Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding
Jun 25, 2026
Full time
Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Jun 24, 2026
Full time
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, Permanent Overview We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided. Key Responsibilities Provide administrative support to Financial Planners and Paraplanners Prepare client documentation, suitability reports, and meeting packs Maintain and update client records using CRM systems Liaise with providers, clients, and third parties to gather information Process new business applications, withdrawals, and policy servicing tasks Ensure all work complies with FCA regulations and internal compliance procedures Assist with research tasks relating to investments, pensions, and protection products Handle incoming enquiries via phone and email in a professional manner Essential: Strong organisational and administrative skills Excellent attention to detail and accuracy Good verbal and written communication skills Proficient in Microsoft Office (Word, Excel, Outlook) Desire to build a career in financial planning Training & Development Full on-the-job training provided Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning) Clear progression path towards roles such as Paraplanner or Financial Advisor Ideal Candidate You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.
Jun 24, 2026
Full time
Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, Permanent Overview We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided. Key Responsibilities Provide administrative support to Financial Planners and Paraplanners Prepare client documentation, suitability reports, and meeting packs Maintain and update client records using CRM systems Liaise with providers, clients, and third parties to gather information Process new business applications, withdrawals, and policy servicing tasks Ensure all work complies with FCA regulations and internal compliance procedures Assist with research tasks relating to investments, pensions, and protection products Handle incoming enquiries via phone and email in a professional manner Essential: Strong organisational and administrative skills Excellent attention to detail and accuracy Good verbal and written communication skills Proficient in Microsoft Office (Word, Excel, Outlook) Desire to build a career in financial planning Training & Development Full on-the-job training provided Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning) Clear progression path towards roles such as Paraplanner or Financial Advisor Ideal Candidate You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.
Your new company Hays are recruiting for a permanent client services and meeting coordinator. This role is fully office based in Manchester City Centre. Your new role To deliver an exceptional, world-class client experience by supporting all aspects of client services, including reception, concierge, and the full coordination and delivery of meeting rooms and event spaces. The role ensures seamless service across all touchpoints, combining hospitality, technical support, and operational excellence. Key Responsibilities Client Experience & Front-of-HouseProvide a professional meet-and-greet service for clients and guests, both in person and virtually. Deliver a high-end, hospitality-led experience, anticipating and responding to client needs. Offer a concierge-style service, including arranging transport and local recommendations. Build strong rapport with clients, acting as a trusted and approachable point of contact. Meeting & Events Coordination Manage meeting room setups, including furniture layouts, catering arrangements, and technical requirements. Coordinate end-to-end meeting support, from booking through to completion. Act as the primary contact for key meetings and events, offering guidance and expertise. Work closely with business development and events teams to support planning and delivery. Audio-Visual & Technical Support Support the use of in-room technology, including video conferencing (e.g. Teams), presentation tools, and audio systems. Troubleshoot AV and technical issues using structured problem-solving approaches. Provide user support for Wi-Fi, printing, and presentation software, including PowerPoint enhancements. Liaise with specialist teams to escalate and resolve technical faults. Operational Coordination Collaborate with internal teams (technology, catering, facilities, maintenance) to ensure smooth service delivery. Monitor room and space utilisation, ensuring efficient use of resources. Resolve scheduling conflicts and competing demands for space and services. Maintain high standards across meeting rooms and client areas, ensuring they are fully equipped and presentable. Coordinate deliveries, ensuring prompt communication with relevant teams Administration & ComplianceManage administrative tasks including reporting, financial reconciliation, and invoicing. Maintain accurate records of bookings and service usage. Adhere to organisational policies, procedures, and service standards. Follow all health and safety regulations, including emergency and business continuity procedures. Support additional workplace duties as required. What you'll need to succeed Proven experience in a corporate reception, hospitality, or meeting room environment. Experience using booking or space management systems (e.g. Eptura/Condeco) is desirable. Strong IT proficiency, including Microsoft Office, Outlook, and AV/conferencing platforms. Excellent written and verbal communication skills, with the ability to engage at all levels. Strong interpersonal skills with the ability to build rapport quickly. Well-organised with a structured and methodical approach to work. Ability to manage multiple priorities in a fast-paced environment. Confident in resolving conflicts and handling competing demands. Comfortable working independently as well as part of a team. Proactive, adaptable, and solutions-focused mindset. Must have administrative experience within professional services What you'll get in return This role is paying 25,000, excellent benefits and a fantastic business which promotes self-development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist 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 (url removed)
