Job Title: Financial Services Administrator Location: Ashby-de-la-Zouch Salary: £25,000 - £30,000 A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team. In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Administration Manager to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Advisers with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You'll Need to Succeed Previous experience in a professional financial services environment. (SJP preferred) Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Dec 10, 2025
Full time
Job Title: Financial Services Administrator Location: Ashby-de-la-Zouch Salary: £25,000 - £30,000 A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team. In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Administration Manager to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Advisers with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You'll Need to Succeed Previous experience in a professional financial services environment. (SJP preferred) Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Part-Time IFA Administrator Salary: 25,000 - 30,000 (Pro-Rated) Location: Bradford Hours: Min 20 hours per week (flexible with days) Role Overview: The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. This position ensures the smooth running of the advice process, compliance with regulatory requirements, and delivery of exceptional client experience. The Key Responsibilities of the Part-Time IFA Administrator: Client Administration: o Prepare and process new business applications, including pensions, investments, and protection products. o Maintain accurate client records on CRM systems and update platforms as required. o Handle client queries promptly and professionally. Compliance & Documentation: o Ensure all documentation meets FCA and company compliance standards. o Assist with preparation of suitability reports and client packs. o Monitor and track cases through to completion, liaising with providers as necessary. Operational Support: o Schedule client meetings and manage adviser diaries. o Prepare meeting packs and ensure all relevant documentation is available. o Support with data entry, scanning, and filing tasks. Provider Liaison: o Communicate with product providers to obtain valuations, policy details, and resolve queries. o Chase outstanding information to ensure timely processing of applications. The Key Requirements of the Part-Time IFA Administrator: Previous experience in financial services administration (IFA environment preferred). Excellent attention to detail and organisational skills. Proficient in Microsoft Office and CRM systems. Ability to work under pressure and meet deadlines. Strong communication skills, both written and verbal. Personal Attributes: Professional and client-focused approach. Ability to work independently and as part of a team. Proactive, reliable, and adaptable. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 10, 2025
Full time
Part-Time IFA Administrator Salary: 25,000 - 30,000 (Pro-Rated) Location: Bradford Hours: Min 20 hours per week (flexible with days) Role Overview: The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. This position ensures the smooth running of the advice process, compliance with regulatory requirements, and delivery of exceptional client experience. The Key Responsibilities of the Part-Time IFA Administrator: Client Administration: o Prepare and process new business applications, including pensions, investments, and protection products. o Maintain accurate client records on CRM systems and update platforms as required. o Handle client queries promptly and professionally. Compliance & Documentation: o Ensure all documentation meets FCA and company compliance standards. o Assist with preparation of suitability reports and client packs. o Monitor and track cases through to completion, liaising with providers as necessary. Operational Support: o Schedule client meetings and manage adviser diaries. o Prepare meeting packs and ensure all relevant documentation is available. o Support with data entry, scanning, and filing tasks. Provider Liaison: o Communicate with product providers to obtain valuations, policy details, and resolve queries. o Chase outstanding information to ensure timely processing of applications. The Key Requirements of the Part-Time IFA Administrator: Previous experience in financial services administration (IFA environment preferred). Excellent attention to detail and organisational skills. Proficient in Microsoft Office and CRM systems. Ability to work under pressure and meet deadlines. Strong communication skills, both written and verbal. Personal Attributes: Professional and client-focused approach. Ability to work independently and as part of a team. Proactive, reliable, and adaptable. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment. Client Details This organisation is a well-established entity within the financial services industry. As a small-sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and precision. Description Provide comprehensive administrative support to financial advisers and planners. Prepare client documentation and maintain accurate records. Liaise with clients and providers to ensure smooth processing of applications and policies. Manage and update client files and databases efficiently. Coordinate appointments and manage diaries for advisers. Handle incoming correspondence and distribute it appropriately. Assist with compliance and regulatory requirements within the financial services industry. Contribute to the continuous improvement of administrative processes. Profile A successful IFA Administrator should have: Experience in an administrative role within the financial services industry. Strong organisational skills and attention to detail. Proficiency in Microsoft Office applications. Knowledge of financial products and services. Excellent communication skills, both written and verbal. A proactive approach to problem-solving and supporting team goals. Job Offer Competitive salary ranging from 32,500 to 35,000 per annum. Permanent position within a reputable organisation in Hove. Opportunities to develop skills and grow within the financial services industry. Supportive and professional work environment. If you are an experienced IFA Administrator looking for a rewarding role in Hove, we encourage you to apply and become part of this dedicated team in the financial services sector.
