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.
Mar 14, 2026
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 Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 14, 2026
Seasonal
Job Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: 28,000 - 34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.
Mar 13, 2026
Full time
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: 28,000 - 34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.
Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.
Mar 13, 2026
Full time
Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.
Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice, and looking to augment their successful team by recruiting an IFA/Wealth Management Administrator, to join their Liverpool office. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (up to 31,000) with benefits & full support with the Diploma exams, makes this a sought after opportunity! Ideally you'll have experience within administration in an IFA/Wealth office, and be working towards Level 4 Diploma or wanting to study for these exams. The role is a full time/office based at the Liverpool office. Click and apply ASAP, as a short list of candidates, is being drawn up!
Mar 13, 2026
Full time
Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice, and looking to augment their successful team by recruiting an IFA/Wealth Management Administrator, to join their Liverpool office. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (up to 31,000) with benefits & full support with the Diploma exams, makes this a sought after opportunity! Ideally you'll have experience within administration in an IFA/Wealth office, and be working towards Level 4 Diploma or wanting to study for these exams. The role is a full time/office based at the Liverpool office. Click and apply ASAP, as a short list of candidates, is being drawn up!
IFA Administrator £24,000 - £30,000 Wimborne Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want! This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / IFA administration experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable wealth management environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.
Mar 13, 2026
Full time
IFA Administrator £24,000 - £30,000 Wimborne Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want! This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / IFA administration experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable wealth management environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
Mar 13, 2026
Full time
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Mar 13, 2026
Full time
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Interaction Recruitment are working in partnership with a bespoke, family fun business within the leisure industry who are looking to appoint a new Administrator. This role is full-time, and you would be working as a permanent employee from day 1. The client is looking for someone who is available to start immediately, and interviews will be conducted week commencing 09.03.26. Location - Chesterfield, S43 Hours - 08:30 to 17:00 (flexible) Monday to Friday and 1 half day saturday to be completed each month. Additional overtime available upon request. Salary - Between £28,(Apply online only) and £32,(Apply online only) dependent on experience. The ideal candidate will be charasmatic, confident and have great relationship building skills. They will also require extensive administration experience and be comfortable in a customer facing environment as the role incorporates lots of customer interactions including making and answering emails, phone calls and meeting with customers face to face on site. It is preferred that the right candidate would be comfortable using buying and selling platforms such as Ebay and Amazon as this would be a key part of the role. The client is looking for someone with a can-do attitude who will pitch in with other duties as and when needed by the business. This is very much a multifaceted role and the client is focussed on finding the right fit. Leisure and Tourism experience would also be desired, however, not essential. For more information about the role, please call (phone number removed). Or to be considered for this position, click 'apply' and the connected consultant will be in touch. INDSHF
Mar 13, 2026
Full time
Interaction Recruitment are working in partnership with a bespoke, family fun business within the leisure industry who are looking to appoint a new Administrator. This role is full-time, and you would be working as a permanent employee from day 1. The client is looking for someone who is available to start immediately, and interviews will be conducted week commencing 09.03.26. Location - Chesterfield, S43 Hours - 08:30 to 17:00 (flexible) Monday to Friday and 1 half day saturday to be completed each month. Additional overtime available upon request. Salary - Between £28,(Apply online only) and £32,(Apply online only) dependent on experience. The ideal candidate will be charasmatic, confident and have great relationship building skills. They will also require extensive administration experience and be comfortable in a customer facing environment as the role incorporates lots of customer interactions including making and answering emails, phone calls and meeting with customers face to face on site. It is preferred that the right candidate would be comfortable using buying and selling platforms such as Ebay and Amazon as this would be a key part of the role. The client is looking for someone with a can-do attitude who will pitch in with other duties as and when needed by the business. This is very much a multifaceted role and the client is focussed on finding the right fit. Leisure and Tourism experience would also be desired, however, not essential. For more information about the role, please call (phone number removed). Or to be considered for this position, click 'apply' and the connected consultant will be in touch. INDSHF
