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.
Jun 19, 2026
Full time
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.
Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Jun 19, 2026
Full time
Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Jun 19, 2026
Full time
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator Location: Colchester, Essex Salary: £30,000 - £33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 18, 2026
Full time
IFA Administrator Location: Colchester, Essex Salary: £30,000 - £33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
IFA Administrator 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.
Jun 18, 2026
Full time
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.
Mortgage Advisor This is an employed role, working from an office, but with a flexible approach to working pattern. 5 days per week, with a work from home option of 1 or 2 days per week depending on individual circumstances. Option for a self employed package if that is preferred by the candidate. To £29,000 Basic Salary Generous Commission from Outset £65,000 - £85,000+ Realistic On Target Earnings based on current branch performances Other Robust & Lucrative Lead Sources with a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage Advisor an excellent opportunity to get into the career they have been looking for. Mortgage Advisor - Qualification: CeMAP 1, 2 and 3 are required for this role, or equivalent The successful Mortgage Advisor will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 18, 2026
Full time
Mortgage Advisor This is an employed role, working from an office, but with a flexible approach to working pattern. 5 days per week, with a work from home option of 1 or 2 days per week depending on individual circumstances. Option for a self employed package if that is preferred by the candidate. To £29,000 Basic Salary Generous Commission from Outset £65,000 - £85,000+ Realistic On Target Earnings based on current branch performances Other Robust & Lucrative Lead Sources with a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage Advisor an excellent opportunity to get into the career they have been looking for. Mortgage Advisor - Qualification: CeMAP 1, 2 and 3 are required for this role, or equivalent The successful Mortgage Advisor will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Estate Agent Listings Manager Basic salary to £27,500 plus a car allowance of £400 to £450 per month or a company car with £50,000 on target earnings. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Listings Manager Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Listings Manager They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Listings Manager Previous Estate Agency experience is essential. Estate Agent Listings Manager Basic salary to £27,500 plus a car allowance of £400 to £450 per month or a company car with £50,000 on target earnings. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 18, 2026
Full time
Estate Agent Listings Manager Basic salary to £27,500 plus a car allowance of £400 to £450 per month or a company car with £50,000 on target earnings. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Listings Manager Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Listings Manager They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Listings Manager Previous Estate Agency experience is essential. Estate Agent Listings Manager Basic salary to £27,500 plus a car allowance of £400 to £450 per month or a company car with £50,000 on target earnings. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Exchange Street Claims & Financial Services
Bury, Lancashire
You enjoy your job. You're good at it. But work has to fit around life, not the other way round. Maybe that's because of family, school runs, caring responsibilities, semi-retirement or simply wanting a bit more balance in your week. Whatever the reason, you still want proper financial planning admin work. Just not on a full-time basis. That's what this role offers. The firm is looking for someone to work around 15-20 hours per week, with flexibility around how those hours are structured. That might mean shorter hours across five days, three days a week, or another pattern that works for both sides. The salary is up to £30,000 full-time equivalent, with a discretionary bonus, pension, death in service and cash plan. The business is a small, independent financial planning practice based in Bury. They are hiring because one of the team has moved into a paraplanning role, so this is a genuine vacancy within a settled support team. THE JOB You'll report into the Operations Manager and provide administration support to the firm's IFAs/Directors, working alongside your colleagues. Your work will include: Preparing review packs Issuing letters of authority Processing new business Working with providers and platforms Updating client records on Intelligent Office Supporting the wider advice process The firm works with high-net-worth clients, so cases can be more detailed and involved than basic transactional admin. That means they need someone who understands financial planning admin and can get stuck in without needing everything explained from scratch. WHAT YOU'LL NEED You'll need experience as a financial planning administrator. You'll also need: Experience using Intelligent Office Knowledge of the usual provider/platform processes Good attention to detail Confidence working in a small team The ability to work from the office in Bury Apply now and we'll be in touch. No CV ready? Don't worry. Send us your details and we can come to that later. Everyone will receive a response.
