Empowered by its 26,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. The Role: This role is part of our Saab Bluebear Business in Bedford. Reporting to the CFO, this role will have responsibility for the production of timely financial accounts and reports, and input to Saab UK and Global Reporting for Saab Bluebear. Key Responsibilities: Work closely with Saab UK Head of Finance, to ensure that statutory reporting requirements are met Responsible for day-to-day financial operations for Saab Bluebear including Budgeting, forecasting and financial planning. Providing strong financial and commercial support to the management team at Saab Bluebear Financial recording and all-round purchasing. The successful candidate will be a team player who is keen to get involved and happy to help in many related aspects of the company operations Support strategic planning and business decision-making through financial insight Manage financial data within Xero and Oracle, and excel. Monthly accounts closing procedure and Group reporting Payroll journal & Reconciling salaries Balance Sheet & Stock reconciliations Monthly WIP & Cost of sales calculations Prepayments, Accruals and Provisions Creditors and supplier reconciliations Banking: Inputting Bacs payments into the bank, ensuring they are processed accurately and in line with internal approval policies and financial controls Identify and Calculate R&D Expenditure Credit in line with HMRC guidelines and liaison with external accountants and operational teams Preparation and submission of quarterly VAT returns in compliance with UK tax laws and regulations Working with the Bluebear finance administrator (5 hours a day), supporting payables and procurement Main point of contact for external auditors and accountants for Saab Bluebear, to support preparation of year end accounts, tax return audits and statutory requirements Experience and Qualifications: Qualified Accountant (CIMA/ACA/ACCA) Degree or equivalent Accounting/ Management Accounting Ideally familiar with XERO accounting software (or similar) and Microsoft Office including Access databases A commercial and pragmatic qualified accountant with management accountant experience Experience in team management. Excellent interpersonal and communication skills, together with the ability to contribute and influence at a senior level, are essential Proven experience in the operation of a finance function and statutory obligations Experience of working closely with a wider team to ensure robust financial controls and effective cash management is in place, is critical to the success of the business Demonstrate a sound understanding of annual cycles of the finance function, and taxation and have had exposure to broader general management and commercial responsibilities A highly motivated self-starter with plenty of energy, the successful candidate will be someone who takes the initiative and anticipates proactively the demands of a growing, successful and fast moving business By submitting an application to Saab UK you consent to undertaking workforce screening activities that may include but are not limited to: Baseline Personnel Security checks, National Security Vetting, reference checks, verification of working rights and in all circumstances preferred candidates will be placed through a security interview.
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )
Oct 20, 2025
Full time
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )
Sewell Wallis is proud to be working in partnership with a well-established and respected charity based in Nottingham, to recruit a Head of Commercial Finance for a 6-month fixed-term contract, with the possibility of transitioning to a permanent role. This is a key leadership position within the organisation, offering the opportunity to influence strategic decision-making and drive financial performance. The successful Head of Commercial Finance candidate will be based at the organisation's Sheffield headquarters, with the flexibility of hybrid working. You will lead a finance team of 13, including five direct reports, and take ownership of all FP&A activity, including forecasting, budgeting, pricing strategy, and financial modelling. You will also play a critical role in supporting operational and commercial decision-making across the charity. What will you be doing? Lead, manage and develop a high-performing finance team, fostering a culture of accountability, collaboration and continuous improvement Oversee the full financial planning and analysis cycle, including quarterly forecasting, annual budgeting, and long-term financial modelling Deliver accurate and timely month-end reporting, including management accounts, variance analysis, and commentary on financial performance Conduct detailed risk and opportunity assessments, providing strategic insight to support resource allocation and investment decisions Partner with senior stakeholders, including Directors and the Executive Team, to evaluate business cases and support strategic initiatives Lead the development of commercial pricing models and service scheduling strategies to ensure financial sustainability and operational efficiency Analyse overhead structures and cost drivers, identifying opportunities for cost optimisation and improved financial control Ensure financial data is translated into actionable insights that inform decision-making across the organisation What skills are we looking for? Fully qualified accountant (ACA, ACCA, CIMA or equivalent) Proven experience in a senior FP&A or commercial finance role, ideally within a complex or multi-service organisation Strong analytical skills with a track record of evaluating business cases and identifying financial risks and opportunities Demonstrated ability to build effective relationships and influence senior stakeholders Experience in leading and developing finance teams Proficient in overhead cost analysis and financial modelling What's on offer? Competitive salary: 85,000 - 95,000 per annum, dependent on experience 25 days annual leave, rising to 30 days after five years of service Option to buy or sell up to five days of annual leave 8% matched pension scheme Hybrid working arrangement Opportunity to transition into a permanent leadership role Apply below or for more information, contact Jenny. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Oct 20, 2025
