My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent client outcomes To build relationships with clients and maintain regular contact Maintain back-office systems and client records in line with the company policies Request policy information from third party policy providers if applicable Liaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicable Preparation of meeting packs and valuations (as required) Assist Investment Managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Proven experience working in the financial services industry A strong ethic of client service Ability to work under pressure and to prioritise work Excellent communication skills both written and verbal, influencing and organisational skills Ability to use judgement and reasoning to propose solutions to problems As a colleague here you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave For more information please contact me on or email 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 31, 2025
Full time
My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent client outcomes To build relationships with clients and maintain regular contact Maintain back-office systems and client records in line with the company policies Request policy information from third party policy providers if applicable Liaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicable Preparation of meeting packs and valuations (as required) Assist Investment Managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Proven experience working in the financial services industry A strong ethic of client service Ability to work under pressure and to prioritise work Excellent communication skills both written and verbal, influencing and organisational skills Ability to use judgement and reasoning to propose solutions to problems As a colleague here you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave For more information please contact me on or email 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.
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent client outcomes To build relationships with clients and maintain regular contact Maintain back-office systems and client records in line with the company policies Request policy information from third party policy providers if applicable Liaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicable Preparation of meeting packs and valuations (as required) Assist Investment Managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Proven experience working in the financial services industry A strong ethic of client service Ability to work under pressure and to prioritise work Excellent communication skills both written and verbal, influencing and organisational skills Ability to use judgement and reasoning to propose solutions to problems As a colleague here you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave For more information please contact me on or email 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 31, 2025
Full time
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent client outcomes To build relationships with clients and maintain regular contact Maintain back-office systems and client records in line with the company policies Request policy information from third party policy providers if applicable Liaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicable Preparation of meeting packs and valuations (as required) Assist Investment Managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Proven experience working in the financial services industry A strong ethic of client service Ability to work under pressure and to prioritise work Excellent communication skills both written and verbal, influencing and organisational skills Ability to use judgement and reasoning to propose solutions to problems As a colleague here you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave For more information please contact me on or email 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.
Job Title: Client Support Administrator Location: Bristol Salary: £28,000 - £34,000 (DOE) This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners. This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage. The Role: Assist with all aspects of client administration and financial reporting Prepare documentation and reports for annual reviews and client meetings Liaise with clients and providers regarding new and existing business across pensions, investments, and protection Process new business applications and monitor progress through to completion Update and maintain client records within Intelliflo (IO) Manage personal workflow and diary effectively Assist in preparing simple suitability reports and processing adviser fees Support wider team tasks and ensure compliance standards are maintained The Required Skills & Experience: Minimum of 3 years' experience within a Financial Services Administration role Broad product knowledge across pensions, investments, and protection Excellent organisational and time management skills High attention to detail and strong numeracy skills Confident communicator and team player Proficient in Microsoft Office (Word, Excel, Outlook) Knowledge of Intelliflo advantageous Familiarity with various platforms What's on Offer: Salary £28,000 - £34,000 depending on experience Hybrid working Supportive, collaborative team environment with strong leadership Financial assistance towards professional qualifications (CII or equivalent) Opportunity to develop within a respected and growing independent firm To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA"
Oct 31, 2025
Full time
Job Title: Client Support Administrator Location: Bristol Salary: £28,000 - £34,000 (DOE) This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners. This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage. The Role: Assist with all aspects of client administration and financial reporting Prepare documentation and reports for annual reviews and client meetings Liaise with clients and providers regarding new and existing business across pensions, investments, and protection Process new business applications and monitor progress through to completion Update and maintain client records within Intelliflo (IO) Manage personal workflow and diary effectively Assist in preparing simple suitability reports and processing adviser fees Support wider team tasks and ensure compliance standards are maintained The Required Skills & Experience: Minimum of 3 years' experience within a Financial Services Administration role Broad product knowledge across pensions, investments, and protection Excellent organisational and time management skills High attention to detail and strong numeracy skills Confident communicator and team player Proficient in Microsoft Office (Word, Excel, Outlook) Knowledge of Intelliflo advantageous Familiarity with various platforms What's on Offer: Salary £28,000 - £34,000 depending on experience Hybrid working Supportive, collaborative team environment with strong leadership Financial assistance towards professional qualifications (CII or equivalent) Opportunity to develop within a respected and growing independent firm To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment. "INDSBWEA"
Senior Financial Planning Administrator Location - Meriden, Coventry (Hybrid) Salary £28,000 - £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Coventrywho 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 31, 2025
Full time
Senior Financial Planning Administrator Location - Meriden, Coventry (Hybrid) Salary £28,000 - £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Coventrywho 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 31, 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
IFA Administrator Birmingham Office-based role Up to £35k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £35,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Oct 31, 2025
Full time
IFA Administrator Birmingham Office-based role Up to £35k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £35,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
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.
