Business Support Administrator Farnborough, Hampshire | £27,000-£35,000 | Full-Time Permanent Looking for a role where you can build a career in Financial Services, be part of a supportive team, and make a real impact behind the scenes? This could be for you. You'll join a friendly, centralised Business Support team (18 strong) helping advisers and clients with the smooth processing of new business across investments, pensions and protection products. What You'll Be Doing Processing new business (ISAs, pensions, bonds, protection etc.) Managing cases from application through to completion Handling queries from advisers, clients & providers Keeping systems updated and accurate Booking annual review meetings & raising invoices Helping keep everything organised and on track You'll play a key role in making sure clients receive a smooth, professional experience every time. What We're Looking For Experience in Financial Services (IFA or provider background ideal) New business processing experience Strong admin and organisation skills Confident communicator (phone & email) Good attention to detail Comfortable using Microsoft Word & Excel If you're someone who enjoys being organised, working as part of a team, and delivering great service - you'll fit right in. What's In It For You Private Medical Insurance Income Protection (75% salary for 3 years) 4x Life Assurance £50,000 Critical Illness Cover 6% Employer Pension Contribution Great opportunity for someone looking to grow long-term in Financial Services within a structured, supportive environment.
May 05, 2026
Full time
Business Support Administrator Farnborough, Hampshire | £27,000-£35,000 | Full-Time Permanent Looking for a role where you can build a career in Financial Services, be part of a supportive team, and make a real impact behind the scenes? This could be for you. You'll join a friendly, centralised Business Support team (18 strong) helping advisers and clients with the smooth processing of new business across investments, pensions and protection products. What You'll Be Doing Processing new business (ISAs, pensions, bonds, protection etc.) Managing cases from application through to completion Handling queries from advisers, clients & providers Keeping systems updated and accurate Booking annual review meetings & raising invoices Helping keep everything organised and on track You'll play a key role in making sure clients receive a smooth, professional experience every time. What We're Looking For Experience in Financial Services (IFA or provider background ideal) New business processing experience Strong admin and organisation skills Confident communicator (phone & email) Good attention to detail Comfortable using Microsoft Word & Excel If you're someone who enjoys being organised, working as part of a team, and delivering great service - you'll fit right in. What's In It For You Private Medical Insurance Income Protection (75% salary for 3 years) 4x Life Assurance £50,000 Critical Illness Cover 6% Employer Pension Contribution Great opportunity for someone looking to grow long-term in Financial Services within a structured, supportive environment.
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
May 05, 2026
Full time
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. 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.
May 04, 2026
Full time
Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. 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)
May 04, 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)
RMK Talent Solutions is pleased to assist our client in recruiting a dedicated UK Business Development Manager for an esteemed life insurance company. This is a permanent position available across the UK, offering a fantastic opportunity to join a reputable organisation specialising in offshore life insurance and tax-efficient propositions. The successful candidate will play a pivotal role in expanding the company's intermediary sales network, fostering strong relationships, and driving growth within the UK market. We are seeking a ifa sales professional, ideally with a focus on offshore bonds and/or tax-efficient products, to contribute to the company s strategic development and client satisfaction. Responsibilities Develop and execute strategies to grow intermediary sales channels across the UK. Build and maintain strong relationships with financial advisers and intermediaries. Promote offshore bonds and tax-efficient propositions through effective communication and product education. Identify new market opportunities and assist in the development of tailored solutions for clients. Provide ongoing support and training to intermediary partners to optimise product knowledge and sales strategies. Manage a pipeline of prospects and ensure effective follow-up to meet sales targets. Collaborate with internal teams to ensure compliance and alignment with company policies and regulatory requirements. Requirements Proven experience in intermediary sales, ideally within the offshore or life insurance sector. Strong knowledge of offshore bonds and tax-efficient investment solutions. Excellent communication and relationship-building skills. Self-motivated with a proactive approach to business development. Ability to work independently and as part of a team in a flexible and dynamic environment. Knowledge of UK regulatory environment related to offshore products is preferred. Joining our client offers the opportunity to be part of a recognised company committed to growth and innovation within the offshore life insurance market. The successful candidate will benefit from a supportive work environment, competitive salary, and opportunities for career development across the UK. If you are a motivated, strategic thinker with experience in intermediary sales and offshore propositions, we invite you to take the next step in your career with us. Apply now to become a key contributor to this exciting growth journey.