Contractor
Sewell Wallis is proud to be working in partnership with a well-established and respected charity based in Nottingham, to recruit a Head of Commercial Finance for a 6-month fixed-term contract, with the possibility of transitioning to a permanent role. This is a key leadership position within the organisation, offering the opportunity to influence strategic decision-making and drive financial performance. The successful Head of Commercial Finance candidate will be based at the organisation's Sheffield headquarters, with the flexibility of hybrid working. You will lead a finance team of 13, including five direct reports, and take ownership of all FP&A activity, including forecasting, budgeting, pricing strategy, and financial modelling. You will also play a critical role in supporting operational and commercial decision-making across the charity. What will you be doing? Lead, manage and develop a high-performing finance team, fostering a culture of accountability, collaboration and continuous improvement Oversee the full financial planning and analysis cycle, including quarterly forecasting, annual budgeting, and long-term financial modelling Deliver accurate and timely month-end reporting, including management accounts, variance analysis, and commentary on financial performance Conduct detailed risk and opportunity assessments, providing strategic insight to support resource allocation and investment decisions Partner with senior stakeholders, including Directors and the Executive Team, to evaluate business cases and support strategic initiatives Lead the development of commercial pricing models and service scheduling strategies to ensure financial sustainability and operational efficiency Analyse overhead structures and cost drivers, identifying opportunities for cost optimisation and improved financial control Ensure financial data is translated into actionable insights that inform decision-making across the organisation What skills are we looking for? Fully qualified accountant (ACA, ACCA, CIMA or equivalent) Proven experience in a senior FP&A or commercial finance role, ideally within a complex or multi-service organisation Strong analytical skills with a track record of evaluating business cases and identifying financial risks and opportunities Demonstrated ability to build effective relationships and influence senior stakeholders Experience in leading and developing finance teams Proficient in overhead cost analysis and financial modelling What's on offer? Competitive salary: 85,000 - 95,000 per annum, dependent on experience 25 days annual leave, rising to 30 days after five years of service Option to buy or sell up to five days of annual leave 8% matched pension scheme Hybrid working arrangement Opportunity to transition into a permanent leadership role Apply below or for more information, contact Jenny. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )
Oct 20, 2025
Full time
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Based in modern offices in the heart of the City of London, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Oct 20, 2025
Full time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Based in modern offices in the heart of the City of London, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Oct 19, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Are you an experienced finance professional with strong FP&A and Business Partnering expertise, proficient systems knowledge, and a passion for driving business performance? Cedar Recruitment are supporting a leading Financial Services organisation on an exciting opportunity, to work as a Financial Planning & Analysi s Manager, within a passionate and successful finance team. The psoition is working Permanently in London on a Hybrid basis and the salary on offer is £65,000-£70,000 per annum with a discretionary bonus, excellent pension and private healthcare amongst other enticing benefits. This is a pivotal role that will be supporting the Head of Business Partnering across Financial Planning, Forecasting and Strateic Modelling. Main Duties: Lead on annual budget cycles, quarterly forecasts, and longer-term financial projections. Own and maintain planning software, BI tools and reporting dashboards. Prepare and manage P&L, Balance Sheet and Cashflow models, providing insights to support business strategy. Partner with senior stakeholders, providing analysis to inform business decisions, new initiatives, and revenue-generating opportunities. Develop scenario models, "what-if" analysis and strategic planning reports. Act as system administrator for the planning tool and build expertise in Power BI reporting. Drive improvements in finance processes, automation, and reporting capability. Essential Requirements: You will be a qualified accountant (CIMA, ACCA, ACA or equivalent) Possess a strong track record in FP&A, business partnering, and financial modelling. Advanced Excel skills and the ability to build complex models and dashboards. Hands-on experience with planning tools Familiarity with BI and reporting tools including Power BI. Strong analytical skills with the ability to interpret financial data, identify risks and opportunities, and communicate insights clearly. Excellent stakeholder management skills and the ability to influence at all levels. A collaborative approach, with the ability to work across teams to solve problems and improve processes. If you are keen on the role, then please apply and should you meet the minimum requirements, one of the team will be in touch to discuss with you further.
