169 jobs found

Role: Financial Services Administrator Salary: £27,000 - £32,000 Location: Stockport Hybrid Working Flexible Hours 25+ Days Holiday 5% Employer Pension Contribution Life Assurance Income Protection Health Cash Plan Career Development A highly regarded Financial Planning firm is seeking a Financial Services Administrator to join its growing team. This is an excellent opportunity for someone with experience in an IFA, Wealth Management or Financial Services environment who enjoys delivering exceptional client service and supporting advisers with the administration of pensions, investments and protection products. Key Responsibilities Processing transfers, top-ups, withdrawals, income payments, fund switches, pension contributions and protection applications Liaising with clients and providers to progress cases through to completion Managing client records and maintaining accurate information on back-office systems Handling client and adviser queries via telephone and email Monitoring workloads and managing tasks to agreed service standards Supporting the wider team with general administration and client servicing activities About You Previous experience within an IFA, Wealth Management firm or Financial Services provider Understanding of pensions and investment products Strong organisational skills and excellent attention to detail Professional and confident communication skills Ability to manage multiple priorities in a fast-paced environment Experience with Intelliflo (iO) would be advantageous For more information, please apply in confidence.

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details

Financial Services Administrator Macclesfield £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.

We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team. This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process. The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team. The Opportunity This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service. Key Responsibilities Providing comprehensive support to Financial Planners and clients Preparing documentation for client meetings and reviews Processing new business, including applications and provider liaison Managing client reviews, including preparation of review packs Handling fund switches, rebalances, and ongoing servicing tasks Maintaining accurate client records and ensuring compliance standards are met Acting as a professional first point of contact for clients About You Previous experience within an IFA / financial planning / wealth management administration role Strong understanding of financial products, platforms, and processes Highly organised with excellent attention to detail Proactive and able to manage multiple tasks effectively A strong team player who enjoys working in a collaborative environment Passionate about delivering a high standard of client service Why Apply? Basic salary to £40,000 Discretionary bonus and strong company benefits Join a respected, independent firm with a strong reputation in the market Work closely with experienced Financial Planners and Directors Be part of a smaller, supportive team where your input makes a real impact Gain greater exposure to the financial planning process and develop your career Hybrid working with flexibility If you are an experienced IFA Administrator looking to join a high-quality, people-focused firm where you can genuinely add value and develop your career, we would love to hear from you.

Wealth Planning Administrator Fareham £28,000 - £35,000 (depending on experience) Full-time, office-based Bonus, private medical cover & 12:30pm finish every Friday Are you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role? Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team. The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey. You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support. Your responsibilities will include: Managing adviser diaries and arranging client meetings Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What they're looking for This company is open-minded about background and experience. You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator. Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers. The key qualities they're looking for are: Excellent organisational skills Strong attention to detail A client-focused approach Professional communication skills A positive and collaborative attitude A desire to learn and develop What's on offer? Salary of £28,000 - £35,000 depending on experience Discretionary bonus scheme Private medical healthcare Early finish every Friday (12:30pm) Full training and support Long-term progression opportunities into paraplanning or advice Friendly and supportive team culture Opportunity to work closely with clients and advisers and make a genuine impact If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.

Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

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

Financial Services Administrator Egham £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

IFA Support Administrator - Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

Berkhamsted, Hertfordshire £25,000 - £32,000 + Bonus + Excellent Benefits Hybrid Working Available A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted. This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities. Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process. Key Responsibilities Processing Letters of Authority End-to-end new business administration Preparing application forms and implementing new business on platforms Processing fund switches and related transactions Obtaining information from product providers Managing and chasing business pipelines Maintaining accurate client records using CRM systems (Intelliflo experience beneficial) Communicating with clients, providers, and third parties via telephone and email Supporting Financial Planners with day-to-day administrative requirements About You Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role Good understanding of financial planning and investment administration processes Strong organisational and communication skills High levels of accuracy and attention to detail Experience using Intelliflo would be advantageous but is not essential A positive attitude and desire to develop a long-term career within financial services Package & Benefits £25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates) Performance-related bonus scheme 25 days annual leave plus bank holidays Option to purchase additional annual leave following probation Contributory pension scheme Life cover Hybrid working available after probation (3 days office / 2 days home) Supportive team environment and long-term career progression opportunities If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.

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.

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.

Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner

A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions

Financial Planning Administrator Up to £35,000 + Benefits + Annual Bonus Boutique IFA Firm Hybrid Working (9/10 Days WFH) An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a thriving boutique firm of Independent Financial Planners that has enjoyed exceptional growth since launching less than five years ago. Built on a reputation for outstanding service, meaningful lifelong client relationships and genuinely listening to clients to deliver real value , the firm has already grown to a close-knit team of five and now manages over £140M of Funds Under Management . Due to continued success, they are looking to make an additional hire and are seeking someone who shares their values, commitment to excellence and long-term mindset. This is a fantastic opportunity for an experienced administrator who enjoys working within a high-quality, client-centric planning environment where relationships matter more than volume. The Opportunity Working closely with advisers and the wider team, you will play a key role in supporting the delivery of first-class financial planning services to private clients. Responsibilities will include: Processing new business for new and existing clients Managing cases and pipelines through to completion Preparing client valuations, reports and meeting documentation Obtaining illustrations, quotations, fund information and provider data Liaising with clients, providers and third parties Maintaining accurate CRM records and compliant client files Supporting advisers with ongoing servicing and administrative requirements Delivering a professional, proactive and high-touch client experience throughout the advice journey The successful candidate will bring: A minimum of 3 years' experience within private client financial planning / wealth management Strong understanding of financial planning administration processes and provider interaction Excellent organisational skills and exceptional attention to detail Strong communication skills and a genuine passion for delivering outstanding client service A proactive, collaborative and solutions-focused approach Demonstrable stability and longevity in previous roles , as this is a long-term hire where cultural fit and commitment are highly valued Most importantly, you will be someone who believes in building trusted relationships, takes pride in delivering exceptional service and wants to be part of a growing boutique firm where quality, integrity and client outcomes come first. Why Apply? Salary up to £35,000 depending on experience Annual performance bonus Comprehensive benefits package Outstanding flexibility with 9 out of 10 days working from home Join a successful and ambitious boutique IFA practice during an exciting growth phase Be part of a small, collaborative and genuinely supportive team Work within a firm that prioritises meaningful client relationships over transactional advice Exposure to high-quality financial planning work and rewarding client cases Genuine long-term career opportunity with a business that values loyalty, contribution and professional development If you're an experienced Financial Planning Administrator seeking a role where your work genuinely matters, and where you can build a long-term future within a successful, values-driven boutique planning firm, we would love to hear from you. Applications handled in the strictest confidence.

Experienced IFA Administrator 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. 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 We Offer: 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, we would love to hear from you! Please apply with your CV outlining your relevant experience.