167 jobs found

Financial Adviser (IFA) Location: High Wycombe (Hybrid) Employment Type: Full-time Salary: 50,000 - 60,000 base (DOE) + Competitive Bonus Structure About the Role Are you a driven and strategic Financial Advisor (IFA) ready to take ownership of your client base and help shape the future of a growing firm? Our client is seeking a Level 4 qualified adviser to join their team in High Wycombe. This is a unique opportunity to assess the current business, attract new clients, and lead growth initiatives. Ideally you will be an IFA who has a blend of technical qualifications, interpersonal strengths, and business acumen. Key Responsibilities Review and optimise the existing client book and business processes. Identify and implement opportunities for business growth. Develop strategies to attract and retain new clients. Provide holistic financial advice across pensions, investments, protection, and tax planning. Build and maintain strong client relationships. Work collaboratively with paraplanners and administrators to ensure high-quality service delivery. Candidate Requirements Proven experience in financial advice and client relationship management. Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred. Proficient in Intelliflo Office or similar CRM systems. Commercially minded with a passion for business development. Strong understanding of FCA regulations and compliance. Excellent communication and interpersonal skills. Self-motivated, proactive, and growth-oriented. What's on Offer Supportive team and leadership. Flexible working arrangements. Access to high-quality leads and marketing support. Career progression opportunities and support for further qualifications. A chance to make a meaningful impact on the direction of the business. Ready to take the next step? Contact: Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Job Title/Location: IFA Administrator, South Gloucestershire Salary: To £34,000 + bonus + pension + life/health benefits Office/WFH: Fully office based Requirements: Previous IFA administration experience preferred, will consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Banking Admin etc. Role Snapshot: Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new business This office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided. The Company/Team: This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors. The Role: This IFA Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include: Assisting in preparing annual reviews Completing files to meet company compliance standards Liaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits Assist in preparing simple suitability reports Processing & submitting new business (online + postal applications) and monitoring applications Input of adviser fees/commission onto IO, raising invoices Processing amendments to existing plans e.g. fund switches Personal diary management in Outlook & Intelliflo Skills / Experience Required: For this IFA Administrator opening, previous IFA administration experience is our clients preference, but also open to those working in areas such as pensions admin, SIPP admin, life & protection admin, banking admin etc. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a 'can do' attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver. Additional Information: The salary for the IFA Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below. The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

IFA Administrator Glasgow (Hybrid working)£27,000 - £28,000 + benefits Support a respected financial advisory firm in delivering high-quality client service and efficient operations. This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued. You'll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you're looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth. What you'll do You'll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems. Key responsibilities include: Preparing client meeting packs, illustrations, and application forms Handling letters of authority and updating client policy records Processing new business applications across pensions, investments, and protection Responding to client and provider enquiries via phone, email, and post Maintaining accurate records on Intelligent Office and managing diary tasks Producing valuation schedules and supporting encashment/withdrawal requests What you'll need Experience in financial planning, wealth management, or financial services admin Strong organisational skills and attention to detail Willingness to study towards financial services qualifications (desirable) About the company This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism. With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career. You'll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance. Please click 'Apply now' . Don't worry if your CV isn't up to date - just send what you have and we'll take it from there. IFA Administrator, Financial Planning Administrator, Wealth Administrator

Our client is currently seeking an experienced Scheduling Administrator to join the team due to growth. This is an excellent opportunity for someone wanting to work within a close knit team and contribute and support a network of field based engineers. The Role: Coordinate and plan field based engineers diaries ensuring routes are planned to maximise workload Deal with inbound customer enquiries providing updates and product information Processing new customers orders Scheduling annual customer maintenance appointments Making sure all compliance checks are completed and issued to the customer Generating invoices and sending to the customer About You: Good organisational and communication skills Attention to detail Strong customer service skills Able to manage own workload INDAB