Oct 19, 2025
Full time
Are you an experienced finance professional with strong FP&A and Business Partnering expertise, proficient systems knowledge, and a passion for driving business performance? Cedar Recruitment are supporting a leading Financial Services organisation on an exciting opportunity, to work as a Financial Planning & Analysi s Manager, within a passionate and successful finance team. The psoition is working Permanently in London on a Hybrid basis and the salary on offer is £65,000-£70,000 per annum with a discretionary bonus, excellent pension and private healthcare amongst other enticing benefits. This is a pivotal role that will be supporting the Head of Business Partnering across Financial Planning, Forecasting and Strateic Modelling. Main Duties: Lead on annual budget cycles, quarterly forecasts, and longer-term financial projections. Own and maintain planning software, BI tools and reporting dashboards. Prepare and manage P&L, Balance Sheet and Cashflow models, providing insights to support business strategy. Partner with senior stakeholders, providing analysis to inform business decisions, new initiatives, and revenue-generating opportunities. Develop scenario models, "what-if" analysis and strategic planning reports. Act as system administrator for the planning tool and build expertise in Power BI reporting. Drive improvements in finance processes, automation, and reporting capability. Essential Requirements: You will be a qualified accountant (CIMA, ACCA, ACA or equivalent) Possess a strong track record in FP&A, business partnering, and financial modelling. Advanced Excel skills and the ability to build complex models and dashboards. Hands-on experience with planning tools Familiarity with BI and reporting tools including Power BI. Strong analytical skills with the ability to interpret financial data, identify risks and opportunities, and communicate insights clearly. Excellent stakeholder management skills and the ability to influence at all levels. A collaborative approach, with the ability to work across teams to solve problems and improve processes. If you are keen on the role, then please apply and should you meet the minimum requirements, one of the team will be in touch to discuss with you further.
Financial Planning Administrator - Worcester Salary: Up to £35,000 + excellent benefits Location: Worcester (office-based, 5 days per week) A fantastic opportunity has arisen for a skilled Financial Planning Administrator to join a highly reputable Wealth Management business in their Worcester office. This role offers the chance to be part of a professional, supportive team where you'll provide first-class support to Financial Planners and play a key role in delivering excellent outcomes for clients. The role: Provide high-quality administrative support to Financial Planners, ensuring cases and documentation are managed accurately and efficiently Act as a first point of contact for client queries, delivering excellent customer service Prepare client documentation, meeting packs, valuations, and handle post-meeting actions Coordinate with internal teams such as paraplanning, compliance, and client services to ensure smooth processes Support training and mentoring of junior team members, sharing your expertise Maintain accurate records on XPlan and other systems Ensure compliance with FCA and internal processes at all times About you: Previous experience in a Financial Planning or Wealth Management support role Strong knowledge of financial planning processes and products Excellent communication and interpersonal skills High attention to detail with strong organisational skills Proficient in Microsoft Office; experience with XPlan or Voyant would be an advantage A proactive, collaborative team player with a commitment to delivering excellent client outcomes What's on offer: Salary up to £35,000 (depending on experience) Fantastic benefits package Full exam support to progress your career Clear opportunities for development and progression within the team A supportive and professional working environment
Oct 18, 2025
Full time
