91 jobs found

Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm? This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice. You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported. This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one. The Role You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth. Provide day-to-day administrative support to Advisers Process new business across pensions, investments, and protection Prepare client review packs, valuations, and documentation Liaise with providers and clients to obtain information and progress cases Maintain accurate CRM and back-office records (I.O) Assist with technical research and suitability report preparation Support compliance and regulatory processes Deliver exceptional client service throughout the advice process About You Experience within an IFA or wealth management environment Diploma qualified (Level 4) or working towards completion Strong understanding of pensions, investments, and the advice process Excellent organisational skills and high attention to detail Confident communicator with a professional, client-focused approach Ambitious, proactive, and keen to progress into paraplanning What's On Offer £35,000 - £40,000 base salary Annual bonus Clear progression into a Junior Paraplanner role Full study support and exam funding Supportive, approachable leadership team 5 days in office initially, with hybrid flexibility after training Opportunity to join a rapidly growing, forward-thinking firm If this opportunity is of interest, please send your CV to Laura at Financial Divisions:

A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer. The Opportunity Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning. Key Responsibilities Providing high-level administrative support to Advisers and Paraplanners Preparing suitability report packs and client review documentation Managing new business processing across pensions, investments, and protection Liaising with providers and clients Processing fund switches, withdrawals, and policy servicing tasks Maintaining accurate client records and CRM systems Supporting the paraplanning team with research and report preparation Assisting with compliance and regulatory requirements About You Diploma qualified (Level 4) Previous experience within an IFA or wealth management environment Strong technical knowledge of pensions and investments Excellent organisational and communication skills High attention to detail Ambitious and motivated to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner position Ongoing professional development and exam support Supportive and collaborative team environment Long-term career progression opportunities Opportunity to join a respected and growing IFA practice If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.

Pareto Financial Planning, part of K3 Advisory Group's Wealth Management division, have an opportunity to join our Manchester office (3 days onsite) as an Employee Benefits Administrator. The role is to provide first-class administration support to the Employee Benefits department working together with a team of Employee Benefits Advisers, in order that we may provide the corporate client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance. Key Duties Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans. By key point of contact for your bank of corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for general queries. Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner. Liaise with clients to obtain data required for Quotation. Examine data to ensure it is compliant with scheme rules, client's needs. Obtain Quotations from Providers at both New business & Renewal Stage. Collate quote results into a comparisons for Advisers to sign off for recommendations. Deal with the on risk and set up of new Employee Benefits Schemes. Renew or Switch schemes as directed by the Adviser team. Check & Issue Policy Documents & Accounts. Process Joiners/Leavers to PMI in a timely manner. Process Group Risk Claims. Produce Governance reports for Group Pensions. Provide analytics on clients for Adviser team. Answer Incoming call enquiries in to the business in a professional manner and redirect where required. Manage incoming/outgoing emails and post. Responsible for dairy management of work for your assigned clients keeping to agreed SLAs. Ensure Back Office System is kept up to date and all client records are updated correctly and promptly in line with internal processes. Issue Invoices & manage any aged debt. Ensure fees are recorded internally in line with processes and SLA. Compliance Adhere to FCA regulations in accordance with our compliance procedures. With Compliance Department assistance, keep up to date with legislation/compliance matters. Consumer Duty and TCF (Treating Customers Fairly) - pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement. Relationships Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients. Maintain an effective ongoing relationship with your bank of clients. Establish good ongoing working relationships with product providers. Required Skills & Experience Previous experience within Employee Benefits administration (managing Group Life Assurance / Insurance schemes particuarly beneficial). Proficient in Microsoft Office applications. Self-motivation and organisational skills. A good level of numeracy and it skills. A target-driven mind-set. CII qualifications desirable but not essential.

Paraplanner/Junior Financial Planner Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £35k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £35k - £47k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

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

CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.