IFA Administrator Cardiff Hybrid working Up to £30k This is best suited to IFA Administrators with 1+ years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. Salary up to £30k. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Cardiff office. The Role As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately. The Benefits Salary up to £30k. Private medical insurance Healthcare cash plan Group income protection. Group life assurance. Group pension scheme. Discretionary company bonus award opportunity 28 days annual leave rising to 30 days after 2 years' service Apply If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Up to £35,000 (pro rata), Benefits Are you an experienced IFA Administrator looking for a flexible part-time opportunity? We are working with a well-regarded financial planning firm in London who are looking to expand their support team with a professional and proactive administrator. This is a great opportunity for a detail-focused individual seeking work-life balance within a supportive and professional environment. The Role As part of the admin team, you'll provide key support to advisers, helping deliver excellent service to clients. Responsibilities include: Processing new business applications across pensions, investments, and protection. Preparing valuations, review packs, and meeting documentation. Maintaining accurate client records and updating internal systems. Liaising with providers and clients to obtain information and progress cases. Supporting advisers with technical administration, with scope to grow into report writing. About You Previous experience in an IFA, wealth management, or financial planning firm (essential). Good knowledge of pensions, investments, and financial products. Highly organised with excellent attention to detail. Client-focused, professional, and proactive. Ambition to develop technical skills and progress would be an advantage. What's on Offer Salary up to £35,000 (DOE, pro rata). Supportive team culture with training and progression opportunities. This is a fantastic chance for a career-minded administrator who values flexibility alongside professional growth. Contact Sam at Financial Divisions.

Job Title: IFA Administrator Industry: Financial Planning Location: Birmingham Salary: Up to £30,000 Job Reference: 9994 Job Description: Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a prestigious Financial Planning firm. This role as an IFA Administrator is a unique and varied role. The role will involve but not be limited to supporting the Client Relationship Manager and Financial Advisers, processing valuations and LOA's, sending trust forms to providers, liaising with accountants, an element of receptionist duties and much more. This is a fantastic opportunity for someone to work with a growing Lifestyle Financial Planning firm and make a different to the lives of their clients, providing an excellent service and support. With ongoing career professional development. What's in it for you: Salaries up to £30,000 (salary negotiable dependent on skill set and experience) Flexible working (WFH 2 days a week) 26 days holiday plus bank holidays (option to buy more) Opportunity to work in a holistic lifestyle financial planning firm Pension contribution Ongoing study support No dress code in the office (relaxed working environment) Career professional development Skills and experience required: Ideally previous experience as an IFA Administrator in a Wealth Management company Strong literacy and numeracy skills Excellent attention to detail Highly organised and capable of working independently and within a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on an IFA Administrator role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Investment Administrator Location: Belfast Salary: Up to £35,000 Ref: 9969 IFA administration experience is essential. Recruit UK are supporting a well-established and reputable wealth management and financial planning firm known for delivering tailored investment advice and long-term support to clients. Their philosophy is built around people - both clients and staff - and they pride themselves on a collaborative, supportive working culture. Due to internal progression, they are looking for an Client Administrator to join their Investment Management team in Belfast. In this role, you will work closely with Investment Managers, providing day-to-day administrative support and helping deliver a smooth and engaging client experience. Role Responsibilities: Assist Investment Managers to ensure high-quality client outcomes Build and maintain positive client relationships Prepare client valuations, meeting documentation and support with new business proposals Keep client information and records accurate and up to date on internal systems Work with internal teams to process transfers, corporate actions and data updates Benefits & Package: Salary up to £35,000 Private medical insurance, life assurance and pension scheme Hybrid working model (3 days office / 2 days home once trained) Generous holiday allowance, with the option to purchase additional days Support with professional development and qualifications (including Level 4 if desired) What We're Looking For: Previous experience in financial services, ideally within investment or wealth management Strong communication skills and a client-focused approach Excellent organisational skills and attention to detail Interest in working towards a Level 4 qualification is beneficial Understanding of investments and ISAs is an advantage If you're looking to further your career in investment administration and would like to work in a collaborative, forward-thinking firm, we'd love to hear from you.