Dec 10, 2025
Full time
Join a reputable organisation as an IFA Administrator in Hove, where you will play a key role in providing essential administrative support within the financial services industry. This permanent position offers an excellent opportunity to contribute to a thriving team in a professional environment. Client Details This organisation is a well-established entity within the financial services industry. As a small-sized team, they focus on delivering tailored solutions and maintaining high standards in their services. Based in Hove, they are committed to supporting their clients with expertise and precision. Description Provide comprehensive administrative support to financial advisers and planners. Prepare client documentation and maintain accurate records. Liaise with clients and providers to ensure smooth processing of applications and policies. Manage and update client files and databases efficiently. Coordinate appointments and manage diaries for advisers. Handle incoming correspondence and distribute it appropriately. Assist with compliance and regulatory requirements within the financial services industry. Contribute to the continuous improvement of administrative processes. Profile A successful IFA Administrator should have: Experience in an administrative role within the financial services industry. Strong organisational skills and attention to detail. Proficiency in Microsoft Office applications. Knowledge of financial products and services. Excellent communication skills, both written and verbal. A proactive approach to problem-solving and supporting team goals. Job Offer Competitive salary ranging from 32,500 to 35,000 per annum. Permanent position within a reputable organisation in Hove. Opportunities to develop skills and grow within the financial services industry. Supportive and professional work environment. If you are an experienced IFA Administrator looking for a rewarding role in Hove, we encourage you to apply and become part of this dedicated team in the financial services sector.
Client Services Administrator - Financial Services Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We're not here to process paperwork. We're here to transform lives. Every letter, every call, and every pack you build is part of something bigger-helping clients live better futures with clarity, confidence, and control. As a Client Services Administrator , you'll be at the heart of this mission. About the Role You'll be the engine room that keeps everything running smoothly. From handling client queries to coordinating critical steps in the advice process, your work ensures clients receive exceptional service. This isn't a back-office role, you'll be visible, valuable, and vital. Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What We're Looking For Minimum 1 year of experience in IFA administration or financial services. Knowledge of investment, pension, and platform processes. Confidence using back-office systems (e.g., Intelliflo, FE, Dynamic Planner) and MS Office. Excellent written and verbal communication skills. A detail-oriented mindset with a passion for client care. What's On Offer Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity-where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 10, 2025
Full time
Client Services Administrator - Financial Services Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We're not here to process paperwork. We're here to transform lives. Every letter, every call, and every pack you build is part of something bigger-helping clients live better futures with clarity, confidence, and control. As a Client Services Administrator , you'll be at the heart of this mission. About the Role You'll be the engine room that keeps everything running smoothly. From handling client queries to coordinating critical steps in the advice process, your work ensures clients receive exceptional service. This isn't a back-office role, you'll be visible, valuable, and vital. Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What We're Looking For Minimum 1 year of experience in IFA administration or financial services. Knowledge of investment, pension, and platform processes. Confidence using back-office systems (e.g., Intelliflo, FE, Dynamic Planner) and MS Office. Excellent written and verbal communication skills. A detail-oriented mindset with a passion for client care. What's On Offer Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity-where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary ( 24,000- 30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport links Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 09, 2025
Full time
IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary ( 24,000- 30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport links Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Job Description Job Title: Client Support Administrator Location: Liverpool Salary: Up to 30,000p/a DOE HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers. Responsibilities: Act as a key point of contact for client enquiries, responding promptly and with professionalism and care. Update, manage, and maintain client information, including reports, valuations, and performance data. Oversee the administration of investment and pension activity, including transfers, withdrawals, and fund changes. Provide administrative support throughout the delivery of financial planning, investment, and estate planning recommendations. Prepare and send out review documents, reports, and suitability correspondence with a strong focus on accuracy. Maintain and streamline back-office systems to ensure data integrity and efficient workflows. Work closely with advisers, paraplanners, clients, and product providers to ensure cases progress smoothly and on schedule. Key skills and requirements: A minimum of one year's experience within an IFA environment or a broader financial services role. Good understanding of pensions, investments, and platform processes. Confident user of industry software (such as Intelliflo, FE, or Dynamic Planner) along with strong MS Office skills. Excellent communication abilities, both written and verbal. An organised, process-focused approach with a commitment to delivering high-quality client service. Additional benefits: 33 days of annual leave, including bank holidays. Employer pension contributions. Support for professional qualifications and ongoing development. If you are interested in this position, please call Mia at (phone number removed) or email (url removed)
Dec 09, 2025
Full time
Job Description Job Title: Client Support Administrator Location: Liverpool Salary: Up to 30,000p/a DOE HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers. Responsibilities: Act as a key point of contact for client enquiries, responding promptly and with professionalism and care. Update, manage, and maintain client information, including reports, valuations, and performance data. Oversee the administration of investment and pension activity, including transfers, withdrawals, and fund changes. Provide administrative support throughout the delivery of financial planning, investment, and estate planning recommendations. Prepare and send out review documents, reports, and suitability correspondence with a strong focus on accuracy. Maintain and streamline back-office systems to ensure data integrity and efficient workflows. Work closely with advisers, paraplanners, clients, and product providers to ensure cases progress smoothly and on schedule. Key skills and requirements: A minimum of one year's experience within an IFA environment or a broader financial services role. Good understanding of pensions, investments, and platform processes. Confident user of industry software (such as Intelliflo, FE, or Dynamic Planner) along with strong MS Office skills. Excellent communication abilities, both written and verbal. An organised, process-focused approach with a commitment to delivering high-quality client service. Additional benefits: 33 days of annual leave, including bank holidays. Employer pension contributions. Support for professional qualifications and ongoing development. If you are interested in this position, please call Mia at (phone number removed) or email (url removed)
Trainee Financial Planning Administrator Location: Liverpool, Merseyside Salary: 28,000 - 32,000 + Excellent Benefits Hours: Full-Time, Monday to Friday, 9:30am - 5pm Contract: Permanent Holidays: 25 days + bank holidays About the Role: An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing Independent Financial Advisory (IFA) firm in Liverpool. This entry-level role is perfect for individuals looking to build a career in financial services, where you will receive comprehensive training and support to develop your skills within the wealth management industry with opportunities for progression within the firm. As a Trainee IFA Administrator, you will play a key role in supporting a team of financial advisors, ensuring smooth administrative operations and providing exceptional service to clients. This is a fantastic opportunity to gain valuable industry experience while working towards becoming a fully qualified professional in financial administration. About You: We are looking for a motivated and detail-oriented individual who is eager to learn and grow within the financial services sector. The ideal candidate will have: A keen interest in financial services and wealth management. Excellent organisational skills , with the ability to manage multiple tasks simultaneously. Strong communication skills , both written and verbal, and a friendly, professional approach to dealing with clients. Attention to detail and a desire to maintain high standards of accuracy and compliance. Basic IT skills , with proficiency in Microsoft Office (Excel, Word, Outlook). Previous experience and transferrable skills within a similar supportive role with financial services or a relatable professional services role (insurance, legal etc.) Recent graduates with a willingness to learn and develop , with an interest in pursuing further qualifications in financial services. If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 09, 2025
Full time
