Trainee Paraplanner Location - Kimbolton, Cambridgeshire Salary up to £32,000 Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £32,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (2 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Jun 22, 2026
Full time
Trainee Paraplanner Location - Kimbolton, Cambridgeshire Salary up to £32,000 Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £32,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (2 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Jun 22, 2026
Full time
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Pensions Administrator Location: Liverpool City Centre Salary: Up to £30,000 DOE Full-time Permanent 8:30am - 5:30pm (flexible if required) Hybrid Industry: Financial Services/Defined Contributions Pensions We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment. The Role: You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations. Benefits: 25 days holiday + bank holidays Annual bonus/OTE (7%) Private Medical Insurance (after qualifying period) Sick pay (after qualifying period) Key Responsibilities: Manage your own portfolio of pension clients from start to finish Act as the main contact for clients, IFAs, and internal teams Process all areas of SIPP administration, including: New business and transfers in Contributions and benefit crystallisations Transfers in and out Income payments (drawdown / UFPLS) Death benefit cases Ensure all work complies with FCA and HMRC regulations Keep client records accurate and up to date Identify and escalate any risks, issues, or complaints Support audits and help improve internal processes What We Are Looking For: Previous experience in pensions administration (essential) Good understanding of pensions legislation and FCA/HMRC rules Experience working with SIPP pensions Exposure to property investments within pensions would be a big advantage Strong attention to detail and ability to manage multiple cases Confident communicator with clients and advisers Desirable: Experience with SSAS pensions Working towards or completed qualifications (e.g. CII or PMI) Why Apply? Opportunity to take ownership of your own workload Supportive and collaborative team environment Scope to develop your knowledge and progress your career Work in a business that values accuracy, service, and professionalism
Jun 22, 2026
Full time
Pensions Administrator Location: Liverpool City Centre Salary: Up to £30,000 DOE Full-time Permanent 8:30am - 5:30pm (flexible if required) Hybrid Industry: Financial Services/Defined Contributions Pensions We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment. The Role: You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations. Benefits: 25 days holiday + bank holidays Annual bonus/OTE (7%) Private Medical Insurance (after qualifying period) Sick pay (after qualifying period) Key Responsibilities: Manage your own portfolio of pension clients from start to finish Act as the main contact for clients, IFAs, and internal teams Process all areas of SIPP administration, including: New business and transfers in Contributions and benefit crystallisations Transfers in and out Income payments (drawdown / UFPLS) Death benefit cases Ensure all work complies with FCA and HMRC regulations Keep client records accurate and up to date Identify and escalate any risks, issues, or complaints Support audits and help improve internal processes What We Are Looking For: Previous experience in pensions administration (essential) Good understanding of pensions legislation and FCA/HMRC rules Experience working with SIPP pensions Exposure to property investments within pensions would be a big advantage Strong attention to detail and ability to manage multiple cases Confident communicator with clients and advisers Desirable: Experience with SSAS pensions Working towards or completed qualifications (e.g. CII or PMI) Why Apply? Opportunity to take ownership of your own workload Supportive and collaborative team environment Scope to develop your knowledge and progress your career Work in a business that values accuracy, service, and professionalism
Senior Sales Support Administrator - Technical Products Salary £25,000 to £34,000 basic + benefits (depending on experience) Home Based - must live in Yorkshire (for occasional meetings and training) Monday to Friday, between the hours of 9:00am to 5:30pm About the Company Our client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use. Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector. The Role This role would suit someone with experience in sales support, internal sales, customer account management or product support within a product-based business. Whilst knowledge of heating, plumbing, renewables or similar products would be advantageous, we are equally interested in candidates who have supported customers purchasing technical or specialist products and have experience managing enquiries through to order completion. Working as part of a small, friendly team, you will play a key role supporting customers, managing enquiries, processing orders and ensuring the smooth running of the sales administration function. This is a varied role combining customer service, sales support, CRM management, product guidance and commercial administration. You will support customers purchasing physical heating and wellness products, helping them from initial enquiry through to order completion and delivery. Key Responsibilities Managing incoming customer enquiries via phone and email Providing product advice and guidance to customers Supporting the sales process from enquiry through to order completion Promoting and selling the company s range of heating and wellness products Identifying the right products for customer requirements and upselling where appropriate Maintaining CRM systems, customer records and sales pipelines Processing quotations, orders and sales administration accurately Building strong relationships with customers and providing excellent service throughout the buying process Assisting with improving and optimising product ranges online Adding and maintaining products on the website (Magento), including descriptions, images and pricing Liaising with warehouses and shipping providers to manage deliveries, including international shipments Checking supplier invoices and identifying discrepancies Managing stock levels and placing orders with manufacturers Monitoring competitor pricing and market trends Supporting website content including blogs and product information Skills and Experience Experience in sales support, internal sales, customer account management or product support Experience supporting customers purchasing physical products rather than services Confident handling customer enquiries and supporting the sales process from enquiry through to order completion Strong administration skills with excellent attention to detail Experience maintaining CRM systems and managing customer records Comfortable working with quotations, orders, pricing and sales administration Able to manage multiple priorities and work independently Strong customer service and communication skills Good commercial awareness and a proactive approach Comfortable working within a small business environment where responsibilities are varied Comfortable working in a home-based environment High attention to detail and strong administrative skills Good level of numeracy and written English Confident using Microsoft Outlook and Excel Experience with CRM/ERP systems Experience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noise Previous experience working from home is advantageous A stable work history, with the majority of roles lasting 2+ years Screening Questions Please ensure your CV demonstrates: Longevity in previous roles (typically 2+ years) Experience working from home Use of CRM systems and managing sales pipelines Experience supporting customers through the sales process from enquiry to order completion Strong sales administration and customer account management experience Experience adding products to websites and managing product listings Understanding of pricing and margins Experience optimising product ranges online Exposure to online marketplaces (e.g. eBay, Amazon, Linnworks) Proficiency in Microsoft Outlook and Excel Additional Information Due to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements. This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 22, 2026
