Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Jun 14, 2026
Full time
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Jun 14, 2026
Full time
Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions
Jun 14, 2026
Full time
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period
Jun 14, 2026
Full time
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
Jun 14, 2026
Full time
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Jun 14, 2026
Full time
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Jun 14, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 14, 2026
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Jun 14, 2026
Full time
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 14, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Jun 14, 2026
Full time
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Jun 14, 2026
Full time
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Paraplanner Truro, Cornwall Hybrid Working Salary up to £50,000 DOE + Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development click apply for full job details
Jun 13, 2026
Full time
Paraplanner Truro, Cornwall Hybrid Working Salary up to £50,000 DOE + Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency 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
Jun 13, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency 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
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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.
Jun 13, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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.
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 13, 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
Ernest Gordon Recruitment Limited
City, Manchester
IFA Administrator/Paraplanner (IFA Firm) Manchester 45,000 to 55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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 our website
Jun 13, 2026
Full time
IFA Administrator/Paraplanner (IFA Firm) Manchester 45,000 to 55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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 our website