Jun 24, 2026
Full time
Your new company Hays are recruiting for a permanent client services and meeting coordinator. This role is fully office based in Manchester City Centre. Your new role To deliver an exceptional, world-class client experience by supporting all aspects of client services, including reception, concierge, and the full coordination and delivery of meeting rooms and event spaces. The role ensures seamless service across all touchpoints, combining hospitality, technical support, and operational excellence. Key Responsibilities Client Experience & Front-of-HouseProvide a professional meet-and-greet service for clients and guests, both in person and virtually. Deliver a high-end, hospitality-led experience, anticipating and responding to client needs. Offer a concierge-style service, including arranging transport and local recommendations. Build strong rapport with clients, acting as a trusted and approachable point of contact. Meeting & Events Coordination Manage meeting room setups, including furniture layouts, catering arrangements, and technical requirements. Coordinate end-to-end meeting support, from booking through to completion. Act as the primary contact for key meetings and events, offering guidance and expertise. Work closely with business development and events teams to support planning and delivery. Audio-Visual & Technical Support Support the use of in-room technology, including video conferencing (e.g. Teams), presentation tools, and audio systems. Troubleshoot AV and technical issues using structured problem-solving approaches. Provide user support for Wi-Fi, printing, and presentation software, including PowerPoint enhancements. Liaise with specialist teams to escalate and resolve technical faults. Operational Coordination Collaborate with internal teams (technology, catering, facilities, maintenance) to ensure smooth service delivery. Monitor room and space utilisation, ensuring efficient use of resources. Resolve scheduling conflicts and competing demands for space and services. Maintain high standards across meeting rooms and client areas, ensuring they are fully equipped and presentable. Coordinate deliveries, ensuring prompt communication with relevant teams Administration & ComplianceManage administrative tasks including reporting, financial reconciliation, and invoicing. Maintain accurate records of bookings and service usage. Adhere to organisational policies, procedures, and service standards. Follow all health and safety regulations, including emergency and business continuity procedures. Support additional workplace duties as required. What you'll need to succeed Proven experience in a corporate reception, hospitality, or meeting room environment. Experience using booking or space management systems (e.g. Eptura/Condeco) is desirable. Strong IT proficiency, including Microsoft Office, Outlook, and AV/conferencing platforms. Excellent written and verbal communication skills, with the ability to engage at all levels. Strong interpersonal skills with the ability to build rapport quickly. Well-organised with a structured and methodical approach to work. Ability to manage multiple priorities in a fast-paced environment. Confident in resolving conflicts and handling competing demands. Comfortable working independently as well as part of a team. Proactive, adaptable, and solutions-focused mindset. Must have administrative experience within professional services What you'll get in return This role is paying 25,000, excellent benefits and a fantastic business which promotes self-development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist 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 (url removed)
My client, a leading professional services business, are looking to recruit a systems savvy Financial Analyst to join their head office in Liverpool City Centre. The Financial Performance and Systems Analyst will play a pivotal role in enhancing the finance function, by maintaining and optimising financial planning systems, supporting the delivery of high-quality, insightful reporting, and ensuring robust data integrity. This position offers you the opportunity to bridge finance, data, and technology, working closely with knowledgeable colleagues who value openness, accountability, and teamwork. You will be empowered to drive meaningful improvements in processes and outputs, leveraging a modern finance tech stack including Workday Adaptive Planning, Snowflake, and Power BI. If you are passionate about transparent financial information and enjoy collaborating across teams to deliver trusted insights that support decision-making, this is an exceptional opportunity to make a tangible impact while developing your skills in a supportive environment. What you'll do: Act as a primary user and administrator for Workday Adaptive Planning by maintaining models, hierarchies, and data structures to ensure optimal system performance. Support seamless data integration between Workday ERP, Snowflake, and various reporting tools to guarantee reliable data flows across platforms. Take responsibility for identifying and resolving system issues proactively while supporting upgrades, enhancements, and continuous improvement initiatives. Collaborate effectively with IT teams, data specialists, and external vendors to maintain robust system operations and address technical challenges. Drive improvements in reporting and planning processes through