Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events
Jun 18, 2026
Full time
Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)
Jun 18, 2026
Full time
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)
Financial Services Administrator Location: Farnborough/Hybrid Working Salary: 27,000- 32,000 + Benefits Role Purpose The Service Administrator is responsible for delivering high-quality administrative and client servicing support to ensure an excellent customer experience. The role involves managing servicing activities efficiently and accurately while maintaining strong working relationships with clients, advisers, and internal stakeholders. Working collaboratively across teams, the Service Administrator will support the end-to-end client journey and ensure all tasks are completed in accordance with service standards and regulatory requirements. Key Responsibilities Provide administrative support and manage a range of client servicing tasks. Maintain accurate client records and update internal systems in a timely manner. Prepare client valuations and support annual review processes. Liaise with clients, advisers, and third-party providers to obtain information and resolve queries. Ensure all documentation is accurate, complete, and maintained in accordance with compliance requirements. Manage workloads effectively to meet service standards and deadlines. Build and maintain strong relationships with clients and colleagues. Support team projects and contribute to continuous improvement initiatives. Work collaboratively with colleagues to achieve team and business objectives. Key Behaviours Attention to Detail Customer Focus Planning and Organising Analytical and Problem-Solving Skills Resilience Teamwork and Collaboration Adaptability and Embracing Change Skills Strong administrative skills Excellent record-keeping and data accuracy Effective organisation and time management skills Good written and verbal communication skills Professional telephone manner Ability to prioritise and manage multiple tasks Knowledge Proficient in Microsoft Word and Excel Experience using document management and workflow systems Understanding of regulatory and compliance requirements within financial services is desirable Previous administration experience Customer service experience Experience working to deadlines and service standards
Jun 18, 2026
Full time
Financial Services Administrator Location: Farnborough/Hybrid Working Salary: 27,000- 32,000 + Benefits Role Purpose The Service Administrator is responsible for delivering high-quality administrative and client servicing support to ensure an excellent customer experience. The role involves managing servicing activities efficiently and accurately while maintaining strong working relationships with clients, advisers, and internal stakeholders. Working collaboratively across teams, the Service Administrator will support the end-to-end client journey and ensure all tasks are completed in accordance with service standards and regulatory requirements. Key Responsibilities Provide administrative support and manage a range of client servicing tasks. Maintain accurate client records and update internal systems in a timely manner. Prepare client valuations and support annual review processes. Liaise with clients, advisers, and third-party providers to obtain information and resolve queries. Ensure all documentation is accurate, complete, and maintained in accordance with compliance requirements. Manage workloads effectively to meet service standards and deadlines. Build and maintain strong relationships with clients and colleagues. Support team projects and contribute to continuous improvement initiatives. Work collaboratively with colleagues to achieve team and business objectives. Key Behaviours Attention to Detail Customer Focus Planning and Organising Analytical and Problem-Solving Skills Resilience Teamwork and Collaboration Adaptability and Embracing Change Skills Strong administrative skills Excellent record-keeping and data accuracy Effective organisation and time management skills Good written and verbal communication skills Professional telephone manner Ability to prioritise and manage multiple tasks Knowledge Proficient in Microsoft Word and Excel Experience using document management and workflow systems Understanding of regulatory and compliance requirements within financial services is desirable Previous administration experience Customer service experience Experience working to deadlines and service standards
Wealth Management Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Wealth Management Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please click Apply now. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Jun 18, 2026
Full time
Wealth Management Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Wealth Management Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please click Apply now. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Jun 18, 2026
Full time