Jun 18, 2026
Full time
You enjoy your job. You're good at it. But work has to fit around life, not the other way round. Maybe that's because of family, school runs, caring responsibilities, semi-retirement or simply wanting a bit more balance in your week. Whatever the reason, you still want proper financial planning admin work. Just not on a full-time basis. That's what this role offers. The firm is looking for someone to work around 15-20 hours per week, with flexibility around how those hours are structured. That might mean shorter hours across five days, three days a week, or another pattern that works for both sides. The salary is up to £30,000 full-time equivalent, with a discretionary bonus, pension, death in service and cash plan. The business is a small, independent financial planning practice based in Bury. They are hiring because one of the team has moved into a paraplanning role, so this is a genuine vacancy within a settled support team. THE JOB You'll report into the Operations Manager and provide administration support to the firm's IFAs/Directors, working alongside your colleagues. Your work will include: Preparing review packs Issuing letters of authority Processing new business Working with providers and platforms Updating client records on Intelligent Office Supporting the wider advice process The firm works with high-net-worth clients, so cases can be more detailed and involved than basic transactional admin. That means they need someone who understands financial planning admin and can get stuck in without needing everything explained from scratch. WHAT YOU'LL NEED You'll need experience as a financial planning administrator. You'll also need: Experience using Intelligent Office Knowledge of the usual provider/platform processes Good attention to detail Confidence working in a small team The ability to work from the office in Bury Apply now and we'll be in touch. No CV ready? Don't worry. Send us your details and we can come to that later. Everyone will receive a response.
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 18, 2026
Full time
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Wealth Planning Administrator Ashbourne, Derbyshire £35,000 - £45,000 (depending on experience) About the Opportunity Our client is a successful and growing Wealth Management Practice entering an exciting phase of expansion. As part of this growth, they are bringing all of their outsourced administration and paraplanning support in-house - creating a fantastic opportunity for someone who wants to develop their career and grow with the business. With ambitious plans to significantly increase their funds under management and expand the team, this is a rare chance to join at an early stage and be part of something building real momentum. The Environment The business is relocating to beautifully converted offices within a Georgian manor setting, offering a blend of character and contemporary design. You'll be working in: Stylish, modern office space designed for productivity Dedicated meeting rooms and collaborative breakout areas A professional, forward-thinking environment that supports focus and growth The Role You will be supporting two Financial Advisers, providing high-quality administrative support and playing a key role in delivering an excellent client experience. Essential Skills & Experience Proven experience in a varied Wealth Planning administration role Exceptional organisation and multitasking skills Strong understanding of compliance, confidentiality and regulated environments What Our Client Offers Competitive salary of £35,000 - £45,000 depending on experience Real opportunity for career progression as the team grows Modern, high-quality working environment Supportive, collaborative team culture If you are an experienced Wealth Planning Administrator looking for a role where you can grow, be valued, and be part of an ambitious journey, we would love to hear from you.
Jun 18, 2026
Full time
Wealth Planning Administrator Ashbourne, Derbyshire £35,000 - £45,000 (depending on experience) About the Opportunity Our client is a successful and growing Wealth Management Practice entering an exciting phase of expansion. As part of this growth, they are bringing all of their outsourced administration and paraplanning support in-house - creating a fantastic opportunity for someone who wants to develop their career and grow with the business. With ambitious plans to significantly increase their funds under management and expand the team, this is a rare chance to join at an early stage and be part of something building real momentum. The Environment The business is relocating to beautifully converted offices within a Georgian manor setting, offering a blend of character and contemporary design. You'll be working in: Stylish, modern office space designed for productivity Dedicated meeting rooms and collaborative breakout areas A professional, forward-thinking environment that supports focus and growth The Role You will be supporting two Financial Advisers, providing high-quality administrative support and playing a key role in delivering an excellent client experience. Essential Skills & Experience Proven experience in a varied Wealth Planning administration role Exceptional organisation and multitasking skills Strong understanding of compliance, confidentiality and regulated environments What Our Client Offers Competitive salary of £35,000 - £45,000 depending on experience Real opportunity for career progression as the team grows Modern, high-quality working environment Supportive, collaborative team culture If you are an experienced Wealth Planning Administrator looking for a role where you can grow, be valued, and be part of an ambitious journey, we would love to hear from you.