Financial Planning Administrator - Worcester Salary: Up to £35,000 + excellent benefits Location: Worcester (office-based, 5 days per week) A fantastic opportunity has arisen for a skilled Financial Planning Administrator to join a highly reputable Wealth Management business in their Worcester office. This role offers the chance to be part of a professional, supportive team where you'll provide first-class support to Financial Planners and play a key role in delivering excellent outcomes for clients. The role: Provide high-quality administrative support to Financial Planners, ensuring cases and documentation are managed accurately and efficiently Act as a first point of contact for client queries, delivering excellent customer service Prepare client documentation, meeting packs, valuations, and handle post-meeting actions Coordinate with internal teams such as paraplanning, compliance, and client services to ensure smooth processes Support training and mentoring of junior team members, sharing your expertise Maintain accurate records on XPlan and other systems Ensure compliance with FCA and internal processes at all times About you: Previous experience in a Financial Planning or Wealth Management support role Strong knowledge of financial planning processes and products Excellent communication and interpersonal skills High attention to detail with strong organisational skills Proficient in Microsoft Office; experience with XPlan or Voyant would be an advantage A proactive, collaborative team player with a commitment to delivering excellent client outcomes What's on offer: Salary up to £35,000 (depending on experience) Fantastic benefits package Full exam support to progress your career Clear opportunities for development and progression within the team A supportive and professional working environment
Senior Financial Planning Administrator Location: Leicester Salary: £28,000 - £35,000 Duration: Permanent, Full time or Part Time, Hybrid work (1-2 days a week from home) We are working with an Financial planning firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Oct 18, 2025
Full time
Senior Financial Planning Administrator Location: Leicester Salary: £28,000 - £35,000 Duration: Permanent, Full time or Part Time, Hybrid work (1-2 days a week from home) We are working with an Financial planning firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Senior Financial Planning Administrator Location - Warwick Salary £30,000 - £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Oct 18, 2025
Full time
Senior Financial Planning Administrator Location - Warwick Salary £30,000 - £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Senior Financial Planning Administrator Location - Edgbaston, Birmingham Salary £26,000 - £32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £32,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Oct 18, 2025
Full time
Senior Financial Planning Administrator Location - Edgbaston, Birmingham Salary £26,000 - £32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £32,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Client Relationship Manager - Wealth Management Location: Hove (Hybrid: 3 days office / 2 days home) Salary: Up to £32,000 + bonus + benefits We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice Prepare meeting packs, process new business, and liaise with product providers and platforms Maintain accurate client data and ensure compliance with KYC/AML requirements Provide mentorship to junior staff and contribute to operational improvements What We're Looking For: Previous experience within an IFA or Wealth Management environment Strong understanding of investments, pensions, and protection products Confident using CRM/back-office systems (Intelliflo, Xplan, or similar) Excellent communication and organisational skills A proactive, client-focused approach and strong attention to detail Package & Benefits: Salary up to £32,000 p.a. Hybrid working - 3 days office / 2 days home Discretionary annual bonus Supportive, collaborative team environment Clear progression opportunities within a growing national firm If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships. Apply today to find out more.
Oct 17, 2025
Full time
Client Relationship Manager - Wealth Management Location: Hove (Hybrid: 3 days office / 2 days home) Salary: Up to £32,000 + bonus + benefits We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice Prepare meeting packs, process new business, and liaise with product providers and platforms Maintain accurate client data and ensure compliance with KYC/AML requirements Provide mentorship to junior staff and contribute to operational improvements What We're Looking For: Previous experience within an IFA or Wealth Management environment Strong understanding of investments, pensions, and protection products Confident using CRM/back-office systems (Intelliflo, Xplan, or similar) Excellent communication and organisational skills A proactive, client-focused approach and strong attention to detail Package & Benefits: Salary up to £32,000 p.a. Hybrid working - 3 days office / 2 days home Discretionary annual bonus Supportive, collaborative team environment Clear progression opportunities within a growing national firm If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships. Apply today to find out more.