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Assistant Accountant Salary : 29,000 - 39,000 dependant on experience plus car allowance and other Veolia benefits Hours: 40 hours per week Location : Hybrid working 2-3 days in our Marchwood office (with some travel to other Veolia sites) When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: 25 days of annual leave Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential Stream - Employee financial wellbeing support: early access to your earned pay, savings, budgeting, financial coaching & rewards. What you'll be doing: The Assistant Accountant plays a vital supporting role in financial reporting, analysis, and accounting operations for the assigned business area. This role assists in the timely and accurate preparation of accounts, reconciliations, financial reporting, and analysis to enable effective decision-making. You'll work closely with the relevant Accountant, Administrators, Managers, and Finance teams to ensure compliance with financial policies and procedures, proper recording of transactions, and effective financial controls. Assist in the timely and accurate production of management accounts, reconciliations and/or statutory accounts to enable appropriate decision making Analyse financial figures and operational KPIs, identifying variances and reporting performance against forecasts Utilise systems like Workday, PowerBI, Adaptive Planning as directed Plan and manage your own workload in alignment with the accounting timetable and ad hoc requests Provide basic advice to administrators on finance matters when requested Assist in auditing processes to ensure compliance with policies/procedures Work with management to provide financial information like costs, budgets, forecasts as needed Support data collection, organisation, and basic analysis of environmental KPIs and financial performance of green initiatives Aid in incorporating environmental considerations into routine financial processes, including budgeting and forecasting What we're looking for: We welcome applications from candidates who are part-qualified professionals progressing towards their final qualification level (CIMA/ACCA/ACA or equivalent), Experience with accountancy systems including WorkDay & Adaptive Capex Excellent accuracy and attention to detail Strong analytical and numerical skills Effective communication and relationship management abilities Time management and organised approach IT proficiency What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Jun 17, 2026
Full time
Assistant Accountant Salary : 29,000 - 39,000 dependant on experience plus car allowance and other Veolia benefits Hours: 40 hours per week Location : Hybrid working 2-3 days in our Marchwood office (with some travel to other Veolia sites) When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: 25 days of annual leave Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential Stream - Employee financial wellbeing support: early access to your earned pay, savings, budgeting, financial coaching & rewards. What you'll be doing: The Assistant Accountant plays a vital supporting role in financial reporting, analysis, and accounting operations for the assigned business area. This role assists in the timely and accurate preparation of accounts, reconciliations, financial reporting, and analysis to enable effective decision-making. You'll work closely with the relevant Accountant, Administrators, Managers, and Finance teams to ensure compliance with financial policies and procedures, proper recording of transactions, and effective financial controls. Assist in the timely and accurate production of management accounts, reconciliations and/or statutory accounts to enable appropriate decision making Analyse financial figures and operational KPIs, identifying variances and reporting performance against forecasts Utilise systems like Workday, PowerBI, Adaptive Planning as directed Plan and manage your own workload in alignment with the accounting timetable and ad hoc requests Provide basic advice to administrators on finance matters when requested Assist in auditing processes to ensure compliance with policies/procedures Work with management to provide financial information like costs, budgets, forecasts as needed Support data collection, organisation, and basic analysis of environmental KPIs and financial performance of green initiatives Aid in incorporating environmental considerations into routine financial processes, including budgeting and forecasting What we're looking for: We welcome applications from candidates who are part-qualified professionals progressing towards their final qualification level (CIMA/ACCA/ACA or equivalent), Experience with accountancy systems including WorkDay & Adaptive Capex Excellent accuracy and attention to detail Strong analytical and numerical skills Effective communication and relationship management abilities Time management and organised approach IT proficiency What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Job Title: Administrator Hours: 40 per week - Monday to Friday Location: Kent - Hybrid working with 3 days office based As an Administrator, you can expect the benefits from Chevron