Assistant Lettings Manager Realistic on target earnings of £42,000 with a basic salary to £24,000 plus company car or £3,600 car allowance. An exciting position to support the Lettings Manager. Would ideally suit someone already working as a Lettings Manager in a relatively small branch, or alternatively, a Senior Lettings Negotiator or Assistant Lettings Manager in a larger company who believes there are limited opportunities to progress their career further with their existing employerand has limited earning potential. Are you feeling unsettled or undervalued within your current position? Assistant Lettings Manager If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling, listing and closing skills. All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Assistant Lettings Manager From winning new business to motivating your colleagues you must be professional in your approach to every aspect of the process of letting homes. Assistant Lettings Manager Previous Estate Agency lettings experience is essential for this role Assistant Lettings Manager Realistic on target earnings of £42,000 with a basic salary to £24,000 plus company car or £3,600 car allowance. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 18, 2026
Full time
Assistant Lettings Manager Realistic on target earnings of £42,000 with a basic salary to £24,000 plus company car or £3,600 car allowance. An exciting position to support the Lettings Manager. Would ideally suit someone already working as a Lettings Manager in a relatively small branch, or alternatively, a Senior Lettings Negotiator or Assistant Lettings Manager in a larger company who believes there are limited opportunities to progress their career further with their existing employerand has limited earning potential. Are you feeling unsettled or undervalued within your current position? Assistant Lettings Manager If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling, listing and closing skills. All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Assistant Lettings Manager From winning new business to motivating your colleagues you must be professional in your approach to every aspect of the process of letting homes. Assistant Lettings Manager Previous Estate Agency lettings experience is essential for this role Assistant Lettings Manager Realistic on target earnings of £42,000 with a basic salary to £24,000 plus company car or £3,600 car allowance. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Property Manager Basic salary to £28,000, depending on relevant experience, including bonuses. Monday to Friday, 8.30am - 5.30pm plus occasional Saturdays (typically 1 in 6 working from home) and where, if worked, a day off in lieu will be provided. Hybrid working will commence once initial training is completed, depending on relevant experience and how quickly you learn the role, this can typically take 6 months, so you must be prepared to commute to Chelmsford on a daily basis until such time as your training is deemed complete. Once you complete your initial probationary period the role will primarily be undertaken from home, but for 4 days each month you will work in Chelmsford. You should be working within Residential Property Management. Primarily, the successful individual will be dealing with all maintenance-based issues on a particular portfolio of fully managed properties. Property Manager You will work for a supportive company that encourages personal development and looks to support your career in the property industry. Property Manager Managing maintenance issues reporting back to both the landlord and tenant. Co-ordinating contractor diaries and ensuring reported maintenance issues are attended to and remedied in a timely fashion. Obtain maintenance quotes where necessary. Authorise invoices and utility bills. Deal with all landlords and tenant correspondence. Send out check out reports and negotiate deposit returns. Deal with initial complaints at early stages, where appropriate and able. Referral of sales leads. Property Manager A problem solver and someone who can diagnose basic repairs so as not to waste time. Excellent telephone manner. Good listening and communication skills. Ability to problem solve and diffuse situations. Professional approach to customer service. Strong time management skills. Working knowledge of Microsoft products, Word, Excel, Teams. Can-do attitude. Property Manager Basic salary to £28,000, depending on relevant experience, including bonuses. Monday to Friday, 8.30am - 5.30pm plus occasional Saturdays (typically 1 in 6 working from home). Hybrid working will commence once initial training is completed, depending on relevant experience and how quickly you learn the role, this can typically take 6 months, so you must be prepared to commute to Chelmsford on a daily basis until such time as your training is deemed complete. Once you complete your initial probationary period the role will primarily be undertaken from home, but for 4 days each month you will work in Chelmsford. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn. .
