IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Jun 11, 2026
Full time
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Assistant Financial Planner Leicestershire (our ref AL1411) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn click apply for full job details
Jun 11, 2026
Full time
Assistant Financial Planner Leicestershire (our ref AL1411) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn click apply for full job details
Job Title: PA / Receptionist / Executive Assistant Location: Trowbridge, Wiltshire Salary: Competitive Job Type: Permanent, Full Time About us: The key objective of the role is to assist with the efficient, effective running of the practice and ensuring that clients are served well, the team is working productively and harmoniously, and contributing to the profitability and success of the practice. About the role: The Role of the PA is primarily to assist the partners in managing the practice and in fulfilling their roles. The role of the receptionist is to be the front of office. The role of the Executive Assistant is to support the partners in ensuring the smooth running of the office and the premises. The role may also involve providing administration and support generally as and when required. This will include admin support to the Compliance Officer and the Money Laundering Reporting Officer. PA Duties: Scheduling appointments for the financial planners and partners, and clients and confirming appointments, and managing calendars. Reminding financial planners of appointments and ensuring that the technical team have prepared the necessary documentation in good time for the financial planners ahead of client appointments. Ensuring that the meeting room is booked and available for appointments and meetings, and that parking is available for visitors when needed. Ensuring all client reviews are scheduled and letters to clients are sent in good time and followed up when not responded to by clients. Requesting the clients bring all necessary documentation, I.D., cheques, etc to meetings as are required. Responding to and composing email communications on behalf of the financial planners and partners and assisting them generally in managing email volume. Dealing with correspondence and report production and etc for the financial planners and partners, including dictation and etc. Ensuring the Partners are not disturbed by external telephone calls during their prime time and ensuring, as far as possible, they return essential calls. Managing client satisfaction questionnaires. Issuing greeting cards to clients on their birthday and at Christmas. General PA responsibilities as and when required. Assisting the Technical Support Team at peak periods with general administrative support. Receptionist Duties: Ensuring that all incoming telephone calls are dealt with in an appropriate manner and ensuring that, as far as possible, telephone calls are returned. Ensuring that the answering machine is set and any messages left are dealt with. Meeting, greeting and welcoming all clients and other visitors to the office and ensuring that they are provided with refreshments. Clearing and tidying of meeting room following meetings in readiness for next use. Arranging refreshments and the preparation of buffet lunches for client meetings and other meetings. Ensuring that incoming mail is opened promptly each morning and ensuring that the mail is recorded and distributed. Ensuring that all outgoing mail is dealt with appropriately and recorded. Executive Assistant Duties: Taking responsibility for the smooth running of the office generally and management of junior staff. Maintaining the schedule of office and property projects/jobs/maintenance/repairs/servicing. Arranging and overseeing office cleaning, office repairs and maintenance in conjunction with the Partners. Arranging for visits by consultants (IT and otherwise) from time to time as necessary and scheduling appointments with staff accordingly. Ensuring that good office procedures are implemented to ensure the financial planning process progresses efficiently and effectively. Procuring office supplies economically, checking delivery notes, approving invoices for office supplies, and liaising with the accounts administrator. Preparing agendas for team meetings in conjunction with the Partners, taking minutes of meetings and circulating action points. Ensuring the work of general administration is undertaken efficiently and that all outstanding requests for information from clients and outside agencies are followed up (if asked for by Tech Team). Providing support to the Partners in the areas of health and safety, compliance, HR, completion of staff records, CPD records, analysis of data and as generally is necessary directed. Annual appraisal management and oversight. Compliance Administration: - Support the MLRO and Compliance Officer with their roles. - Recording and reporting the Planners CPD. - Monitoring of compliance registers, monthly. - Preparing internal compliance policies such as Data Protection, Training & Competence, Anti-Money Laundering, TCF. - Preparation of all internal compliance documents and updated as necessary with legislation. - Ensure annual tests are carried out by staff in relation to training in Data Protection, Anti-Money Laundering, TCF and etc. - Liaising with external compliance support. Premises Management: - Central point of contact for Tenants. - Point of contact for office letting enquiries and viewings. - Oversee facilities management, including maintenance, cleaner, boiler servicing, IT, telecoms and etc. Human Resources: - Supporting the Partners with all HR matters. - Manage and log all holiday requests and recording of sickness absence and etc. - Management of appraisals, from scheduling to completion. - First Aid and supplies of first aid materials. About you: - Being well organised and having the ability to organise the work of others. - Being able to work on own initiative without supervision. - Being able to work as part of a team. - Possessing the ability to work under pressure. - Having a fine attention to detail and taking a pride in one's work. - Having the ability to identify and correct errors in the work of others. - Having excellent oral and written communication skills and high standards of personal presentation. - Having excellent typing and IT skills. - Being competent in the use of Microsoft Office software (Word, Excel, PowerPoint, Outlook and databases). - Demonstrating values that reflect personal and business integrity, honesty, openness, accountability and responsibility. - Be admired and respected by clients and team members alike. - The role involves flexibility and the need for personal development by training and qualification, as necessary. What we offer: Personal development by training and qualification, as necessary. Additional Information: The role involves providing administration and support generally as and when required. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Personal Assistant, Executive Assistant, EA, Receptionist, Office Manager, Practice Manager, Administrative Officer, Financial Services Admin, Front of House, and Facilities Coordinator also be considered for this role.
Jun 11, 2026
Full time
Job Title: PA / Receptionist / Executive Assistant Location: Trowbridge, Wiltshire Salary: Competitive Job Type: Permanent, Full Time About us: The key objective of the role is to assist with the efficient, effective running of the practice and ensuring that clients are served well, the team is working productively and harmoniously, and contributing to the profitability and success of the practice. About the role: The Role of the PA is primarily to assist the partners in managing the practice and in fulfilling their roles. The role of the receptionist is to be the front of office. The role of the Executive Assistant is to support the partners in ensuring the smooth running of the office and the premises. The role may also involve providing administration and support generally as and when required. This will include admin support to the Compliance Officer and the Money Laundering Reporting Officer. PA Duties: Scheduling appointments for the financial planners and partners, and clients and confirming appointments, and managing calendars. Reminding financial planners of appointments and ensuring that the technical team have prepared the necessary documentation in good time for the financial planners ahead of client appointments. Ensuring that the meeting room is booked and available for appointments and meetings, and that parking is available for visitors when needed. Ensuring all client reviews are scheduled and letters to clients are sent in good time and followed up when not responded to by clients. Requesting the clients bring all necessary documentation, I.D., cheques, etc to meetings as are required. Responding to and composing email communications on behalf of the financial planners and partners and assisting them generally in managing email volume. Dealing with correspondence and report production and etc for the financial planners and partners, including dictation and etc. Ensuring the Partners are not disturbed by external telephone calls during their prime time and ensuring, as far as possible, they return essential calls. Managing client satisfaction questionnaires. Issuing greeting cards to clients on their birthday and at Christmas. General PA responsibilities as and when required. Assisting the Technical Support Team at peak periods with general administrative support. Receptionist Duties: Ensuring that all incoming telephone calls are dealt with in an appropriate manner and ensuring that, as far as possible, telephone calls are returned. Ensuring that the answering machine is set and any messages left are dealt with. Meeting, greeting and welcoming all clients and other visitors to the office and ensuring that they are provided with refreshments. Clearing and tidying of meeting room following meetings in readiness for next use. Arranging refreshments and the preparation of buffet lunches for client meetings and other meetings. Ensuring that incoming mail is opened promptly each morning and ensuring that the mail is recorded and distributed. Ensuring that all outgoing mail is dealt with appropriately and recorded. Executive Assistant Duties: Taking responsibility for the smooth running of the office generally and management of junior staff. Maintaining the schedule of office and property projects/jobs/maintenance/repairs/servicing. Arranging and overseeing office cleaning, office repairs and maintenance in conjunction with the Partners. Arranging for visits by consultants (IT and otherwise) from time to time as necessary and scheduling appointments with