231 jobs found

Client Services Administrator/Junior Paraplanner Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Client Services Executive/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

IFA Administrator Broadway/ Worcestershire Up to £30,000 + Fantastic Benefits Hybrid Working Life Assurance Exam Support Health Cash Plan Flexi-Time Experience of using Intelligent Office and the Transact platform is desirable. Are you an experienced IFA Administrator looking to develop your career within a reputable and supportive Wealth Management firm? This is an excellent opportunity to join a well-established team of Independent Financial Planners in Nottingham, where your progression and expertise will be truly valued. Our Client have a large presence across key locations within the UK, as a result of their ongoing growth now have an excellent opportunity available for an experienced IFA Administrator, that will offer ongoing support and development. In this role, you will play a key part in delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service at all times. Why This Role Stands Out " Hybrid working and flexible hours " Full support towards professional qualifications " Health Cash Plan and Employee Assistance Programme " Life Assurance " A collaborative, friendly and professional working environment Key Responsibilities " Processing new business across multiple provider platforms " Preparing client files, valuations, illustrations and suitability documentation " Managing day-to-day administration duties and maintaining accurate client records " Ensuring workflow tasks and SLAs are completed on time " Liaising with clients, providers and internal colleagues via phone, email and letter " Maintaining diary systems and ensuring all documentation is stored and scanned correctly Essential Experience " To be successful in this role, candidates must have: " Strong Financial Services administration experience within Pensions & Investments " Proven experience working with Structured Products " Hands-on experience using the Transact platform " Ideally, familiarity with Intelligent Office (iO) Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR-16758

Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

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 love to hear from you.

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions

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

Payroll Administrator Salary: Up To £29,000 Hours: Monday, Tuesday & Wednesday 8.30am till 5pm Thursday 8.30am till 5.30pm Friday: 8.30am till 4.30pm Location: Bournemouth 32 Days Holiday (including Bank Holidays) - After 3 year Service an additional 1 day Holiday, 5 years an additional 1 day Holiday & 10 year service additional 2 days Holiday Potential Hybrid/remote option Birthday Off Beer Fridge every Friday Exclusive Discounts & Offers Most Major Retailers Access to health & wellbeing services If you are looking for a fun, happy working environment, this is for you! Our client is an established and highly reputable payroll services company. They have been a major player for more than 20 years and have worked with thousands of people across a wide range of industries. As a Payroll Administrator here is what you would have done last week: Processing a weekly payroll, including managing new starters and leavers. Statutory Payments such as holiday pay, SSP, SMP, SPP. Dealing with Auto-enrolment Pensions. Corresponding with HMRC as necessary Submitting RTI reports to HMRC within required timescales. Dealing with queries from clients, their employees, and the relevant local authorities. Production of Bank Payments Who you are: You possess payroll experience from a previous employment. You will be experienced working in a payroll environment and will be able to utilise a variety of communication channels including over the phone, email etc. You can work under pressure. You can demonstrate a good standard of numeracy and literacy. You have Strong communication skills, both oral and written. You will be resilient, self-motivated, assertive, and confident. What s in it for you: We ll enable you to challenge yourself. Make a positive impact on our business. Growing with us and making your mark, always learning. You ll have 32 days holiday (including Bank Holidays) so you can take some downtime whenever you need it and you ll never work on your birthday again. You ll get a pension plan that supports you for the future, and an employee discount scheme that is in a class of its own.

