82 jobs found

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

Administrator - Financial Services Industry 25,000pa - 30,000pa depending on experience Swindon - Office based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the in-house CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.

IFA Administrator Opportunity in Multi-National Accountancy Business Your new company This organisation is one of the UK's top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services. They're people-first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award-winning development programmes and resources that will give you the freedom to shape your career. Your new role Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, you'll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis. As such, this role would be suited to someone who is self-assured, proactive and has the ability to build long-lasting relationships. Key responsibilities include: Providing 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where neededTroubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriateDealing with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriateTaking ownership for keeping up to date with legislative / regulatory changes / CPDBeing a point of contact for clients, colleagues and external stakeholdersAdhering to regulatory requirements, compliance procedures, departmental and firm-wide processesHelping to manage the consultant diary to help ensure the most effective use of their timeProactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge What you'll need to succeed A proactive and positive approachThe ability to take initiative Attention to detailConfidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance ManagerAppreciation and understanding of how other roles within the department are inter-dependantAdvanced experience using the full Microsoft Office Suite What you'll get in return Full time, permanent positionAgile working - Flexibility of core hours from 10am to 2pm2 WFH days per week25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)Employee recognition awardsA competitive salary package What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Business Improvement Administrator Part-Time 30 hours per week 4 days Salary 26,000 pro rata 3 days in the office 1 day WFH after probation 5% Pension 23 Days Holiday (pro rata) We are looking for a detail-focused and proactive Business Improvement Administrator to join a Business Improvement team for a growing business in Halifax. This is an excellent opportunity for someone who enjoys analysing information, improving processes and working collaboratively across departments. You will play a key role in supporting quality assurance activity and driving continuous improvement across the organisation. The Role Working closely with the Business Improvement Manager, you will conduct quality audits, analyse findings and support teams to implement meaningful improvements. Your work will directly contribute to raising service standards, improving operational efficiency and strengthening overall performance. Key Responsibilities Quality Assurance & Reporting Conduct audits across call quality, CRM data and client meetings Analyse findings and present clear, actionable insights Share feedback with managers and support corrective actions Track actions through to completion and maintain accurate QA records Support the creation of dashboards and performance reports Process Improvement Contribute to the development and refinement of QA processes Expand QA coverage across departments Support training and staff development linked to QA outcomes Identify opportunities to enhance quality standards and reduce failure rates Collaboration & Projects Act as a point of contact for QA-related queries Build strong working relationships across teams Provide administrative support to business improvement projects Track milestones and flag delays where necessary Compliance & Documentation Ensure QA activities align with internal policies and regulations Support audit readiness and compliance reviews Maintain clear, up-to-date QA procedures About You Analytical mindset with excellent attention to detail Confident presenting findings to different audiences Proficient in Microsoft Office, particularly Excel Experience with CRM systems beneficial Experience in Quality checking calls, administration or Learning and Development Please click apply or call Rachel for more info on (phone number removed) 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.

Are you a Bid Writer, Junior Bid Writer or Bid Administrator looking for your next step? Perhaps you have exposure to the Healthcare industry already or are looking to get into it? Look no further. Working for this global leader in healthcare product provision, as a Bid Writer , you ll identify tender opportunities, write complex proposals and submit high-quality tenders. Salary Competitive Location Halifax / Hybrid 4 Days from home Role Type Full time / Permanent / M-F / 8:30-5 Benefits 26 days annual leave rising to 28 + BH (+ Book Your Birthday Off Work and the option to buy/sell/carry over annual leave), pension, Employee Assistance Programme, Bike2Work, free onsite parking, long service recognition, staff discount on our products and access to Perkbox The Role Working closely with the Commercial and Bid Writing teams, you will develop compelling, client-focused content for tenders and proposals. Identifying and summarising tender opportunities, you will support bid/no-bid decisions and coordinate input from various departments to ensure timely, high-quality submissions. Responsibilities include managing the bid process, sourcing opportunities, maintaining relationships with internal and external stakeholders, and supporting sales during tender evaluations. You will research clients to tailor responses, proofread submissions, ensure compliance with tender requirements, and manage post-tender clarifications. Additionally, you will contribute to the bid library, refine tender processes, and oversee contract handovers. This role is ideal for someone detail-oriented, proactive, and skilled in writing winning tender submissions. If you have had exposure to the Healthcare industry, NHS or research projects this will be handy! You'll have full training provided and don't necessarily have to have many years of bid-writing experience. We are recruiting for attitude and potential. Sound like you? Apply today.