Oct 31, 2025
Full time
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.
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
Oct 31, 2025
Full time
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
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
Oct 31, 2025
Full time
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
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
Oct 31, 2025
Full time
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
Senior IFA Administrator Salary up to £38,000 Solihull area Exam support Free Parking NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Solihull area. Our client hold an excellent reputation within the industry for providing Advice to a forever growing Client bank consisting of high net worth individuals who now have an exciting opportunity for a talented and experienced IFA Administrator to join their prestigious office based in Birmingham. Our Client have built up and excellent reputation within the Industry and there ongoing growth has resulted in this excellent opportunity becoming available, to be considered you will need to have Industry related experience and ideally have experience of using Intelligent Office. This role will suit someone who has been working within financial services and has experience of Pensions & Investments as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment. Responsibilities " New business processing, Annual reviews " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Preparing investment reviews off IO for review meetings " Managing investments on wrap platforms who predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " General office duties The successful candidate will need to have previous experience working in an IFA practice and is used to dealing with pensions and investments. You will ideally be at least Certificate level and have experience of Intelligent Office. You will have solid communication skills, focused attitude and dedication. In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR15887
Oct 31, 2025
Full time
Senior IFA Administrator Salary up to £38,000 Solihull area Exam support Free Parking NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Solihull area. Our client hold an excellent reputation within the industry for providing Advice to a forever growing Client bank consisting of high net worth individuals who now have an exciting opportunity for a talented and experienced IFA Administrator to join their prestigious office based in Birmingham. Our Client have built up and excellent reputation within the Industry and there ongoing growth has resulted in this excellent opportunity becoming available, to be considered you will need to have Industry related experience and ideally have experience of using Intelligent Office. This role will suit someone who has been working within financial services and has experience of Pensions & Investments as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment. Responsibilities " New business processing, Annual reviews " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Preparing investment reviews off IO for review meetings " Managing investments on wrap platforms who predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " General office duties The successful candidate will need to have previous experience working in an IFA practice and is used to dealing with pensions and investments. You will ideally be at least Certificate level and have experience of Intelligent Office. You will have solid communication skills, focused attitude and dedication. In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR15887
Client Review Administrator - IFA Firm £24,000 - £28,000 Leicester Area Hybrid working Benefits 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months' continuous service. Free death in service, subject to qualifying criteria, commencing after three months' continuous service. Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. Dress down Fridays. NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review. Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development. Duties of the Client Review Team Administrator: " Make client appointments " Produce valuations " Prepare cash flow modelling (information gathering and understanding) " Prepare portfolio comparison analytics " Action fund switches " Carry out attitude to risk questionnaires " Prepare new and existing client appointment packs " Adviser diary management " Regular engagement with clients and providers via telephone, email and letter " Produce no action and fund switch suitability letters " Maintain clear and compliant records " General admin duties, scanning, photocopying, etc " Carry out other related duties when required " Attend departmental meetings and training Experience and Skills Required: " Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. " An understanding of regulations/compliance would be advantageous. " A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan). " Excellent customer facing interactions, good administration skills/phone manner and IT skills " Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. " Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889
Oct 31, 2025
Full time
Client Review Administrator - IFA Firm £24,000 - £28,000 Leicester Area Hybrid working Benefits 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months' continuous service. Free death in service, subject to qualifying criteria, commencing after three months' continuous service. Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. Dress down Fridays. NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review. Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development. Duties of the Client Review Team Administrator: " Make client appointments " Produce valuations " Prepare cash flow modelling (information gathering and understanding) " Prepare portfolio comparison analytics " Action fund switches " Carry out attitude to risk questionnaires " Prepare new and existing client appointment packs " Adviser diary management " Regular engagement with clients and providers via telephone, email and letter " Produce no action and fund switch suitability letters " Maintain clear and compliant records " General admin duties, scanning, photocopying, etc " Carry out other related duties when required " Attend departmental meetings and training Experience and Skills Required: " Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. " An understanding of regulations/compliance would be advantageous. " A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan). " Excellent customer facing interactions, good administration skills/phone manner and IT skills " Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. " Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889
