7 jobs found

Senior IFA Administrator Based: Guildford, Surrey Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience further. You are not required to be diploma qualified but will be expected to take the exams during the time in the role. The role will also give you the opportunity to develop in future - either into being a Paraplanner or possibly into Team Leadership. This is an excellent opportunity to develop your career with a proactive employer.

Independent Financial Adviser (IFA) Existing Client Bank Up to £75,000 + Bonus Hybrid Working An established and growing financial planning firm is expanding its advisory team in Newcastle and is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join the business. This employed Financial Adviser role offers the opportunity to inherit and develop an existing client bank, providing immediate recurring income and strong relationship-building potential. It is ideally suited to a growth-focused Adviser who wants autonomy, structured career progression and the ability to deliver full holistic financial planning. Why This Financial Adviser Opportunity Stands Out Existing client bank to manage and grow - build long-term relationships while delivering holistic financial advice Salary up to £75,000 + performance bonus Clear career progression into Senior Financial Adviser or leadership roles Hybrid working options Full paraplanning and administrative support Strong compliance framework and modern technology infrastructure This is not a "build from scratch" Adviser role. You will step into an established portfolio of clients and focus on servicing, reviewing and developing relationships while identifying new opportunities through referrals and proactive advice. As a Financial Adviser / Wealth Manager, you will: Deliver independent, FCA-regulated financial advice across pensions, investments, retirement planning, protection and cashflow modelling Manage and develop an existing client book Conduct annual reviews and ongoing servicing meetings Create tailored, holistic financial plans aligned to client objectives Ensure full compliance and accurate record-keeping in line with regulatory standards Identify opportunities for additional planning needs and long-term growth This role offers genuine ownership of the client journey from initial consultation through to implementation and ongoing review. Candidate Requirements Level 4 Diploma qualified (DipFA, DipPFS or equivalent) CAS status Experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Proven track record of delivering holistic financial planning Strong relationship management and business development skills Experience managing Assets Under Management (AUM) Comfortable operating within FCA-regulated environments About the Employer This respected financial planning firm operates a collaborative and development-focused culture. Advisers are trusted professionals, given autonomy to manage their client relationships while benefiting from structured coaching and internal progression opportunities. The business invests in technology to streamline administration and maximise client-facing time, enabling Advisers to focus on delivering high-quality financial advice rather than paperwork.

Location: Luton Salary: £45,000-£55,000 + bonus Hybrid / Full-Time The Role: My client is seeking to recruit a Head of IFA Administration to lead and develop a team of Client Relationship Managers, ensuring the delivery of an exceptional financial planning service. Reporting to the Head of Advice, Delivery and Development, the successful candidate will oversee workflow, processes, quality, compliance, and support client interactions, including preparing for meetings and ensuring all actions arising are completed efficiently. Key Responsibilities Lead, mentor, and manage a high-performing team of CRMs Oversee onboarding, training, and development of the team Ensure adherence to internal processes, quality standards, and compliance Identify and implement process improvements to enhance efficiency and client service Support client meetings, build strong relationships, and action follow-ups Manage new business applications, contract administration, and client records Produce management information and assist with projects as required The Person Experienced IFA Administrator / Financial Planning Assistant with supervisory or team leadership experience Motivational, supportive leader with strong organisational and administrative skills Proactive, detail-oriented, and embracing of change Exceptional relationship-building, communication, and client service skills Confident, professional, and able to maintain confidentiality Technically proficient, with experience in MS Office and back-office systems Salary & Benefits £45,000-£55,000 + performance bonus Pension scheme Hybrid working Support for professional development To apply please contact Sam at Financial Divisions.

