The starting salary for this full-time, permanent position is 30,647 per annum based on a 36 hour working week. We are excited to be hiring a new Senior Panel Administrator to join our fantastic Secretariat Team, our centre of excellence for meeting support and note taking, who arrange multi-agency panels to discuss care packages and costings for children and young people. The team are based at Woodhatch Place in Reigate and the role is open to hybrid working . As a team we split our time between collaborating with colleagues in the office for a minimum of 2 days per week, and working from home. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (plus bank holidays) Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role The Children, Families and Learning directorate provides a range of highly specialist services to vulnerable children and young people. Services are delivered directly to children and their families within extensive statutory frameworks, and staff working in these areas need specialist knowledge in order to deliver effective services to these high risk and high need groups. This role is based within our outstanding Business Support service, which underpins the work of frontline practitioners. In this role, you will work closely with senior management, supporting them with the information required to make decisions on the placement and care packages for our looked after children. Your key responsibilities as a Senior Panel Administrator will include: Planning and organising panels Liaising with professionals both within Social Care and external agencies Keeping track of information, updating and maintaining spreadsheets and databases Taking meeting notes and distributing to involved parties, ensuring timescales are met Providing performance information Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align withour behaviours: Evidence of efficient and accurate minute taking skills (using a laptop) Experience of organising complex meetings Experience of providing administrative services and awareness of working with confidential information Excellent customer service and communication skills, both written and spoken A confident, organised and proactive approach with the ability to meet sometimes challenging deadlines Excellent IT skills and proficiency in Microsoft Office applications To apply, we request that you submit a CV and answer following 4 questions: Please tell us about your previous administration experience. Minute taking support to meetings forms a large part of this role. Please tell us about, using examples of, your laptop minute taking experience. Please tell us about, using examples of, your experience arranging complex meetings Please tell us about any other relevant skills, experience or qualifications you have, related to this role. The job advert closes at 23:59 on 22/03/2026 with interviews to follow. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
Mar 18, 2026
Full time
The starting salary for this full-time, permanent position is 30,647 per annum based on a 36 hour working week. We are excited to be hiring a new Senior Panel Administrator to join our fantastic Secretariat Team, our centre of excellence for meeting support and note taking, who arrange multi-agency panels to discuss care packages and costings for children and young people. The team are based at Woodhatch Place in Reigate and the role is open to hybrid working . As a team we split our time between collaborating with colleagues in the office for a minimum of 2 days per week, and working from home. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (plus bank holidays) Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role The Children, Families and Learning directorate provides a range of highly specialist services to vulnerable children and young people. Services are delivered directly to children and their families within extensive statutory frameworks, and staff working in these areas need specialist knowledge in order to deliver effective services to these high risk and high need groups. This role is based within our outstanding Business Support service, which underpins the work of frontline practitioners. In this role, you will work closely with senior management, supporting them with the information required to make decisions on the placement and care packages for our looked after children. Your key responsibilities as a Senior Panel Administrator will include: Planning and organising panels Liaising with professionals both within Social Care and external agencies Keeping track of information, updating and maintaining spreadsheets and databases Taking meeting notes and distributing to involved parties, ensuring timescales are met Providing performance information Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align withour behaviours: Evidence of efficient and accurate minute taking skills (using a laptop) Experience of organising complex meetings Experience of providing administrative services and awareness of working with confidential information Excellent customer service and communication skills, both written and spoken A confident, organised and proactive approach with the ability to meet sometimes challenging deadlines Excellent IT skills and proficiency in Microsoft Office applications To apply, we request that you submit a CV and answer following 4 questions: Please tell us about your previous administration experience. Minute taking support to meetings forms a large part of this role. Please tell us about, using examples of, your laptop minute taking experience. Please tell us about, using examples of, your experience arranging complex meetings Please tell us about any other relevant skills, experience or qualifications you have, related to this role. The job advert closes at 23:59 on 22/03/2026 with interviews to follow. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. You will have: Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes. Good communication and organisation skills Strong workload prioritisation 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.