Senior IFA Administrator - Droitwich (Office Based) Salary: Up to £30,000 (potentially negotiable depending on experience) Location: Droitwich, Worcestershire Type: Full-time, permanent An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £30,000 , depending on experience and qualifications. 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position. Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
Oct 17, 2025
Full time
Senior IFA Administrator - Droitwich (Office Based) Salary: Up to £30,000 (potentially negotiable depending on experience) Location: Droitwich, Worcestershire Type: Full-time, permanent An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £30,000 , depending on experience and qualifications. 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position. Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area. This role is hybrid with 3 days at home and 2 in the office offered.The role will suit a positive individual who has experience within an Administrative capacity within the Financial Services industry, who enjoys liaising with senior team members. Responsibilities include; Managing adviser diaries and preparing review paperwork for client meetings Completing actions and administration after client meetings Preparation and processing of new business Assist in the preparation of Financial Planning Reports Handling non-advice customer queries by telephone and email Ensure that customer administration is carried out in accordance with compliance and regulatory obligations Keep up to date with financial products and legislation, demonstrating continual learning and development Other administrative duties as require To be successful you should be able to demonstrate: Strong numeracy skills, with a good eye for detail Excellent communication skills both written and verbal Self-motivation, be highly organised and have good problem solving capabilities Good IT skills such as Word, Excel and the ability to pick up new systems quickly A proven background in providing excellent customer service Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Oct 17, 2025
Full time
IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area. This role is hybrid with 3 days at home and 2 in the office offered.The role will suit a positive individual who has experience within an Administrative capacity within the Financial Services industry, who enjoys liaising with senior team members. Responsibilities include; Managing adviser diaries and preparing review paperwork for client meetings Completing actions and administration after client meetings Preparation and processing of new business Assist in the preparation of Financial Planning Reports Handling non-advice customer queries by telephone and email Ensure that customer administration is carried out in accordance with compliance and regulatory obligations Keep up to date with financial products and legislation, demonstrating continual learning and development Other administrative duties as require To be successful you should be able to demonstrate: Strong numeracy skills, with a good eye for detail Excellent communication skills both written and verbal Self-motivation, be highly organised and have good problem solving capabilities Good IT skills such as Word, Excel and the ability to pick up new systems quickly A proven background in providing excellent customer service Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Executive Personal Assistant Insurance Supervision The Insurance Supervision Directorate promotes the safety and soundness of over 500 insurers operating in the UK. This includes general insurers, life insurers, friendly societies and the London market. We help identify and mitigate potential risks before they can have an adverse effect on policyholders and financial stability. We face a complex and challenging task, one that presents numerous opportunities to protect policyholders and UK financial stability and one that delivers real and lasting benefits to society. Job description We are looking to recruit an experienced administrator with a positive can-do attitude. The jobholder will provide dedicated support to two Senior Managers and their teams supervising Insurance firms while working alongside other administrators. This is a great opportunity to play a pivotal role within a busy division and would suit an administrator who is looking to develop their skills and experience of working in a busy office. Role Requirements Providing secretarial and full administrative support to Senior Managers and their teams. Diary management, including liaising with internal and external contacts, producing papers for the following day and chasing briefings. Monitoring compliance standards for the team, including producing monthly management information reports. Responsibility for the records management of the team, maintaining an electronic filing system and firm inboxes with a good knowledge of Records Management. Arranging external meetings with Insurance firms and other large meetings e.g. away days, colleges including booking meeting rooms, visitors and arranging refreshments when required Collecting external visitors from reception as and when required Dealing with general correspondence and queries from firms and filing emails Planning and arranging domestic / international travel and processing expenses Attending internal (and possibly external meetings), minute-taking and chasing up actions. Willingly cover for colleagues (other Administrators and HoD PAs) to provide effective support to other teams across the department and division when required Maintaining firm contact details Minimum (Essential) criteria Ability to manage multiple tasks and issues Ability to build good working relationships and networks High level of accuracy and a good attention to detail The ability to work proactively, using own initiative and with minimal supervision Strong organisational, prioritisation and time management skills, with the ability to work in a structured way to a high standard against tight deadlines
Oct 17, 2025
Contractor
