36 jobs found

North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.

Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.

Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.

Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.

North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.

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.

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.

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time. Key Responsibilities Providing comprehensive administrative support to financial advisers and the wider client services team. Preparing client review documentation and supporting advisers with meeting preparation. Managing client communications and ensuring a consistently high standard of service. Maintaining accurate client records and updating internal systems in accordance with regulatory requirements. Liaising with providers and third parties to obtain information and process client requests. Assisting with new business applications and monitoring cases through to completion. Coordinating client reviews, appointments, and adviser diaries. Career Development & Progression Opportunities to study towards industry-recognised financial services qualifications. Exposure to financial planning processes and technical client work. Clear progression pathways into senior administration, paraplanning, client relationship management, or financial adviser positions. Support from experienced professionals committed to helping individuals develop their skills and advance their careers. A collaborative environment where ambition, initiative, and personal growth are encouraged and rewarded. Skills and Attributes Strong organisational and communication skills. Excellent attention to detail and accuracy. A proactive approach with a willingness to learn and develop. Ability to manage multiple priorities and work effectively within a team. Professional and client-focused with a commitment to delivering excellent service. Hybrid working - Poole office£30,000 - £35,000 For more details please apply or contact Tegan at Dynamite Recruitment

IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773

Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions

Experience within a Financial Planning / IFA environment Strong administration background Hybrid role An established, values-led financial planning firm is looking for an experienced Senior Financial Planning Administrator to support continued business growth. This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together. About You: Experience within a Financial Planning / IFA environment is essential Strong administration background Organised, efficient and process-minded Confident working closely with advisers Collaborative, approachable and supportive Open to improvement and positive change The Role: New business processing and adviser support Client documentation and workflow management Supporting operational improvements and team consistency Helping improve communication, processes and efficiency Competitive salary, hybrid working, strong benefits and a supportive culture. If you're an experienced financial planning administrator looking for a senior operational role without moving away from administration, we'd love to hear from you.

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.

Project Coordinator Halifax, West Yorkshire 30,000 - 35,000 DOE + Bonus + Excellent Benefits Talent Locker are partnered with a leading defence prime contractor in Halifax as they look to appoint a Project Coordinator to join their growing Operations team. This is a fantastic opportunity for an experienced coordinator or administrator who enjoys variety, takes pride in getting the detail right and wants to play a key role in delivering nationally important programmes. Working closely with Project Managers and senior stakeholders, you'll become the go-to person who keeps projects moving. From coordinating subcontractors and maintaining critical documentation to supporting commercial activities and ensuring compliance requirements are met, you'll be involved in every stage of the project lifecycle. You'll organise project meetings and travel arrangements, monitor schedules and milestones, maintain dashboards and reports, and ensure project records remain accurate and audit-ready. You'll also act as a key point of contact for subcontractors, supporting onboarding and compliance activities, tracking performance against agreed service levels and helping to build strong working relationships across the supply chain. The role also has a commercial element, with responsibility for supporting Invitation to Tender (ITT) activities. You'll prepare tender documentation using approved templates, manage secure distribution processes, track submissions and clarification responses, and coordinate feedback communications with suppliers. Operating within a highly regulated environment, you'll play an important part in ensuring contractual obligations, company procedures and security requirements are adhered to at all times. There may also be occasional travel to customer sites and project meetings, including overnight stays when required. Key Experience: Experience within project coordination, project administration, contract administration or a similar role. Experience working with subcontractors, suppliers or external stakeholders. Strong administration skills with excellent attention to detail. Experience maintaining records, reports and compliance documentation. Proficiency with Microsoft Office applications, particularly Excel and Word. Excellent communication and stakeholder management skills. Strong organisational and time management skills. Good analytical and problem-solving abilities. GCSEs (or equivalent), including English and Mathematics. It would also be highly advantageous but not essential if applicants had experience of: Experience within the defence sector. Knowledge of public sector frameworks or procurement processes. Experience using project management or document management systems. Familiarity with Google Workspace. A relevant qualification in business administration, project management or a related discipline. Please note - Due to the nature of the work, applicants must be UK Nationals and willing to undergo UK Security Vetting to at least Security Clearance (SC) level upon commencement of employment. This position is based just outside of Halifax and requires 5 days per week onsite. We are open to part time hours.

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

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