Job Title: Investment Administrator Location: Liverpool Salary: Up to £35,000 Reference: 9969 Applicants must have prior IFA Administration experience. Recruit UK are working with a reputable, long-established wealth management and financial planning firm. With a strong commitment to personalised advice, they support clients in making confident, informed decisions about their financial future. This business places people at the core of its success. Their team is made up of passionate professionals who believe that great financial advice can genuinely change lives. Due to internal progression, they are now seeking a proactive Investment Administrator to join their Investment Management team in Liverpool. In this role, you will support Investment Managers and maintain strong client relationships, ensuring a smooth and professional client experience at every stage. Key Responsibilities: Provide comprehensive administrative support to Investment Managers Build and maintain positive client relationships Prepare meeting packs, client valuations, and assist with new business proposals Maintain accurate client records using internal systems Liaise with operations teams regarding transfers, corporate actions, and account updates What's on Offer: Competitive salary up to £35,000 Private medical insurance, life assurance and pension contributions Hybrid working (3 days in office / 2 from home once trained) Generous annual leave + option to buy additional holiday Structured training and support towards professional qualifications (if desired) Skills & Experience: Previous experience within financial services (investment or wealth management preferred) Strong communication skills and a commitment to delivering excellent client service Highly organised with strong attention to detail Working towards (or interested in pursuing) Level 4 Diploma is advantageous Knowledge of investments and ISAs is desirable If you're ready to take the next step in your career and would like to join a supportive, progressive wealth management firm, we'd love to hear from you

Job Description: Job Title: Investment Administrator Location: Manchester Salary: Up to £35,000 REF: 9969 Must have Ifa Admin experience. Recruit UK is working with a leading UK wealth management and financial planning firm. With decades of expertise, they pride themselves on providing personalised, expert investment management and advice to help clients make confident decisions about their future. This is a business where people are at the heart of success - a team of passionate professionals united by the belief that great advice changes lives. As a result of internal promotions, we're seeking an ambitious Wealth Administrator to join their Investment Management team in Manchester. You'll provide full administrative support to Investment Managers and build strong client relationships, ensuring a professional and seamless client experience. Duties will include, but not be limited to: Support Investment Managers to deliver excellent client outcomes Build and maintain strong client relationships Prepare meeting packs, valuations, and assist with new business pitches Maintain accurate client records and back-office systems Liaise with operational teams on transfers, corporate actions, and data changes What's in it for you? Competitive salary up to £35,000 Private medical insurance, life assurance, and pension contributions Hybrid working model (3 office / 2 home) after training Generous holiday allowance + option to purchase extra days Access to structured training & professional qualifications support should you wish to complete them. Skills/Experience required: Previous financial services experience (investment/wealth preferred) Strong client service ethic and excellent communication skills Highly organised with a key eye for detail Studying towards (or keen to pursue) a Level 4 qualification is advantageous Knowledge of investments / ISAs desirable If you're looking to take the next step in your career within investment administration and want to join a supportive, forward-thinking wealth management firm, we'd love to hear from you.

We're delighted to be working with a leading Chartered financial planning firm in Exeter, renowned for offering bespoke, high-quality advice to high-net-worth clients. This boutique practice has been a trusted name in the region for many years and takes pride in its truly personal, client-first approach. Due to an experienced Adviser retiring from the industry, an exciting opportunity has arisen for an experienced Financial Adviser to join the business and take over an established client portfolio generating around £300,000 in recurring income. This is a fantastic opportunity for an Adviser who enjoys building meaningful, long-term relationships and wants to focus on delivering quality advice. You'll inherit a loyal client base and have access to a steady stream of ongoing leads - the client has close working relationships a number of local accountants and solicitors. You'll be supported by a highly experienced team of Paraplanners and IFA Administrators, allowing you to focus on providing exceptional advice and maintaining outstanding client relationships. The Role: Take ownership of an existing, well-maintained client book Provide holistic financial planning advice across investments, pensions, and protection Nurture strong, long-term relationships with HNW clients Work collaboratively with internal teams, accountants, and solicitors to deliver joined-up financial solutions What's on offer: Basic salary up to £60,000 (DOE) Bonuses and excellent company benefits A fully supported environment with strong technical and administrative backing A rare opportunity to inherit a substantial client bank and build a long-term career with a Chartered firm

Mortgage Administrator Location: Leicestershire Salary: 25,000 - 30,000 + Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary 25,000 - 30,000 " 25 days holiday + bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983