Executive Personal Assistant Insurance Supervision The Insurance Supervision Directorate promotes the safety and soundness of over 500 insurers operating in the UK. This includes general insurers, life insurers, friendly societies and the London market. We help identify and mitigate potential risks before they can have an adverse effect on policyholders and financial stability. We face a complex and challenging task, one that presents numerous opportunities to protect policyholders and UK financial stability and one that delivers real and lasting benefits to society. Job description We are looking to recruit an experienced administrator with a positive can-do attitude. The jobholder will provide dedicated support to two Senior Managers and their teams supervising Insurance firms while working alongside other administrators. This is a great opportunity to play a pivotal role within a busy division and would suit an administrator who is looking to develop their skills and experience of working in a busy office. Role Requirements Providing secretarial and full administrative support to Senior Managers and their teams. Diary management, including liaising with internal and external contacts, producing papers for the following day and chasing briefings. Monitoring compliance standards for the team, including producing monthly management information reports. Responsibility for the records management of the team, maintaining an electronic filing system and firm inboxes with a good knowledge of Records Management. Arranging external meetings with Insurance firms and other large meetings e.g. away days, colleges including booking meeting rooms, visitors and arranging refreshments when required Collecting external visitors from reception as and when required Dealing with general correspondence and queries from firms and filing emails Planning and arranging domestic / international travel and processing expenses Attending internal (and possibly external meetings), minute-taking and chasing up actions. Willingly cover for colleagues (other Administrators and HoD PAs) to provide effective support to other teams across the department and division when required Maintaining firm contact details Minimum (Essential) criteria Ability to manage multiple tasks and issues Ability to build good working relationships and networks High level of accuracy and a good attention to detail The ability to work proactively, using own initiative and with minimal supervision Strong organisational, prioritisation and time management skills, with the ability to work in a structured way to a high standard against tight deadlines
Sewell Wallis is proud to be working in partnership with a well-established and respected charity based in Sheffield, South Yorkshire, to recruit a Head of Financial Planning & Analysis for an ongoing contract. This is a key leadership role within the organisation, offering the opportunity to influence strategic decision-making and drive financial performance. The successful Head of Financial Planning & Analysis candidate will be based at the organisation's Sheffield headquarters, with the flexibility of hybrid working. You will lead a finance team of 20, including five direct reports, and take ownership of all FP&A activity, including forecasting, budgeting, pricing strategy, and financial modelling. You will also play a critical role in supporting operational and commercial decision-making across the charity. What will you be doing? Lead, manage and develop a high-performing finance team, fostering a culture of accountability, collaboration and continuous improvement. Oversee the full financial planning and analysis cycle, including quarterly forecasting, annual budgeting, and long-term financial modelling. Deliver accurate and timely month-end reporting, including management accounts, variance analysis, and commentary on financial performance. Conduct detailed risk and opportunity assessments, providing strategic insight to support resource allocation and investment decisions. Partner with senior stakeholders, including Directors and the Executive Team, to evaluate business cases and support strategic initiatives. Lead the development of commercial pricing models and service scheduling strategies to ensure financial sustainability and operational efficiency. Analyse overhead structures and cost drivers, identifying opportunities for cost optimisation and improved financial control. Ensure financial data is translated into actionable insights that inform decision-making across the organisation. What skills are we looking for? Fully qualified accountant (ACA, ACCA, CIMA or equivalent). Proven experience in a senior FP&A or commercial finance role, ideally within a complex or multi-service organisation. Strong analytical skills with a track record of evaluating business cases and identifying financial risks and opportunities. Demonstrated ability to build effective relationships and influence senior stakeholders. Experience in leading and developing finance teams. Proficient in overhead cost analysis and financial modelling. What's on offer? Competitive salary: 70,000 - 90,000 per annum, dependent on experience. 25 days annual leave, rising to 30 days after five years of service. Option to buy or sell up to five days of annual leave. 8% matched pension scheme. Hybrid working arrangement. Send us your CV below, or contact Jenny Goodson for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Oct 17, 2025
Contractor
