165 jobs found

Job Title/Location: Financial Services Administrator, South Gloucestershire Salary: To £34,000 + bonus + pension + life/health benefits Office/WFH: Fully office based Requirements: Previous IFA administration experience preferred, but will also consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Mortgage 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 office is based just South of Yate. The Role: This Financial Services 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 Financial Services 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 Financial Services 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.

Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with: Producing suitability reports for new business and writing client review letters using in-house templates Investment and product research Putting together client review packs Processing new business Investment switches/withdrawals/top ups etc Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows Diary management, LOA's etc Dealing with clients by email and telephone Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm. Benefits Salary of £28,000-£32,0000 p.a. dependent on experience Annual bonus Pension scheme, Death in Service and Private Medical Insurance 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).

My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Your specific duties will include: Providing full administrative support to a number of Financial Planners. Be the point of contact for company, client and third-party queries when dealing with new and existing business. Keeping all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required. Processing, and following through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients. Processing online fund switches and manage through to completion. Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required. Utilising the client management system to accurately process new and existing business, including (monthly) valuations and diary management. Providing review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances. Diary management for Advisers. Ensuring all documentation is scanned to paperless system and all emails are saved to the client records. Liaising with external parties regarding any queries (insurance companies etc.). Managing own workload. Prepare meeting packs for advisers. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory / Financial Planning firm. Ideally with good knowledge and understanding of investments pensions, life assurance, permanent health insurance and personal tax. We are ideally seeking a career focused IFA Administrator.

HR Administrator needed, Paying up to 26k ( DOE) , Standard days - Monday to Friday, working for a renowned automotive company, which is highly reputable and drive to support and grow employees. The company have a strong reputation within the sector and are specialists with vehicles, equipment, and aftersales services for multiple industries which operate within the UK. The HR Administrator role is based in Elland Duties of the HR Administrator: Assist with HR queries from staff and management Manage holidays and staff sickness General administration Support with the recruitment process Record and update systems accordingly Answer incoming calls through the switchboard Comply and update company policies Any other duties to help support the business You would be an ideal candidate for the HR Administrator role if you are proficient with Microsoft software packages, e.g. Word Excel, PowerPoint, have operated teams before and experience within a HR environment. Benefits of the HR Administrator role: 25 days holiday + Bank Holidays Life insurance Auto-enrolment pension Medical cover and free health assessments Shopping discount If you are interested in the HR Administrator role , please give Maisie a call at E3 Recruitment to answer any questions you may have or progress further .

? Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At Concept Financial Services , we're passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes ? What We're Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus ? What You'll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We re Looking For Minimum 3 years experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday + bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm

Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We're Looking For Minimum 3 years' experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday + bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm

Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs) Process new business applications and ongoing client servicing requirements Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work Prepare documentation and reports for client meetings and annual reviews Maintain accurate client records and ensure compliance with FCA regulations Support the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirable Strong administrative, organisational, and communication skills Attention to detail and ability to manage multiple tasks efficiently Good knowledge of financial products such as pensions, investments, and protection Proficient with Microsoft Office and ideally CRM/financial software systems A positive, proactive attitude and willingness to learn Interest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of £25,000 - £30,000 depending on experience Full study support towards industry qualifications A professional, fully office-based role within a supportive team Career development opportunities within a growing business Modern Shrewsbury office with a collaborative and friendly work culture

IFA Administrator - Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based)We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment.This is a desk-based, in-office position , where you'll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years' Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills - both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer ? Competitive salary - up to £30,000 depending on experience.? A supportive and collaborative working environment.? Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management.? Ongoing training and development opportunities. If you're an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we'd love to hear from you.

IFA Administrator Leicester Salary: Up to £30,000 (depending on experience) Location: Leicester (office-based) We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment. This is a desk-based, in-office position , where you ll play a key role in ensuring a first-class service to both clients and colleagues. Key Responsibilities Manage all Letters of Authority (LOA) processes and provider liaison. Prepare valuations, appointment packs, and undertake general administrative duties. Handle telephony with providers and clients in a professional manner. Support with cash flow modelling , portfolio comparison analytics, and attitude-to-risk questionnaires. Action fund switches and prepare corresponding suitability letters. Provide diary management and client appointment preparation for the Adviser. Process new business applications from start to completion, ensuring accuracy and compliance. Handle death claims with professionalism and empathy. Maintain clear, accurate, and compliant client records. Ensure compliance with FCA regulations , company policies, and financial crime procedures (AML, data security, anti-bribery). Keep up to date with relevant product, technical, and legislative changes. Attend team meetings, training sessions, and contribute to process improvements. Skills & Experience Required Minimum 5 years Administration experience , with at least 2 years in Financial Services . Strong knowledge of financial services processes, regulations, and compliance (advantageous). Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable. Excellent communication skills both written and verbal. Strong organisational skills with the ability to prioritise and meet deadlines. Self-motivated, adaptable, and able to work with minimal supervision. A collaborative team player with a proactive approach and high attention to detail. Professional, courteous, and well-presented. What We Offer Competitive salary up to £30,000 depending on experience. A supportive and collaborative working environment. Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management. Ongoing training and development opportunities. If you re an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we d love to hear from you.

