33 jobs found

My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases & project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming clients & confirming meetings Sending and updating LOAs. Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required Educated to GCSE's / A Levels or Equivalent Some work experience within an office environment is ideal Excellent telephone manner and customer service skills Strong IT Skills and typing skills Experienced in Word, Excel and Outlook Must be able to work independently and show initiative Professional manner, positive attitude and well presented Be organised and proactive Have an excellent work ethic Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices near the Gherkin. Successful team who enjoy sharing each other s success and fostering a collaborative approach

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Candidate Requirements: Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits: Competitive salary up to £30,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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

Office Manager - Wealth management Wakefield £30,000 - £35,000 An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Wakefield This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture. The Role As Office Manager, you will: Lead the day-to-day operations of your team Oversee administration workflows and ensure service standards are met Drive consistency, efficiency, and process improvements Support Financial Advisers in delivering excellent client outcomes Foster a collaborative and high-performing team culture Work closely with the senior leadership team on operational initiatives What do we need from you? Experience Proven experience working as an IFA Administrator or Financial Planning Administration Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products Background managing and motivating small teams Strong communication and interpersonal skills Excellent organisation and workflow management skills Confident problem solver with resilience and initiative What's in it for you? Competitive salary Annual bonus scheme Progression and development options 25 days holiday + Bank holidays Free parking Death in Service cover Pension Scheme This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business. Apply today via NJR Recruitment or call quoting the reference NJR16544 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

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.

Office Manager - Wealth management Beverley £30,000 - £35,000 An exciting opportunity has arisen for an experienced financial planning administrator to step into an office manager role with a growing firm in Beverley This is a hands-on leadership role where you will be responsible for the smooth day-to-day running of the office, overseeing a small administration team, supporting advisers, and ensuring a premium client experience. You will play a key role in driving operational excellence, improving processes, and fostering a positive, high-performance culture. The Role As Office Manager, you will: Lead the day-to-day operations of your team Oversee administration workflows and ensure service standards are met Drive consistency, efficiency, and process improvements Support Financial Advisers in delivering excellent client outcomes Foster a collaborative and high-performing team culture Work closely with the senior leadership team on operational initiatives What do we need from you? Experience Proven experience working as an IFA Administrator or Financial Planning Administration Strong knowledge of financial products including pensions, investments, Inheritance tax and protection products Background managing and motivating small teams Strong communication and interpersonal skills Excellent organisation and workflow management skills Confident problem solver with resilience and initiative What's in it for you? Competitive salary Annual bonus scheme Progression and development options 25 days holiday + Bank holidays Free parking Death in Service cover Pension Scheme This is a fantastic opportunity for an experienced candidate to join as an Office Manager to take on a visible leadership role within a growing and forward-thinking financial services business. Apply today via NJR Recruitment or call quoting the reference NJR16545 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

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.

Senior Paraplanner - Sutton Coldfield Salary: Up to £50,000 per annum (dependent on experience) Employment Type: Full-time, Permanent Location: Sutton Coldfield We are recruiting on behalf of a well-established and respected independent financial advice firm in Sutton Coldfield who are looking to appoint an experienced Senior Paraplanner to join their Technical Support Team. This is a senior role for a highly skilled paraplanner with strong technical expertise, leadership experience, and a commitment to high-quality client outcomes. The successful candidate will provide advanced technical support to advisers, oversee paraplanning workflows (including outsourced paraplanning), and ensure all advice documentation meets FCA and internal compliance standards. Key Responsibilities Technical & Client Support Conduct detailed research across pensions, investments, protection, and broader financial planning solutions. Prepare, review, and ensure compliance of suitability reports, technical summaries, and supporting documentation. Translate complex financial planning and tax concepts into clear, client-friendly language. Build and maintain cashflow models and financial planning scenarios using tools such as Voyant. Support advisers with pre-meeting preparation, technical analysis, and recommendation structuring. Taxation & Pension Expertise Calculate and assess Capital Gains Tax (CGT) liabilities, including annual exemptions, allowable losses, and asset histories. Perform chargeable event gain calculations for investment bonds and liaise with providers to ensure accurate tax treatment. Support pension and retirement planning, including annual allowance usage, lifetime allowance considerations, and drawdown strategies. Oversight, Workflow & Leadership Provide day-to-day technical guidance, mentoring, and support to paraplanners and junior team members. Monitor paraplanning workflows, ensuring tasks are delivered on time and to compliance standards. Act as a liaison between advisers, outsourced paraplanning providers, and the compliance function. Review paraplanning output to ensure accuracy, consistency, and regulatory adherence. Compliance & Systems Ensure all advice documentation meets FCA regulations and internal compliance requirements. Maintain accurate records within CRM and back-office systems (Intelligent Office). Support advisers and administrators with advice implementation and ongoing servicing. Keep technical knowledge up to date with tax legislation, market developments, and regulatory change. Skills & Experience Essential: Minimum 2+ years' experience in a paraplanning or senior technical role within an IFA environment. Experience managing, supervising, or mentoring paraplanning or technical staff. Strong technical knowledge of pensions, investments, protection, and UK taxation. Proven experience producing complex suitability reports and cashflow models. Proficiency with financial planning software and CRM systems. Excellent written and verbal communication skills. Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent). Highly organised, detail-oriented, and able to manage multiple priorities. Desirable: Working knowledge of Intelligent Office. Experience with the Quilter Platform. Personal Attributes Analytical, methodical, and proactive problem solver. Professional, ethical, and client-focused. Confident team leader who can motivate, support, and develop colleagues. Committed to continuous professional development and technical excellence. What's on Offer Competitive salary up to £50,000 (dependent on experience). Office hours: Monday to Thursday: 8:30am - 5:00pm Friday: 9:00am - 1:00pm 25 days' holiday (excluding bank holidays). Birthday off. Support for professional qualifications and CPD. Pension scheme, Death in Service benefit, and private health insurance. Friendly, professional, and supportive working environment.