automation initiatives that reduce manual work and enhance efficiency. Ensure strong data governance by implementing controls and reconciliation procedures across all sources to uphold accuracy and transparency. Promote smarter system design by integrating financial data across FP&A and Financial Control functions for improved usability of outputs. Partner closely with finance business partners and wider stakeholders to understand their needs and translate requirements into effective reporting solutions. Provide comprehensive training and support to users of Adaptive Planning, Power BI, and other reporting tools to foster knowledge sharing within the team. Develop clear dashboards and reports using Power BI while analysing financial performance trends to provide actionable insights for budgeting, forecasting, and long-range planning. What you bring: Demonstrated experience in financial reporting or FP&A roles or management accounting positions where you have delivered high-quality outputs. Proven expertise with Workday Adaptive Planning or similar financial planning systems including model maintenance and administration responsibilities. Hands-on experience working with Workday ERP data structures which enables you to manage integrations confidently. Advanced Excel skills encompassing complex formulas, modelling techniques, and large-scale data manipulation for accurate analysis. Practical experience building interactive reports or dashboards using Power BI that translate raw data into actionable insights for stakeholders. Familiarity with Snowflake or comparable cloud-based data platforms for integrated reporting solutions. Exceptional analytical skills paired with meticulous attention to detail ensuring all outputs are accurate and trustworthy. Ability to take ownership of assigned tasks while delivering results that meet agreed timelines without compromising quality standards. Excellent communication skills allowing you to present information openly so it is easily understood by both technical experts and non-specialists alike. Knowledge of SQL or other data querying tools; experience with system integrations or finance transformation projects; Professional accounting qualification (CIMA/ACCA/ACA) Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Jun 24, 2026
Full time
My client, a leading professional services business, are looking to recruit a systems savvy Financial Analyst to join their head office in Liverpool City Centre. The Financial Performance and Systems Analyst will play a pivotal role in enhancing the finance function, by maintaining and optimising financial planning systems, supporting the delivery of high-quality, insightful reporting, and ensuring robust data integrity. This position offers you the opportunity to bridge finance, data, and technology, working closely with knowledgeable colleagues who value openness, accountability, and teamwork. You will be empowered to drive meaningful improvements in processes and outputs, leveraging a modern finance tech stack including Workday Adaptive Planning, Snowflake, and Power BI. If you are passionate about transparent financial information and enjoy collaborating across teams to deliver trusted insights that support decision-making, this is an exceptional opportunity to make a tangible impact while developing your skills in a supportive environment. What you'll do: Act as a primary user and administrator for Workday Adaptive Planning by maintaining models, hierarchies, and data structures to ensure optimal system performance. Support seamless data integration between Workday ERP, Snowflake, and various reporting tools to guarantee reliable data flows across platforms. Take responsibility for identifying and resolving system issues proactively while supporting upgrades, enhancements, and continuous improvement initiatives. Collaborate effectively with IT teams, data specialists, and external vendors to maintain robust system operations and address technical challenges. Drive improvements in reporting and planning processes through automation initiatives that reduce manual work and enhance efficiency. Ensure strong data governance by implementing controls and reconciliation procedures across all sources to uphold accuracy and transparency. Promote smarter system design by integrating financial data across FP&A and Financial Control functions for improved usability of outputs. Partner closely with finance business partners and wider stakeholders to understand their needs and translate requirements into effective reporting solutions. Provide comprehensive training and support to users of Adaptive Planning, Power BI, and other reporting tools to foster knowledge sharing within the team. Develop clear dashboards and reports using Power BI while analysing financial performance trends to provide actionable insights for budgeting, forecasting, and long-range planning. What you bring: Demonstrated experience in financial reporting or FP&A roles or management accounting positions where you have delivered high-quality outputs. Proven expertise with Workday Adaptive Planning or similar financial planning systems including model maintenance and administration responsibilities. Hands-on experience working with Workday ERP data structures which enables you to manage integrations confidently. Advanced Excel skills encompassing complex formulas, modelling techniques, and large-scale data manipulation for accurate analysis. Practical experience building interactive reports or dashboards using Power BI that translate raw data into actionable insights for stakeholders. Familiarity with Snowflake or comparable cloud-based data platforms for integrated reporting solutions. Exceptional analytical skills paired with meticulous attention to detail ensuring all outputs are accurate and trustworthy. Ability to take ownership of assigned tasks while delivering results