39 jobs found

PA / Administration Team Leader (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus. About the Opportunity Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Admin Team Leader to oversee their remote administration function and support the Managing Partner in providing a high-quality service. The Role The PA/Admin Team Leader will play a key part in ensuring the smooth running of the practice's day-to-day operations. This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work. Key Responsibilities Oversee and allocate workloads to ensure deadlines and SJP compliance are met Provide high-level PA support to the Practice Principal Manage administration across reviews and servicing Communicate professionally with clients via email, phone and video Maintain accurate, compliant records using SJP systems Identify opportunities to refine processes and improve client experience Serve as escalation point for complex admin or service queries About You The ideal candidate will be an organised, confident communicator with a background in team leadership within an SJP Partner Practice or a regulated financial services environment. Essential Skills & Experience Proven experience in a senior PA/Admin role or team leader position within an SJP practice Experience within an SJP Partner Practice Exceptional organisation and multitasking skills Excellent attention to detail Strong understanding of compliance, confidentiality and regulated environments Confident using remote working tools (Teams, Outlook, CRM systems, etc.) Personal Qualities Professional and client-focused Calm under pressure with a solutions-driven mindset Proactive, reliable and able to manage competing priorities Process-improver who enjoys driving efficiencies What Our Client Offers Fully remote working Fantastic and above average bonus scheme Professional development and access to SJP training Supportive, collaborative team culture

Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.

Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.

A leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm's Financial Consultants. Duties & responsibilities Include: Processing premium payments Answering the telephone, note and message taking, dealing with enquiries Creating new files. Maintaining accurate client and policy records through client management systems and associated IT solutions Liaising with third parties to obtain client valuations. Preparing illustrations for products, ready for advice team to present at client meetings. With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer Liaising with product providers and head office to maintain up to date product knowledge. Ensuring that all compliance procedures are adhered to Skills & Experience Required: Must have experience working in an IFA firm or Wealth Management experience Driven, with a 'can-do' attitude A high degree of accuracy and attention to deal Excellent organisational and planning skills with the ability to prioritise workloads Strong IT skills, including the use of MS Word, Excel & Outlook GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent) Benefits Include (subject to eligibility): Health & wellbeing programme Company events Additional leave Company pension Enhanced maternity and paternity leave Cycle to work scheme Life insurance Paid volunteer time Referral programme Hybrid working upon successful completion of a probationary period

IFA Administrator Salary: £28,000 - £36,000 Location: Glasgow, Hybrid Looking for a new challenge in financial services? We're recruiting for an IFA Administrator to join a respected national Financial Planning practice in Glasgow. In this varied role, you'll help keep things running smoothly for our advisers and clients - handling paperwork, answering queries, and making sure everyone gets the support they need. If you're an experienced Administrator and want to make a real difference to clients, this could be the perfect next step for you. What will you be doing? Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes. Maintain up-to-date, complete, and compliant client files. Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately. Schedule client meetings and manage advisers' diaries. Maintain and update client records in the firm's CRM system, ensuring data accuracy. Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary. Draft and send client correspondence, such as policy summaries and routine follow-up letters. Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms. Support advisers in preparing client review packs and financial planning documents for annual reviews. Assist in processing new business applications and transactions, including policy changes and updates. What's in it for you? 25 days annual leave plus 1 well-being day Generous pension scheme Death In Service benefit Enhanced policy offerings Study support for qualifications The ideal person: Experience of working in a Financial Planning / Wealth Management company Basic knowledge of investments, pensions and other Financial Planning products Intelligent Office experience would be a bonus Interested in finding out more? Apply now and we'd be happy to give you some more details. Don't worry if your CV isn't up to date, just send what you have and we can sort out the rest later.

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You'll be supporting the Financial Planners, new business processing, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 25k/ 31k P.A) with Pension/Insurance benefits & Holiday entitlement, in this sought after opportunity! Flexible working and hybrid working will be on offer after a probationary period and my client is looking for a candidate who enjoys administration and wants to build a career on this side! Ideally you'll have at least 1 years experience within administration in an IFA office, knowledge of Intelligent Office - IO would be desirable, good communication, organisational skills & a strong work ethic would make you a good match for this opportunity. Click and apply ASAP, as a short list is being drawn up for interview!

