126 jobs found

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Our client is seeking an experienced and proactive Contracts Support Team Leader/ Manager to join their growing operations team. This is an excellent opportunity for a confident people manager who thrives in a fast-paced environment and enjoys leading teams, improving processes and building strong working relationships across the business. Location: Halifax - hybrid 3 days in the office 2 from home Salary: 35,000 - 40,000 The Role You will be responsible for leading a team of Contracts Administrators, ensuring high standards of service delivery, compliance and operational support across the business. Key responsibilities include: Managing, coaching and supporting a team of Contracts Administrators Conducting regular one-to-ones and supporting team development plans Prioritising workloads and promoting collaboration within the team Working closely with operational teams to ensure smooth project delivery and handovers Monitoring targets, SLAs and KPIs to ensure deadlines are achieved Producing reports and management information as required Supporting strategic objectives and continuous improvement initiatives Assisting with office facilities coordination and Health & Safety standards Attending operational and planning meetings Maintaining accurate records and ensuring compliance with company procedures Building and maintaining strong relationships with clients, colleagues and third parties About You The successful candidate will have: Previous experience managing or supervising a team Strong planning and organisational skills Confidence liaising with customers and clients The ability to delegate effectively and manage workloads A proactive and solution-focused approach Excellent communication and relationship-building skills The ability to work under pressure in a fast-paced environment A hands-on approach with a strong desire to lead and develop a team This is a fantastic opportunity to join a supportive and growing business offering long-term stability and career development. Please click apply or email Rachel (url removed) Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove Salary: £26,000 - £31,000 Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: Salary up to £31,000 depending on experience 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

IFA Administrator/Financial Services Administrator Wolverhampton £27,500 - £32,000 Overview Our client is a respected independent wealth management firm based in the Wolverhampton area, recognised for delivering high-quality financial planning and excellent client service to their long standing client base. They offer a professional yet supportive environment with a strong focus on collaboration, autonomy, and long-term development. This opportunity would suit an experienced Administrator looking to join a well-established financial planning business and play a key role supporting Advisers and clients, and with an exciting succession plan. Key Responsibilities Supporting Financial Advisers with day-to-day administration Maintaining client records and back-office systems Preparing client review packs and valuations Managing provider correspondence and authority requests Diary and workflow management Processing investment and product transactions Assisting with general office administration and client servicing About You Previous experience within financial planning or wealth management administration Strong organisational skills and attention to detail Professional and client-focused approach Able to work independently within a small team Intelligent Office (iO) experience beneficial Package Competitive salary Discretionary bonus Pension scheme Life assurance Study support Growing holiday allowance

Location: Teesside (Office Based) Salary: Competitive, dependent on experience Job Type: Full-time, Permanent The Role Reed Financial Services are working with a well-established, family-owned firm of Independent Financial Advisers who are looking to recruit a Pensions Administrator due to continued growth. This is a varied and client-focused role, supporting advisers and clients across a broad range of pension arrangements. The business prides itself on long-term relationships, high-quality advice and a supportive working culture. Key Responsibilities Administering a range of pension products in line with FCA requirements Processing pension contributions, transfers, retirements and benefit payments Maintaining accurate client records and pension documentation Acting as a point of contact for pension-related queries via phone and email Liaising with pension providers, platforms and insurers to progress cases Preparing pension information and valuations for adviser meetings Supporting wider investment and insurance administration when required Keeping up to date with pension and tax legislation The Person Previous experience in pensions administration , ideally within an IFA or financial planning environment Good working knowledge of pension products and processes Strong attention to detail and organisational skills Confident using Microsoft Office and pension administration systems Excellent written and verbal communication skills Able to manage multiple tasks and work to deadlines What's on Offer Competitive salary based on experience Supportive, close-knit and professional working environment Long-term career stability within a respected independent firm Exposure to a broad range of pension cases