IFA Administrator/ Trainee Paraplanner Salary up to £32,000 (Experience dependent) Wolverhampton Office-Based Full-Time Private Medical insurance Exam support Free onsite Parking Are you an experienced IFA Administrator looking to take the next step in your career? This is an excellent opportunity to join a well-established, boutique financial planning practice that prides itself on delivering a highly personalised service to its clients. As a small, family-run business, the firm has built a reputation for developing long-term relationships with both clients and employees, fostering a genuinely supportive, open, and friendly working environment. The successful candidate will join a close-knit team where collaboration, professional development, and employee wellbeing are highly valued. You'll gain valuable exposure to technical financial planning work while benefiting from a clear pathway into Paraplanning, supported by experienced professionals who are invested in your long-term success. The Role Working closely with Financial Advisers and experienced Paraplanners, you will provide essential administrative and technical support throughout the advice process while developing the skills and knowledge required to progress into a Paraplanning position. Key responsibilities will include: Supporting Advisers with the preparation and processing of client recommendations Obtaining and analysing provider information Preparing client review documentation and meeting packs Managing new business submissions and servicing requests Liaising with clients, providers, and third-party organisations Maintaining accurate client records and ensuring regulatory compliance Assisting with financial research and technical case preparation Supporting the production of suitability reports and recommendations as your experience develops About You We are looking for a motivated and career-focused financial services professional who is eager to further develop their technical knowledge and progress within financial planning. You will ideally have: Previous experience within an IFA Administration or Financial Planning support role A good understanding of pensions, investments, and financial planning processes Excellent organisational skills and attention to detail Strong communication skills and a professional approach to client service The ability to manage multiple tasks and work effectively within deadlines A proactive attitude and willingness to learn Progress towards, or an interest in studying towards, professional financial planning qualifications would be advantageous What's on Offer Clear career progression pathway into Paraplanning Ongoing training, mentoring, and professional development support Opportunity to join a friendly, family-run and highly supportive business Open and collaborative working environment where your contribution is genuinely valued Exposure to a broad range of financial planning cases Opportunity to work closely with experienced Advisers and technical specialists Competitive salary and benefits package Long-term career prospects within a growing and client-focused practice This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16778 Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.

Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.

Job Title: Senior Pensions Administrator Location: Leicester (Hybrid) Salary: Dependent on Experience We are working with a well-established wealth management and financial planning firm that prides itself on delivering tailored, client-focused solutions to a wide range of personal and corporate clients. The firm is highly regarded for its proactive approach to client relationships, robust processes, and adherence to regulatory standards. The Role: As a Pensions Administrator, reporting to the Team Director, you will be the primary contact for a portfolio of clients, managing and administering all aspects of their financial affairs and requests. You will work closely with financial advisers and the team, building strong relationships and understanding clients' objectives to help them achieve their financial goals. Your role is central to the ongoing success of the firm, delivering excellent client service, supporting wealth management objectives, and ensuring compliance with all relevant regulations, including HMRC and FCA requirements. You will proactively manage clients' affairs, plan and prioritise workloads, and communicate clearly and professionally at all levels. Special attention will be given to the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests. The Ideal Candidate: Will have experience in pensions administration, including SIPP and SASS schemes, a strong understanding of compliance requirements, and a client-first mindset. You will manage your own client bank, provide a high level of service, and actively contribute to the wider team's success. You will also be expected to maintain and develop your professional knowledge through ongoing training and adherence to the firm's policies and procedures. What's in it for You? Generous salary and pension contributions Life Assurance, Income Protection and a Heath Cash Plan 25 days holiday + bank holidays + increasing with service Hybrid working Ongoing professional support Please reach out to Adele at Capio Recruitment for a confidential conversation about this role further. We look forward to hearing from you!