Full time
Senior Sales Support Administrator - Technical Products Salary £25,000 to £34,000 basic + benefits (depending on experience) Home Based - must live in Yorkshire (for occasional meetings and training) Monday to Friday, between the hours of 9:00am to 5:30pm About the Company Our client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use. Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector. The Role This role would suit someone with experience in sales support, internal sales, customer account management or product support within a product-based business. Whilst knowledge of heating, plumbing, renewables or similar products would be advantageous, we are equally interested in candidates who have supported customers purchasing technical or specialist products and have experience managing enquiries through to order completion. Working as part of a small, friendly team, you will play a key role supporting customers, managing enquiries, processing orders and ensuring the smooth running of the sales administration function. This is a varied role combining customer service, sales support, CRM management, product guidance and commercial administration. You will support customers purchasing physical heating and wellness products, helping them from initial enquiry through to order completion and delivery. Key Responsibilities Managing incoming customer enquiries via phone and email Providing product advice and guidance to customers Supporting the sales process from enquiry through to order completion Promoting and selling the company s range of heating and wellness products Identifying the right products for customer requirements and upselling where appropriate Maintaining CRM systems, customer records and sales pipelines Processing quotations, orders and sales administration accurately Building strong relationships with customers and providing excellent service throughout the buying process Assisting with improving and optimising product ranges online Adding and maintaining products on the website (Magento), including descriptions, images and pricing Liaising with warehouses and shipping providers to manage deliveries, including international shipments Checking supplier invoices and identifying discrepancies Managing stock levels and placing orders with manufacturers Monitoring competitor pricing and market trends Supporting website content including blogs and product information Skills and Experience Experience in sales support, internal sales, customer account management or product support Experience supporting customers purchasing physical products rather than services Confident handling customer enquiries and supporting the sales process from enquiry through to order completion Strong administration skills with excellent attention to detail Experience maintaining CRM systems and managing customer records Comfortable working with quotations, orders, pricing and sales administration Able to manage multiple priorities and work independently Strong customer service and communication skills Good commercial awareness and a proactive approach Comfortable working within a small business environment where responsibilities are varied Comfortable working in a home-based environment High attention to detail and strong administrative skills Good level of numeracy and written English Confident using Microsoft Outlook and Excel Experience with CRM/ERP systems Experience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noise Previous experience working from home is advantageous A stable work history, with the majority of roles lasting 2+ years Screening Questions Please ensure your CV demonstrates: Longevity in previous roles (typically 2+ years) Experience working from home Use of CRM systems and managing sales pipelines Experience supporting customers through the sales process from enquiry to order completion Strong sales administration and customer account management experience Experience adding products to websites and managing product listings Understanding of pricing and margins Experience optimising product ranges online Exposure to online marketplaces (e.g. eBay, Amazon, Linnworks) Proficiency in Microsoft Outlook and Excel Additional Information Due to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements. This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 22, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Trainee Paraplanner Location - Chester (up to 3 days a week from home) Salary up to £35,00 + bonus Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £35,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (3 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Jun 22, 2026
Full time
Trainee Paraplanner Location - Chester (up to 3 days a week from home) Salary up to £35,00 + bonus Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £35,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (3 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Jun 22, 2026
Full time
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
Jun 22, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey click apply for full job details
Jun 22, 2026
Full time
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey click apply for full job details
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
Jun 21, 2026
Full time
Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site
IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) 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. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.
Jun 21, 2026
Full time
IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) 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. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 21, 2026
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 21, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Ernest Gordon Recruitment Limited
Bordon, Hampshire
Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a 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 21, 2026
Full time
Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a 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.
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 20, 2026
Full time
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 20, 2026
Full time
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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.
Jun 20, 2026
Full time
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.
An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice. The Opportunity Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support. Key Responsibilities Support other team leaders and advisers by ensuring seamless workflow management and resource allocation. Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients. Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the directors on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely with the People and Training teams to drive ongoing professional development for Act as the key leadership figure within the team for Adviser support functions. The ideal candidate will have: Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support. What's on Offer Excellent salary and benefits package Competitive pension scheme Generous holiday allowance Hybrid working (2 days from home)
Jun 20, 2026
Full time
An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice. The Opportunity Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support. Key Responsibilities Support other team leaders and advisers by ensuring seamless workflow management and resource allocation. Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients. Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the directors on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely with the People and Training teams to drive ongoing professional development for Act as the key leadership figure within the team for Adviser support functions. The ideal candidate will have: Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support. What's on Offer Excellent salary and benefits package Competitive pension scheme Generous holiday allowance Hybrid working (2 days from home)
Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
Jun 20, 2026
Full time
Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 20, 2026
Full time
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