IFA Administrator Worcester £24,000 - £28,000 (Full-Time Office-Based 37.5 Hours per Week Death in service Health cash plan Exam funding and support Flexi Hours NJR Recruitment are working in partnership with a respected and award-winning financial planning firm based in the heart of Worcester. Due to continued growth, our client are now recruiting for a highly organised and client-focused Administration Assistant to join their close-knit and professional team. Our client are a Chartered firm and have a well established business and a forever growing Client bank consisting of high net worth individuals . They are now seeking an experienced individual to join their growing business. To be considered for this role you will need to have industry related experience of working in a similar role and be familiar in processing new business in relation to Pensions and Investments. The Opportunity This is an excellent opportunity for someone looking to further develop a career in financial services administration. You'll be supporting a portfolio of clients, working closely with the firm's advisers and administration manager to ensure an outstanding client experience from onboarding through to review. Key Responsibilities Provide administrative support to a portfolio of High Net Worth clients Support the client onboarding and review process Prepare documentation and liaise with providers including Transact, Abrdn, and AJ Bell Process new business applications and maintain accurate client records Welcome clients and assist with front-of-house duties Handle client and provider telephone/email queries professionally Work collaboratively with team members to meet service and performance targets What We're Looking For Previous administration experience in financial services, accountancy, or professional services Strong attention to detail and a polished written communication style Confidence dealing with clients, including HNW individuals Highly organised with the ability to multitask and manage changing priorities Proficiency in Microsoft Office; experience with Intelligent Office or platform systems is a bonus Willingness to learn and develop in a fast-paced, client-centric environment Apply Today If you're detail-driven, proactive, and looking to build a career in financial services administration, this could be your ideal next move. Apply online now or for further information speak to one of our specialist consultants quoting reference NJR15877
Oct 31, 2025
Full time
IFA Administrator Worcester £24,000 - £28,000 (Full-Time Office-Based 37.5 Hours per Week Death in service Health cash plan Exam funding and support Flexi Hours NJR Recruitment are working in partnership with a respected and award-winning financial planning firm based in the heart of Worcester. Due to continued growth, our client are now recruiting for a highly organised and client-focused Administration Assistant to join their close-knit and professional team. Our client are a Chartered firm and have a well established business and a forever growing Client bank consisting of high net worth individuals . They are now seeking an experienced individual to join their growing business. To be considered for this role you will need to have industry related experience of working in a similar role and be familiar in processing new business in relation to Pensions and Investments. The Opportunity This is an excellent opportunity for someone looking to further develop a career in financial services administration. You'll be supporting a portfolio of clients, working closely with the firm's advisers and administration manager to ensure an outstanding client experience from onboarding through to review. Key Responsibilities Provide administrative support to a portfolio of High Net Worth clients Support the client onboarding and review process Prepare documentation and liaise with providers including Transact, Abrdn, and AJ Bell Process new business applications and maintain accurate client records Welcome clients and assist with front-of-house duties Handle client and provider telephone/email queries professionally Work collaboratively with team members to meet service and performance targets What We're Looking For Previous administration experience in financial services, accountancy, or professional services Strong attention to detail and a polished written communication style Confidence dealing with clients, including HNW individuals Highly organised with the ability to multitask and manage changing priorities Proficiency in Microsoft Office; experience with Intelligent Office or platform systems is a bonus Willingness to learn and develop in a fast-paced, client-centric environment Apply Today If you're detail-driven, proactive, and looking to build a career in financial services administration, this could be your ideal next move. Apply online now or for further information speak to one of our specialist consultants quoting reference NJR15877