Private Client Senior Associate , Swindon So this is a rare opportunity to lead, grow and shape a thriving department. Are you an ambitious and experienced Private Client Solicitor ready to step into a senior leadership role with immediate affect ? This is an exciting opportunity to take the reins of a busy and growing Private Client department in the Swindon area , working with high-value clients while shaping the future direction of the team. If you're looking for a role where you can lead, influence strategy, develop a team and build something exceptional , this is a position not to be missed . You will lead a well-established Private Client team while driving its continued growth and success. This role offers the chance to step into a leadership position immediately , working closely with senior management to expand the department and strengthen its reputation across the region. You'll manage a varied and high-quality caseload while becoming a trusted adviser to high-net-worth clients and families , delivering strategic estate and tax planning advice. Matters coming in to the team revolve around Wills and estate planning Inheritance tax planning Trusts Probate and estate administration Lasting Powers of Attorney Court of Protection matters In addition you will act as a key adviser to high-net-worth individuals and families , p roviding technical support to property teams on complex ownership structures, trusts and tax matters, drive business development and networking , building relationships with accountants, IFAs and other professional advisers. You will ensure regulatory compliance and maintain the firm's excellent reputation for client care as well as m entoring and developing junior lawyers , helping build a high-performing team. You can expect to find : Clear pathway for progression Access to a well-established client base and professional network Competitive salary and benefits A supportive, collaborative and forward-thinking firm The chance to make a real impact in a thriving law firm If you're ready to step into a role where your leadership, expertise and ambition will shape the future of a successful department, please get in touch.

Executive Assistant Are you an organised and proactive professional seeking a rewarding opportunity to support senior leadership and contribute to organisational growth? The role of Executive Assistant (14-15 month Maternity cover) offers you the chance to work closely with a dynamic CEO, ensuring smooth operations and enhancing company initiatives. In this role, you will be the right hand to the CEO, managing their diary, preparing meetings, and handling correspondence. You'll also support other business areas including facilities management, health and safety, event organisation, and office management. This is a multifaceted position designed for an individual who thrives in a busy, structured environment and values making a meaningful contribution. Executive Assistant Responsibilities This position will involve, but will not be limited to: Coordinating executive schedules, booking meetings, and arranging travel to ensure the CEO's time is maximised and priorities are met Supporting board activities by preparing agendas, noting action points, and following up on key tasks to facilitate efficient decision-making Assisting with legal and property documentation, ensuring compliance and organisation for board members Managing facilities, utilities, and health & safety processes to maintain a safe, well-run office environment Organising the logistics of company events, staff social activities, and trade shows Overseeing office supplies, IT equipment, onboarding/offboarding staff, and maintaining a welcoming workplace culture Using tools such as Slack, Trello, Google Workspace, and Microsoft Azure to work efficiently and meet deadlines Anticipating the needs of the CEO and stakeholders, handling tasks with speed and discretion Executive Assistant Rewards Competitive salary based on experience. Generous holiday entitlement of 22 days plus statutory holidays, with additional day for your birthday. 5% company pension contribution to support your future. Bi-monthly Amazon vouchers worth £50. Two days in the office each week, offering flexible work-life balance. Supportive and environmentally conscious organisation. The Company Our client is an established and growing technology and Service organisation committed to sustainability and employee wellbeing. They are not B Corp but actively support environmental initiatives. The company fosters a respectful culture with a focus on long-term growth, innovation, and social responsibility. Their core values centre around integrity, teamwork, and a genuine care for their staff and the environment as well as providing a first class service to their customers. Executive Assistant Experience Essentials Proven experience in EA/ business support roles. Strong background in diary management, meeting coordination, and document handling. Experience in handling office facilities management such as managing company insurances, utilities, fire and safety, stock etc Experience organising staff events and experience of managing logistics for international tradeshows is highly desirable. You must be skilled in using modern technology systems such as Slack, Monday, Trello, Google Meet, and Microsoft Azure. Ability to work independently, manage multiple priorities, demonstrate initiative and recognise value of work and priorities, assessing and acting accordingly. Confident, respectful, and tenacious with excellent written and spoken interpersonal skills. Full UK drivers licence Location This is a 14-15 month maternity cover role working Monday to Friday, 9am to 5pm with two days a week in the office. Candidates must have a UK drivers licence and access to a car, as there may be occasional travel and overnight stays and board meetings are held off-site. Flexibility to adapt working hours to meet business needs is essential. There is free car parking onsite. You will be based in North or West Oxfordshire or within easy commuting distance. Action If you would like to find out more about this excellent opportunity, then please apply online today! We will review and respond to all applications. "INDBOOST" Allen Associates is a leading recruitment company in Oxfordshire recruiting for Marketing, Finance, Human Resources and PA/Administrative roles. Allen Associates operates as an Employment Agency for permanent recruitment and an Employment Business for temporary recruitment. For more information on current vacancies please visit (url removed) and follow us on LinkedIn.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.