Job: Financial Planning Administrator Location: Droitwich Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Job: Financial Planning Administrator Location: Ashbourne Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Job: Financial Planning Administrator Location: East Molesey Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you. A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? This role is not for the feint hearted as this is a pivotal role within the department Our client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a Senior Administrator to join their team. Your role will be to provide full administrative support to a Director. Your role will be to deal with complex and sophisticated clients, manage cases and deal with providers. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short .you will be the glue that holds everything together! Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

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

IFA Support/Trainee Financial Planner To £30,000 plus benefits A respected and growing Wealth Management firm is seeking an IFA Administrator to support two Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business with a focus on developing talent internally. Working as part of the adviser support team, your responsibilities will include: Managing client communication and ongoing contact Liaising with product providers Submitting and tracking new business Completing platform work Preparing valuations and documentation for client meetings This position offers a clear progression route. The firm has a proven track record of developing Administrators into Trainee Financial Planners within 12-24 months, with full support toward industry exams and structured career development. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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

Job: Financial Planning Administrator Location: Grimsby Salary: Negotiable Role Description Due to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers. The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance and pension

James Phillip Financial Recruitment are working with a local Chartered Wealth company, looking to bring three Account Managers on board. As a member of the Wealth Administration Department, the role will be to support and assist the Wealth Managers and Technical team by liaising with providers and clients and to build and maintain strong relationships with new and existing clients with a high standard of service. General Duties: Ensuring client files are kept up to date, both electronic and paper files Sending LOAs to providers and following up on this to ensure we have information on client's policies, summarising the information in a succinct and accurate manner for the advisers to review Managing diaries and organising meetings and appointments, often controlling access to the Wealth Manager Booking and arranging travel, transport and accommodation Liaising with team managers on behalf of the Wealth Manager to ensure all their work is completed in a timely and efficient manner General admin duties including printing, scanning, filing and sending letters to clients and providers Ensuring the Customer Relationship Management System (Intelligent Office) is kept up to date including activities for clients and client information Experience Required - 5+ years in a clerical or personal support role. Previous experience in Financial services preferable, but not required. Qualifications Required: A good level of general education, ideally degree educated. FA1, FA2, R01 and CF1 desirable Please forward CV for consideration

There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.

Treasury Cash Flow Administrator We are seeking a Cash Flow Administrator to support our Accounts, Treasury and Payroll functions. You will be required to support the Head of Department by preparing rolling six-monthly forecasts, ensuring sufficient cash is available, requesting investments/disinvestments, liaising with internal and external third parties. You will be responsible for following processes closely to deliver work to a high standard. This is a critical role, helping to set up a new, specialised team, ensuring there are sufficient funds held in scheme bank accounts to cover outgoings - initially for c75 schemes, and expanding over the next 12 months to cover c250 schemes. The role involves dealing with confidential information, therefore a high level of discretion and professionalism is essential. You must also be able to work under pressure when high processing volumes will be required. This role can be based in our Croydon, Manchester, Birmingham, Belfast or Reading City Centre office with a hybrid workstyle. What does the role entail? Main point of contact for cash forecasting related queries from internal and external parties Monitor daily cash balances, maintain records and monitor cash flow to ensure that there are enough funds to cover outflows including payroll, member settlements, scheme invoices etc. Assist with the development and implementation of a new cash flow forecasting national team Train new employees as the function expands Reviewing reports on cash inflows and outflows and making adjustments as required to ensure that there are enough funds to cover outflows Preparing cash forecasts to help determine how much cash will be needed to cover upcoming expenses Requesting investments/disinvestments Liaising with scheme contacts and other interested third parties Set up scheme cash flows on Pulse software Download reports from workflow to input outflow details Answering queries Supporting the Head of Department General related office duties What we're looking for Previous experience within a cash management, treasury or related role is preferred. Strong communication skills and attention to detail are essential, as you will be communicating financial information within and outside the business. We are looking for someone with a 'can-do' attitude, with good problem-solving skills. Organisation skills are essential, you will be managing available cash for multiple schemes - you need to be well-organised and able to prioritise tasks appropriately. The ideal candidate will already have gained experience of working in an office environment in a financial role, have excellent computer skills and be able to process work to a very high standard. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website - Isio - Careers & Benefits. About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Client Relationship Administrator Location: Chorley, Lancashire (PR7) Salary: £23,500 per annum + bonus - working 5 days per week - full time Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of an impactful and fast-paced team at a highly respected Appointed Representative of St. James's Place Plc. The company provides high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs. Their vision is to make the world of financial planning as positive, fun and stress free as possible. The Rewards: Strong, caring, and collaborative working environment The chance to develop yourself and extend your skills and experience Joining a motivated team that works hard to create a long-term impact and a continuing success of their Practice Reward & Recognition Scheme The company fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believe in treating everyone as equals so everyone feels heard and respected. A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Client Relationship Administrator You will be tasked with superb levels of support to clients and the team You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisers You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Relationship Administrator To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to think on your feet Good time management and planning skills with the ability to multi-task Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion Demonstrate a positive attitude and high level of care and integrity Openness to change with a creative approach to problem solving, focusing on positive solutions 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 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.