Traffic Management, part of Ramudden Global UK, that come with being an employer of choice: Benefits: Highly competitive salary package A secure, full-time permanent role with long-term opportunity 25 days holiday, plus bank holidays and an extra day off to celebrate your birthday Company pension to support your future Life assurance, plus access to a fantastic range of additional benefits through our employee benefits app Enhanced paternity leave, paid at full salary for 2 weeks Enhanced maternity leave, paid at full salary for 3 months and half salary for a further 3 months Access to our Internal Academy, giving you the tools and support to grow your career Paid volunteer days, so you can give back to causes that matter to you Fill Your Boots Rewards & Discount Platform, packed with savings and perks Car, bike and holiday purchase schemes: Save money, stay active and get a new bike and accessories, car or extra holidays tax-free Chevron Traffic Management, part of Ramudden Global UK, helps keep road workers and road users safe by designing, planning and delivering temporary traffic management across the UK. From lane closures, diversion routes and pedestrian walkways to cones, signage, temporary lights and barriers, our work supports safe and efficient roadworks every day. About the role of Administrator: As an Administrator, you will play a vital role in supporting our high-speed traffic management operations across the Southeast. Working closely with our coordination, operations and commercial teams, you will help ensure our schemes run smoothly, records are accurate, and both internal teams and customers receive excellent support. This is a great opportunity to develop your administration skills within a fast-paced, safety-focused environment while contributing to the success of our high-speed contracts. Responsibilities of an Administrator: You will support the team with a range of administrative duties, including data entry, filing, document control and maintaining accurate system records. The role will also involve answering phone calls, responding to emails, handling enquiries from clients, customers and colleagues, and processing information to support payments and contract delivery. Customer Service: Provide a professional, friendly and helpful first point of contact for clients, customers, visitors and colleagues. Respond to enquiries promptly, share accurate information, and help resolve queries effectively to support high standards of service across the contract. Financial Management: Support the processing of information required for payments and assist with maintaining accurate financial and commercial records. Work with the Quantity Surveyor and Commercial team to help track contract activity, support budget monitoring and ensure information is recorded correctly. Data Management: Maintain accurate, up-to-date records relating to contract performance, operational activity and fleet management. Compile information and generate reports to support contract performance monitoring, compliance and day-to-day decision making. Communication: Support effective communication across the contract by answering calls, managing emails and directing information to the right people. Liaise with operatives, supervisors, managers, clients and customers to help maintain accurate records and keep operations running smoothly. Learning and Development: Take part in training to build your administration skills and develop a strong understanding of our high-speed traffic management operations. You will learn how different areas of the contract work together and support other functions when required. What good looks like for an Administrator: Strong organisational and time management skills. Excellent communication skills, both written and verbal. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint). Attention to detail and accuracy in data entry and record-keeping. Customer-focused attitude and a commitment to delivering exceptional service. Ability to work independently and as part of a team. Eagerness to learn and take a proactive approach to tasks. Basic understanding of financial concepts and budgeting (preferred). A right to work in the U.K So, if you want to join a winning team and be part of an innovative organisation within Ramudden Global UK, focused on company growth and employee progression, click on the apply button today. EQUALITY AND DIVERSITY AT THE CHEVRON GROUP Chevron TM, part of Ramudden Global UK, believe the skills, capabilities and talents of our people are the key to our success. We benefit enormously from the diversity and variety of our workforce and are fully committed to maintaining and encouraging this diversity. The richer the mix of people, skills, and cultures; the greater the range of inputs, viewpoints, and experiences. Because of this, Chevron TM is fully committed to being an equal opportunities employer, defined by its diversity and opposition to all forms Ts & Cs apply INDWC
Jun 17, 2026
Full time
