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IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704

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.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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 an experienced Financial Administrator who thrives in a small IFA environment? Do you take pride in your work, communicate proactively and naturally support the people around you? If so, we want to hear from you. Financial Divisions is recruiting on behalf of a well-established, family-run independent financial planning practice in Tonbridge. This is a permanent role offering a varied and fulfilling workload within a close-knit, supportive team. The Role As Financial Administrator, you will be the backbone of the practice - keeping everything running smoothly and ensuring clients and advisers are well supported at every stage. This is a hands-on, autonomous role for someone who takes ownership and gets things done without needing to be chased. Key responsibilities include: • Drafting Letters of Authority and valuation requests • Creating meeting packs on behalf of the Financial Adviser • Handling all client and provider queries via phone and email • Basic suitability reports and ISA top-ups • General financial administration and workflow management About You The practice is looking for someone who genuinely cares about client outcomes and delivering a great client experience - this is the most important quality they are looking for. Beyond that, the right person will: • Take ownership of their work and follow things through without being chased • Be adaptable and willing to help across different areas of the business • Communicate proactively with colleagues, clients and providers • Be comfortable and confident working in a small-business environment • Be willing to learn and develop within their role - but with no aspirations to move into advising or paraplanning • Naturally look to make the adviser's life easier, rather than just completing tasks in isolation You will ideally come from an IFA or independent financial planning background and be used to working at a pace with minimal supervision. The Package • Salary: £35,000 - £38,000 dependent on experience • Working pattern: 4 days in the office, 1 day working from home • 25 days annual leave plus bank holidays • Discretionary bonus • Private healthcare • 5% employer pension contribution • Private parking permit provided How to Apply To apply, please send your CV to Jo at Financial Divisions. All applications are treated in the strictest confidence.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.

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.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.

IFA Administrator - Meriden, West Midlands Office Based £26,000-£32,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment

IFA Administrator Warwick Based Hybrid Working (2 Days WFH) Up to £35,000 DOE 23 Days Holiday + Bank Holidays (increasing with service) Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services Do you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you. My client believes financial planning is about more than just advice it s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with. Responsibilities Obtaining and compiling provider information and client-specific illustrations Running risk profiling via FE Analytics and assisting with research Processing and tracking new business submissions across investments, pensions, protection, and mortgages Communicating with clients, updating them on progress, and providing exceptional service Preparing valuation reports, performance documentation, and review checklists Managing fund switches, ensuring compliance with MIFID II requirements Completing withdrawal instructions and maintaining accurate client records Supporting and mentoring colleagues where required Required Experience Minimum 5 years IFA administration experience Excellent communication skills with a client-focused approach Strong product knowledge and compliance awareness Highly organised with exceptional attention to detail Team-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role!

Our client is a successful and established IFA firm based in the Long Eaton and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator ideally with knowledge using "Intelligent Office" Hybrid working available Dealing with Fund Switches New Business Top ups Withdrawals Using multiple provider platforms If you are an experienced FS Administrator looking for a new role then please apply Immediate start

Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package

This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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

We are pleased to be working with an award winning SIPP provider and broader wealth management business who are seeking to further expand their team owing to further growth. Our client requires a further 2 experienced Pension Administrators to provide a comprehensive administration service to a portfolio of SIPP and SSAS clients. Responsibilities: You will manage the full administration process of a portfolio of SIPP and SSAS clients from inception. Be the main contact for clients, advisers and third parties whilst working closely with colleagues to deliver excellent client outcomes You will process contributions, investments, benefits and transfers whilst ensuring compliance with FCA, HMRC and TPR requirements Experience: Candidates will ideally have experience in administering a range of SIPP or SSAS schemes either within a provider or from within an IFA environment You will have strong communication and client service skills Candidates need to be highly organised and have a strong attention to detail In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package including enhanced pension, 26 days holiday (rising based on length of service) + bank holidays, full exam and study support etc.

IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the IFA Administrator: 4- 5 years' experience as a Paraplanner/ IFA Administrator with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!

Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.

Executive PA to Senior IFA Adviser Full-Time Hybrid Salary: Up to £35k An established Independent Financial Advice firm is seeking a highly organised and discreet Executive PA to provide dedicated support to a Senior Adviser, alongside delivering high-quality IFA administrative and technical support. This is a pivotal, high-trust role supporting senior leadership in a growing financial services business. The Role You will combine first-class executive support with strong IFA administration experience, ensuring the Adviser is fully supported across diary management, client servicing, compliance and strategic priorities. Key Responsibilities Executive Support Full diary, inbox and task management Preparing meeting packs, briefing documents and follow-up actions Managing confidential information with discretion Coordinating meetings, travel and stakeholder communication Acting as gatekeeper and first point of contact IFA Administration & Technical Support Processing LOAs and liaising with providers Preparing valuations, portfolio comparisons and cashflow inputs Managing attitude-to-risk questionnaires and suitability documentation Preparing client meeting packs Processing new business applications and tracking to completion Fund switches and no action suitability letters Handling sensitive cases including death claims Ensuring FCA, AML and compliance adherence Experience Required Minimum 2 years experience within Financial Services (IFA experience essential) Minimum 5 years senior administrative or executive support experience Strong understanding of IFA processes, compliance and provider interactions Experience with cashflow modelling and analytics tools New business, pension and insurance submission experience advantageous Skills & Attributes Professional, discreet and trustworthy Highly organised and proactive Strong written and verbal communication skills Confident using Microsoft Office; back-office system experience preferred (Curo advantageous) Able to manage competing priorities with accuracy This is an excellent opportunity for an experienced IFA Administrator ready to step into a senior, high-responsibility Executive PA position. If you would like further information, please apply or get in touch for a confidential discussion.

Clark James Recruitment is working with a highly professional Financial Services business. Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis. Role We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Level 4 Diploma (or working towards). Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Familiarity with FCA regulations and the compliance requirements for financial planning. Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm. Company pension. Employee discount. Financial planning services. Life insurance.

IFA Administrator Up to £32,000 (DOE) Study Support Quarterly Bonuses Internal Career Progression Off-Road Parking Are you looking to join a fast-growing and forward-thinking financial services company? Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business. About the Role: As an IFA Administrator, you ll be an integral part of the advisory team, supporting the smooth running of new business processes. You ll be working closely with advisers, clients, and providers to ensure the seamless progression of cases from initial enquiry to completion. With plenty of opportunities for internal growth and career development, you ll be supported in your professional journey and have the chance to gain further qualifications. Key Responsibilities: Collaborate with advisers to manage the full new business process through to completion Handle day-to-day client and provider inquiries efficiently Gather necessary information from providers Make outbound calls and handle inbound calls from clients and providers Prepare for client meetings by sourcing quotes, valuations, and relevant literature Submit applications and required documents to product providers Chase providers to ensure timely case completion and resolve any issues that arise Input new business proposals into the back-office system, ensuring accurate and up-to-date data for reporting Ensure all cases comply with company procedures and industry regulations Process fund switches and withdrawals as per client instructions Prepare and submit client reports What's On Offer: Competitive salary (Up to £32,000 depending on experience) Study support to help you progress in your career Quarterly bonus schemes Opportunities for internal promotion and career development Off-road parking available at our Birmingham office If you re looking to join a dynamic, growing business with a strong focus on integrity and family values, we d love to hear from you! Apply today and take the next step in your career.

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!

The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed. You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on. Salary is to c£31,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE: You'll have experience of working as an administrator in a financial planning firm. You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later. Everyone will receive a response.