29 jobs found

Senior IFA Administrator St Albans, Herts. c£30,000 - £40,000 Great opportunity to join to join an established and expanding Independent FCA regulated organisation who advise a broad and diverse client base. Role overview is: To provide administration support to the 2 Financial Planners and work closely with the Paraplanner. With specific responsibilities increasing to : Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses. Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments. Conduct investment and product research using financial planning tools and platforms to support adviser recommendations. Assist with pension and investment analysis, including annual allowance calculations and technical product reviews. Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements. Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches. Provide high-quality administrative support to ensure efficient case progression and excellent client service standards. For more information and to apply please send your CV

Senior IFA Administrator Maidstone (Kent) offices Salary up to £50k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

Paraplanner/Trainee Financial Planner Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £35k - £47k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £45k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

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

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

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

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

Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

An established and growing financial planning practice is seeking a highly organised and detail-oriented IFA Administrator to support advisers and deliver an excellent client experience.This is an excellent opportunity for an experienced administrator looking to develop their career within financial services. The successful candidate will play a key role in supporting the client journey, processing new business, maintaining accurate records, and ensuring compliance requirements are met. Key Responsibilities Client and Adviser Support Prepare and pre-complete application forms. Produce cost and charges disclosure documents. Obtain illustrations and supporting provider documentation. Prepare factsheets, Key Information Documents (KIDs/KIIDs), and other pre-advice paperwork for client meetings and recommendations. Provide administrative support to advisers throughout the client advice process. New Business Processing Submit new business applications and investment transactions via various investment platforms and life companies within required deadlines. Maintain accurate records to support valuation reconciliation and business processing. Track and monitor applications through to completion. Client Onboarding Set up and maintain client records within the firm's back-office system. Prepare onboarding documentation and application forms. Ensure all compliance and anti-money laundering requirements have been satisfied and accurately recorded. Manage workflow processes to ensure smooth onboarding and service delivery. Compliance and Record Management Ensure client files are complete, compliant, and accurately maintained. Obtain policy information from providers through Letters of Authority and update client records accordingly. Ensure all relevant documentation, agreements, reports, and supporting evidence are recorded and stored appropriately. Maintain diary management systems and ensure actions are completed within required timescales. Support advisers and the wider team in meeting regulatory and internal compliance standards. General Administration Filing, scanning, photocopying, and document management. Managing incoming and outgoing post. Providing general office administration support as required. About You Essential Previous experience in an administrative role within financial services, wealth management, financial planning, pensions, investments, or a related sector. Excellent organisational skills and strong attention to detail. Ability to manage multiple priorities and meet deadlines. Strong written and verbal communication skills. Proficiency in Microsoft Office applications. Desirable Relevant industry experience. Experience using financial services back-office systems. Knowledge of investment, pension, and protection products. Understanding of compliance and anti-money laundering requirements within financial services. What's on Offer? Competitive salary dependent on experience and capability. Employer pension contribution. Death in Service benefit (4x salary). 24 days annual leave plus bank holidays. Discretionary bonus scheme. Professional qualifications support, including exam funding and training. Opportunity to develop a long-term career within a supportive and professional environment. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development

Client Administrator Location: Taunton Salary: Up to £32,000 + Benefits An exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience. This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment. Key Responsibilities Act as a key point of contact for clients, handling enquiries and delivering excellent customer service. Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation. Prepare client review packs, valuation reports, and portfolio information for adviser meetings. Maintain accurate client records and update internal back-office systems. Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing. Assist advisers with diary management, appointment scheduling, and workflow administration. Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards. Support the wider team with administrative and operational activities as required. About You Previous experience in a Client Administrator, Financial Planning Administrator, Client Support, or Paraplanning support role within an IFA, wealth management, or financial services environment. Knowledge of financial products including pensions, SIPPs, ISAs, investments, and bonds. Strong organisational skills with excellent attention to detail. Professional communication skills, both written and verbal. Ability to manage multiple priorities and work effectively within a busy environment. Must have experience of keying new business for at least 3 of the following providers via their platforms; Quilter Aegon ARC Transact Royal London Parmenion Aviva What's on Offer Salary up to £32,000 depending on experience. Competitive benefits package. Pension scheme. Ongoing training and professional development support. Study support towards industry qualifications. Friendly and collaborative working environment. Long-term career progression opportunities within a growing business. If you are an experienced Financial Services Administrator looking for your next opportunity in Taunton, we'd love to hear from you.

IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

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

Client Service Analyst / SIPP Pensions Administrator - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will manage SIPP administration processes with minimal supervision once training successfully completed. Prior SIPP experience is essential for this position. Core responsibilities include: End-to-end SIPP administration including establishment, transfers, contributions and benefit payments Processing both cash and in-specie transfers Managing drawdown arrangements including PCLS calculations and income payments Executing pension payroll functions Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Resolve pension administration queries Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities Proven SIPP administration experience (essential) Exceptional attention to detail with strong compliance awareness Outstanding written and verbal communication abilities Career focus on financial services progression Flexibility for occasional client site visits Resilience and composure in high-pressure situations Self-motivated with strong independent working capabilities Advanced organisational skills with ability to manage competing priorities Proficient with Microsoft Office applications Strong educational background, degree-level preferred Pension qualifications advantageous

Client Service Analyst / Platform Administrator - ISA / JISA / GIA / VCT - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will manage financial platforms administration for ISA / JISA / GIA / VCT products delivering exceptional customer service with minimal supervision once training successfully completed. Prior financial services platform experience for ISA / JISA / GIA / VCT - is essential for this role. Core responsibilities include: Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range. Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Resolve product administration queries Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities Proven administration and customer service in a financial services operations environment offering a range of financial products. Exceptional attention to detail with strong compliance awareness Outstanding written and verbal communication abilities Career focus on financial services progression Flexibility for occasional client site visits Resilience and composure in high-pressure situations Self-motivated with strong independent working capabilities Advanced organisational skills with ability to manage competing priorities Proficient with Microsoft Office applications Strong educational background, degree-level preferred Financial services qualifications advantageous