Job Title: Administrator Hours: 40 per week - Monday to Friday Location: Kent - Hybrid working with 3 days office based As an Administrator, you can expect the benefits from Chevron Traffic Management, part of Ramudden Global UK, that come with being an employer of choice: Benefits: Highly competitive salary package A secure, full-time permanent role with long-term opportunity 25 days holiday, plus bank holidays and an extra day off to celebrate your birthday Company pension to support your future Life assurance, plus access to a fantastic range of additional benefits through our employee benefits app Enhanced paternity leave, paid at full salary for 2 weeks Enhanced maternity leave, paid at full salary for 3 months and half salary for a further 3 months Access to our Internal Academy, giving you the tools and support to grow your career Paid volunteer days, so you can give back to causes that matter to you Fill Your Boots Rewards & Discount Platform, packed with savings and perks Car, bike and holiday purchase schemes: Save money, stay active and get a new bike and accessories, car or extra holidays tax-free Chevron Traffic Management, part of Ramudden Global UK, helps keep road workers and road users safe by designing, planning and delivering temporary traffic management across the UK. From lane closures, diversion routes and pedestrian walkways to cones, signage, temporary lights and barriers, our work supports safe and efficient roadworks every day. About the role of Administrator: As an Administrator, you will play a vital role in supporting our high-speed traffic management operations across the Southeast. Working closely with our coordination, operations and commercial teams, you will help ensure our schemes run smoothly, records are accurate, and both internal teams and customers receive excellent support. This is a great opportunity to develop your administration skills within a fast-paced, safety-focused environment while contributing to the success of our high-speed contracts. Responsibilities of an Administrator: You will support the team with a range of administrative duties, including data entry, filing, document control and maintaining accurate system records. The role will also involve answering phone calls, responding to emails, handling enquiries from clients, customers and colleagues, and processing information to support payments and contract delivery. Customer Service: Provide a professional, friendly and helpful first point of contact for clients, customers, visitors and colleagues. Respond to enquiries promptly, share accurate information, and help resolve queries effectively to support high standards of service across the contract. Financial Management: Support the processing of information required for payments and assist with maintaining accurate financial and commercial records. Work with the Quantity Surveyor and Commercial team to help track contract activity, support budget monitoring and ensure information is recorded correctly. Data Management: Maintain accurate, up-to-date records relating to contract performance, operational activity and fleet management. Compile information and generate reports to support contract performance monitoring, compliance and day-to-day decision making. Communication: Support effective communication across the contract by answering calls, managing emails and directing information to the right people. Liaise with operatives, supervisors, managers, clients and customers to help maintain accurate records and keep operations running smoothly. Learning and Development: Take part in training to build your administration skills and develop a strong understanding of our high-speed traffic management operations. You will learn how different areas of the contract work together and support other functions when required. What good looks like for an Administrator: Strong organisational and time management skills. Excellent communication skills, both written and verbal. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint). Attention to detail and accuracy in data entry and record-keeping. Customer-focused attitude and a commitment to delivering exceptional service. Ability to work independently and as part of a team. Eagerness to learn and take a proactive approach to tasks. Basic understanding of financial concepts and budgeting (preferred). A right to work in the U.K So, if you want to join a winning team and be part of an innovative organisation within Ramudden Global UK, focused on company growth and employee progression, click on the apply button today. EQUALITY AND DIVERSITY AT THE CHEVRON GROUP Chevron TM, part of Ramudden Global UK, believe the skills, capabilities and talents of our people are the key to our success. We benefit enormously from the diversity and variety of our workforce and are fully committed to maintaining and encouraging this diversity. The richer the mix of people, skills, and cultures; the greater the range of inputs, viewpoints, and experiences. Because of this, Chevron TM is fully committed to being an equal opportunities employer, defined by its diversity and opposition to all forms Ts & Cs apply INDWC
Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.
