110 jobs found

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

Senior IFA Administrator Boutique business linked to accountancy practice City of London offices - Near Bank tube station Up to £40k basic salary 3 days in the office per week after training and onboarding My client is a boutique wealth planning business but forms part of a large accountancy firm with offices in the City of London. The business has been operating for many years with an award winning setup. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £1m of assets to invest. This financial planning arm of the business has 8 established advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Senior Financial Administrator who can work very closely with the Advisers in the London office in a pod structure. You will be doing end to end administration for two advisers and be the main point of contact for their clients. You will be involved in client servicing, onboarding new business, annual reviews and all other areas of the business and mucking in. You will ideally have knowledge of Intelligent Office and Voyant cashflow modelling. If you are studying for exams, then my client will support you with this but this role will suit a career administrator. Contact Peter Fozard at Financial Divisions.

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we d love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We re Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Our client, a prominent entity in the Defence & Security sector, is currently seeking a Senior ServiceNow Engineer on a contract basis for a 12-month duration, located in Farnborough. In this role, you will utilise your expertise in ITIL v2 and ITIL to drive the implementation and enhancement of ServiceNow capabilities within the organisation, supporting critical initiatives and platform maturity. Key Responsibilities: Design and deliver ServiceNow solutions focusing on CSM and ITIL-based workflows, ensuring alignment with agreed requirements and timelines. Lead and execute ServiceNow integrations with enterprise platforms using REST APIs and standard integration patterns. Produce technical designs, configurations, and build artifacts that adhere to internal standards and are supportable. Optimise workflows, business rules, notifications, UI Policies, and Forms to streamline IT and business processes. Implement and enhance Incident, Problem, and Change Management processes aligned with ITIL best practices. Contribute to the evolution of the ServiceNow roadmap by providing expert recommendations and delivering agreed enhancements. Provide knowledge transfer, clear documentation, and handover to internal teams at specified points during the engagement. Job Requirements: Extensive hands-on experience in ServiceNow delivery, particularly with CSM and ITIL workflows. Proficiency with ServiceNow CSM, ITSM/ITIL, ITOM (beneficial), and CSDM. Experience in delivering ServiceNow integrations using REST APIs. Solid understanding of ServiceNow platform architecture and best practices. Working knowledge of JavaScript, ServiceNow scripting, and web technologies (HTML, AJAX). Ability to translate business requirements into pragmatic technical solutions. ServiceNow Certified System Administrator (CSA) certification is essential; additional certifications are desirable. Ways of Working: Outcome-driven with a focus on delivery quality and timelines. Comfortable working independently or within agile delivery teams. Engages professionally with stakeholders while maintaining contractor independence. Produces clear documentation and implementation guidance. If you are an experienced Senior ServiceNow Engineer with a passion for enhancing platform capabilities within a secure environment, we would love to hear from you. Apply now to join our client's dynamic team in Farnborough.

IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705

Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid/Remote working Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid/Remote working 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's SJP experience highly desirable CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!

Sheffield (Hybrid working available) IFA Administrator £28,000 - £34,000 Hours: Full-time, Monday to Friday NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield! What You'll Do: Provide day-to-day admin support to Financial Advisers and Paraplanners Prepare documentation and client packs for meetings Process new business and track applications to completion Liaise with clients and product providers Maintain accurate client records using CRM systems Assist with compliance checks and regulatory documentation What We're Looking For: Previous experience in a financial planning or wealth management admin role Strong organisational skills and excellent attention to detail Confident communicator, both written and verbal A CV that demonstrates longevity and stability in previous roles What's On Offer: Competitive salary based on experience Hybrid working (3 days in office / 2 from home once fully trained) Support with professional qualifications (e.g. CII Diploma) A friendly, professional, and team-focused culture 27 days holiday + bank holidays Company pension scheme and other benefits Enhanced Pension Scheme Healthcare cash plan Death in Service Cover If you're ready to take the next step in your financial services career and want a role with long-term prospects, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16708

Senior IFA Administrator East Leeds £32,000 to £40,000 per annum, plus bonus and company benefits, incl. free car parking Reward Recruitment Limited are working closely with a multi award-winning, forward-thinking and family friendly firm, who are looking to recruit a Senior IFA Administrator to support the growth and development of the firm, and are offering a highly competitive salary and with g click apply for full job details

IFA Administrator £25,000 to £30,000 (DOE) Birmingham (Office-Based) Study Support Quarterly Bonuses Internal Career Progression Off-Road Parking Are you looking to join a fast-growing and forward-thinking financial services company? Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business. About the Role: As an IFA Administrator, you ll be an integral part of the advisory team, supporting the smooth running of new business processes. You ll be working closely with advisers, clients, and providers to ensure the seamless progression of cases from initial enquiry to completion. With plenty of opportunities for internal growth and career development, you ll be supported in your professional journey and have the chance to gain further qualifications. Key Responsibilities: Collaborate with advisers to manage the full new business process through to completion Handle day-to-day client and provider inquiries efficiently Gather necessary information from providers Make outbound calls and handle inbound calls from clients and providers Prepare for client meetings by sourcing quotes, valuations, and relevant literature Submit applications and required documents to product providers Chase providers to ensure timely case completion and resolve any issues that arise Input new business proposals into the back-office system, ensuring accurate and up-to-date data for reporting Ensure all cases comply with company procedures and industry regulations Process fund switches and withdrawals as per client instructions Prepare and submit client reports What's On Offer: Competitive salary (£25,000 - £30,000 depending on experience) Study support to help you progress in your career Quarterly bonus schemes Opportunities for internal promotion and career development Off-road parking available at our Birmingham office If you re looking to join a dynamic, growing business with a strong focus on integrity and family values, we d love to hear from you! Apply today and take the next step in your career.

Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory

An exceptionally well appointed and award-winning IFA practice based close to Leigh-on-Sea is keen to appoint an experienced Financial Adviser. This is an opportunity to join a specialist wealth planning business that prides itself on professionalism, integrity, and long-term client relationships. You will be supported by a highly experienced Technical Paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. Duties will include Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes. The role is offered on a hybrid basis and comes with a comprehensive remuneration package. It is available ASAP.

IFA Administrator 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you an IFA Administrator looking for a role within a friendly, relaxed business that values a great working environment and offers 33 Days holiday as well as the ability to earn an annual bonus? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: IFA Administrator Looking for a less corporate atmosphere Job Reference: BBBH 23580 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Join Our Team as a Sales Administrator! Location: Richmond upon Thames, Greater London Contract Type: Permanent Salary: Circa 22,000 pro rata (flexible depending on experience) Hours: Approx. 10:00am - 3:00pm (5 hours per day + 1-hour lunch) Are you an organised and proactive individual looking for an exciting opportunity within a small, well-established manufacturing and production business? If so, we want YOU to join our dynamic team as a Sales Administrator! About the Role: In this multifaceted position, you will play a crucial role in supporting daily operations and ensuring everything runs smoothly. From sales administration to purchasing coordination and logistics, your contributions will be invaluable to our close-knit team. If you thrive in a quieter office environment and enjoy managing your own workload, this is the perfect opportunity for you! Key Responsibilities: Sales Administration: Accurately process sales orders using internal systems Prepare and issue customer quotations Raise invoices and ensure the accuracy of information Act as a key point of contact for customer inquiries via phone and email Maintain strong relationships with both UK-based and international customers Purchasing & Supplier Coordination: Enter and manage purchase orders Liaise with suppliers, including those from Europe, to track orders and deliveries Check and authorise supplier invoices Logistics & Operations: Arrange transport to and from a third-party warehouse Coordinate stock movements and support stock control processes Submit import declaration details to customs agents Liaise with external warehouse providers Attend occasional stock takes (about three times a year) General Administration: Provide cover for colleagues during holidays or sickness Handle general admin tasks, incoming calls, and correspondence Support the smooth day-to-day running of the office Systems & Tools: ERP system (e.g., Sage 200 or similar) Microsoft Excel and Word Key Skills & Experience: Previous experience in a Sales Administration or Order Processing role is desirable Strong organisational skills with the ability to prioritise workload independently Excellent verbal and written communication skills Confident liaising with customers and suppliers, including internationally Good numerical ability, including basic calculations and unit/currency conversions Strong attention to detail and accuracy Proficient in Microsoft Excel; experience with ERP systems preferred Personal Attributes: Proactive, self-motivated, and able to take initiative Friendly, professional, and approachable Reliable with strong timekeeping Comfortable working in a small, quiet office setting Calm and efficient under pressure Additional Information: Some negotiation with suppliers/customers may be involved (no cold calling or hard selling required) Two-stage, in-person interview process If you're ready to take on this rewarding role and contribute to a thriving organisation, we'd love to hear from you! Apply today and embark on your next professional adventure! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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

A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an experienced Financial Administrator who thrives in a small IFA environment? Do you take pride in your work, communicate proactively and naturally support the people around you? If so, we want to hear from you. Financial Divisions is recruiting on behalf of a well-established, family-run independent financial planning practice in Tonbridge. This is a permanent role offering a varied and fulfilling workload within a close-knit, supportive team. The Role As Financial Administrator, you will be the backbone of the practice - keeping everything running smoothly and ensuring clients and advisers are well supported at every stage. This is a hands-on, autonomous role for someone who takes ownership and gets things done without needing to be chased. Key responsibilities include: • Drafting Letters of Authority and valuation requests • Creating meeting packs on behalf of the Financial Adviser • Handling all client and provider queries via phone and email • Basic suitability reports and ISA top-ups • General financial administration and workflow management About You The practice is looking for someone who genuinely cares about client outcomes and delivering a great client experience - this is the most important quality they are looking for. Beyond that, the right person will: • Take ownership of their work and follow things through without being chased • Be adaptable and willing to help across different areas of the business • Communicate proactively with colleagues, clients and providers • Be comfortable and confident working in a small-business environment • Be willing to learn and develop within their role - but with no aspirations to move into advising or paraplanning • Naturally look to make the adviser's life easier, rather than just completing tasks in isolation You will ideally come from an IFA or independent financial planning background and be used to working at a pace with minimal supervision. The Package • Salary: £35,000 - £38,000 dependent on experience • Working pattern: 4 days in the office, 1 day working from home • 25 days annual leave plus bank holidays • Discretionary bonus • Private healthcare • 5% employer pension contribution • Private parking permit provided How to Apply To apply, please send your CV to Jo at Financial Divisions. All applications are treated in the strictest confidence.