IFA Administrator/ Trainee Paraplanner Coventry £25,000-£35,000 Hybrid working Our client is offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving business. Based in the Coventry area, our client specialise in providing holistic advice to their forever growing Client base. Commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing. The successful Candidate will be responsible for providing administrative support to a team of 3 Financial Planners ensuring the Client journey is seamless. Responsibilities Provide high quality support to 3 Financial Planners Process new business Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges Work with FE analytics Co-ordinate the issuing of client advice, client correspondence and enclosures Process new business process through to conclusion Work with Platform sites Requirements Previous Financial Services industry experience A proven track record in providing high quality administration support Working towards CII level 4 qualification would be desirable Excellent communication skills both verbal and written Ability to effectively manage your own time and achieve strict timescales Excellent attention to detail High levels of computer literacy Strong team player Our client is looking for a self-motivated, driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism. For more information please contact one of specialist consultants quoting NJR15775
Oct 31, 2025
Full time
IFA Administrator/ Trainee Paraplanner Coventry £25,000-£35,000 Hybrid working Our client is offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving business. Based in the Coventry area, our client specialise in providing holistic advice to their forever growing Client base. Commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing. The successful Candidate will be responsible for providing administrative support to a team of 3 Financial Planners ensuring the Client journey is seamless. Responsibilities Provide high quality support to 3 Financial Planners Process new business Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges Work with FE analytics Co-ordinate the issuing of client advice, client correspondence and enclosures Process new business process through to conclusion Work with Platform sites Requirements Previous Financial Services industry experience A proven track record in providing high quality administration support Working towards CII level 4 qualification would be desirable Excellent communication skills both verbal and written Ability to effectively manage your own time and achieve strict timescales Excellent attention to detail High levels of computer literacy Strong team player Our client is looking for a self-motivated, driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism. For more information please contact one of specialist consultants quoting NJR15775
An exciting opportunity has arisen for an IFA Sales Support Administrator to join one of the UK's largest financial planning and wealth management companies. As part of the Sales Support function, the successful candidate will provide comprehensive administrative and technical support to financial advisers, ensuring the highest levels of service to clients while gaining exceptional industry experience. This role sits within a highly regarded business that is known for its outstanding training, career progression and supportive in-house team. Key Responsibilities Provide administrative and technical support to financial advisers across the business Prepare and maintain client records, reports, and documentation Liaise with clients, product providers, and internal teams to ensure smooth processing of all work Assist with the preparation of client meetings and follow-up requirements Requirements Previous experience in IFA administration, sales support, or a financial planning environment is desirable Good understanding of financial products such as pensions, investments, and protection Strong organisational and communication skills with a high level of attention to detail Ambition to build a long-term career in financial services with a market-leading company What's on Offer Competitive salary with discretionary bonus Hybrid working arrangement for work-life balance Full training and exam support to achieve professional qualifications Excellent career progression opportunities within a company with a proven track record of internal promotions Supportive, collaborative in-house team providing exceptional guidance and mentoring This is an outstanding opportunity for someone looking to develop their career with one of the UK's most respected financial services firms, offering both professional growth and long-term stability.
Oct 31, 2025
Full time
An exciting opportunity has arisen for an IFA Sales Support Administrator to join one of the UK's largest financial planning and wealth management companies. As part of the Sales Support function, the successful candidate will provide comprehensive administrative and technical support to financial advisers, ensuring the highest levels of service to clients while gaining exceptional industry experience. This role sits within a highly regarded business that is known for its outstanding training, career progression and supportive in-house team. Key Responsibilities Provide administrative and technical support to financial advisers across the business Prepare and maintain client records, reports, and documentation Liaise with clients, product providers, and internal teams to ensure smooth processing of all work Assist with the preparation of client meetings and follow-up requirements Requirements Previous experience in IFA administration, sales support, or a financial planning environment is desirable Good understanding of financial products such as pensions, investments, and protection Strong organisational and communication skills with a high level of attention to detail Ambition to build a long-term career in financial services with a market-leading company What's on Offer Competitive salary with discretionary bonus Hybrid working arrangement for work-life balance Full training and exam support to achieve professional qualifications Excellent career progression opportunities within a company with a proven track record of internal promotions Supportive, collaborative in-house team providing exceptional guidance and mentoring This is an outstanding opportunity for someone looking to develop their career with one of the UK's most respected financial services firms, offering both professional growth and long-term stability.