Permanent Finance Administrator, based in Wilmslow, immediate start, £30,000 Your new company Hays are recruiting for a Finance Administrator to join a growing start-up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged. Your new role Supporting income accuracy and financial control across the wider business Completing income reconciliation for adviser and client revenue, ensuring accuracy and completeness Investigating income discrepancies and liaising with providers to resolve issues Working closely with internal stakeholders and external providers Helping to maintain smooth revenue processes and accurate adviser remuneration Contributing to strong governance, reporting and audit standards Supporting the integration of newly acquired businesses into existing finance processes Working with back-office systems such as Intelliflo, or comparable platforms, to maintain accurate financial and client data What you'll need to succeed Experience within financial services administration, ideally in an IFA or wealth management environment Proven experience carrying out income reconciliation, preferably using Intelliflo, Xplan, Prestwood, or a similar back-office system If experience is gained on an alternative system, candidates must demonstrate hands-on involvement in income reconciliation, investigation of discrepancies, and provider liaison rather than general administration alone Confidence analysing financial data and resolving reconciliation issues Strong Excel skills High attention to detail and accuracy The ability to manage multiple priorities and deadlines An open-minded and adaptable approach, comfortable working in a fast-paced start-up environment where processes may change Clear communication skills to collaborate effectively with advisers, operations teams, providers and finance colleagues What you'll get in return A competitive salary of £30,0000 and benefits package The opportunity to play a key role in shaping and improving processes and controls Strong visibility across the wider organisation Long-term career progression within a growing financial services group What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Adviser's? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. IFA Administrator requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. IFA Administrator Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. 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

An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

A bespoke manufacturing business is looking for a Production Administrator, 42.5 hour working week, flexible working times, permanent position, paying circa 30k annually depending on experience. Offering a complete end-to-end service for customers nationwide. The company pride themselves on delivering high-quality, tailored products that are built and tested in-house to meet individual customer requirements. The Production Administrator is a site based role in the outskirts of Huddersfield. Commutable from Elland , Halifax , Brighouse, Sowerby bridge or areas along the M62 . We are recruiting for a Production Administrator to join the Operations team, reporting to the Planning Manager. This role is responsible for supporting the smooth and efficient running of operational processes, with a strong focus on administration, compliance, coordination and continuous improvement. Key Responsibilities of the Production Administrator : Manage and maintain compliance records and operational documentation. Coordinate warranty processes. Keep operational reports and records up to date. Carry out routine operational checks accurately and on time. Process invoices and related paperwork. Communicate with suppliers and external service providers. Create and update Standard Operating Procedures (SOPs). Support users with internal systems and help resolve process-related issues. Provide general administrative support to the department. Use ERP and MRP systems ( essential experience required ). The successful Production Administrator will have excellent attention to detail, strong organisational and analytical skills, and the ability to manage multiple priorities effectively. Strong communication skills are essential to build positive working relationships with both internal teams and external partners. Desired Skills for the Production Administrator : Previous experience within an SME environment advantageous. Experience within manufacturing, operations or production environments preferred. Excellent communication and interpersonal skills. Strong customer service experience. Proficient IT skills, including Microsoft Office applications. Used ERP and MRP systems Excellent organisational skills, time management and attention to detail. Ability to work independently and collaboratively within a small team environment. If you are interested in the Production Administrator role please contact Maisie at E3 Recruitment.

Experienced Financial Services Administrator Location: Leicester Salary: Competitive DOE I m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process. The Role Supporting advisers with client servicing and financial planning administration Managing client documentation and maintaining accurate CRM records Liaising with providers to obtain policy and investment information Processing letters of authority and supporting business submissions Preparing annual review documentation and portfolio valuations Assisting with fund research and financial planning reports Supporting client meeting preparation and follow-up administration Managing shared inboxes, incoming calls, and general office coordination What They re Looking For Previous experience within a financial services administration role Strong understanding of financial planning processes and documentation Excellent organisational skills and attention to detail Confident communication skills when dealing with clients, advisers, and providers Ability to manage multiple tasks and work efficiently in a busy environment Experience using CRM systems and Microsoft Office Exposure to financial planning tools and research systems would be beneficial What s on Offer Competitive salary depending on experience Supportive and collaborative working environment Long-term progression opportunities within a growing business Strong team culture and employee benefits package Exposure to a broad range of financial planning work If this could be of interest, please apply or get in touch for a confidential discussion.

Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.

Client Relations Administrator Location: Heaton Mersey Department: Client Relationship Team Reporting to: Client Relationship Team Manager Overview We are seeking a highly organised and detail-oriented Client Relations Administrator to join our Client Relationship Team in Heaton Mersey. This role is integral to ensuring the smooth processing of client business and delivering excellent service to both clients and consultants. The ideal candidate will have prior experience within an IFA practice or financial services provider and a solid understanding of pensions and investment products. Key Responsibilities Accurately process a range of financial transactions including: Transfers, top-ups, withdrawals, income payments, contributions Fund switches, Bed & ISA transactions, and protection business Manage cases through to completion, ensuring timely and accurate delivery Develop a strong understanding of third-party provider platforms and processing times Manage your workload effectively using the internal client management system and personal diary Investigate and resolve client and consultant queries efficiently Handle incoming and outgoing post related to new business cases Communicate with clients and providers via telephone and email in a professional manner Maintain accurate and up-to-date client records on the back-office system Ensure compliance with internal procedures and third-party provider requirements Provide reception cover when required, including handling calls, greeting clients, and liaising with suppliers Skills & Experience Minimum 1 year s experience within an IFA practice or financial services provider Understanding of pensions and investment products Strong interpersonal and communication skills Excellent attention to detail and accuracy Highly organised with the ability to multitask and prioritise effectively Self-motivated with a proactive approach to work Professional and confident telephone manner Experience with Intelligent Office (IO) is desirable Salary & Benefits Competitive salary (dependent on experience) Hybrid working following probation (50% office / 50% home-based) Flexible working hours between 8:00am 6:00pm (core hours: 10:00am 4:00pm) 34.5 hours per week Benefits include: 5% employer / 5% employee pension contribution 4x salary life assurance Group income protection (50% of reference salary) Health Cash Plan (Level 1) 25 days annual leave + 8 bank holidays Increasing with service (up to 28+ days) Next Steps If you are a motivated administrator with financial services experience looking to join a supportive and professional team, we would love to hear from you. Apply now or get in touch for more information.

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

IFA Administrator Leeds, hybrid Up to £33,000 + Bonus + Excellent Benefits Study Support towards Diploma in Financial Planning An excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK's leading wealth management organisations. Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care. Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners. This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications. The Role You will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process. Responsibilities will include: • Providing full administrative support to Financial Advisors and Paraplanners • Preparing and processing new business applications • Managing client correspondence and documentation • Liaising with providers, platforms, and third parties • Maintaining accurate client records and updating internal systems • Assisting with valuations, fund switches, withdrawals, and policy servicing • Preparing review packs and supporting annual review processes • Ensuring all work is completed in line with FCA and internal compliance standards About You The successful candidate will ideally have: • Previous experience working within an IFA or wealth management environment • Strong understanding of financial planning products and processes • Excellent organisational and communication skills • High attention to detail and ability to manage multiple priorities • Experience supporting Advisors and/or Paraplanners • A professional and client focused approach • Progress towards Diploma qualifications would be advantageous but is not essential What's on Offer • Salary negotiable depending on experience up to around £33,000 • Annual discretionary bonus, typically paid at 8% to 10% of salary • First class benefits package • Study support towards the Diploma in Financial Planning • Genuine long term career progression opportunities • Exposure to complex HNW and UHNW financial planning cases • Opportunity to join one of the UK's most respected wealth management firms This is an outstanding opportunity for an ambitious IFA Administrator looking to take the next step in their career within a prestigious and growing organisation.

IFA Administrator Birmingham £28,000 - £32,000 + benefits We're working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator. This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions. The Role Supporting Financial Advisers and the Operations Manager, you'll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard. Key responsibilities include: Preparing client valuations and documentation for annual reviews Maintaining accurate client records on Intelligent Office Supporting advisers with pre-meeting preparation Drafting annual suitability letters for existing clients Processing new business and monitoring cases through to completion Liaising with providers and internal teams to manage case progression Supporting the wider team with incoming calls when required Contributing to ad hoc projects and team initiatives What They're Looking For Minimum 2 years' experience within an IFA / financial planning environment Strong administrative and organisational skills Experience using back-office systems (Intelligent Office preferred) Ability to manage multiple cases and prioritise workload effectively High attention to detail and strong written communication skills The Business A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience. Package £28,000 - £32,000 depending on experience Stable, long-term opportunity within an established firm