Trainee Financial Planning Administrator Location: Liverpool, Merseyside Salary: 28,000 - 32,000 + Excellent Benefits Hours: Full-Time, Monday to Friday, 9:30am - 5pm Contract: Permanent Holidays: 25 days + bank holidays About the Role: An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing Independent Financial Advisory (IFA) firm in Liverpool. This entry-level role is perfect for individuals looking to build a career in financial services, where you will receive comprehensive training and support to develop your skills within the wealth management industry with opportunities for progression within the firm. As a Trainee IFA Administrator, you will play a key role in supporting a team of financial advisors, ensuring smooth administrative operations and providing exceptional service to clients. This is a fantastic opportunity to gain valuable industry experience while working towards becoming a fully qualified professional in financial administration. About You: We are looking for a motivated and detail-oriented individual who is eager to learn and grow within the financial services sector. The ideal candidate will have: A keen interest in financial services and wealth management. Excellent organisational skills , with the ability to manage multiple tasks simultaneously. Strong communication skills , both written and verbal, and a friendly, professional approach to dealing with clients. Attention to detail and a desire to maintain high standards of accuracy and compliance. Basic IT skills , with proficiency in Microsoft Office (Excel, Word, Outlook). Previous experience and transferrable skills within a similar supportive role with financial services or a relatable professional services role (insurance, legal etc.) Recent graduates with a willingness to learn and develop , with an interest in pursuing further qualifications in financial services. If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Services Administrator £30,000 DOE + Benefits Permanent Fareham - Flexible working/Hybrid Full Time Monday - Friday Are you an experienced Administrator with experience within Financial Services, Wealth Management, or a similar sector? If so, we have a fabulous opportunity not to be missed! Our client is expanding and they have exciting plans, they are looking for bright, enthusiastic like-minded Administrators to join their success! Working as part of a high performing team you will support the client onboarding journey. What will the role involve? Processing applications both electronically and manually Validating ID and associated documentation Maintaining the integrity of the client database - Intelligent office Manage and prioritise a busy workflow Receive, resolve or re-direct inbound telephone calls Document creation and storage management Who are we looking for? Previous experience in a similar IFA Administration support role essential Basic Financial planning knowledge advantageous Experience working within Financial Planning, Wealth Management, FCA regulated environment Experience using Intelligent Office system is essential Strong organisational and communication skills Proficient with MS Office - Excel What's in it for you? Vibrant culture based on trust and respect. Freedom to work a hybrid working pattern to suit you (2/3 office/home) Working as part of an established team of likeminded, driven high performing individuals. Investment in your learning and development. Yearly bonus payments in line with individual performance. Flexible benefits tailored to suit you Career progression and development opportunities Plus, much more! Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. About Harper Recruitment Group: Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis. Looking for something different? Visit our website today for a list of live vacancies or send an up-to-date CV to (url removed) .
Dec 09, 2025
Full time
Financial Services Administrator £30,000 DOE + Benefits Permanent Fareham - Flexible working/Hybrid Full Time Monday - Friday Are you an experienced Administrator with experience within Financial Services, Wealth Management, or a similar sector? If so, we have a fabulous opportunity not to be missed! Our client is expanding and they have exciting plans, they are looking for bright, enthusiastic like-minded Administrators to join their success! Working as part of a high performing team you will support the client onboarding journey. What will the role involve? Processing applications both electronically and manually Validating ID and associated documentation Maintaining the integrity of the client database - Intelligent office Manage and prioritise a busy workflow Receive, resolve or re-direct inbound telephone calls Document creation and storage management Who are we looking for? Previous experience in a similar IFA Administration support role essential Basic Financial planning knowledge advantageous Experience working within Financial Planning, Wealth Management, FCA regulated environment Experience using Intelligent Office system is essential Strong organisational and communication skills Proficient with MS Office - Excel What's in it for you? Vibrant culture based on trust and respect. Freedom to work a hybrid working pattern to suit you (2/3 office/home) Working as part of an established team of likeminded, driven high performing individuals. Investment in your learning and development. Yearly bonus payments in line with individual performance. Flexible benefits tailored to suit you Career progression and development opportunities Plus, much more! Apply NOW to avoid disappointment! Due to the large volume of applications, we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. About Harper Recruitment Group: Harper Recruitment Group has been offering high-quality recruitment services across Nottingham, Derby and the wider East Midlands since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis. Looking for something different? Visit our website today for a list of live vacancies or send an up-to-date CV to (url removed) .