North Oak Recruitment Ltd
Leicester, Leicestershire
IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Oct 31, 2025
Full time
IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
An Investment/wealth Manager wish to recruit within the platform services team, the role offers the opportunity to work closely with the Head of Platform Services in the delivery of strategic projects and daily tasks. Overview Platform Administration, execution and implementation / rebalancing of the MPS Model Portfolios Internal system(s) updates post-rebalancing of model portfolios on platforms External third-party data provider updates post-rebalancing of model portfolios on platforms Developing and operationalising controls related to the Model Portfolio Business Third Party Fund set ups on multiple platforms Execution of investment instructions from IFAs on platforms that are not fully automated New IFA platform set ups/permissions Assisting the Head of Platform Services with the relationship management of multiple platforms Production and oversight of various weekly / monthly Fee Rate(s) reports from multiple platforms to ensure advisor fee(s) accuracy Management of the Freshdesk Workflow Inbox for the Platform Services Team Experience Required Experience within a similar role 2-3 years IFA support experience in wealth management in an administration / operational capacity preferred; Familiar with desktop delivered technology
Oct 31, 2025
Full time
An Investment/wealth Manager wish to recruit within the platform services team, the role offers the opportunity to work closely with the Head of Platform Services in the delivery of strategic projects and daily tasks. Overview Platform Administration, execution and implementation / rebalancing of the MPS Model Portfolios Internal system(s) updates post-rebalancing of model portfolios on platforms External third-party data provider updates post-rebalancing of model portfolios on platforms Developing and operationalising controls related to the Model Portfolio Business Third Party Fund set ups on multiple platforms Execution of investment instructions from IFAs on platforms that are not fully automated New IFA platform set ups/permissions Assisting the Head of Platform Services with the relationship management of multiple platforms Production and oversight of various weekly / monthly Fee Rate(s) reports from multiple platforms to ensure advisor fee(s) accuracy Management of the Freshdesk Workflow Inbox for the Platform Services Team Experience Required Experience within a similar role 2-3 years IFA support experience in wealth management in an administration / operational capacity preferred; Familiar with desktop delivered technology
Great Financial Services Administrator role in linked to skills in A GREAT COMPANY OFFICE BASED AS OUTLINED :) Experience & Qualifications YOU MUST BE A SKILLED FINANCIAL SERVICES ADMINISTRATOR, LINKED TO PENSIONS AND INVESTMENTS FINANCIAL ADMINISTRATOR SKILLS. A minimum of 1 years' experience within the financial services industry.Experience using IO is desired, but not essential.Strong technical knowledge of investments, pensions, and family wealth planning.Excellent written and verbal communication skills are essential.A very high attention to detail and accuracy is also essential.Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.Industry qualifications are desired, but not essential. THE LINK TO THE ROLE AND ITS SUIMMARY.Quickly and effectively deal with queries from clients through clear and thorough communication Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO) Collect, collate, and record client policy information and critical data in accordance with the principles of KYC Obtain policy information, quotes, illustrations, and product details New client on-boarding from initial contact until funds are invested Process and submit new business to providers and ensure applications are completed efficiently Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Location:is Winners, Triangle, Reading. The role is currently 100% office based. If you have the skills OF A FINANCIAL SERVICES ADMINISTRATOR LINKED TO PENSIONS AND INVESTMENTS and are HAPPY WITH FULL OFFICE BASED IN THIS GREAT COMPANY APPLY BLESS YOU :)
Oct 31, 2025
Full time
Great Financial Services Administrator role in linked to skills in A GREAT COMPANY OFFICE BASED AS OUTLINED :) Experience & Qualifications YOU MUST BE A SKILLED FINANCIAL SERVICES ADMINISTRATOR, LINKED TO PENSIONS AND INVESTMENTS FINANCIAL ADMINISTRATOR SKILLS. A minimum of 1 years' experience within the financial services industry.Experience using IO is desired, but not essential.Strong technical knowledge of investments, pensions, and family wealth planning.Excellent written and verbal communication skills are essential.A very high attention to detail and accuracy is also essential.Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.Industry qualifications are desired, but not essential. THE LINK TO THE ROLE AND ITS SUIMMARY.Quickly and effectively deal with queries from clients through clear and thorough communication Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO) Collect, collate, and record client policy information and critical data in accordance with the principles of KYC Obtain policy information, quotes, illustrations, and product details New client on-boarding from initial contact until funds are invested Process and submit new business to providers and ensure applications are completed efficiently Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Location:is Winners, Triangle, Reading. The role is currently 100% office based. If you have the skills OF A FINANCIAL SERVICES ADMINISTRATOR LINKED TO PENSIONS AND INVESTMENTS and are HAPPY WITH FULL OFFICE BASED IN THIS GREAT COMPANY APPLY BLESS YOU :)
IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. Prepare and process new business applications across pensions, investments, protection, and platforms Maintain accurate client records on CRM systems Liaise with product providers for valuations, policy information, and ongoing servicing Generate client reports, illustrations, and letters using provider tools and templates Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements Handle day-to-day client communications in a professional and proactive manner Requirements We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. Previous experience in an IFA, Wealth Management or Financial Planning firm Solid understanding of financial products including pensions, ISAs, bonds, and protection Familiarity with industry platforms and provider portals Confident using back-office systems Excellent communication and interpersonal skills Strong administrative, organisational and time management abilities.