Glass ceilings might be metaphorical. But they still hurt. You're keen. Capable. Ambitious. You know where you want to take your career and so does your employer. Trouble is they're unwilling or unable to help.Bump.You won't face that at this firm. This business is one with a track record of nurturing and developing their staff. The best example of that is you'll join a team alongside a paraplanner who joined the firm as an administrator and someone who joined as a trainee IFA. Two people who will act as mentors to you. As for the job you'll join as an administrator. But you will learn and develop new skills as a paraplanner, guided by your mentors and a senior planner.That means technical advancement. Powering through your exams. And first hand exposure to how to build brilliant client relationships. As for your future? Well you might want to be the best paraplanner you can be. They can help you get there. Want to be a financial planner? They can do that too. They're a business that wants to develop their own planners, not hire externally, after all. And that person could be you.It's not just learning and development where they've got it covered though. Salary is £30,000 - £40,000 depending on experience. Alongside that there's: A discretionary bonus 8% pension contribution DIS (4x) PMI 25 days holiday Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. The firm itself is a modern financial planning firm. We've worked with them before and they nurture their staff, continue to find ways to improve and are happy to invest in their employees. HERE'S WHAT YOU'LL NEED:You'll be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding.You will have the capability to pass exams and have the capacity to learn about a niche area - personal injury/Court of Protection advice.As a small business/team you will need be a team player and given the specialist advice will have great attention to detail. -Ready to go to the next stage of your career? Click apply.If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

A respected, independent financial planning firm based near Sevenoaks is seeking a capable and experienced Financial Administrator to join their growing team. This is an excellent opportunity for an individual looking for a long-term career in financial services administration. If you are detail-oriented, proactive, and enjoy supporting financial advisers and clients in a professional, client-focused environment, this could be the role for you. As a Career Financial Administrator, you will play an integral role in ensuring the smooth running of the firm's administrative functions, supporting advisers and paraplanners, managing client records, and maintaining high service standards. You will be responsible for processing new business applications, liaising with product providers, and handling client queries, all while ensuring compliance with FCA regulations. Key Responsibilities: Provide full administrative support to advisers and paraplanners Process new business applications across pensions, investments, protection, and other financial products Liaise with product providers to obtain valuations, policy information, and track application progress Maintain accurate and up-to-date client records on internal systems (Intelligent Office, FE Analytics, Genovo, Selectapension) Handle client queries efficiently and professionally via email and telephone Prepare and manage documentation for client meetings and annual reviews Ensure compliance with FCA regulations and internal procedures Contribute to a well-organised and efficient working environment by supporting with general office tasks Requirements: At least 2 years' experience in a financial services administration role (ideally within an IFA or financial planning firm) Strong understanding of financial products including pensions, ISAs, life insurance, and investments Excellent organisational and time management skills Strong attention to detail and accuracy Confident communicator, both written and verbal Comfortable working independently and as part of a close-knit team Proficiency in Microsoft Office and experience with financial planning software (Intelligent Office) desirable What We Offer: Competitive salary up to £35,000, depending on experience A stable, long-term role with genuine career progression opportunities Supportive and friendly team environment Ongoing training and development If you're looking for a rewarding, stable role within a well-established firm and want to contribute to a professional and supportive environment, we would love to hear from you. To apply to Jo at Financial Divisions

A job that offers stability, a real voice and a sense of purpose can feel hard to come by. Hard, but not impossible. This firm are employee owned through an Employer Ownership Trust (EOT). That means the business won't get sold because it needs trustee approval (that it will never get) for that to happen. This gives you a level of stability you won't find elsewhere. And that's not all. You get a voice when it comes to deciding on plans and what you do with your profits. After 12 months service you'll get a tax free sum of up to £3,600 every year. And you can be sure you're joining a company with a people-first culture. It's as close to a job for life that you can get. And it's not just any job.This business is one of the absolute best in the UK. That sounds a big claim but mention their name to people in the profession and they'll nod.They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll tell you the same. As you'd expect the pay and conditions are first class too: Starting salary of £29,000 - £32,000 A sizeable, 4-figure company bonus scheme that has paid out every year Annual salary appraisal PMI DIS Holidays that increase to 27 days with time served Support with exams/memberships (as well as bonuses for passing exams) Whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis (3 days in the office) after that.The office itself has an on-site gym, a pizza oven and view that is just wow. WHAT YOU'LL BE DOING: You'll be taking over from a retiring colleague so you'll have a proper handover and will join a team of three who: Prepare paperwork for client meetings Carry out product research Submit new business Work with the highly qualified paraplanning and planning teams to deliver the best quality outcomes to your clients HERE'S WHAT YOU'LL NEED: You'll have 5+ years experience as an IFA administrator. You'll be conscientious and a keen learner.Experience of Intelliflo and Transact are nice to haves. -Time to take proper ownership of your future? Click apply.If you don't have a CV just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.

