67 jobs found

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking

IFA Administrator An exciting opportunity has arisen for aFinancial Administratorto join one of the UKs leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make animpactfuldifference in the lives of the individuals and click apply for full job details

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 (phone number removed) 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.

This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm. In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including: Liaising with the Financial Advisers to discuss what tasks need undertaking for each client Obtaining and processing Letters of Authority Obtaining recent product valuations Preparing client meeting packs with the correct, up to date information and drafting cashflow modelling Action fund switches Assist with ensuring attitude to risk questionnaires are completed Organising client appointments and ensuring the Adviser is prepared accordingly Processing new business cases Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers Our client would provide full on-the-job training to enable you to succeed in your role. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Technical IFA Administrator Requirements You should have 2+ years experience as an IFA Administrator You should enjoy working within a fast-paced environment and have excellent accurate data input You should be confident using Microsoft Office and be comfortable using industry software such as XPlan / Curo You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Technical IFA Administrator Benefits Salary of up to £30,000 depending on experience Plus, generous non-contributory pension, DIS, 25 days holiday plus bank holidays Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on (phone number removed) 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.

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.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors. IFA Administrators Requirements You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role You should have desire to be part of a growing team and take an active role in delivering growth for the business IFA Administrator Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Call us now on (phone number removed) 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.

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.

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.

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) .

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.

This Corporate Benefits Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor. You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients click apply for full job details

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisor's instructions click apply for full job details