Job Title: Paraplanner Location: Midlands Salary: Up to £50,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £50,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support

Job Title: IFA Administrator Location: Shrewsbury (Fully Office-Based) Salary: £25,000 - £30,000 DOE Job Type: Full-Time Study Support Available About the Role: We are looking for a professional and detail-focused IFA Administrator to join our established financial services team in Shrewsbury. This is a fantastic opportunity for someone with previous experience in an IFA environment who is looking to build a long-term career within a supportive and professional office. Key Responsibilities: Provide high-quality administrative support to a team of Independent Financial Advisers (IFAs) Process new business applications and ongoing client servicing requirements Liaise with clients, providers, and colleagues to ensure smooth and timely processing of work Prepare documentation and reports for client meetings and annual reviews Maintain accurate client records and ensure compliance with FCA regulations Support the financial planning process, ensuring all files are audit-ready What We're Looking For: Previous experience in an IFA or financial planning administration role is highly desirable Strong administrative, organisational, and communication skills Attention to detail and ability to manage multiple tasks efficiently Good knowledge of financial products such as pensions, investments, and protection Proficient with Microsoft Office and ideally CRM/financial software systems A positive, proactive attitude and willingness to learn Interest in or progress toward professional qualifications (e.g., CII) What We Offer: Competitive salary of £25,000 - £30,000 depending on experience Full study support towards industry qualifications A professional, fully office-based role within a supportive team Career development opportunities within a growing business Modern Shrewsbury office with a collaborative and friendly work culture

Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of York A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements. The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence. Key Responsibilities: Provide administrative support to financial advisers and paraplanners Process new business applications and maintain accurate client records Liaise with providers and clients to ensure smooth onboarding and servicing Prepare documentation and reports for client meetings Ensure compliance with regulatory requirements and internal procedures Ideal Candidate: Previous experience in financial services administration (IFA or wealth management environment preferred) Strong organisational and communication skills Proficient in using financial platforms and CRM systems Ability to work independently and as part of a team A proactive attitude and commitment to delivering high standards What's on Offer: Hybrid working with flexibility around location Competitive salary (dependent on experience) Supportive team culture with opportunities for progression Exposure to a high-quality client base and professional environment This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.

Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of York A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements. The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence. Key Responsibilities: Provide administrative support to financial advisers and paraplanners Process new business applications and maintain accurate client records Liaise with providers and clients to ensure smooth onboarding and servicing Prepare documentation and reports for client meetings Ensure compliance with regulatory requirements and internal procedures Ideal Candidate: Previous experience in financial services administration (IFA or wealth management environment preferred) Strong organisational and communication skills Proficient in using financial platforms and CRM systems Ability to work independently and as part of a team A proactive attitude and commitment to delivering high standards What's on Offer: Hybrid working with flexibility around location Competitive salary (dependent on experience) Supportive team culture with opportunities for progression Exposure to a high-quality client base and professional environment This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.

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.

Job Title: IFA Administrator Industry: Financial Services Location: Leicester Salary: up to £28,000 Reference Number: 10000 Job Description: Recruit UK are working on an excellent opportunity for an IFA Administrator in Leicester to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in Preparation for meetings, Report writing, various Financial Planning Administration in line with company policy including preparing and maintaining client records. This is an exciting opportunity for a responsible, self-motivated, well organised experienced Financial Planning Administrator with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level. What's in it for you: Competitive Salary up to £32,000 + excellent benefits 25 days annual leave Birthday off as additional leave Auto enrolment pension after age 22 Death in Service Training and support towards industry recognised certifications Cycle to work scheme. Skills and experience required: Ability to build strong working relationships with both IFAs, and the rest of the team. Financial Planning Administration experience Understanding of the Financial Planning process Good IT skills Ideally some report writing experience 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 are pleased to be working with a leading Financial Advice Company based in Leicester 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 jobs 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.

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

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.