that meet agreed timelines without compromising quality standards. Excellent communication skills allowing you to present information openly so it is easily understood by both technical experts and non-specialists alike. Knowledge of SQL or other data querying tools; experience with system integrations or finance transformation projects; Professional accounting qualification (CIMA/ACCA/ACA) Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure . You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service. The Opportunity: As the Financial Administrator , you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently. This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations. What You'll Be Doing: Handling new business processing and preparing documentation Completing client meeting follow-ups and updating internal systems Maintaining accurate records across Salesforce and other platforms Managing client communications and incoming calls professionally Coordinating marketing materials and client engagement activities Overseeing mail, scanning, logging, and document workflows Supporting advisers with review management and pipeline tracking Preparing client files and assisting with onboarding processes What's on Offer: Salary: Up to £45,000 + Bonus Working Environment: Hybrid working, autonomy, and a supportive culture Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression Who We're Looking For: Experience within an SJP practice or similar financial planning environment Strong proficiency with Salesforce and other internal systems Excellent organisational skills and attention to detail A client-focused mindset with strong communication skills Ability to manage multiple tasks in a fast-paced environment Interested? Please contact Laura at Financial Divisions
Jun 24, 2026
Full time
An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure . You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service. The Opportunity: As the Financial Administrator , you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently. This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations. What You'll Be Doing: Handling new business processing and preparing documentation Completing client meeting follow-ups and updating internal systems Maintaining accurate records across Salesforce and other platforms Managing client communications and incoming calls professionally Coordinating marketing materials and client engagement activities Overseeing mail, scanning, logging, and document workflows Supporting advisers with review management and pipeline tracking Preparing client files and assisting with onboarding processes What's on Offer: Salary: Up to £45,000 + Bonus Working Environment: Hybrid working, autonomy, and a supportive culture Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression Who We're Looking For: Experience within an SJP practice or similar financial planning environment Strong proficiency with Salesforce and other internal systems Excellent organisational skills and attention to detail A client-focused mindset with strong communication skills Ability to manage multiple tasks in a fast-paced environment Interested? Please contact Laura at Financial Divisions
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Jun 24, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jun 24, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Job Title: Administrator Hours: 40 per week - Monday to Friday Location: Kent - Hybrid working with 3 days office based As an Administrator, you can expect the benefits from Chevron Traffic Management, part of Ramudden Global UK, that come with being an employer of choice: Benefits: Highly competitive salary package A secure, full-time permanent role with long-term opportunity 25 days holiday, plus bank holidays and an extra day off to celebrate your birthday Company pension to support your future Life assurance, plus access to a fantastic range of additional benefits through our employee benefits app Enhanced paternity leave, paid at full salary for 2 weeks Enhanced maternity leave, paid at full salary for 3 months and half salary for a further 3 months Access to our Internal Academy, giving you the tools and support to grow your career Paid volunteer days, so you can give back to causes that matter to you Fill Your Boots Rewards & Discount Platform, packed with savings and perks Car, bike and holiday purchase schemes: Save money, stay active and get a new bike and accessories, car or extra holidays tax-free Chevron Traffic Management, part of Ramudden Global UK, helps keep road workers and road users safe by designing, planning and delivering temporary traffic management across the UK. From lane closures, diversion routes and pedestrian walkways to cones, signage, temporary lights and barriers, our work supports safe and efficient roadworks every day. About the role of Administrator: As an Administrator, you will play a vital role in supporting our high-speed traffic management operations across the Southeast. Working closely with our coordination, operations and commercial teams, you will help ensure our schemes run smoothly, records are accurate, and both internal teams and customers receive excellent support. This is a great opportunity to develop your administration skills within a fast-paced, safety-focused environment while contributing to the success of our high-speed contracts. Responsibilities of an Administrator: You will support the team with a range of administrative duties, including data entry, filing, document control and maintaining accurate system records. The role will also involve answering phone calls, responding to emails, handling enquiries from clients, customers and colleagues, and processing information to support payments and contract delivery. Customer Service: Provide a professional, friendly and helpful first point of contact for