My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Apr 23, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Senior IFA Administrator Whats on Offer Salary up to£35,000 (depending on experience) 25 days holiday + bank holidays Stable and supportive working environment Opportunity to be part of a growing office and wider team Flexible start/finish times (subject to business needs) Full-time (5 days)or4-day working week considered Up to £35,000 (DOE) NJR Recruitment are delighted to be working with a well-establis click apply for full job details
Apr 23, 2026
Full time
Senior IFA Administrator Whats on Offer Salary up to£35,000 (depending on experience) 25 days holiday + bank holidays Stable and supportive working environment Opportunity to be part of a growing office and wider team Flexible start/finish times (subject to business needs) Full-time (5 days)or4-day working week considered Up to £35,000 (DOE) NJR Recruitment are delighted to be working with a well-establis click apply for full job details
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Apr 22, 2026
Full time
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we d love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We re Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Apr 22, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we d love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We re Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Apr 21, 2026
Full time
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for grow click apply for full job details
Apr 19, 2026
Full time
This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for grow click apply for full job details
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
Apr 19, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to 40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Apr 19, 2026
Full time
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to 40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Apr 18, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and F click apply for full job details
Apr 17, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and F click apply for full job details
Sales Administrator - Halifax Full-time, Permanent Monday-Friday, 9am-5pm 25,000 per annum I'm currently working with a fantastic company based in Halifax who are looking to add a Sales Administrator to their growing team. If you're someone who thrives in a busy office environment, enjoys speaking with customers, and loves keeping things organised and moving smoothly, this could be the perfect role for you. About the Role As the Customer Service Administrator, you'll play an integral part in keeping customer journeys seamless from start to finish. Your responsibilities will include: Speaking with customers over the phone and via email, providing friendly and professional support Creating accurate quotes and ensuring all details are captured Liaising with suppliers to obtain information, pricing, and product updates Updating customers on the status of their orders and managing expectations General office administration , supporting both colleagues and management No two days are the same, and you'll be joining a supportive team who pride themselves on excellent service. What You'll Need To be successful, you'll bring: Previous experience in a customer service, office-based role Strong communication skills and confidence dealing with customers A proactive, organised approach with great attention to detail The ability to multitask and work well under pressure What's on Offer Salary up to 25,000 per year Friendly, stable team environment Standard office hours: Monday-Friday, 9am-5pm A secure and permanent role with real variety day-to-day Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 17, 2026
Full time
Sales Administrator - Halifax Full-time, Permanent Monday-Friday, 9am-5pm 25,000 per annum I'm currently working with a fantastic company based in Halifax who are looking to add a Sales Administrator to their growing team. If you're someone who thrives in a busy office environment, enjoys speaking with customers, and loves keeping things organised and moving smoothly, this could be the perfect role for you. About the Role As the Customer Service Administrator, you'll play an integral part in keeping customer journeys seamless from start to finish. Your responsibilities will include: Speaking with customers over the phone and via email, providing friendly and professional support Creating accurate quotes and ensuring all details are captured Liaising with suppliers to obtain information, pricing, and product updates Updating customers on the status of their orders and managing expectations General office administration , supporting both colleagues and management No two days are the same, and you'll be joining a supportive team who pride themselves on excellent service. What You'll Need To be successful, you'll bring: Previous experience in a customer service, office-based role Strong communication skills and confidence dealing with customers A proactive, organised approach with great attention to detail The ability to multitask and work well under pressure What's on Offer Salary up to 25,000 per year Friendly, stable team environment Standard office hours: Monday-Friday, 9am-5pm A secure and permanent role with real variety day-to-day Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.
Oct 09, 2025
Full time
Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Oct 08, 2025
Full time
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions
Oct 08, 2025
Full time
Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday + bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Oct 07, 2025
Full time
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday + bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Job Title: Asbestos Consultant Location: Leeds, West Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is seeking a qualified Asbestos Consultant in the Yorkshire region, to cover commercial and domestic sites. The role is within a well-known Environmental outfit, who have a national presence and busy client portfolio. The company is UKAS accredited and are able to provide excellent further training, and the opportunity to gain further modules. It would be beneficial to have good access to the M1 and / or M62 for easier travel to client sites. Salaries on offer are competitive and benefits include: company vehicle, mobile phone, pension and overtime opportunities. We can consider candidates in the following locations: Leeds, Batley, Morley, Garforth, Rothwell, Normanton, Wakefield, Dewsbury, Mirfield, Brighouse, Halifax, Huddersfield, Keighley, Horsforth, Wetherby, Harrogate, Knaresborough, Barnsley, Selby, Doncaster, Mexborough, Rotherham, Sheffield, Maltby, Castleford, Dronfield, Worksop, Retford, Chesterfield, Holmfirth. Experience / Qualifications: - Proven experience as an Asbestos Consultant within a UKAS accredited company - Qualified with the BOHS P402 or RSPH equivalent as a minimum - Strong communication skills - Proficient in using a PDA to complete reports - Fully conversant in HSG 264 guidelines - Hardworking attitude The Role: - Undertaking management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and local authority premises - Safely collecting ACM samples from sites - Writing detailed survey reports, with site-specific drawings - Meeting clients to make technical recommendations - Working in accordance with compliance guidelines - Meeting / exceeding personal targets - Building strong rapport with clients Alternative job titles: Asbestos Surveyor / Analyst, Asbestos Inspector, Asbestos Surveyor, Asbestos Analyst, Asbestos Site Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Oct 07, 2025
Full time
Job Title: Asbestos Consultant Location: Leeds, West Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is seeking a qualified Asbestos Consultant in the Yorkshire region, to cover commercial and domestic sites. The role is within a well-known Environmental outfit, who have a national presence and busy client portfolio. The company is UKAS accredited and are able to provide excellent further training, and the opportunity to gain further modules. It would be beneficial to have good access to the M1 and / or M62 for easier travel to client sites. Salaries on offer are competitive and benefits include: company vehicle, mobile phone, pension and overtime opportunities. We can consider candidates in the following locations: Leeds, Batley, Morley, Garforth, Rothwell, Normanton, Wakefield, Dewsbury, Mirfield, Brighouse, Halifax, Huddersfield, Keighley, Horsforth, Wetherby, Harrogate, Knaresborough, Barnsley, Selby, Doncaster, Mexborough, Rotherham, Sheffield, Maltby, Castleford, Dronfield, Worksop, Retford, Chesterfield, Holmfirth. Experience / Qualifications: - Proven experience as an Asbestos Consultant within a UKAS accredited company - Qualified with the BOHS P402 or RSPH equivalent as a minimum - Strong communication skills - Proficient in using a PDA to complete reports - Fully conversant in HSG 264 guidelines - Hardworking attitude The Role: - Undertaking management, refurbishment and demolition asbestos surveys - Working across a range of commercial, domestic and local authority premises - Safely collecting ACM samples from sites - Writing detailed survey reports, with site-specific drawings - Meeting clients to make technical recommendations - Working in accordance with compliance guidelines - Meeting / exceeding personal targets - Building strong rapport with clients Alternative job titles: Asbestos Surveyor / Analyst, Asbestos Inspector, Asbestos Surveyor, Asbestos Analyst, Asbestos Site Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Oct 07, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.