Mar 18, 2026
Full time
Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. You will have: Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes. Good communication and organisation skills Strong workload prioritisation 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 an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Mar 18, 2026
Full time
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Mar 18, 2026
Full time
Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations. Key Responsibilities Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals Process new business and client valuations accurately and efficiently Maintain and update client records and information systems Issue and chase Letters of Authority Liaise with clients to obtain financial information and documentation Ensure all client documents and queries are processed promptly and accurately Deliver exceptional service to clients and colleagues alike About You Experience working in Financial Services administration Strong knowledge of Microsoft Office, especially Outlook Excellent attention to detail, communication, and organisational skills A proactive mindset with a desire to learn and progress What's on Offer A generous basic salary and benefits package Support for industry exams and career progression into Paraplanning A collaborative, innovative team culture Hybrid working - 3 days in the office, 2 days from home Join a dynamic, client-focused team that values personal development and continuous improvement. By applying for this role, you agree that we may hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .
Mar 18, 2026
Full time
Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .
IFA Administrator (With Paraplanner Progression) Oldham Full job description About the Role Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. This is an excellent opportunity for someone who wants to build a long-term career in financial planning, with clear progression into a Paraplanner Role . The role would ideally suit an individual who already has some experience working within an IFA firm and is looking to develop their technical knowledge and responsibilities over time. Key Responsibilities Providing administrative support to Financial Advisers Preparing client documentation and suitability report packs Submitting new business applications and monitoring progress with providers Maintaining accurate client records and updating the CRM system Liaising with product providers, clients, and advisers to obtain information Processing fund switches, withdrawals, and policy servicing requests Assisting with client review preparation and meeting packs Supporting paraplanners with research and documentation where required About You Previous experience in an IFA / wealth management environment Strong organisational and administrative skills Excellent attention to detail and accuracy Good communication skills and professional telephone manner Comfortable working with financial systems and Microsoft Office Keen to develop a career in financial planning and progress into paraplanning Desirable (but not essential) Progress towards the CII Diploma in Regulated Financial Planning (Level 4) Experience with IFA back-office systems (e.g. Intelligent Office,) What We Offer Structured training and mentoring Support with professional qualifications (CII exams) Clear progression path to Paraplanner Friendly and supportive team environment Job Type: Full-time Pay: From 30,000.00 per year Benefits: Company pension On-site parking This is a fantastic opportunity to be part of a highly reputable company who genuinely care about Career progression. If you meet the above criteria, please apply to be considered for interview.
Mar 18, 2026
Full time
IFA Administrator (With Paraplanner Progression) Oldham Full job description About the Role Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. This is an excellent opportunity for someone who wants to build a long-term career in financial planning, with clear progression into a Paraplanner Role . The role would ideally suit an individual who already has some experience working within an IFA firm and is looking to develop their technical knowledge and responsibilities over time. Key Responsibilities Providing administrative support to Financial Advisers Preparing client documentation and suitability report packs Submitting new business applications and monitoring progress with providers Maintaining accurate client records and updating the CRM system Liaising with product providers, clients, and advisers to obtain information Processing fund switches, withdrawals, and policy servicing requests Assisting with client review preparation and meeting packs Supporting paraplanners with research and documentation where required About You Previous experience in an IFA / wealth management environment Strong organisational and administrative skills Excellent attention to detail and accuracy Good communication skills and professional telephone manner Comfortable working with financial systems and Microsoft Office Keen to develop a career in financial planning and progress into paraplanning Desirable (but not essential) Progress towards the CII Diploma in Regulated Financial Planning (Level 4) Experience with IFA back-office systems (e.g. Intelligent Office,) What We Offer Structured training and mentoring Support with professional qualifications (CII exams) Clear progression path to Paraplanner Friendly and supportive team environment Job Type: Full-time Pay: From 30,000.00 per year Benefits: Company pension On-site parking This is a fantastic opportunity to be part of a highly reputable company who genuinely care about Career progression. If you meet the above criteria, please apply to be considered for interview.