An excellent opportunity has arisen for an experienced Employee Benefits Administrator to join a highly respected and growing firm based in Mansfield. Our client is a Chartered Employee Benefits specialist and a Platinum Investors in People employer, renowned for delivering outstanding workplace benefits solutions. This position is ideal for an individual with a strong background in employee benefits administration who enjoys working in a professional, supportive, and client-focused environment. The Role As an Employee Benefits Administrator, you will be responsible for the efficient and accurate administration of a portfolio of employee benefit schemes. The role focuses on scheme management, compliance, and client service rather than advisory work. Key responsibilities include: Administering and maintaining a range of employee benefit schemes including pensions, protection, healthcare, and salary sacrifice arrangements Acting as a first point of contact for employers, employees, and providers Liaising with insurers and providers on new business, renewals, claims, and amendments Preparing scheme documentation, renewal packs, and employee communications Supporting consultants and directors with reports and client meetings Ensuring client records are accurate and compliant with FCA and GDPR requirements Assisting with onboarding new employer clients and implementing benefits portals About You Minimum of 3 years' experience in employee benefits administration Strong technical understanding of group pensions, group protection, and PMI Excellent written and verbal communication skills High level of accuracy and attention to detail Confident dealing with clients, providers, and internal teams Proficient in Microsoft Office and benefits platforms Ideally working towards, or holding, relevant CII qualifications What's on Offer Competitive salary (£28,000 - £35,000, dependent on experience) Hybrid working (office-based during probation, hybrid thereafter) Discretionary annual bonus Comprehensive company pension Private medical insurance Income protection and death in service cover Financial planning services and support Employee Assistance Programme (EAP) On-site parking and EV car scheme Exam and professional development support This is a rare opportunity to join a well-established and growing organisation that genuinely invests in its people and promotes long-term career development within the employee benefits and financial services sector. To apply or learn more, please submit your CV or contact us confidentially for further details.

Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. IFA Administrator - Role Profile Obtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reports Run Risk Profiler results via FE Analytics Processing New Business Ensuring all compliance documents on file/provided by adviser prior to submission Submission to providers direct or electronically via platform Business types will be varied but mainly, investments, pensions, protection and sometimes mortgages Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Preparing valuation reports Preparing documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser Updating back-office system to maintain accurate client data/records Client liaison and assisting with queries Filing/scanning/photocopying/post/franking/answering phone calls Skills, Experiences & Desirable's Able to support Financial Planners with high profile and complex clients Proactive in ensuring quality service to clients Demonstrating excellent customer communication and relationship building Confident communicator Team working and collaboration Excellent time management and organisation skills. Able to multi-task, plan, prioritise and work to competing deadlines Able to assist wider team with task management, planning and prioritising of work Exceptional attention to detail and accuracy Excellent product knowledge, in-depth understanding of systems and processes, and multi-platform expertise Clear understanding of precise conduct rules and compliance requirements Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal and professional commitment What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.

Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator . This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You'll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support. Key Responsibilities: Prepare client documents, review packs, and reports Manage adviser diaries and client review meetings Process Letters of Authority and maintain accurate records in iO Liaise with clients and providers professionally and efficiently Ensure compliance and client data are up to date Key Skills & Attributes: Excellent attention to detail and organisation Strong written and verbal communication Proficiency in iO and Microsoft Office Team-focused, proactive, and client-driven If you're looking to develop your career with a respected and growing firm that values collaboration and excellence, we'd love to hear from you. Please contact Sam at Financial Divisions.

Salary: Up to £32,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator . This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You'll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support. Key Responsibilities: Prepare client documents, review packs, and reports Manage adviser diaries and client review meetings Process Letters of Authority and maintain accurate records in iO Liaise with clients and providers professionally and efficiently Ensure compliance and client data are up to date Key Skills & Attributes: Excellent attention to detail and organisation Strong written and verbal communication Proficiency in iO and Microsoft Office Team-focused, proactive, and client-driven If you're looking to develop your career with a respected and growing firm that values collaboration and excellence, we'd love to hear from you. Please contact Sam at Financial Divisions.

Recruit Wealth are proud to be representing one the UK's best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.