Ernest Gordon Recruitment Limited
Weston-super-mare, Somerset
IFA Administrator (Progression to Financial Advisor) 30,000 - 35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you an IFA Administrator looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The IFA Administrator plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role you will be supporting financial advisors with the administration of the wealth management process, preparing client documentation and processing new business and supporting advisers and assisting with client servicing. This role would suit a financial services administrator looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5:30pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role Level 4 Diploma qualified or working towards the qualification Commutable to Weston Super Mare Reference: BBBH24256A We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Mar 13, 2026
Full time
IFA Administrator (Progression to Financial Advisor) 30,000 - 35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you an IFA Administrator looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The IFA Administrator plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role you will be supporting financial advisors with the administration of the wealth management process, preparing client documentation and processing new business and supporting advisers and assisting with client servicing. This role would suit a financial services administrator looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5:30pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role Level 4 Diploma qualified or working towards the qualification Commutable to Weston Super Mare Reference: BBBH24256A We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Premier Jobs UK Limited
Bradley Stoke, Gloucestershire
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
Mar 12, 2026
Full time
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
Mar 12, 2026
Full time
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
Mar 12, 2026
Full time
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic
Job Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 11, 2026
Seasonal
Job Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits Working for a well established financial planning organisation who have won awards and have a fantastic reputation in their field. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager Processing transfers, top ups, withdrawals, income, contributions, fund switches, BED and ISA and protection in an accurate and timely fashion through to completion Using 3rd party platforms and have an understanding of their processing times Managing your own individual workload using a personal diary system to ensure tasks are completed and on time Investigating and handling any client or Consultant queries Managing post relating to new business cases Dealing with client and provider queries by phone and email Following compliance procedures and requirements of 3rd party providers Keeping client records updated on the back office systems Occasionally covering the reception area when required, greeting visitors, managing the post and answering calls. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to detail, must be someone who has strong organisational skills with the ability to multi-task, experience of using IO would be very desirable. The role pays a competitive salary along with a whole range of great benefits including hybrid working after a probationary period, flexible working hours, contributory group pension scheme, Income protection scheme, 25 days holiday + statutory bank holidays increasing with length of service up to 28 days, free parking on site, 4 X Salary Life assurance and modern office facilities. For further information about this opportunity please forward your CV to Louise at for immediate consideration, I look forward to hearing from you. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted. Follow us on LinkedIn for updates, recruitment information, new vacancies and more!
Mar 11, 2026
Full time
IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits Working for a well established financial planning organisation who have won awards and have a fantastic reputation in their field. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager Processing transfers, top ups, withdrawals, income, contributions, fund switches, BED and ISA and protection in an accurate and timely fashion through to completion Using 3rd party platforms and have an understanding of their processing times Managing your own individual workload using a personal diary system to ensure tasks are completed and on time Investigating and handling any client or Consultant queries Managing post relating to new business cases Dealing with client and provider queries by phone and email Following compliance procedures and requirements of 3rd party providers Keeping client records updated on the back office systems Occasionally covering the reception area when required, greeting visitors, managing the post and answering calls. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to detail, must be someone who has strong organisational skills with the ability to multi-task, experience of using IO would be very desirable. The role pays a competitive salary along with a whole range of great benefits including hybrid working after a probationary period, flexible working hours, contributory group pension scheme, Income protection scheme, 25 days holiday + statutory bank holidays increasing with length of service up to 28 days, free parking on site, 4 X Salary Life assurance and modern office facilities. For further information about this opportunity please forward your CV to Louise at for immediate consideration, I look forward to hearing from you. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted. Follow us on LinkedIn for updates, recruitment information, new vacancies and more!