Oct 31, 2025
Full time
IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. Prepare and process new business applications across pensions, investments, protection, and platforms Maintain accurate client records on CRM systems Liaise with product providers for valuations, policy information, and ongoing servicing Generate client reports, illustrations, and letters using provider tools and templates Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements Handle day-to-day client communications in a professional and proactive manner Requirements We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. Previous experience in an IFA, Wealth Management or Financial Planning firm Solid understanding of financial products including pensions, ISAs, bonds, and protection Familiarity with industry platforms and provider portals Confident using back-office systems Excellent communication and interpersonal skills Strong administrative, organisational and time management abilities.
Senior Administrator Location: Bristol (Office-based / Hybrid working after 3 months probation) Hours: 35 hours per week (5 days per week) Contract Type: Full-time, Permanent Starting Salary: £27,000 - £31,000 We are seeking a Senior Administrator to provide high-level operational and administrative support within our organisation. This role is crucial for maintaining the smooth operation of our services, ensuring high standards of accuracy and efficiency in handling client instructions and supporting senior management. Day-to-day of the role: Oversee and process daily investment transactions including trades, income, corporate actions, and cash movements. Maintain accurate records in portfolio management and accounting systems. Perform regular reconciliations between internal records, custodians, and fund managers. Prepare monthly, quarterly, and annual investment reports ensuring timely and accurate execution of investment instructions. Work with the Client Relationship team to maintain the valuation diary and provide necessary reports. Act as an escalation point for complaints, carry out root cause analysis, and provide feedback to Senior Management. Mentor junior staff and support the checking of colleagues' work to ensure accuracy and timeliness. Facilitate team training and support the Team Leader in various administrative tasks. Required Skills & Qualifications: Minimum of 3 years of administrative experience in a similar role. Strong organisational, planning, and multitasking skills. Excellent written and verbal communication abilities. Relevant industry-related qualifications or working towards them. Strategic thinking, problem-solving, and a keen eye for detail and accuracy. Ability to work independently and as part of a team. Benefits: Central Bristol location with excellent transport links. Comprehensive training provided. 25 days holiday plus bank holidays, with additional holiday entitlement between Christmas and New Year. Company Pension Scheme. Group Life Scheme - 4x salary. Emergency fund availability. To apply for the Senior Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Oct 31, 2025
Full time
Senior Administrator Location: Bristol (Office-based / Hybrid working after 3 months probation) Hours: 35 hours per week (5 days per week) Contract Type: Full-time, Permanent Starting Salary: £27,000 - £31,000 We are seeking a Senior Administrator to provide high-level operational and administrative support within our organisation. This role is crucial for maintaining the smooth operation of our services, ensuring high standards of accuracy and efficiency in handling client instructions and supporting senior management. Day-to-day of the role: Oversee and process daily investment transactions including trades, income, corporate actions, and cash movements. Maintain accurate records in portfolio management and accounting systems. Perform regular reconciliations between internal records, custodians, and fund managers. Prepare monthly, quarterly, and annual investment reports ensuring timely and accurate execution of investment instructions. Work with the Client Relationship team to maintain the valuation diary and provide necessary reports. Act as an escalation point for complaints, carry out root cause analysis, and provide feedback to Senior Management. Mentor junior staff and support the checking of colleagues' work to ensure accuracy and timeliness. Facilitate team training and support the Team Leader in various administrative tasks. Required Skills & Qualifications: Minimum of 3 years of administrative experience in a similar role. Strong organisational, planning, and multitasking skills. Excellent written and verbal communication abilities. Relevant industry-related qualifications or working towards them. Strategic thinking, problem-solving, and a keen eye for detail and accuracy. Ability to work independently and as part of a team. Benefits: Central Bristol location with excellent transport links. Comprehensive training provided. 25 days holiday plus bank holidays, with additional holiday entitlement between Christmas and New Year. Company Pension Scheme. Group Life Scheme - 4x salary. Emergency fund availability. To apply for the Senior Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