Job Title: Senior IFA Administrator Industry: Financial Services Location: Worcester (Office-based initially, hybrid post-probation) Salary: Up to £37,500 DOE Reference Number: 10237 Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service. Responsibilities: Processing new business applications and liaising with providers to ensure timely and accurate completion Coordinating client meetings, preparing valuations and meeting packs, and managing advisers' diaries effectively Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards Supporting the training and quality checking of work completed by junior team members, as required What's in it for you: Competitive salary up to £37,500 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: A minimum of 2 years' experience (or equivalent) in a Senior Administrative role within Financial Services Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel A strong understanding of FCA regulations and compliance requirements Experience using Xplan or Voyant is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong technical knowledge across pensions, investments, ISAs, bonds and trusts Excellent communication skills and meticulous attention to detail Confidence managing workloads and supporting a busy adviser team Experience using iO, Transact or similar platforms Why this role stands out You'll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact. If you're proactive, organised and passionate about delivering outstanding client service, we'd love to hear from you.

My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported

Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.

A successful St. James's Place Practice based in St Albans is seeking an experienced Operations Manager to join their growing wealth management business. This is an excellent opportunity for someone with strong IFA or wealth management operational experience who enjoys improving processes, supporting advisers, and helping a business run efficiently. The successful candidate will play a key role in overseeing the day-to-day operations of the practice, ensuring high service standards for clients while supporting the continued growth of the business. Key Responsibilities Overseeing the day-to-day operational running of the practice. Managing and improving internal processes and workflows to ensure efficiency and compliance. Supervising and supporting the administration team , ensuring work is processed accurately and within service standards. Ensuring smooth processing of new business, fund switches, withdrawals and policy servicing across providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter. Maintaining accurate records and overseeing systems such as Xplan. Supporting advisers with operational oversight, compliance processes and reporting. Liaising with providers and clients to maintain a high standard of service delivery. Identifying opportunities to improve operational efficiency and client experience. Requirements Previous experience in an Operations Manager, Senior IFA Administrator or Practice Manager role within wealth management. Strong knowledge of IFA processes, provider platforms and back-office systems . Experience with tools such as FE Analytics, Defaqto or Cashcalc would be advantageous. Strong organisational, leadership and communication skills. Benefits Salary: £35,000 - £45,000 (depending on experience) Hybrid working available after initial training period Exam support for professional qualifications through the Chartered Insurance Institute Apply / Enquire: For further information or to apply, please contact Sam at Financial Divisions.

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

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

Client Services Manager Location: Remote Salary: £38,000 - £45,000 Reference: 10232 A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business. The firm has a clear growth trajectory, within the next four years , while maintaining a small, high-quality team. This role offers the opportunity to become the operational backbone of the firm , supporting the adviser and helping ensure the business runs efficiently behind the scenes. The Role You will play a central role in managing client administration and ensuring smooth operational processes across the business. Key responsibilities include: Managing the client onboarding process from fact find through to implementation Handling platform administration including pensions, ISAs, GIAs and drawdown Managing Letters of Authority (LOAs) and provider follow-ups Preparing annual review documentation and implementation packs Maintaining CRM records and workflow processes Ensuring the adviser's time is focused on client advice rather than administration About You We are looking for someone who takes ownership of processes and enjoys keeping things running smoothly. Ideally you will have: 4-8+ years' experience within an IFA or financial planning firm Strong knowledge of platforms such as Transact, AJ Bell or Quilter Experience managing multiple providers and product types Excellent organisation skills and strong attention to detail A proactive mindset and the ability to anticipate adviser needs

Senior Paraplanner Vacancy £50k - £60k basic salary plus bonuses Chartered IFA firm with offices across Kent Route to Adviser longer term My client are a Chartered independent wealth planning firm in Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in either of their offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will working on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Adviser on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. If this role sounds of interest or any other roles I am working on please get in touch.

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.

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.