May 04, 2026
Full time
RMK Talent Solutions is pleased to assist our client in recruiting a dedicated UK Business Development Manager for an esteemed life insurance company. This is a permanent position available across the UK, offering a fantastic opportunity to join a reputable organisation specialising in offshore life insurance and tax-efficient propositions. The successful candidate will play a pivotal role in expanding the company's intermediary sales network, fostering strong relationships, and driving growth within the UK market. We are seeking a ifa sales professional, ideally with a focus on offshore bonds and/or tax-efficient products, to contribute to the company s strategic development and client satisfaction. Responsibilities Develop and execute strategies to grow intermediary sales channels across the UK. Build and maintain strong relationships with financial advisers and intermediaries. Promote offshore bonds and tax-efficient propositions through effective communication and product education. Identify new market opportunities and assist in the development of tailored solutions for clients. Provide ongoing support and training to intermediary partners to optimise product knowledge and sales strategies. Manage a pipeline of prospects and ensure effective follow-up to meet sales targets. Collaborate with internal teams to ensure compliance and alignment with company policies and regulatory requirements. Requirements Proven experience in intermediary sales, ideally within the offshore or life insurance sector. Strong knowledge of offshore bonds and tax-efficient investment solutions. Excellent communication and relationship-building skills. Self-motivated with a proactive approach to business development. Ability to work independently and as part of a team in a flexible and dynamic environment. Knowledge of UK regulatory environment related to offshore products is preferred. Joining our client offers the opportunity to be part of a recognised company committed to growth and innovation within the offshore life insurance market. The successful candidate will benefit from a supportive work environment, competitive salary, and opportunities for career development across the UK. If you are a motivated, strategic thinker with experience in intermediary sales and offshore propositions, we invite you to take the next step in your career with us. Apply now to become a key contributor to this exciting growth journey.
RMK Talent Solutions is pleased to partner with an investment management firm seeking to appoint a Internal or Hybrid Business Development Manager (BDM) based in London. This role is designed for a motivated professional with experience in tax-efficient investment sales, who is looking to transition into a more client-facing, hybrid position. The successful candidate will play a key role in strengthening relationships with financial advisers, leveraging the company s well-established range of tax-efficient products. This is an excellent opportunity to join a respected firm with consistent growth, where your expertise can make a meaningful impact and support long-term adviser engagement. Responsibilities Develop and nurture strong, long-term relationships with financial advisers within the tax-efficient investment space Identify new business opportunities and convert leads into profitable client relationships Engage with advisers through face-to-face meetings, conferences, and hybrid communications to promote the company s product range Achieve and exceed sales targets by applying effective sales strategies and product knowledge Collaborate closely with internal teams to ensure client needs are met and service delivery is maintained at a high standard Maintain up-to-date knowledge of market trends, legislative changes, and competitor activity in tax-efficient investments Requirements Proven experience selling to IFAs, whether via telephone or in an office-based environment Strong understanding of tax-efficient investments such as VCT, EIS, and BR schemes Track record of consistently meeting or exceeding sales targets Ambition to develop into a hybrid, externally facing role with a focus on building adviser relationships Excellent communication and relationship-building skills Proactive attitude with the ability to manage a diverse client portfolio effectively This role offers a compelling package including competitive remuneration, excellent opportunities for career development, and a supportive environment within a prestigious and innovative firm. If you are ready to elevate your career in business development within the investment management sector, we encourage you to apply today for a confidential discussion. Take the next step in your professional journey with RMK Talent Solutions your partner in talent excellence.