Senior Sales Support Administrator - Technical Products Salary £25,000 to £34,000 basic + benefits (depending on experience) Home Based - must live in Yorkshire (for occasional meetings and training) Monday to Friday, between the hours of 9:00am to 5:30pm About the Company Our client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use. Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector. The Role This role would suit someone with experience in sales support, internal sales, customer account management or product support within a product-based business. Whilst knowledge of heating, plumbing, renewables or similar products would be advantageous, we are equally interested in candidates who have supported customers purchasing technical or specialist products and have experience managing enquiries through to order completion. Working as part of a small, friendly team, you will play a key role supporting customers, managing enquiries, processing orders and ensuring the smooth running of the sales administration function. This is a varied role combining customer service, sales support, CRM management, product guidance and commercial administration. You will support customers purchasing physical heating and wellness products, helping them from initial enquiry through to order completion and delivery. Key Responsibilities Managing incoming customer enquiries via phone and email Providing product advice and guidance to customers Supporting the sales process from enquiry through to order completion Promoting and selling the company s range of heating and wellness products Identifying the right products for customer requirements and upselling where appropriate Maintaining CRM systems, customer records and sales pipelines Processing quotations, orders and sales administration accurately Building strong relationships with customers and providing excellent service throughout the buying process Assisting with improving and optimising product ranges online Adding and maintaining products on the website (Magento), including descriptions, images and pricing Liaising with warehouses and shipping providers to manage deliveries, including international shipments Checking supplier invoices and identifying discrepancies Managing stock levels and placing orders with manufacturers Monitoring competitor pricing and market trends Supporting website content including blogs and product information Skills and Experience Experience in sales support, internal sales, customer account management or product support Experience supporting customers purchasing physical products rather than services Confident handling customer enquiries and supporting the sales process from enquiry through to order completion Strong administration skills with excellent attention to detail Experience maintaining CRM systems and managing customer records Comfortable working with quotations, orders, pricing and sales administration Able to manage multiple priorities and work independently Strong customer service and communication skills Good commercial awareness and a proactive approach Comfortable working within a small business environment where responsibilities are varied Comfortable working in a home-based environment High attention to detail and strong administrative skills Good level of numeracy and written English Confident using Microsoft Outlook and Excel Experience with CRM/ERP systems Experience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noise Previous experience working from home is advantageous A stable work history, with the majority of roles lasting 2+ years Screening Questions Please ensure your CV demonstrates: Longevity in previous roles (typically 2+ years) Experience working from home Use of CRM systems and managing sales pipelines Experience supporting customers through the sales process from enquiry to order completion Strong sales administration and customer account management experience Experience adding products to websites and managing product listings Understanding of pricing and margins Experience optimising product ranges online Exposure to online marketplaces (e.g. eBay, Amazon, Linnworks) Proficiency in Microsoft Outlook and Excel Additional Information Due to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements. This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Location: Leeds (Office-based initially, hybrid available) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent About the Role We're currently recruiting for an experienced IFA Administrator to join a well-established, independent financial planning firm. This position offers the opportunity to work closely with advisers and paraplanners, supporting the delivery of high-quality financial planning to a loyal and growing client base. Key Responsibilities Preparing and submitting new business applications and investment trades Obtaining illustrations, key documents and policy information Producing cost and charges disclosures and pre-advice packs Supporting the onboarding of new clients and ensuring compliance requirements are met Maintaining and updating accurate client records on back-office systems Managing workflows and diary tasks to ensure timely completion Submitting letters of authority and chasing providers Ensuring all files are fully compliant and audit-ready About You Minimum 3 years' financial services administration experience Strong understanding of pensions, investments and financial planning processes Experience with back-office systems (e.g. IO or similar) High attention to detail and strong organisational skills Confident using Microsoft Word and Excel Ability to work in a fast-paced, deadline-driven environment What's on Offer Competitive salary (depending on experience) Annual discretionary bonus Hybrid working after initial training period Pension, private medical cover & death in service 24 days holiday + bank holidays (increasing with service) Study support and career development opportunities Friendly, supportive working environment Apply Now If you're an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration. sideration.

IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 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 genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

Are you an experienced IFA Administrator looking to join a genuinely supportive and forward-thinking financial planning firm? This is an excellent opportunity to become part of a highly regarded independent wealth management business that truly values its people. Offering flexibility, career development, and a collaborative culture, this role would suit someone who enjoys delivering exceptional client support while being part of a professional, close-knit team. You'll play a key role in supporting advisers and clients across the full financial planning process, helping to deliver a seamless and compliant service from start to finish. What's on Offer Hybrid working options Flexible working environment to support work/life balance Strong employee benefits package Supportive, collaborative team culture Long-term development and progression opportunities A business that genuinely values its staff and promotes from within This is far more than a standard administration role, it's an opportunity to join a business with a strong reputation, ethical values, and a people-first approach. The Role As an IFA Administrator, you'll provide essential support to advisers while ensuring clients receive a professional and efficient experience throughout their financial planning journey. Key Responsibilities Preparing documentation and packs for client meetings Managing follow-up actions and client communications Acting as a key point of contact for clients and providers Processing new business applications and illustrations Liaising with providers and investment platforms Managing fund switches and portfolio rebalances Coordinating ongoing review processes Maintaining accurate client records and internal systems Supporting wider operational and administrative workflows About You The successful candidate will ideally have: Previous experience within IFA, financial planning, or wealth management administration Strong understanding of financial products, platforms, and industry processes Excellent organisational skills and attention to detail The ability to manage multiple priorities effectively A proactive and professional approach Most importantly, you'll take pride in delivering high-quality work and enjoy being part of a collaborative, client-focused environment. This is a fantastic opportunity to join a respected and growing financial planning firm that places genuine emphasis on employee wellbeing, ethical values, and long-term success.

We are working with a charity in Halifax who are looking for an organised, and proactive Administrator / Receptionist to help ensure the smooth day-to-day running of a busy centre. Acting as the first point of contact for clients, both in person and over the phone, the successful candidate will have a calm and professional manner. In addition to reception duties, you will manage a range of administrative responsibilities, including diary management, database entry, document handling, and project support. This is a fantastic opportunity for someone who enjoys variety and customer engagement, key duties will involve: Greet clients and visitors and ensure they feel welcome and supported Answer calls and emails promptly and professionally Manage appointment bookings Maintain accurate client records Manage diaries and co-ordinate schedules Help with general project and clinical admin tasks as needed Open and lock up the building, including setting alarms Perform end-of-day checks, ensuring rooms are tidy and stocked Take responsibility for light housekeeping tasks such as tidying communal areas and running the dishwasher This is a great opportunity for an experienced candidate who has excellent client facing, reception skills and strong administration experience. The ideal applicant will have; Proven experience in a busy administrative or reception role Excellent organisational and time management skills Confident and professional communication, both written and verbal Strong attention to detail and ability to manage multiple tasks Proficient in using email, calendars, databases, and Microsoft Office Reliable, punctual, and responsible If you are available immediately and can commit to this ongoing, temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.

IFA Administrator - Aberdeen Ready to take the next step in your financial services career? We're looking for an organised, detail-driven IFA Administrator to join our clients growing, supportive team in Aberdeen. In this key role, you'll work closely with experienced Independent Financial Advisers, keeping client records accurate, managing new business, preparing review packs, and ensuring everything runs smoothly behind the scenes. If you thrive in a fast-paced environment and enjoy delivering excellent client service, this could be the perfect move for you. What you'll be doing: Supporting advisers with client administration and documentation Managing client records and workflows via Intelligent Office (IO) Preparing valuations, reports, and review packs Liaising with clients, providers, and third parties Keeping everything compliant, accurate, and on track What we're looking for: Experience in IFA or financial services administration role Strong organisational skills and attention to detail Confident communicator with a proactive attitude Familiarity with IO or similar CRM systems (preferred) What's in it for you? Highly competitive salary DOE 30 days' holiday (increasing with each years' service) Generous pension scheme Death in Service (4x salary) Flexible benefits package (currently being enhanced!) Study support towards professional qualifications Join a business where your contribution is valued and your career can grow. Apply today and take your career forward For a confidential chat, please reach out to Pauline Low at Reed on

