22 jobs found

Payroll & HR Manager Halifax £45,000 - £50,000 Full Time Permanent Monday - Friday 8:00am - 5:00pm Flexible Fully Office Based The Opportunity JGA are exclusively partnering with an established multi-site organisation seeking an experienced Payroll & HR Manager to take full ownership of the payroll function whilst overseeing day-to-day HR operations. This is a hands-on, standalone role suited to a confident payroll professional with strong HR knowledge who thrives in a fast-paced, operational environment. Key Responsibilities Payroll Manage end-to-end monthly payroll processing Oversee weekly payroll (processed by Payroll Administrator) and provide holiday cover Maintain payroll records including starters, leavers, pay changes and deductions Process statutory payments (SSP, SMP, SPP, SAP) Administer pension contributions and auto-enrolment compliance Complete RTI submissions (FPS, EPS) and year-end processes (P60, P45, P11D) Reconcile payroll reports with Finance Ensure compliance with HMRC regulations, NMW, NI and UK legislation Manage payroll queries professionally and confidentially HR Oversee the full employee lifecycle Draft contracts, offer letters and employment documentation Maintain HR records and personnel files Support managers with absence, performance, disciplinary and grievance matters Ensure HR policies remain compliant with current employment legislation Track leave, sickness and attendance records Coordinate right-to-work checks and compliance documentation Reporting & Compliance Ensure GDPR compliance for employee data Prepare payroll and HR reports for senior leadership Support annual pay reviews and payroll budgeting Stay up to date with payroll and employment law changes The Ideal Candidate Minimum 3 years' experience running end-to-end payroll independently Expert knowledge of Sage Payroll (essential) CIPD Level 5 (essential) Strong understanding of UK payroll legislation and employment law Advanced Microsoft Excel skills Experience within a fast-paced or multi-site environment advantageous Highly organised, detail-focused and professional Full UK Driving Licence What's on Offer £45,000 - £50,000 salary Casual dress Cycle to Work scheme Free on-site parking Referral programme Stable, long-term opportunity within a growing organisation Interested? - Contact Liam today JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

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.

Paraplanner (junior or senior) Chartered IFA firm Offices near East Grinstead £35k - £50k basic salary plus bonus My client are a boutique wealth planning firm with offices near East Grinstead (Sussex) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Kent, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £50k up to £5m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception a team of established 5 Advisers and a full team of support staff including administrators, paraplanners and operations staff. They have their own Investment Committee and work with a number of DFM's as solutions for their clients. They have a full team of administrators and paraplanners who support the advisers as well as a separate Mortgage team. The Directors are creating a brand-new role for a Paraplanner who will be responsible for conducting end to end technical administration and supporting the advisers with technical support with their existing clients and any new business. The Directors are open minded as to whether they recruit a junior paraplanner or a senior paraplanner. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the MD with his affairs. This role is suitable for a candidate with at least 1 years of wealth management paraplanning experience but the more experience you have the greater a package will be for a successful candidate. Team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch with Peter at Financial Divisions.

Financial Planning Administrator Location - Redditch Salary £25,000 - £28,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £28,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with 2.30 finish on Fridays Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Package: £28,000 - £35,000 (DOE) + Excellent Benefits & Progression Location: Office-Based - Northwest London Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protection scheme experience Working with team to develop proposals that meets client's needs and concerns General Admin and Compliance checks - new and existing business Database administration, maintenance and consolidation Sticking to deadlines You will have: Organised with the ability to multi-task. Can do attitude Working knowledge of the regulated Financial Services Industry Previously worked in a Financial Services admin role so have some familiarity with the terms used. Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team. The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice. Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm You will be responsible for business submission using relevant software. Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate The candidate: This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Senior IFA Administrator Based: Holborn, London 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 into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.

My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning. We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Specifically you'll be responsible for: Work closely with IFA and Paraplanner to deliver quality suitability reports to clients To understand client needs and objectives based on the information provided by the Paraplanner and IFA To prepare clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations To regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline To provide the IFA with fund switch reports and GIA to ISA reports. Ensuring that all files are fully compliant and finished. Dealing/replying to all remedials within prompt timescales. Input and maintain quality records on our client practice management system, Intelligent Office Ensure all new business applications are submitted within timescales. Amend Service Case/Binder/Opportunity for all new business and upload relevant documents in the correct binders. Managing client queries, working alongside the Administrator to ensure client interaction is seamless. Cover for Administrator when not in the office. To follow all processes and procedures for the Report Writer and Administrator role Attend and take an active role in team meetings Maintain your knowledge of the Company and competitors' products. Observes business etiquette and confidentiality at all times. Uses initiative with regard to office tasks and functions, manages and prioritises his/her own workload in consultation with the IFA and paraplanner. The job holder is responsible for his/her own health and safety. The job holder will attend training courses and other team events as required. The job holder will carry out such other reasonable tasks that may from time to time be allocated. We are ideally seeking a candidate who has around 2-3 years minimum experience working as an Administrator for a Financial Advisory firm, who also has around 1 years experience of being involved with the creation / production of Suitability Reports for Financial Advisers. It would be to your advantage if you are studying towards a Level 4 Diploma in Financial Advice and if you have experience using Intelligent Office. You will be a team player with excellent communication skills and good knowledge of Microsoft products, Word, Excel, Outlook etc. A great salary is offered with the role, as well as the opportunity to progress with exams and qualifications.

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

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.

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.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams

Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.