Jun 18, 2026
Full time
Property Manager Basic salary to £28,000, depending on relevant experience, including bonuses. Monday to Friday, 8.30am - 5.30pm plus occasional Saturdays (typically 1 in 6 working from home) and where, if worked, a day off in lieu will be provided. Hybrid working will commence once initial training is completed, depending on relevant experience and how quickly you learn the role, this can typically take 6 months, so you must be prepared to commute to Chelmsford on a daily basis until such time as your training is deemed complete. Once you complete your initial probationary period the role will primarily be undertaken from home, but for 4 days each month you will work in Chelmsford. You should be working within Residential Property Management. Primarily, the successful individual will be dealing with all maintenance-based issues on a particular portfolio of fully managed properties. Property Manager You will work for a supportive company that encourages personal development and looks to support your career in the property industry. Property Manager Managing maintenance issues reporting back to both the landlord and tenant. Co-ordinating contractor diaries and ensuring reported maintenance issues are attended to and remedied in a timely fashion. Obtain maintenance quotes where necessary. Authorise invoices and utility bills. Deal with all landlords and tenant correspondence. Send out check out reports and negotiate deposit returns. Deal with initial complaints at early stages, where appropriate and able. Referral of sales leads. Property Manager A problem solver and someone who can diagnose basic repairs so as not to waste time. Excellent telephone manner. Good listening and communication skills. Ability to problem solve and diffuse situations. Professional approach to customer service. Strong time management skills. Working knowledge of Microsoft products, Word, Excel, Teams. Can-do attitude. Property Manager Basic salary to £28,000, depending on relevant experience, including bonuses. Monday to Friday, 8.30am - 5.30pm plus occasional Saturdays (typically 1 in 6 working from home). Hybrid working will commence once initial training is completed, depending on relevant experience and how quickly you learn the role, this can typically take 6 months, so you must be prepared to commute to Chelmsford on a daily basis until such time as your training is deemed complete. Once you complete your initial probationary period the role will primarily be undertaken from home, but for 4 days each month you will work in Chelmsford. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn. .
This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent. As a Client Service Administrator, you will be providing support to clients regarding inquiries, performing administration duties. Also, you will be supporting the Paraplanners and Financial Advisers to provide great service to clients. The duties include: Client service dealing with client queries, phone and email. Placing new business onto various platforms Dealing with policy servicing for clients Preparing client files Supporting Financial Advisors and Paraplanner's Collating quotes and valuations Client Service Administrator Requirements You should have experience as an Administrator within a financial planning firm. You should have excellent communication skills. You should have good time management skills. The Company This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA's plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further. Client Service Administrator Benefits Salary of £28,000-£30,000 Plus, 3% & 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off and financial support towards exams. Office based role with working hours of Monday to Friday, 9am - 5pm Free onsite parking This company has previously organised team building events with overseas trips! Location Castle Bromwich Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 18, 2026
Full time
This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent. As a Client Service Administrator, you will be providing support to clients regarding inquiries, performing administration duties. Also, you will be supporting the Paraplanners and Financial Advisers to provide great service to clients. The duties include: Client service dealing with client queries, phone and email. Placing new business onto various platforms Dealing with policy servicing for clients Preparing client files Supporting Financial Advisors and Paraplanner's Collating quotes and valuations Client Service Administrator Requirements You should have experience as an Administrator within a financial planning firm. You should have excellent communication skills. You should have good time management skills. The Company This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA's plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further. Client Service Administrator Benefits Salary of £28,000-£30,000 Plus, 3% & 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off and financial support towards exams. Office based role with working hours of Monday to Friday, 9am - 5pm Free onsite parking This company has previously organised team building events with overseas trips! Location Castle Bromwich Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 18, 2026
Full time
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 18, 2026
Full time
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 18, 2026
Full time