Jun 17, 2026
Full time
Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jun 17, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Financial Services Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Services Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Services Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Jun 16, 2026
Full time
Financial Services Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Services Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Services Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 16, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Job Title: ServiceNow Technical Architect Start Date :Immediate Mode of working: Hybrid / 2-3 days based on-site in Crawley Are you a ServiceNow Technical Architect with proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes and deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions? If so, our client is currently seeking a ServiceNow Technical Architect to be responsible for designing, governing, and delivering scalable, high-quality ServiceNow platform solutions that align with business objectives and enterprise architecture standards. You will act as the technical authority for ServiceNow implementations, ensuring best practices, platform optimization, and long-term maintainability across projects. Your responsibilities: Define and maintain a scalable, future-ready ServiceNow architecture for global environments. Lead architecture/design workshops, gap analysis, and provide technical governance. Drive implementation of ServiceNow modules across ITSM Pro, ITOM, ITAM, HRSD, IRM, and Financial Planning. Integrate ServiceNow with Active Directory, observability tools, and other enterprise systems. Establish and enforce platform governance, design standards, and release management processes. Ensure compliance with GDPR, cybersecurity policies, and audit requirements. Drive innovation through AI, predictive intelligence, automation, and low-code/no-code capabilities. Support Lighthouse implementations as scalable models for global rollouts. Collaborate with SIAM, OCM, and IT business units to drive adoption and maturity uplift. Lead design authority forums; mentor developers and administrators. Provide hypercare support, knowledge transfer, and user training during implementations. Essential skills/knowledge/experience: Proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes. Deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions. Strong experience defining and implementing CMDB strategy aligned to CSDM, including data model design, lifecycle governance, and operationalization at enterprise scale. Ability to deliver solution architecture and technical designs strictly aligned to customer-defined platform standards, governance models, and design authority frameworks (HT standards). Broader platform/solution architecture for all other ServiceNow outcomes Strong communication, stakeholder management, leadership, documentation, and team collaboration. Desirable skills/knowledge/experience: (As applicable) Expertise in multiple ServiceNow modules: ITSM, ITOM, ITAM, HRSD, IRM, Financial Planning. Multi-industry enterprise IT operations, cybersecurity, manufacturing, and global service delivery programs.
Jun 16, 2026
Contractor
Job Title: ServiceNow Technical Architect Start Date :Immediate Mode of working: Hybrid / 2-3 days based on-site in Crawley Are you a ServiceNow Technical Architect with proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes and deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions? If so, our client is currently seeking a ServiceNow Technical Architect to be responsible for designing, governing, and delivering scalable, high-quality ServiceNow platform solutions that align with business objectives and enterprise architecture standards. You will act as the technical authority for ServiceNow implementations, ensuring best practices, platform optimization, and long-term maintainability across projects. Your responsibilities: Define and maintain a scalable, future-ready ServiceNow architecture for global environments. Lead architecture/design workshops, gap analysis, and provide technical governance. Drive implementation of ServiceNow modules across ITSM Pro, ITOM, ITAM, HRSD, IRM, and Financial Planning. Integrate ServiceNow with Active Directory, observability tools, and other enterprise systems. Establish and enforce platform governance, design standards, and release management processes. Ensure compliance with GDPR, cybersecurity policies, and audit requirements. Drive innovation through AI, predictive intelligence, automation, and low-code/no-code capabilities. Support Lighthouse implementations as scalable models for global rollouts. Collaborate with SIAM, OCM, and IT business units to drive adoption and maturity uplift. Lead design authority forums; mentor developers and administrators. Provide hypercare support, knowledge transfer, and user training during implementations. Essential skills/knowledge/experience: Proven experience delivering enterprise-scale global ServiceNow transformation programs spanning multi-country rollouts and complex IT landscapes. Deep expertise in ITSM Pro, CMDB/CSDM, IRM and end-to-end ServiceNow platform architecture, with demonstrated capability to design scalable and governed enterprise solutions. Strong experience defining and implementing CMDB strategy aligned to CSDM, including data model design, lifecycle governance, and operationalization at enterprise scale. Ability to deliver solution architecture and technical designs strictly aligned to customer-defined platform standards, governance models, and design authority frameworks (HT standards). Broader platform/solution architecture for all other ServiceNow outcomes Strong communication, stakeholder management, leadership, documentation, and team collaboration. Desirable skills/knowledge/experience: (As applicable) Expertise in multiple ServiceNow modules: ITSM, ITOM, ITAM, HRSD, IRM, Financial Planning. Multi-industry enterprise IT operations, cybersecurity, manufacturing, and global service delivery programs.
Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Jun 16, 2026
Full time
Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.
Jun 15, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.
Client Relationship Administrator - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Administrator. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Administrator - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Administrator - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Administrator - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Administrator - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
Jun 15, 2026
Full time
Client Relationship Administrator - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Administrator. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Administrator - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Administrator - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Administrator - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Administrator - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
Job Title: Senior Pensions Administrator Location: Leicester (Hybrid) Salary: Dependent on Experience We are working with a well-established wealth management and financial planning firm that prides itself on delivering tailored, client-focused solutions to a wide range of personal and corporate clients. The firm is highly regarded for its proactive approach to client relationships, robust processes, and adherence to regulatory standards. The Role: As a Pensions Administrator, reporting to the Team Director, you will be the primary contact for a portfolio of clients, managing and administering all aspects of their financial affairs and requests. You will work closely with financial advisers and the team, building strong relationships and understanding clients' objectives to help them achieve their financial goals. Your role is central to the ongoing success of the firm, delivering excellent client service, supporting wealth management objectives, and ensuring compliance with all relevant regulations, including HMRC and FCA requirements. You will proactively manage clients' affairs, plan and prioritise workloads, and communicate clearly and professionally at all levels. Special attention will be given to the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests. The Ideal Candidate: Will have experience in pensions administration, including SIPP and SASS schemes, a strong understanding of compliance requirements, and a client-first mindset. You will manage your own client bank, provide a high level of service, and actively contribute to the wider team's success. You will also be expected to maintain and develop your professional knowledge through ongoing training and adherence to the firm's policies and procedures. What's in it for You? Generous salary and pension contributions Life Assurance, Income Protection and a Heath Cash Plan 25 days holiday + bank holidays + increasing with service Hybrid working Ongoing professional support Please reach out to Adele at Capio Recruitment for a confidential conversation about this role further. We look forward to hearing from you!
Jun 15, 2026
Full time
Job Title: Senior Pensions Administrator Location: Leicester (Hybrid) Salary: Dependent on Experience We are working with a well-established wealth management and financial planning firm that prides itself on delivering tailored, client-focused solutions to a wide range of personal and corporate clients. The firm is highly regarded for its proactive approach to client relationships, robust processes, and adherence to regulatory standards. The Role: As a Pensions Administrator, reporting to the Team Director, you will be the primary contact for a portfolio of clients, managing and administering all aspects of their financial affairs and requests. You will work closely with financial advisers and the team, building strong relationships and understanding clients' objectives to help them achieve their financial goals. Your role is central to the ongoing success of the firm, delivering excellent client service, supporting wealth management objectives, and ensuring compliance with all relevant regulations, including HMRC and FCA requirements. You will proactively manage clients' affairs, plan and prioritise workloads, and communicate clearly and professionally at all levels. Special attention will be given to the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests. The Ideal Candidate: Will have experience in pensions administration, including SIPP and SASS schemes, a strong understanding of compliance requirements, and a client-first mindset. You will manage your own client bank, provide a high level of service, and actively contribute to the wider team's success. You will also be expected to maintain and develop your professional knowledge through ongoing training and adherence to the firm's policies and procedures. What's in it for You? Generous salary and pension contributions Life Assurance, Income Protection and a Heath Cash Plan 25 days holiday + bank holidays + increasing with service Hybrid working Ongoing professional support Please reach out to Adele at Capio Recruitment for a confidential conversation about this role further. We look forward to hearing from you!
