108 jobs found

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.

Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package. The Role As a Financial Administrator, you will: Process new business across investments, pensions, mortgages, and protection products Support client servicing activities, including fund switches, rebalances, and withdrawals Produce quotations using provider platforms and exchange systems Handle policy enquiries and liaise with providers Provide administrative support to Financial Advisers and the wider team Manage incoming and outgoing correspondence Assist with reception and telephone duties when required Maintain accurate client records and documentation Financial Administrator requirements: Previous experience within a Financial Services or IFA environment Strong organisational skills with excellent attention to detail Ability to prioritise workloads and meet deadlines effectively Excellent communication skills, both written and verbal Strong IT skills, including Microsoft Word, Excel, and Outlook Experience using IO (Intelliflo) back-office systems would be advantageous Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial What's on Offer? £28,000 - £32,000 basic salary 25 days holiday + bank holidays Annual salary review Pension scheme Ongoing training and career development Professional qualifications funded, including study leave Supportive and professional working environment Working hours Monday to Friday, 9:00am-5:30pm Flexible working hours available Apply Today! If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.

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

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.

Job Opportunity: IFA Administrator (Junior) Location: Northampton (Office-based) Salary: £25,000 - £28,000 We are working alongside an established and reputable IFA Practice seeking a highly organised and proactive IFA Administrator to support the day-to-day operations of their growing business operating out of a purpose made and modern office space. You will be pivotal to ensuring smooth office administration and delivering professional and high standards of client service. The successful candidate will demonstrate excellent IT skills, strong attention to detail, willingness to learn and the ability to manage multiple priorities effectively whilst making a lasting impact within the business. This role is a great opportunity for someone with a small amount of experience within Wealth Management, that's looking to deliver excellent client service and learn more about the world of Financial Planning! You Will: Provide comprehensive administrative support to the business and wider team Act as a professional point of contact for clients via telephone, email, and in person Manage diaries, schedule appointments, and coordinate meetings Maintain accurate records and documentation in line with company and regulatory requirements Prepare correspondence, reports, and documents using Microsoft Office applications Handle incoming and outgoing post and maintain filing systems Support internal processes and contribute to the efficient running of the office What's In It For You? Competitive employee pension contribution Generous holiday entitlement Life Assurance and Health Cash Plan Company bonus scheme If you are a driven individual with top notch organisational and communication skills please reach out to chat further. We'd love to hear from you!

?IFA Administrator - Part-Time (3-4 Days) Hybrid Working £30,000 FTE (Pro Rata, £15.50 an hour) + Benefits Reference: 10281 Location: Cheshunt Recruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team. This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration. The Role: Provide administrative support to Financial Advisers and Paraplanners Process and submit new business accurately and efficiently Manage banking tasks and liaise with providers Assist with compliance processes, including secondary sign-off Maintain high-quality client records and documentation What They're Looking For: Previous experience within an IFA / Financial Planning environment Strong knowledge of new business processing and provider platforms Experience with banking and compliance procedures High attention to detail and strong organisational skills A proactive, team-oriented approach Salary & Benefits: £30,000 FTE (4 days = £24,000) 3 or 4 days per week 9:00am - 5:30pm Hybrid working (40% WFH - typically 1 day per week) 25 days holiday + bank holidays (pro rata) 8% employer pension contribution Private medical cover Discretionary bonus Additional Info: Team of 13 including Advisers, Paraplanners, and Administrators Strong culture with genuine progression opportunities Target start date: 1st May This role is ideal for an experienced IFA Administrator seeking flexibility, stability, and long-term development within a high-quality financial planning environment.

IFA Administrator Salary: £32,000 Location: Office-Based Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business. The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment. Key Responsibilities Preparing client-facing documents including cover letters, review packs, and supporting documentation Managing diaries and arranging initial and annual client review meetings Processing Letters of Authority (LoAs) and requesting policy information from providers Chasing providers for outstanding documentation and updates Preparing and sending monthly valuation reports and client statements Ensuring compliance documentation is accurate, complete, and correctly stored Updating client records and fact-find information within internal systems Handling incoming calls and responding to client and provider queries professionally Scanning, filing, and categorising documents within company systems Managing and tracking workflow tasks through a ticketing system Supporting the wider team with general administrative duties as required Skills & Experience Required Previous experience within an IFA or financial planning environment Strong attention to detail and excellent organisational skills Confident communication skills, both written and verbal Ability to manage workloads effectively and meet deadlines Experience using financial planning software and Microsoft Office Proactive and team-oriented approach Strong client service focus and professional manner Benefits Competitive salary of £32,000 Supportive and collaborative working environment Career progression opportunities within financial services Ongoing training and development

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

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO

Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. 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. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.

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

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

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

IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744

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

SIPP Property Administrator £29,000 to £34,000 plus bonus and benefits SIPP Property Administrator required by this long-established competitor in the SIPP/SSAS arena to deal with the day-to-day servicing of a Property Portfolio. The firm continues to successfully source and cultivate new relationships in the IFA channel, resulting in a growth of new clients. You will deal with all non-purchase/sale related duties including - Rents (reviews, debtors, repayment plans) Leases (new, subleases) Liaison with clients, intermediaries and third-party Property Managers Refurbishments and alterations Plus claims, loan repayments, syndicate alterations, VAT and insurance Applicants will be currently working in a SIPP/SSAS Property role or Property Managers working in commercial real estate. The firm are flexible regarding working structure so can offer working from home, hybrid or office based. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

SIPP Property Administrator £29,000 to £34,000 plus bonus and benefits SIPP Property Administrator required by this long-established competitor in the SIPP/SSAS arena to deal with the day-to-day servicing of a Property Portfolio. The firm continues to successfully source and cultivate new relationships in the IFA channel, resulting in a growth of new clients. You will deal with all non-purchase/sale related duties including - Rents (reviews, debtors, repayment plans) Leases (new, subleases) Liaison with clients, intermediaries and third-party Property Managers Refurbishments and alterations Plus claims, loan repayments, syndicate alterations, VAT and insurance Applicants will be currently working in a SIPP/SSAS Property role or Property Managers working in commercial real estate. The firm are flexible regarding working structure so can offer working from home, hybrid or office based. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!

Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.