HR Administrator required for a global Engineering & Manufacturing leader, with multiple international locations employing over 1,000 staff, renowned for quality and innovative deliverables. The successful HR Administrator will be easily able to commute to HUDDERSFIELD from surrounding towns and cities, including Leeds, Dewsbury, Halifax, Wakefield and Brighouse. Key responsibilities of the HR Administrator will include; Provide administrative support on a multitude of HR tasks such as Payroll, Recruitment, Onboarding and Data Collection to name a few Ensure HR systems are updated in an accurate and timely manner Manage the safe collection and usage of files and data Support other members of the HR team where needed For the HR Administrator role, we are keen to receive applications from candidates who have; Experience in HR or general Administration within a fast-paced environment, ideally in Manufacturing or FMCG Strong organisational skills and the ability to work on a diverse range of tasks Strong interpersonal skills and the confidence to communicate with various levels of stakeholders Salary & Benefits; 26,000 to 30,000 per annum depending on experience 37.5 Hours per week 25 Days Annual leave + Bank Holidays Company pension contributions of up to 8% To apply for the HR Administrator role, please click "Apply Now" and attach an updated copy of your CV. Alternatively, please contact Alex Feather at E3 Recruitment for more information.
Dec 09, 2025
Full time
HR Administrator required for a global Engineering & Manufacturing leader, with multiple international locations employing over 1,000 staff, renowned for quality and innovative deliverables. The successful HR Administrator will be easily able to commute to HUDDERSFIELD from surrounding towns and cities, including Leeds, Dewsbury, Halifax, Wakefield and Brighouse. Key responsibilities of the HR Administrator will include; Provide administrative support on a multitude of HR tasks such as Payroll, Recruitment, Onboarding and Data Collection to name a few Ensure HR systems are updated in an accurate and timely manner Manage the safe collection and usage of files and data Support other members of the HR team where needed For the HR Administrator role, we are keen to receive applications from candidates who have; Experience in HR or general Administration within a fast-paced environment, ideally in Manufacturing or FMCG Strong organisational skills and the ability to work on a diverse range of tasks Strong interpersonal skills and the confidence to communicate with various levels of stakeholders Salary & Benefits; 26,000 to 30,000 per annum depending on experience 37.5 Hours per week 25 Days Annual leave + Bank Holidays Company pension contributions of up to 8% To apply for the HR Administrator role, please click "Apply Now" and attach an updated copy of your CV. Alternatively, please contact Alex Feather at E3 Recruitment for more information.
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme 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.
Dec 09, 2025
Full time
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme 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.
IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking 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 & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter 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. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. 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.
Dec 09, 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 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 & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter 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. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. 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.
Are you looking to start or grow your career in financial services? Do you have strong administration skills and great communication? Would you enjoy working as part of a hardworking, sociable office-based team? Our client is a long-established Independent Financial Advice firm based in Stratford upon Avon, supporting clients with pensions, investments, and wider financial planning across Warwickshire and the surrounding areas. Due to continued growth, they are looking for a Junior IFA Administrator to join their close-knit team. In this role, you will provide administrative support to the advisers and paraplanners, with full training given on systems and processes. You will be involved in data entry, valuations, new business administration and client contact, making this a great opportunity for someone who enjoys detail, organisation and speaking with people. Main Responsibilities: Enter and maintain accurate client data on Intelligent Office Produce client valuations and update schedules and records Support the processing of new business as you gain experience Answer incoming telephone calls and act as a first point of contact for clients Greet clients on arrival and assist with meeting preparation where required Handle general administration tasks to support advisers and paraplanners Scan, file and maintain documentation in line with internal procedure Learn and follow set processes for new business and client work Gradually develop towards basic report preparation as your knowledge grows Skills and Experience: Previous administration experience is preferred Strong written and spoken English, with clear and confident communication skills Comfortable speaking with clients on the phone and in person Process driven, pragmatic and able to follow step by step procedures High attention to detail and accuracy when working with data and documents Competent user of Microsoft Word, Excel and Outlook Experience within financial services or with Intelligent Office is desirable but not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break 35 hour working week Full training provided by experienced team members Friendly, sociable and supportive team environment If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/
Dec 09, 2025
Full time