staff accordingly. Ensuring that good office procedures are implemented to ensure the financial planning process progresses efficiently and effectively. Procuring office supplies economically, checking delivery notes, approving invoices for office supplies, and liaising with the accounts administrator. Preparing agendas for team meetings in conjunction with the Partners, taking minutes of meetings and circulating action points. Ensuring the work of general administration is undertaken efficiently and that all outstanding requests for information from clients and outside agencies are followed up (if asked for by Tech Team). Providing support to the Partners in the areas of health and safety, compliance, HR, completion of staff records, CPD records, analysis of data and as generally is necessary directed. Annual appraisal management and oversight. Compliance Administration: - Support the MLRO and Compliance Officer with their roles. - Recording and reporting the Planners CPD. - Monitoring of compliance registers, monthly. - Preparing internal compliance policies such as Data Protection, Training & Competence, Anti-Money Laundering, TCF. - Preparation of all internal compliance documents and updated as necessary with legislation. - Ensure annual tests are carried out by staff in relation to training in Data Protection, Anti-Money Laundering, TCF and etc. - Liaising with external compliance support. Premises Management: - Central point of contact for Tenants. - Point of contact for office letting enquiries and viewings. - Oversee facilities management, including maintenance, cleaner, boiler servicing, IT, telecoms and etc. Human Resources: - Supporting the Partners with all HR matters. - Manage and log all holiday requests and recording of sickness absence and etc. - Management of appraisals, from scheduling to completion. - First Aid and supplies of first aid materials. About you: - Being well organised and having the ability to organise the work of others. - Being able to work on own initiative without supervision. - Being able to work as part of a team. - Possessing the ability to work under pressure. - Having a fine attention to detail and taking a pride in one's work. - Having the ability to identify and correct errors in the work of others. - Having excellent oral and written communication skills and high standards of personal presentation. - Having excellent typing and IT skills. - Being competent in the use of Microsoft Office software (Word, Excel, PowerPoint, Outlook and databases). - Demonstrating values that reflect personal and business integrity, honesty, openness, accountability and responsibility. - Be admired and respected by clients and team members alike. - The role involves flexibility and the need for personal development by training and qualification, as necessary. What we offer: Personal development by training and qualification, as necessary. Additional Information: The role involves providing administration and support generally as and when required. Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with experience of; Personal Assistant, Executive Assistant, EA, Receptionist, Office Manager, Practice Manager, Administrative Officer, Financial Services Admin, Front of House, and Facilities Coordinator also be considered for this role.
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
Jun 11, 2026
Full time
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
We are seeking a highly skilled Senior Quantity Surveyor with strong civil engineering and NEC contract experience to join our commercial team on the HS2 programme in Milton Keynes. You will play a pivotal role in the financial and commercial management of complex infrastructure works, contributing to the successful delivery of one of the UK s most significant transport projects. Key Responsibilities Lead commercial management of multiple civils work packages including earthworks, drainage, utilities, highways and structures. Manage the administration of NEC3/NEC4 contracts: early warnings, change control and compensation events. Oversee subcontract management procurement, tendering, valuations, variations and final accounts. Provide accurate monthly cost reporting, forecasting and financial analysis to support project performance. Drive cost assurance and maintain compliance with project governance and HS2 commercial standards. Mentor and develop Quantity Surveyors and Assistant QS team members. Support claims preparation and contribute to dispute avoidance/resolution strategies if required. Engage collaboratively with project managers, planners, engineers, the client and stakeholders. Identify commercial risks/opportunities and propose cost-efficient solutions. Contribute to continual improvement in commercial processes and commercial delivery outcomes. Skills & Experience Proven experience as a Senior QS on major infrastructure or civil engineering projects. Strong NEC contract administration experience essential. Robust understanding of construction methodologies and commercial performance drivers for civils works. Excellent negotiation, communication and client-facing skills. Experienced in cost systems, MS Excel and contract management platforms (e.g., CEMAR). Qualifications Degree in Quantity Surveying, Commercial Management or related field. Membership or progression toward RICS / ICES desirable. Full UK driving licence.