clients, customers, visitors and colleagues. Respond to enquiries promptly, share accurate information, and help resolve queries effectively to support high standards of service across the contract. Financial Management: Support the processing of information required for payments and assist with maintaining accurate financial and commercial records. Work with the Quantity Surveyor and Commercial team to help track contract activity, support budget monitoring and ensure information is recorded correctly. Data Management: Maintain accurate, up-to-date records relating to contract performance, operational activity and fleet management. Compile information and generate reports to support contract performance monitoring, compliance and day-to-day decision making. Communication: Support effective communication across the contract by answering calls, managing emails and directing information to the right people. Liaise with operatives, supervisors, managers, clients and customers to help maintain accurate records and keep operations running smoothly. Learning and Development: Take part in training to build your administration skills and develop a strong understanding of our high-speed traffic management operations. You will learn how different areas of the contract work together and support other functions when required. What good looks like for an Administrator: Strong organisational and time management skills. Excellent communication skills, both written and verbal. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint). Attention to detail and accuracy in data entry and record-keeping. Customer-focused attitude and a commitment to delivering exceptional service. Ability to work independently and as part of a team. Eagerness to learn and take a proactive approach to tasks. Basic understanding of financial concepts and budgeting (preferred). A right to work in the U.K So, if you want to join a winning team and be part of an innovative organisation within Ramudden Global UK, focused on company growth and employee progression, click on the apply button today. EQUALITY AND DIVERSITY AT THE CHEVRON GROUP Chevron TM, part of Ramudden Global UK, believe the skills, capabilities and talents of our people are the key to our success. We benefit enormously from the diversity and variety of our workforce and are fully committed to maintaining and encouraging this diversity. The richer the mix of people, skills, and cultures; the greater the range of inputs, viewpoints, and experiences. Because of this, Chevron TM is fully committed to being an equal opportunities employer, defined by its diversity and opposition to all forms Ts & Cs apply INDWC
Jun 24, 2026
Full time
Job Title: Administrator Hours: 40 per week - Monday to Friday Location: Kent - Hybrid working with 3 days office based As an Administrator, you can expect the benefits from Chevron Traffic Management, part of Ramudden Global UK, that come with being an employer of choice: Benefits: Highly competitive salary package A secure, full-time permanent role with long-term opportunity 25 days holiday, plus bank holidays and an extra day off to celebrate your birthday Company pension to support your future Life assurance, plus access to a fantastic range of additional benefits through our employee benefits app Enhanced paternity leave, paid at full salary for 2 weeks Enhanced maternity leave, paid at full salary for 3 months and half salary for a further 3 months Access to our Internal Academy, giving you the tools and support to grow your career Paid volunteer days, so you can give back to causes that matter to you Fill Your Boots Rewards & Discount Platform, packed with savings and perks Car, bike and holiday purchase schemes: Save money, stay active and get a new bike and accessories, car or extra holidays tax-free Chevron Traffic Management, part of Ramudden Global UK, helps keep road workers and road users safe by designing, planning and delivering temporary traffic management across the UK. From lane closures, diversion routes and pedestrian walkways to cones, signage, temporary lights and barriers, our work supports safe and efficient roadworks every day. About the role of Administrator: As an Administrator, you will play a vital role in supporting our high-speed traffic management operations across the Southeast. Working closely with our coordination, operations and commercial teams, you will help ensure our schemes run smoothly, records are accurate, and both internal teams and customers receive excellent support. This is a great opportunity to develop your administration skills within a fast-paced, safety-focused environment while contributing to the success of our high-speed contracts. Responsibilities of an Administrator: You will support the team with a range of administrative duties, including data entry, filing, document control and maintaining accurate system records. The role will also involve answering phone calls, responding to emails, handling enquiries from clients, customers and colleagues, and processing information to support payments and contract delivery. Customer Service: Provide a professional, friendly and helpful first point of contact for clients, customers, visitors and colleagues. Respond to enquiries promptly, share accurate information, and help resolve queries effectively to support high standards of service across the contract. Financial Management: Support the processing of information required for payments and assist with maintaining accurate financial and commercial records. Work with the Quantity Surveyor and Commercial team to help track contract activity, support budget monitoring and ensure information is recorded correctly. Data Management: Maintain accurate, up-to-date records relating to contract performance, operational activity and fleet management. Compile information and generate reports to support contract performance monitoring, compliance and day-to-day decision making. Communication: Support effective communication across the contract by answering calls, managing emails and directing information to the right people. Liaise with operatives, supervisors, managers, clients and customers to help maintain accurate records and keep operations running smoothly. Learning and Development: Take part in training to build your administration skills and develop a strong understanding of our high-speed traffic management operations. You will learn how different areas of the contract work together and support other functions when required. What good looks like for an Administrator: Strong organisational and time management skills. Excellent communication skills, both written and verbal. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint). Attention to detail and accuracy in data entry and record-keeping. Customer-focused attitude and a commitment to delivering exceptional service. Ability to work independently and as part of a team. Eagerness to learn and take a proactive approach to tasks. Basic understanding of financial concepts and budgeting (preferred). A right to work in the U.K So, if you want to join a winning team and be part of an innovative organisation within Ramudden Global UK, focused on company growth and employee progression, click on the apply button today. EQUALITY AND DIVERSITY AT THE CHEVRON GROUP Chevron TM, part of Ramudden Global UK, believe the skills, capabilities and talents of our people are the key to our success. We benefit enormously from the diversity and variety of our workforce and are fully committed to maintaining and encouraging this diversity. The richer the mix of people, skills, and cultures; the greater the range of inputs, viewpoints, and experiences. Because of this, Chevron TM is fully committed to being an equal opportunities employer, defined by its diversity and opposition to all forms Ts & Cs apply INDWC
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Jun 24, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Jun 24, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Qualifications : Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.
Jun 24, 2026
Full time
Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Qualifications : Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.
Brighthire Solutions Ltd T/A Brighthire Recruitmen
East Grinstead, Sussex
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Jun 24, 2026
Full time
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 24, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Jun 24, 2026
Full time
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Jun 24, 2026
Full time
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Jun 24, 2026
Full time
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Financial Planning Administrator - Aberdeen Join a progressive, UK-wide financial advice firm making a real impact Are you organised, detail-driven, and passionate about delivering top-tier client service? Our client is looking for a Financial Planning Administrator to support their expert advisers in helping clients make smart financial choices. What you'll do: Process new business applications and manage client records Support advisers with trades and platform tasks Handle client queries and documentation with precision Collaborate across teams to deliver outstanding service What you'll bring: Knowledge of working with financial products in a similar role Strong communication and organisational skills A proactive, team-focused mindset Experience with Intelligent Office (a plus!) What's on offer: Competitive salary DOE + discretionary bonus Hybrid and flexible working policy 26 days holiday + bank holidays + 1 day off for your birthday Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme You'll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement planning If you want to be part of a forward-thinking, independent financial advice business with a strong presence across the UK. Apply today and take the next step in your financial services career! Please contact Pauline Low at Reed on if you have any questions. Looking forward to hearing from you
Jun 24, 2026
Full time
Financial Planning Administrator - Aberdeen Join a progressive, UK-wide financial advice firm making a real impact Are you organised, detail-driven, and passionate about delivering top-tier client service? Our client is looking for a Financial Planning Administrator to support their expert advisers in helping clients make smart financial choices. What you'll do: Process new business applications and manage client records Support advisers with trades and platform tasks Handle client queries and documentation with precision Collaborate across teams to deliver outstanding service What you'll bring: Knowledge of working with financial products in a similar role Strong communication and organisational skills A proactive, team-focused mindset Experience with Intelligent Office (a plus!) What's on offer: Competitive salary DOE + discretionary bonus Hybrid and flexible working policy 26 days holiday + bank holidays + 1 day off for your birthday Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme You'll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement planning If you want to be part of a forward-thinking, independent financial advice business with a strong presence across the UK. Apply today and take the next step in your financial services career! Please contact Pauline Low at Reed on if you have any questions. Looking forward to hearing from you
Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Jun 24, 2026
Full time
Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Ernest Gordon Recruitment Limited
Manchester, Lancashire
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 24, 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