Hire Administrator Flannery Plant Hire is a leading provider of plant hire and specialist attachments to the construction industry across the UK and Ireland. With a comprehensive fleet of innovative machinery, we pride ourselves on delivering exceptional customer service and meeting our clients' project requirements. We are seeking a highly organised, efficient, and detail-oriented individual to join our team as a Hire Administrator. In this role, you will be responsible for managing all aspects of the hire process using our Syrinx software system. Hire Administrator Responsibilities Efficiently manage the end-to-end hire process using Syrinx software, from initial booking through to off-hire and sale or return charges. Maintain accurate and up-to-date records of all plant and equipment, including availability, status, and movements within the software system. Coordinate with the operations team to ensure smooth delivery and collection of hired equipment at customer sites, ensuring accurate and timely communication. Collaborate closely with the sales team to understand customer requirements, provide accurate quotations, and process orders effectively. Respond promptly to customer and internal inquiries, providing exceptional service and resolving any issues or concerns related to the hire process. Generate hire agreements, purchase orders, and other necessary documentation accurately and efficiently using the software system. Work closely with the Finance department to ensure accurate and timely invoicing. Maintain a high level of data accuracy and integrity within the Syrinx software system, ensuring all information is entered and updated correctly. Collaborate with other team members to identify opportunities for process improvements and enhancements within the hire administration function. Stay up-to-date with industry trends, regulations, and best practices related to plant hire operations to ensure compliance and provide knowledgeable support to customers. Contribute to projects and initiatives aimed at improving overall efficiency, customer satisfaction, and profitability within the hire administration function. Qualifications and Experience: Previous experience in a similar hire administration or rental processing role, preferably within the construction or plant hire industry. Proficiency in using Syrinx software or other similar plant hire management systems is desirable but not essential. Excellent organisational skills with a strong ability to prioritize and multi-task effectively in a fast-paced environment. Exceptional attention to detail and accuracy, with a commitment to maintaining high-quality records and documentation. Strong communication and interpersonal skills, with the ability to build positive relationships with both internal teams and external customers. Proactive problem-solving skills, with the ability to identify and resolve problems quickly. Strong computer literacy, including proficiency in Microsoft Office Suite (Word, Excel, Outlook). Knowledge of plant and construction equipment, including terminology and specifications, would be beneficial. Ability to work independently and as part of a team, with a positive and collaborative attitude. Flexibility to adapt to changing priorities and handle multiple tasks simultaneously. Willingness to learn and stay updated with new software features and functionalities. What We Offer: Competitive Salary: We offer a highly competitive salary and package that reflects your skills and experience. Generous Leave: Enjoy 24 days plus bank holiday annual leave and personal leave to maintain a healthy work life balance. Professional Development: Take advantage of training programs, workshops, and seminars to enhance your skills and advance your career. Employee Assistance Program: Access to free, confidential support services for personal and work-related issues. Environmental and Safety Commitment: Join a company that prioritises safety and sustainability, ensuring a safe and Eco-friendly working environment. Modern Equipment: Work with the best and latest plant and machinery in the industry. Team Oriented Culture: Be part of a supportive and collaborative team that values each member s contribution. Recognition Programs: Acknowledge and reward outstanding performance and dedication with various recognition programs. Equal Opportunities At Flannery Plant Hire, we flourish by embracing differences, whether they stem from social backgrounds, ethnicity, disability, gender identity or expression, age, religion, sexual orientation, or any other protected characteristic. We recognize that diversity unleashes a wealth of innovative thinking, which is integral to building successful and high-performing teams. We call it "Empowering Everyone."

Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.

Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.

IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

Up to £35,000 plus excellent bonus and benefits Hybrid working available Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management. Duties of the Investment Administrator to include: Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently. Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information. Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy. Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement. Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings). Requirements for the successful Investment Administrator: Prior assistant or administrative experience working within financial services, investment, or wealth management role. Knowledge of relevant regulatory frameworks. High attention to details, levels of accuracy and organisational skills This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters if required Prepare for meetings by pulling together all mandatory documentation To deal with incoming phone calls or taking messages for colleagues To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers. To ensure clients are offered a review meeting at least once a year as per our procedures. Collating & updating client personal fact find information. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within Financial Services This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.