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Jun 18, 2026
Full time
Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through sales and listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Senior Sales Negotiator Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Senior Sales Negotiator They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Senior Sales Negotiator Previous Estate Agency experience is essential. Estate Agent Senior Sales Negotiator Basic salary £22,750 plus £2,000 car allowance with initial salary guarantee with on target earnings of £36,750. Monday to Friday 9.00am to 5:30pm and 9.00am to 5:00pm on Saturdays. Every other Saturday working (5 day working week). Annual leave entitlement starting at 33 days and increasing with service. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
About the Company Our client is a long-established independent financial planning firm with an excellent reputation for delivering high-quality, client-focused advice. With a loyal client base built over decades and a strong emphasis on professionalism, technical excellence and personal service, the business is entering an exciting phase of succession planning and growth. This appointment will play a key role in supporting the continued success of the firm while helping shape its future operational structure. Role Summary This is an opportunity for an experienced paraplanning professional to step into a broader leadership position, combining advanced technical work with operational oversight and team management. The successful candidate will support advisers, mentor a small team and take ownership of key office functions, contributing directly to the firm's long-term growth and stability. Key Responsibilities • Oversee day-to-day office operations, helping ensure the smooth running of the business • Produce and review complex suitability reports, utilising your technical expertise • Manage the advice process from recommendation through to implementation • Mentor and support a team of administrators and paraplanners, driving performance and development • Ensure compliance with regulatory requirements, policies and procedures • Assist with broader business management responsibilities, including operational improvements and team coordination Requirements • Level 4 Diploma in Financial Planning (or equivalent) • Strong paraplanning and technical financial planning knowledge • Previous supervisory, management or team leadership experience • Experience using industry platforms and back-office systems • Excellent attention to detail and report-writing capability • Strong communication skills with both clients and colleagues If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Benefits: 24 days holiday plus bank holidays, pension scheme with enhanced employer contributions, death in service benefit Related Job Titles: Senior Paraplanner, Technical Paraplanner Manager, Paraplanning Team Leader, Operations Manager (Financial Planning), Practice Manager
Jun 18, 2026
Full time
About the Company Our client is a long-established independent financial planning firm with an excellent reputation for delivering high-quality, client-focused advice. With a loyal client base built over decades and a strong emphasis on professionalism, technical excellence and personal service, the business is entering an exciting phase of succession planning and growth. This appointment will play a key role in supporting the continued success of the firm while helping shape its future operational structure. Role Summary This is an opportunity for an experienced paraplanning professional to step into a broader leadership position, combining advanced technical work with operational oversight and team management. The successful candidate will support advisers, mentor a small team and take ownership of key office functions, contributing directly to the firm's long-term growth and stability. Key Responsibilities • Oversee day-to-day office operations, helping ensure the smooth running of the business • Produce and review complex suitability reports, utilising your technical expertise • Manage the advice process from recommendation through to implementation • Mentor and support a team of administrators and paraplanners, driving performance and development • Ensure compliance with regulatory requirements, policies and procedures • Assist with broader business management responsibilities, including operational improvements and team coordination Requirements • Level 4 Diploma in Financial Planning (or equivalent) • Strong paraplanning and technical financial planning knowledge • Previous supervisory, management or team leadership experience • Experience using industry platforms and back-office systems • Excellent attention to detail and report-writing capability • Strong communication skills with both clients and colleagues If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Benefits: 24 days holiday plus bank holidays, pension scheme with enhanced employer contributions, death in service benefit Related Job Titles: Senior Paraplanner, Technical Paraplanner Manager, Paraplanning Team Leader, Operations Manager (Financial Planning), Practice Manager
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
Jun 18, 2026
Full time
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
Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events
Jun 18, 2026
Full time
Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events