Sewell Wallis is proud to be working in partnership with a well-established and respected charity based in Sheffield, South Yorkshire, to recruit a Head of Financial Planning & Analysis for an ongoing contract. This is a key leadership role within the organisation, offering the opportunity to influence strategic decision-making and drive financial performance. The successful Head of Financial Planning & Analysis candidate will be based at the organisation's Sheffield headquarters, with the flexibility of hybrid working. You will lead a finance team of 20, including five direct reports, and take ownership of all FP&A activity, including forecasting, budgeting, pricing strategy, and financial modelling. You will also play a critical role in supporting operational and commercial decision-making across the charity. What will you be doing? Lead, manage and develop a high-performing finance team, fostering a culture of accountability, collaboration and continuous improvement. Oversee the full financial planning and analysis cycle, including quarterly forecasting, annual budgeting, and long-term financial modelling. Deliver accurate and timely month-end reporting, including management accounts, variance analysis, and commentary on financial performance. Conduct detailed risk and opportunity assessments, providing strategic insight to support resource allocation and investment decisions. Partner with senior stakeholders, including Directors and the Executive Team, to evaluate business cases and support strategic initiatives. Lead the development of commercial pricing models and service scheduling strategies to ensure financial sustainability and operational efficiency. Analyse overhead structures and cost drivers, identifying opportunities for cost optimisation and improved financial control. Ensure financial data is translated into actionable insights that inform decision-making across the organisation. What skills are we looking for? Fully qualified accountant (ACA, ACCA, CIMA or equivalent). Proven experience in a senior FP&A or commercial finance role, ideally within a complex or multi-service organisation. Strong analytical skills with a track record of evaluating business cases and identifying financial risks and opportunities. Demonstrated ability to build effective relationships and influence senior stakeholders. Experience in leading and developing finance teams. Proficient in overhead cost analysis and financial modelling. What's on offer? Competitive salary: 70,000 - 90,000 per annum, dependent on experience. 25 days annual leave, rising to 30 days after five years of service. Option to buy or sell up to five days of annual leave. 8% matched pension scheme. Hybrid working arrangement. Send us your CV below, or contact Jenny Goodson for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Description: Estate Agent Sales Manager / Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. We are seeking a Sales Manager for this big hitting office. Remuneration: Basic salary up to £30,000 plus £3,000 car allowance. On Target Earlings £50,000+. Estate Agent Sales Manager / Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Sales Manager / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Sales Manager / Lister Previous Estate Agency experience is essential. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 17, 2025
Full time
Description: Estate Agent Sales Manager / Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. We are seeking a Sales Manager for this big hitting office. Remuneration: Basic salary up to £30,000 plus £3,000 car allowance. On Target Earlings £50,000+. Estate Agent Sales Manager / Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Sales Manager / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Sales Manager / Lister Previous Estate Agency experience is essential. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ensuring a clean and safe working environment. Ensure that the office operates in accordance with Health & Safety policies and procedures, including but not limited to the completion and maintenance of risk assessments. Manage office supplies and equipment, ensuring inventory levels are maintained and orders are placed as needed. Coordinate with Group IT for infrastructure maintenance and troubleshooting. Client Service Delivery & Operational Excellence: Lead the client administration and paraplanning teams, ensuring the teams consistently adhere to best in class processes, delivering high-quality, timely, and accurate services. Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements. Oversee the delivery of an efficient technical research and quality report writing service. Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods. Monitor invoicing, income recording, and matching processes to ensure accurate financial administration. Team Management & Development: Lead, coach, and support the front of house, client administration and paraplanning teams, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Process Adherence & Improvement: Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery. Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions. Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards. Provide support in project management activities. Relationship Management & Collaboration: Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers. Work closely with the Operations Consultant, Director of Operations, Client Support Team Leader and Client Support team, Paraplanning team, Directors, group functions and other senior managers to ensure the team s operations align with the wider business strategy and goals. Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives. Marketing & Events: Work closely with Group Marketing on marketing requirements, and manage local client events. Risk & Compliance: Act as a role model for adherence to regulatory requirements, ensuring that the teams operates within the guidelines set by the FCA and the company. Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making. Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity. Requirements Experience in client service within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector. Proven experience in front of house and office management. Proven experience managing an administration and paraplanning team, ensuring high levels of service and operational efficiency. Excellent administrative, organisational, and communication skills. Strong understanding of compliance, risk, and governance within financial services operations. Regulated diploma in Financial Planning (QCF Level 4) or equivalent is desirable. Familiarity with Intelligent Office or similar client management systems is highly desirable. Benefits An industry competitive salary, up to £45,250.00 The opportunity to enhance your earnings via a profit related bonus, payable biannually 25 days holiday PA, plus bank holidays, plus three days closure over Christmas Working hours are flexible e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Health Cash Plan Electric car scheme Pension (7.5% employer contribution) Several social events throughout the year