Are you looking to start or grow your career in financial services? Do you have strong administration skills and great communication? Would you enjoy working as part of a hardworking, sociable office-based team? Our client is a long-established Independent Financial Advice firm based in Stratford upon Avon, supporting clients with pensions, investments, and wider financial planning across Warwickshire and the surrounding areas. Due to continued growth, they are looking for a Junior IFA Administrator to join their close-knit team. In this role, you will provide administrative support to the advisers and paraplanners, with full training given on systems and processes. You will be involved in data entry, valuations, new business administration and client contact, making this a great opportunity for someone who enjoys detail, organisation and speaking with people. Main Responsibilities: Enter and maintain accurate client data on Intelligent Office Produce client valuations and update schedules and records Support the processing of new business as you gain experience Answer incoming telephone calls and act as a first point of contact for clients Greet clients on arrival and assist with meeting preparation where required Handle general administration tasks to support advisers and paraplanners Scan, file and maintain documentation in line with internal procedure Learn and follow set processes for new business and client work Gradually develop towards basic report preparation as your knowledge grows Skills and Experience: Previous administration experience is preferred Strong written and spoken English, with clear and confident communication skills Comfortable speaking with clients on the phone and in person Process driven, pragmatic and able to follow step by step procedures High attention to detail and accuracy when working with data and documents Competent user of Microsoft Word, Excel and Outlook Experience within financial services or with Intelligent Office is desirable but not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break 35 hour working week Full training provided by experienced team members Friendly, sociable and supportive team environment If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/
IFA Administrator Location: WA12 (Fully Office-Based) Salary: Up to £28,500 (Experience & Qualifications Dependent) Hours: Full-time (9:30am 4:30pm) Part-time considered Benefits: Full Study Support + excellent progression opportunities Start Date: Early Q1 2026 I am currently representing a highly reputable and growing financial planning firm that is entering an exciting phase of expansion. Due to continued acquisitions and increasing client demand, the team is now looking to add an IFA Administrator to support their advisers and practice manager. This is an excellent long-term opportunity for someone with solid financial services administration experience who wants to develop their expertise within a supportive and collaborative environment. What We re Looking For Previous financial services administration experience (1 year+ ideal) Experience in IFA/wealth management admin or platform/provider experience Confident working in a fully office-based role (no hybrid) Lives within commutable distance of WA12 Strong attention to detail, reliability and a proactive approach Professional communication skills and willingness to learn Exams not essential full study support provided Key Responsibilities Preparing client documentation including review packs, meeting packs and correspondence Maintaining and updating the CRM and supporting the firm s client contact strategy Producing new business forms, trust documents and associated paperwork Processing ongoing admin tasks such as withdrawals, fund switches and bereavement cases Liaising with providers, advisers and internal teams Supporting the practice manager with general administrative duties Contributing positively to a small, friendly and collaborative team Why This Role Stands Out The business is in a major growth phase , with clear acquisition plans over the next 6 12 months Work closely with an experienced practice manager and three adviser-directors Two additional advisers joining over the next year bringing even more experience to learn from Genuine opportunity for development as the team expands Full study support for those wishing to progress their knowledge and qualifications Interview Process Interviews available online or in person Applicants close to meeting the criteria are welcome to apply Quick decision-making and a clear onboarding timeline If you have financial services admin experience and want to join an ambitious firm with excellent support and career development, please apply today. I d be happy to discuss the role further and guide you through the next steps.
Dec 09, 2025
Full time
IFA Administrator Location: WA12 (Fully Office-Based) Salary: Up to £28,500 (Experience & Qualifications Dependent) Hours: Full-time (9:30am 4:30pm) Part-time considered Benefits: Full Study Support + excellent progression opportunities Start Date: Early Q1 2026 I am currently representing a highly reputable and growing financial planning firm that is entering an exciting phase of expansion. Due to continued acquisitions and increasing client demand, the team is now looking to add an IFA Administrator to support their advisers and practice manager. This is an excellent long-term opportunity for someone with solid financial services administration experience who wants to develop their expertise within a supportive and collaborative environment. What We re Looking For Previous financial services administration experience (1 year+ ideal) Experience in IFA/wealth management admin or platform/provider experience Confident working in a fully office-based role (no hybrid) Lives within commutable distance of WA12 Strong attention to detail, reliability and a proactive approach Professional communication skills and willingness to learn Exams not essential full study support provided Key Responsibilities Preparing client documentation including review packs, meeting packs and correspondence Maintaining and updating the CRM and supporting the firm s client contact strategy Producing new business forms, trust documents and associated paperwork Processing ongoing admin tasks such as withdrawals, fund switches and bereavement cases Liaising with providers, advisers and internal teams Supporting the practice manager with general administrative duties Contributing positively to a small, friendly and collaborative team Why This Role Stands Out The business is in a major growth phase , with clear acquisition plans over the next 6 12 months Work closely with an experienced practice manager and three adviser-directors Two additional advisers joining over the next year bringing even more experience to learn from Genuine opportunity for development as the team expands Full study support for those wishing to progress their knowledge and qualifications Interview Process Interviews available online or in person Applicants close to meeting the criteria are welcome to apply Quick decision-making and a clear onboarding timeline If you have financial services admin experience and want to join an ambitious firm with excellent support and career development, please apply today. I d be happy to discuss the role further and guide you through the next steps.
Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm? Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately. Main Responsibilities: Handle full case management from paraplanning through to business submission • Produce detailed suitability reports once trained on internal systems • Liaise directly with the MD and provide high quality client communication throughout • Manage client queries, valuations and documentation in a timely and organised manner • Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided) • Maintain accurate records within Intelligent Office • Prioritise tasks independently and ensure cases are progressed efficiently • Support wider technical and administrative tasks as required • Follow internal processes to ensure compliance and accuracy on all client work Skills and Experience: Previous experience in IFA administration, paraplanning or a technical support role • Strong report writing experience is essential • Good understanding of CGT, chargeable events and tax planning • Confident communicator with the ability to liaise professionally with clients and the MD • Robust, focused and able to manage your own workload without close supervision • Excellent attention to detail and strong organisational skills • Competent user of Microsoft Word, Excel and Outlook • Familiarity with Intelligent Office is desirable though not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break • Salary growth and internal progression based on performance and contribution • Not suitable for someone looking to progress into advising within the next 4 years • Supportive and focused team culture If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/
Dec 09, 2025
Full time
Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm? Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately. Main Responsibilities: Handle full case management from paraplanning through to business submission • Produce detailed suitability reports once trained on internal systems • Liaise directly with the MD and provide high quality client communication throughout • Manage client queries, valuations and documentation in a timely and organised manner • Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided) • Maintain accurate records within Intelligent Office • Prioritise tasks independently and ensure cases are progressed efficiently • Support wider technical and administrative tasks as required • Follow internal processes to ensure compliance and accuracy on all client work Skills and Experience: Previous experience in IFA administration, paraplanning or a technical support role • Strong report writing experience is essential • Good understanding of CGT, chargeable events and tax planning • Confident communicator with the ability to liaise professionally with clients and the MD • Robust, focused and able to manage your own workload without close supervision • Excellent attention to detail and strong organisational skills • Competent user of Microsoft Word, Excel and Outlook • Familiarity with Intelligent Office is desirable though not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break • Salary growth and internal progression based on performance and contribution • Not suitable for someone looking to progress into advising within the next 4 years • Supportive and focused team culture If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/
Premier Jobs UK Limited
Bromsgrove, Worcestershire
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other. Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied. Your duties as a Paraplanner will include: Undertaking research as part of the financial planning review process Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate Analysing existing investment portfolios and providing comparison to suitable benchmarks Prepare and interpret complex information as part of the review process Research and review new and existing legislation to ensure your knowledge remains fresh Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred Paraplanner Benefits Salary of £34,000 - £46,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 09, 2025
Full time
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other. Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied. Your duties as a Paraplanner will include: Undertaking research as part of the financial planning review process Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate Analysing existing investment portfolios and providing comparison to suitable benchmarks Prepare and interpret complex information as part of the review process Research and review new and existing legislation to ensure your knowledge remains fresh Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred Paraplanner Benefits Salary of £34,000 - £46,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Job Title: Paraplanner Location: Ashby-de-la-Zouch (Remote) Salary: (phone number removed)+ DOE We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team. You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions. This is a collaborative role in a well-structured practice that genuinely values development and quality advice. What You'll Be Doing Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join? Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (£35,000-£40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Dec 08, 2025
Full time
Job Title: Paraplanner Location: Ashby-de-la-Zouch (Remote) Salary: (phone number removed)+ DOE We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team. You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions. This is a collaborative role in a well-structured practice that genuinely values development and quality advice. What You'll Be Doing Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join? Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (£35,000-£40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Dec 07, 2025
Full time
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Dec 07, 2025
Full time
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