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

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

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

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

Job Role - Payroll and Rewards Administrator Location - Dudley Job Type - 12 Months FTC Salary - £35,000 DOE An exciting opportunity has arisen for an experienced Payroll & Reward Administrator to join a busy and collaborative HR team on a maternity cover basis. This role is ideal for a detail-oriented payroll professional who enjoys working across payroll, pensions, benefits and HR administration in a fast-paced environment. You will play a key role in ensuring the accurate and timely delivery of payroll services while supporting wider reward and HR processes. Key Responsibilities Payroll & Compliance Manage the end-to-end monthly payroll process, ensuring accuracy and compliance with HMRC and statutory requirements Produce payroll documentation including payslips, P45s and P60s Administer statutory payments including maternity, paternity and other leave-related pay Process and reconcile pension contributions in line with auto-enrolment regulations Liaise with the external payroll provider to ensure accurate and timely submissions Support employees and managers with payroll, pension and tax-related queries Ensure accurate Benefit in Kind reporting and payroll adjustments Benefits & Reward Administer employee benefits including: Private healthcare Health assessments Group income protection Life assurance Maintain accurate records of benefit enrolments, amendments and leavers Support benefit renewals and employee communications Assist with reward-related projects and reporting Pensions Administration Manage pension enrolment, re-enrolment and opt-out processes Reconcile pension contribution files and liaise with providers Support pension compliance reporting and audit requests Fleet & Expenses Maintain company fleet records and coordinate vehicle administration Liaise with suppliers regarding vehicle ordering and returns Manage fuel card administration Process employee expenses in line with company policy HR Administration Maintain employee records within HR systems Support the preparation of contracts, letters and HR documentation Provide general administrative support across the HR function Assist with process improvements to enhance efficiency and accuracy About You We are looking for someone who has: Proven payroll administration experience, including end-to-end payroll processing Strong knowledge of payroll legislation, pensions and HMRC requirements Excellent attention to detail and organisational skills Strong communication skills with a professional and approachable manner The ability to manage confidential information with discretion A proactive mindset and willingness to support wider HR activities Skills & Experience Previous payroll experience is essential Experience using payroll systems such as Cintra would be advantageous Strong IT skills including Excel, Word and HR/payroll systems CIPP qualification (or working towards) is desirable This is a fantastic opportunity to join a supportive organisation and make an immediate impact within a well-established HR team.

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

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

My client is a well-established Accountancy firm. Based in a friendly and supportive team in Liverpool you will be working on a portfolio of clients. Our client is looking for an experienced Payroll Administrator to join them on a permanent basis Job Description Reporting directly to Head of services, you will be responsible for the timely and accurate processing of varied weekly, bi weekly & monthly payroll. Responsibilities and requirements Payroll bureau High volume/multiple payrolls Client allocation split across the team Varying payrolls and frequencies Must be able to hit the ground running Auto enrolment RTI Submissions Processing statutory payments Handling client payroll queries and collaborating with clients Year end procedures Desirable skills and attributes: Bureau experience Looking several experience Pensions & Autoenrolment A keen eye for detail Strong initiative Enjoy working within a team but have autonomy to work alone Excellent Excel Must have exceptional payroll knowledge answering queries Brightpay experience desirable Benefits: 5 hours per week, 7.5 per day Flexi time available 36 days hol inc bank Buy and sell hols 5% pension Life assurance Bonus (Targeted) 51573LAR1 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.

BPA ADMINISTRATOR As a BPA Administrator, you'll be responsible for administering pension benefits, processing member transactions, resolving queries and ensuring benefits are paid accurately and on time. You'll work closely with policyholders, trustees, colleagues and external stakeholders to provide excellent customer service while maintaining compliance with pension legislation and company policies. Key Responsibilities Administer BPA policies and defined benefit pension schemes. Process retirements, transfer values, death benefits, and pension payments. Respond to member and trustee enquiries with clear and informative guidance. Maintain accurate member records and support reporting activities. Assist with pension increases, benefit statements, and scheme communications. Support operational projects, on boarding activities, payroll processing, and quality assurance. Identify and support vulnerable customers, delivering positive outcomes in line with FCA Consumer Duty requirements. Contribute to process improvements and operational efficiencies. About You Experience in BPA administration and/or defined benefit pension schemes. Good understanding of pension legislation and regulatory requirements. Strong analytical, organisational, and problem-solving skills. Excellent communication and customer service abilities. Proficient in Microsoft Excel, Word, and Outlook. Comfortable working with administration systems and managing multiple priorities. What You'll Bring Accuracy and attention to detail. A collaborative approach and commitment to continuous improvement. The ability to explain complex pension information in a clear and concise way. A passion for delivering excellent customer outcomes. If you're looking to develop your career in pensions administration within a supportive and professional environment, we'd love to hear from you.

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