Oct 15, 2025
Full time
This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ensuring a clean and safe working environment. Ensure that the office operates in accordance with Health & Safety policies and procedures, including but not limited to the completion and maintenance of risk assessments. Manage office supplies and equipment, ensuring inventory levels are maintained and orders are placed as needed. Coordinate with Group IT for infrastructure maintenance and troubleshooting. Client Service Delivery & Operational Excellence: Lead the client administration and paraplanning teams, ensuring the teams consistently adhere to best in class processes, delivering high-quality, timely, and accurate services. Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements. Oversee the delivery of an efficient technical research and quality report writing service. Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods. Monitor invoicing, income recording, and matching processes to ensure accurate financial administration. Team Management & Development: Lead, coach, and support the front of house, client administration and paraplanning teams, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Process Adherence & Improvement: Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery. Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions. Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards. Provide support in project management activities. Relationship Management & Collaboration: Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers. Work closely with the Operations Consultant, Director of Operations, Client Support Team Leader and Client Support team, Paraplanning team, Directors, group functions and other senior managers to ensure the team s operations align with the wider business strategy and goals. Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives. Marketing & Events: Work closely with Group Marketing on marketing requirements, and manage local client events. Risk & Compliance: Act as a role model for adherence to regulatory requirements, ensuring that the teams operates within the guidelines set by the FCA and the company. Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making. Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity. Requirements Experience in client service within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector. Proven experience in front of house and office management. Proven experience managing an administration and paraplanning team, ensuring high levels of service and operational efficiency. Excellent administrative, organisational, and communication skills. Strong understanding of compliance, risk, and governance within financial services operations. Regulated diploma in Financial Planning (QCF Level 4) or equivalent is desirable. Familiarity with Intelligent Office or similar client management systems is highly desirable. Benefits An industry competitive salary, up to £45,250.00 The opportunity to enhance your earnings via a profit related bonus, payable biannually 25 days holiday PA, plus bank holidays, plus three days closure over Christmas Working hours are flexible e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Health Cash Plan Electric car scheme Pension (7.5% employer contribution) Several social events throughout the year
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 £40,000. You Will Be Responsible For Leading, mentoring, and developing the client support team. Allocating and monitoring workloads to ensure deadlines are achieved. Managing complex or high-priority client administration tasks directly. Overseeing onboarding, annual reviews, and day-to-day service delivery. Acting as the main operational point of contact between advisers and paraplanners. Monitoring workflow and addressing bottlenecks before they escalate. Maintaining compliance and ensuring quality standards are met. Driving continuous improvement across systems and processes. (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role. At least 2 years of experience in financial services A strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven ability to lead teams and manage multiple priorities effectively. Excellent attention to detail and accuracy in all tasks. Strong organisational skills and effective communication. What s on Offer Competitive salary Generous holiday entitlement. Professional development and qualification support. Company pension and wellbeing initiatives. Enhanced family leave policies. Additional leave and regular company events. Supportive and collaborative working culture. This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 15, 2025
Full time
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 £40,000. You Will Be Responsible For Leading, mentoring, and developing the client support team. Allocating and monitoring workloads to ensure deadlines are achieved. Managing complex or high-priority client administration tasks directly. Overseeing onboarding, annual reviews, and day-to-day service delivery. Acting as the main operational point of contact between advisers and paraplanners. Monitoring workflow and addressing bottlenecks before they escalate. Maintaining compliance and ensuring quality standards are met. Driving continuous improvement across systems and processes. (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role. At least 2 years of experience in financial services A strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven ability to lead teams and manage multiple priorities effectively. Excellent attention to detail and accuracy in all tasks. Strong organisational skills and effective communication. What s on Offer Competitive salary Generous holiday entitlement. Professional development and qualification support. Company pension and wellbeing initiatives. Enhanced family leave policies. Additional leave and regular company events. Supportive and collaborative working culture. This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
