97 jobs found

IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.

IBM MQ Administrator - z/OS (Mainframe) DURATION: 6 months (extension - very likely LOCATION: Leeds OR Edinburgh OR Halifax or Manchester WORKING HOURS: Standard business hours with out of hours support required ONSITE REQUIREMENTS: Hybrid - 2 days onsite per week ENGAGEMENT TYPE: Contract - Outside IR35 DAY RATE: £600 per day LEGAL RIGHT TO WORK: Candidates must have the legal right to work in the UK. Sponsorship is not available for this role. ATRIUM GLOBAL SUMMARY Atrium Global is supporting a client within the financial services sector who is seeking a highly experienced IBM MQ z/OS Administrator to join a specialist Mainframe Middleware team. JOB OVERVIEW This role sits within a Mainframe-only environment and requires a contractor who can contribute immediately with minimal ramp-up. You will provide hands-on support and delivery across a critical IBM MQ estate on z/OS, focusing on production stability, incident resolution and controlled change delivery. This is a pure z/OS MQ role - candidates with primarily distributed MQ or broader platform backgrounds will not be suitable. RESPONSIBILITIES Provide hands-on administration of IBM MQ on z/OS across production environments Deliver incident, problem and change resolution within strict SLAs Support and maintain MQ queue managers, channels and configurations Perform production deployments, upgrades and migrations Troubleshoot complex MQ issues across mission-critical systems Maintain service stability, resilience and performance optimisation Work closely with stakeholders across Mainframe and infrastructure teams Ensure adherence to governance, processes and security standards Participate in out of hours support and deployment activities REQUIREMENTS * Strong hands-on experience administering IBM MQ on z/OS (v9.x preferred) * Proven experience working in Mainframe-only MQ environments * Deep understanding of: - Queue managers - Channels - MQ objects - Clustering/Queue Sharing Groups (QSG) * Experience with TLS/SSL configuration and MQ security (RACF) * Strong troubleshooting skills within production MQ environments * Experience delivering changes independently into production * Familiarity with z/OS panels, ISPF and Mainframe tooling * Experience working within ITIL-controlled environments NICE TO HAVE * Experience with MQ monitoring tools on z/OS (eg Omegamon) * Experience within UK banking or financial services environments * Experience supporting high-volume payments or core banking systems

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 Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

IFA Administrator - Route to Junior Paraplanner (Wealth Management) Location: Near Hemel Hempstead (Hybrid working available after training/probation) Salary: £30,000 - £35,000 (DOE) Our client, a well-established IFA firm near Hemel Hempstead, is seeking an experienced IFA Administrator to join their supportive team. This role offers excellent benefits, a great working environment, and clear career progression opportunities. Responsibilities include: Processing new business, fund switches, withdrawals, and policy servicing across multiple providers (Aviva, Fidelity, Prudential, Aegon, Quilter etc.). Maintaining client records on back-office systems (XPLAN training provided). Supporting advisers with valuations, reports and compliance administration. Liaising with clients and providers to deliver excellent service. Requirements: Minimum 2 years' IFA administration experience. Confident using provider platforms and CRM systems. Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available). Benefits: £30,000 - £35,000 DOE 4% Employer Pension (salary sacrifice) Life Cover (3 x salary) Hybrid working after training Full exam support (CII up to Level 4 Diploma) For further information please email Sam at Financial Divisions.

A well-established and highly respected Independent Financial Adviser based in Hertford is seeking a motivated and ambitious Junior Paraplanner to join its growing team. This opportunity is ideal for a Financial Planning Administrator looking to progress into paraplanning, or an existing Junior Paraplanner who is Diploma qualified (or nearing completion) and keen to continue their professional development within a supportive and collaborative environment. The Opportunity Working closely with experienced Advisers and Paraplanners, you will be involved in the preparation of financial planning recommendations and technical research, while continuing to develop your knowledge across pensions, investments, protection and retirement planning. The firm is committed to supporting professional development and offers an excellent environment for individuals looking to build a long-term career within financial planning. Key Responsibilities Assisting in the preparation of suitability reports and recommendation letters Conducting research across pensions, investments and protection solutions Performing product, fund and platform comparisons Preparing cashflow planning and analysis where required Supporting advisers with pre- and post-meeting requirements Reviewing existing client arrangements and gathering provider information Maintaining accurate client records and ensuring compliance standards are met Liaising with providers, advisers and administrators to obtain relevant information Keeping up to date with industry and regulatory developments Candidate Requirements The successful candidate will have: Previous experience within an IFA, Wealth Management or Financial Planning environment Diploma in Regulated Financial Planning (Level 4) or be close to completing the qualification A genuine interest in technical financial planning Strong analytical and research skills Excellent attention to detail Strong written communication skills A proactive attitude and willingness to learn The ability to work effectively within a team environment Desirable Experience producing or assisting with suitability reports Familiarity with cashflow modelling tools Knowledge of Intelligent Office, Xplan or similar back-office systems Ambition to progress towards Chartered status What's on Offer Competitive salary of £35,000-£45,000 Study support and assistance towards Chartered qualifications Exposure to a wide range of financial planning cases Mentoring from experienced Advisers and Paraplanners Supportive and collaborative team culture Long-term career progression opportunities Pension and holiday benefits This is an excellent opportunity for a developing paraplanner to join a growing independent financial planning firm that values technical excellence, professional development and outstanding client outcomes. For a confidential discussion, please contact Sam Financial Divisions .

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.

This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions

IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) We are looking for an Experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.

Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? 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: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a 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.

IFA Administrator Location: Colchester, Essex Salary: 30,000 - 33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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.

Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.

Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

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.

IFA Administrator / Paraplanner Support - Edinburgh Join a growing financial planning firm and take the next step in your career! Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator professional to join their expanding team. This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator. The role As part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include: Maintaining and updating accurate client records Handling incoming communication and provider requests Preparing valuations, review packs and meeting documentation Assisting paraplanners with case preparation Submitting and tracking new business applications Ensuring all electronic filing and documentation is compliant and well organised What we're looking for Experience within financial services ideally within a similar setting, but not essential Strong organisational skills and exceptional attention to detail Excellent written and verbal communication Confident IT skills, including Microsoft Office Ability to manage multiple tasks and work collaboratively A proactive, professional individual with a willingness to learn and develop Why this role? Highly competitive salary DOE Holidays - 30 days, tiered after 2 years onwards Pension - 6% matched Death in Service Genuine progression route into a Paraplanner role Supportive environment with ongoing training Opportunity to deepen your knowledge of pensions, investments and the advice process If you're looking for a chance to build your financial services career within a supportive and professional environment, we'd love to speak with you. Apply today and submit your CV. To find out more about this excellent opportunity and arrange a confidential chat, contact Pauline Low at Reed

IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.