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Mar 10, 2026
Full time
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases & project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming clients & confirming meetings Sending and updating LOAs. Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required Educated to GCSE's / A Levels or Equivalent Some work experience within an office environment is ideal Excellent telephone manner and customer service skills Strong IT Skills and typing skills Experienced in Word, Excel and Outlook Must be able to work independently and show initiative Professional manner, positive attitude and well presented Be organised and proactive Have an excellent work ethic Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices near the Gherkin. Successful team who enjoy sharing each other s success and fostering a collaborative approach
Mar 10, 2026
Full time
My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases & project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming clients & confirming meetings Sending and updating LOAs. Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required Educated to GCSE's / A Levels or Equivalent Some work experience within an office environment is ideal Excellent telephone manner and customer service skills Strong IT Skills and typing skills Experienced in Word, Excel and Outlook Must be able to work independently and show initiative Professional manner, positive attitude and well presented Be organised and proactive Have an excellent work ethic Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices near the Gherkin. Successful team who enjoy sharing each other s success and fostering a collaborative approach
IP Administrator - Manchester - Hybrid We are seeking an enthusiastic and detail-oriented IP Administrator to join our Manchester office. This is an excellent opportunity to develop your experience within intellectual property, working as part of a supportive and knowledgeable team in a well-established firm. As an IP Administrator, you will play a key role in supporting the patent team by ensuring that applications and related documentation are prepared and filed accurately and on time. The role requires a high level of attention to detail, strong organisational skills, and the ability to manage multiple deadlines effectively. Key Responsibilities: You will prepare forms for filing patent applications with a strong focus on accuracy and compliance. You will prepare and submit supporting documentation to various Patent Offices using relevant online filing systems. The role also involves drafting documents and correspondence for clients and overseas agents, including technically detailed content. In addition, you will create and process invoices, including more complex billing matters, and review incoming workflow correspondence to prioritise urgent deadlines. You will work collaboratively across teams and provide general administrative support as required. Skills, Knowledge and Experience: The successful candidate will have strong administrative skills and a process-driven, detail-oriented approach. Experience in IP administration or patent formalities is advantageous but not essential. You should possess excellent analytical, organisational and time management skills, with the ability to produce high-quality work efficiently and to strict deadlines. You must be able to work independently while also contributing effectively as part of a collaborative team. What We Offer: We are large enough to offer strong career development prospects, yet small enough to provide a friendly and supportive working environment where individuals are recognised and valued. Benefits include a 34-hour working week (Monday to Friday), agile working arrangements, annual salary reviews, 25 days' annual leave plus bank holidays, a holiday purchase scheme, salary exchange options, life assurance, a healthcare cash plan and wellbeing app, group income protection, long service milestones, social events, seasonal vouchers, and charity initiatives. If you are highly organised, motivated to build a career in intellectual property, and looking to join a supportive and professional environment, we would be pleased to hear from you.
Mar 10, 2026
Full time
IP Administrator - Manchester - Hybrid We are seeking an enthusiastic and detail-oriented IP Administrator to join our Manchester office. This is an excellent opportunity to develop your experience within intellectual property, working as part of a supportive and knowledgeable team in a well-established firm. As an IP Administrator, you will play a key role in supporting the patent team by ensuring that applications and related documentation are prepared and filed accurately and on time. The role requires a high level of attention to detail, strong organisational skills, and the ability to manage multiple deadlines effectively. Key Responsibilities: You will prepare forms for filing patent applications with a strong focus on accuracy and compliance. You will prepare and submit supporting documentation to various Patent Offices using relevant online filing systems. The role also involves drafting documents and correspondence for clients and overseas agents, including technically detailed content. In addition, you will create and process invoices, including more complex billing matters, and review incoming workflow correspondence to prioritise urgent deadlines. You will work collaboratively across teams and provide general administrative support as required. Skills, Knowledge and Experience: The successful candidate will have strong administrative skills and a process-driven, detail-oriented approach. Experience in IP administration or patent formalities is advantageous but not essential. You should possess excellent analytical, organisational and time management skills, with the ability to produce high-quality work efficiently and to strict deadlines. You must be able to work independently while also contributing effectively as part of a collaborative team. What We Offer: We are large enough to offer strong career development prospects, yet small enough to provide a friendly and supportive working environment where individuals are recognised and valued. Benefits include a 34-hour working week (Monday to Friday), agile working arrangements, annual salary reviews, 25 days' annual leave plus bank holidays, a holiday purchase scheme, salary exchange options, life assurance, a healthcare cash plan and wellbeing app, group income protection, long service milestones, social events, seasonal vouchers, and charity initiatives. If you are highly organised, motivated to build a career in intellectual property, and looking to join a supportive and professional environment, we would be pleased to hear from you.
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Mar 10, 2026
Full time
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
Mar 10, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