May 03, 2026
Full time
RMK Talent Solutions is pleased to partner with an investment management firm seeking to appoint a Internal or Hybrid Business Development Manager (BDM) based in London. This role is designed for a motivated professional with experience in tax-efficient investment sales, who is looking to transition into a more client-facing, hybrid position. The successful candidate will play a key role in strengthening relationships with financial advisers, leveraging the company s well-established range of tax-efficient products. This is an excellent opportunity to join a respected firm with consistent growth, where your expertise can make a meaningful impact and support long-term adviser engagement. Responsibilities Develop and nurture strong, long-term relationships with financial advisers within the tax-efficient investment space Identify new business opportunities and convert leads into profitable client relationships Engage with advisers through face-to-face meetings, conferences, and hybrid communications to promote the company s product range Achieve and exceed sales targets by applying effective sales strategies and product knowledge Collaborate closely with internal teams to ensure client needs are met and service delivery is maintained at a high standard Maintain up-to-date knowledge of market trends, legislative changes, and competitor activity in tax-efficient investments Requirements Proven experience selling to IFAs, whether via telephone or in an office-based environment Strong understanding of tax-efficient investments such as VCT, EIS, and BR schemes Track record of consistently meeting or exceeding sales targets Ambition to develop into a hybrid, externally facing role with a focus on building adviser relationships Excellent communication and relationship-building skills Proactive attitude with the ability to manage a diverse client portfolio effectively This role offers a compelling package including competitive remuneration, excellent opportunities for career development, and a supportive environment within a prestigious and innovative firm. If you are ready to elevate your career in business development within the investment management sector, we encourage you to apply today for a confidential discussion. Take the next step in your professional journey with RMK Talent Solutions your partner in talent excellence.
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.
May 03, 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.
Job Description: Wealth Tech Architect 2 months contract £550 Outside IR35 Hybrid working London Our client is seeking an experienced Wealth Tech Architect to join their team on a short-term contract. As a Wealth Tech Architect, you will be a hands-on specialist in the Independent Financial Adviser (IFA) market, supporting an ongoing strategic transformation click apply for full job details
May 03, 2026
Full time
Job Description: Wealth Tech Architect 2 months contract £550 Outside IR35 Hybrid working London Our client is seeking an experienced Wealth Tech Architect to join their team on a short-term contract. As a Wealth Tech Architect, you will be a hands-on specialist in the Independent Financial Adviser (IFA) market, supporting an ongoing strategic transformation click apply for full job details
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
May 02, 2026
Full time
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 01, 2026
Full time
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Bond Recruitment is working exclusively with a leading Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Leeds and the opportunity benefits from the support of a well-established client base of c 30M AUM, plus a basic salary of up to 65,000 and competitive bonus structure. This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Business investment and protection Capital protection Life planning and goal setting About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser. As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.
May 01, 2026
Full time
Bond Recruitment is working exclusively with a leading Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Leeds and the opportunity benefits from the support of a well-established client base of c 30M AUM, plus a basic salary of up to 65,000 and competitive bonus structure. This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Business investment and protection Capital protection Life planning and goal setting About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser. As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £32-34k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that fact find sections within Intelligent Office are completed and updated when appropriate The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space.An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
May 01, 2026
Full time
The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £32-34k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that fact find sections within Intelligent Office are completed and updated when appropriate The Person: This is a high calibre firm offering an opportunity to get your foot in the door working with ultra-high value clientele. It will suit someone highly ambitious who wants to build a career within this space.An IFA/wealth management/investments management background is a necessity, coupled with experience of providing administrative support to IFA's/financial advisers in a private wealth advice setting. But if you are motivated by working alongside best-in-class Financial Planners and Adviser Support Staff, and feel you can add value in this space this is definitely one to explore. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Apr 29, 2026
Full time
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between 28,000 and 35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. 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 29, 2026
Contractor
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between 28,000 and 35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. 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.
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 29, 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.
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Apr 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Apr 29, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Apr 29, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
Apr 29, 2026
Full time
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