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 18, 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.
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Finance Administrator Central London Permanent Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What's on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Mar 18, 2026
Full time
Finance Administrator Central London Permanent Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What's on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Our client, a well established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package and scope for hybrid working.
Mar 18, 2026
Full time
Our client, a well established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package and scope for hybrid working.
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.
Mar 17, 2026
Full time
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.
Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator . This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You'll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support. Key Responsibilities: Prepare client documents, review packs, and reports Manage adviser diaries and client review meetings Process Letters of Authority and maintain accurate records in iO Liaise with clients and providers professionally and efficiently Ensure compliance and client data are up to date Key Skills & Attributes: Excellent attention to detail and organisation Strong written and verbal communication Proficiency in iO and Microsoft Office Team-focused, proactive, and client-driven If you're looking to develop your career with a respected and growing firm that values collaboration and excellence, we'd love to hear from you. Please contact Sam at Financial Divisions.
Mar 17, 2026
Full time
Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture &Career Growth Join an award-winning financial planning firm near Harpenden as an IFA Administrator . This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team. You'll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support. Key Responsibilities: Prepare client documents, review packs, and reports Manage adviser diaries and client review meetings Process Letters of Authority and maintain accurate records in iO Liaise with clients and providers professionally and efficiently Ensure compliance and client data are up to date Key Skills & Attributes: Excellent attention to detail and organisation Strong written and verbal communication Proficiency in iO and Microsoft Office Team-focused, proactive, and client-driven If you're looking to develop your career with a respected and growing firm that values collaboration and excellence, we'd love to hear from you. Please contact Sam at Financial Divisions.
Recruit UK are supporting a well-established financial planning firm based in Reading and they're looking for an experienced Paraplanner to join their growing team. Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients. Key Responsibilities Producing suitability reports and technical documentation for adviser approval Conducting research and analysis across pensions, investments, and tax planning Identifying missing information and liaising with advisers and administrators to obtain it Preparing pre-completed application and client documentation Supporting technical queries and acting as a knowledge point within the team Ensuring all work meets FCA, Consumer Duty, and internal compliance standards What we're looking for A minimum of 2 years' paraplanning experience Level 4 Diploma in Financial Planning or equivalent Experience writing complex pension and investment suitability reports Good technical knowledge across pensions, investments, and tax planning High attention to detail and clear written communication Intelliflo (iO) experience beneficial but not essential Benefits 25 days annual leave plus bank holidays Life cover (4x salary) and income protection Health, optical, dental cover and cash plan Flexible working hours and paid sick leave Long service and enhanced family leave benefits If you're a paraplanner interested in discussing this opportunity, apply today!
Mar 17, 2026
Full time
Recruit UK are supporting a well-established financial planning firm based in Reading and they're looking for an experienced Paraplanner to join their growing team. Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients. Key Responsibilities Producing suitability reports and technical documentation for adviser approval Conducting research and analysis across pensions, investments, and tax planning Identifying missing information and liaising with advisers and administrators to obtain it Preparing pre-completed application and client documentation Supporting technical queries and acting as a knowledge point within the team Ensuring all work meets FCA, Consumer Duty, and internal compliance standards What we're looking for A minimum of 2 years' paraplanning experience Level 4 Diploma in Financial Planning or equivalent Experience writing complex pension and investment suitability reports Good technical knowledge across pensions, investments, and tax planning High attention to detail and clear written communication Intelliflo (iO) experience beneficial but not essential Benefits 25 days annual leave plus bank holidays Life cover (4x salary) and income protection Health, optical, dental cover and cash plan Flexible working hours and paid sick leave Long service and enhanced family leave benefits If you're a paraplanner interested in discussing this opportunity, apply today!
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to £32000 plus benefits