Job Title: IFA Administrator Industry: Wealth Management Location: Coventry Salary: up to £35,000 (salaries negotiable dependent on experience and skill-set) Job reference: 10309 Job Description: Are you an organised and proactive individual with experience in financial services administration? Recruit UK are seeking an IFA Administrator to join a well-established wealth management firm in Coventry. In this role, you will provide comprehensive administrative support to Financial Advisers, ensuring the smooth delivery of client services. Your responsibilities will include client communication, liaising with providers, assisting with product and fund research, and supporting the preparation of suitability reports and cash flow models. You will play a key role in managing new business processing from submission through to completion, maintaining accurate client records, and supporting ongoing client servicing, including income withdrawals and review processes. You will also attend client meetings alongside advisers and assist with preparing ongoing review documentation. This is a varied position that also involves general office duties such as post handling, scanning, and assisting with IT support coordination. It's an excellent opportunity to develop your skills in a supportive environment, with mentorship from experienced team members. Benefits: 23 days holiday (plus bank holidays) Salary up to £35,000 (dependent on skill set, qualifications and experience) Central Coventry office location with excellent transport links Friendly and supportive team environment Opportunity for flexible working post-probation Mentorship and development from experienced team members Pension contribution Skills and experience required: Previous experience within a financial services administration role Strong organisational and communication skills Attention to detail and commitment to high standards About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Coventry on an IFA Administrator role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: IFA Administrator Industry: Financial Advice Location: Warwickshire Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Experienced IFA Administrator A stable, long-term role within a small, friendly financial planning firm Location: Northampton Hours: Full-time, Monday to Friday, 9:00am-5:00pm (early finish Fridays at 1:00pm) Salary: 25,000 - 29,000 (depending on experience) Contract: Permanent The Opportunity We are recruiting an experienced IFA Administrator to join a well-established, close-knit financial planning business based in Northampton. This is a long-term, permanent position within a calm, professional and genuinely supportive office environment. You will be supporting a Financial Planner and working with a loyal client base, many of whom have been with the business for years. This role would suit someone who enjoys administration, takes pride in accuracy and consistency, and is looking for a stable role where they can settle in and become a valued part of a small team . There is no high-pressure culture here - just a well-run office, clear processes, and people who value reliability, trust and doing things properly. The Role You will play a key part in the smooth day-to-day running of the office, ensuring client records, applications and compliance processes are handled with care and attention to detail. Key responsibilities include: Preparing paperwork and information ahead of client meetings Liaising with product providers to obtain valuations, updates and supporting documentation Maintaining accurate and up-to-date client records and files Submitting and setting up new business applications Tracking application progress and following up where needed Ensuring all work is completed in line with FCA and compliance standards General office administration including post, scanning, filing and record keeping Providing consistent administrative support to the Financial Planner and wider team About You This role will suit someone who is organised, dependable and comfortable working in a structured environment. You will ideally have: A minimum of 3 years' experience in an administrative role Previous experience within financial services or IFA administration (highly desirable) Strong attention to detail and a methodical approach to work Confidence using Microsoft Word, Excel, Powerpoint and Outlook Good written and verbal communication skills The ability to manage your workload calmly and meet deadlines What's on Offer Salary of 25,000 - 29,000 , depending on experience 25 days holiday plus bank holidays 5% employer pension contribution (matched) Early finish every Friday (typically 1:00pm) A stable, supportive and friendly working environment A role where you can settle in long-term and feel genuinely valued Other names for this role include: IFA Administrator, Financial Services Administrator, Financial Planning Administrator, Client Services Administrator (Financial Services), Wealth Management Administrator, Financial Administrator. Impact Recruitment are a Recruitment Agency, working on behalf of their client.

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.

Job Title: Senior IFA Administrator Industry: Financial Services Location: Leeds Salary: £30,000 - £40,000 Hybrid: Flexibility Are you an experienced Senior IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for a Senior IFA Administrator position in Leeds to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Senior IFA Administrator who will provide high-quality administrative support to them, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients As a Senior IFA Administrator you will help and collaborate effectively with your colleagues What's in it for you: Basic Salary up to £40,000 + Bonuses Excellent Benefits Hybrid + Flex working Friendly team Pension Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Consider applicants who are currently IFA administrators and doing senior work Benefits: Health Insurance 25 days holidays + Bank holidays, (days in between Christmas) Pension Study support towards level 4 35hrs week Free car parking About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.