Jun 09, 2026
Full time
We are seeking a highly skilled Senior Quantity Surveyor with strong civil engineering and NEC contract experience to join our commercial team on the HS2 programme in Milton Keynes. You will play a pivotal role in the financial and commercial management of complex infrastructure works, contributing to the successful delivery of one of the UK s most significant transport projects. Key Responsibilities Lead commercial management of multiple civils work packages including earthworks, drainage, utilities, highways and structures. Manage the administration of NEC3/NEC4 contracts: early warnings, change control and compensation events. Oversee subcontract management procurement, tendering, valuations, variations and final accounts. Provide accurate monthly cost reporting, forecasting and financial analysis to support project performance. Drive cost assurance and maintain compliance with project governance and HS2 commercial standards. Mentor and develop Quantity Surveyors and Assistant QS team members. Support claims preparation and contribute to dispute avoidance/resolution strategies if required. Engage collaboratively with project managers, planners, engineers, the client and stakeholders. Identify commercial risks/opportunities and propose cost-efficient solutions. Contribute to continual improvement in commercial processes and commercial delivery outcomes. Skills & Experience Proven experience as a Senior QS on major infrastructure or civil engineering projects. Strong NEC contract administration experience essential. Robust understanding of construction methodologies and commercial performance drivers for civils works. Excellent negotiation, communication and client-facing skills. Experienced in cost systems, MS Excel and contract management platforms (e.g., CEMAR). Qualifications Degree in Quantity Surveying, Commercial Management or related field. Membership or progression toward RICS / ICES desirable. Full UK driving licence.
St. James's Place Wealth Management
Almondsbury, Gloucestershire
Senior Administrator / Personal Assistant Location: Bristol Salary: Up to £45,000, depending on experience Hours: Full Time An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James s Place Principal Partner Practice in Bristol. You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support. The Role: Senior Administrator / Personal Assistant Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. The Person: Senior Administrator / Personal Assistant You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times 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.
Jun 07, 2026
Full time
Senior Administrator / Personal Assistant Location: Bristol Salary: Up to £45,000, depending on experience Hours: Full Time An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James s Place Principal Partner Practice in Bristol. You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support. The Role: Senior Administrator / Personal Assistant Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. The Person: Senior Administrator / Personal Assistant You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times 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.
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include: Supporting Financial Planners in delivering bespoke financial advice Reviewing and analysing client circumstances and financial data Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc. Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience Coordinating on-boarding of new clients and supporting ongoing client relationships Using cutting-edge planning and CRM systems to manage work-flow efficiently Collaborating with colleagues to standardise best practices across desks Helping generate new business through introducer relationships We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have: Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams Experience in a financial planning environment A strong grasp of financial planning products, client on-boarding, AML, and compliance Confident communication skills and the ability to solve complex problems with initiative The role offers: A competitive salary of £40,000 - £50,000 per annum An excellent benefits package Ongoing professional development and training A culture that supports your growth, values your input, and challenges the status quo If you're a driven financial planning professional ready to take your career further, I'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Oct 08, 2025
Full time
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include: Supporting Financial Planners in delivering bespoke financial advice Reviewing and analysing client circumstances and financial data Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc. Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience Coordinating on-boarding of new clients and supporting ongoing client relationships Using cutting-edge planning and CRM systems to manage work-flow efficiently Collaborating with colleagues to standardise best practices across desks Helping generate new business through introducer relationships We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have: Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams Experience in a financial planning environment A strong grasp of financial planning products, client on-boarding, AML, and compliance Confident communication skills and the ability to solve complex problems with initiative The role offers: A competitive salary of £40,000 - £50,000 per annum An excellent benefits package Ongoing professional development and training A culture that supports your growth, values your input, and challenges the status quo If you're a driven financial planning professional ready to take your career further, I'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Oct 08, 2025
Full time
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
Oct 01, 2025
Full time
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