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel
Jun 15, 2026
Full time
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel
We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team. This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process. The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team. The Opportunity This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service. Key Responsibilities Providing comprehensive support to Financial Planners and clients Preparing documentation for client meetings and reviews Processing new business, including applications and provider liaison Managing client reviews, including preparation of review packs Handling fund switches, rebalances, and ongoing servicing tasks Maintaining accurate client records and ensuring compliance standards are met Acting as a professional first point of contact for clients About You Previous experience within an IFA / financial planning / wealth management administration role Strong understanding of financial products, platforms, and processes Highly organised with excellent attention to detail Proactive and able to manage multiple tasks effectively A strong team player who enjoys working in a collaborative environment Passionate about delivering a high standard of client service Why Apply? Basic salary to £40,000 Discretionary bonus and strong company benefits Join a respected, independent firm with a strong reputation in the market Work closely with experienced Financial Planners and Directors Be part of a smaller, supportive team where your input makes a real impact Gain greater exposure to the financial planning process and develop your career Hybrid working with flexibility If you are an experienced IFA Administrator looking to join a high-quality, people-focused firm where you can genuinely add value and develop your career, we would love to hear from you.
Jun 15, 2026
Full time
We are working with a well-established, highly regarded independent financial planning firm that is looking to recruit an experienced IFA Administrator to join their close-knit team. This is a fantastic opportunity to join a smaller, professional business with an excellent reputation for delivering high-quality advice and building long-term client relationships. You will be part of a collaborative and supportive environment where your contribution is genuinely valued and where you can work closely with Financial Planners and Directors, gaining real involvement in the advice process. The role offers hybrid working, with flexibility alongside the opportunity to be part of a friendly and engaged office team. The Opportunity This is more than a traditional administration role. You will play a key part in supporting the end-to-end financial planning process, working closely with advisers and clients to ensure a seamless and professional service. Key Responsibilities Providing comprehensive support to Financial Planners and clients Preparing documentation for client meetings and reviews Processing new business, including applications and provider liaison Managing client reviews, including preparation of review packs Handling fund switches, rebalances, and ongoing servicing tasks Maintaining accurate client records and ensuring compliance standards are met Acting as a professional first point of contact for clients About You Previous experience within an IFA / financial planning / wealth management administration role Strong understanding of financial products, platforms, and processes Highly organised with excellent attention to detail Proactive and able to manage multiple tasks effectively A strong team player who enjoys working in a collaborative environment Passionate about delivering a high standard of client service Why Apply? Basic salary to £40,000 Discretionary bonus and strong company benefits Join a respected, independent firm with a strong reputation in the market Work closely with experienced Financial Planners and Directors Be part of a smaller, supportive team where your input makes a real impact Gain greater exposure to the financial planning process and develop your career Hybrid working with flexibility If you are an experienced IFA Administrator looking to join a high-quality, people-focused firm where you can genuinely add value and develop your career, we would love to hear from you.
IFA Support Administrator - Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture
Jun 15, 2026
Full time
IFA Support Administrator - Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture
HNW Protection Administrator London / Hybrid (3 days per week in the office) Up to £55k Basic + Bonus + Benefits Our client is a highly respected and leading HNW financial services provider, specialising in areas such as Commercial Finance, Mortgages, Life Insurance, General Insurance, Specialist Property Finance & Wealth Management. We are seeking a highly organised and proactive Protection Administrator to support a team of highly skilled Protection Advisers who specialise in complex Life Insurance and IHT planning. This role is primarily focused on providing high quality executive and administrative support around high value protection insurance planning, monitoring progress, maintaining accurate records, liaising with clients and providers, and helping keep cases on track through to completion. Candidates must have Whole of Market Life Insurance administration experience. The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail. Key responsibilities: Assist in the preparation and review of protection plans and documentation Conduct research to support client recommendations regarding protection solutions Maintain accurate records of client information, policy details and correspondence Ensure compliance with regulatory and company standards Prepare reports and summaries for client meetings and departmental reviews Carry out general case management tasks through to policies being on risk Keep clients updated with clear, regular communication on case progression Additional administrative duties including diary management, client appointments, meeting bookings, note taking etc. Key Skills & Attributes: Organisation: Able to prioritise tasks and manage multiple responsibilities efficiently Excellent communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers Attention to detail: Precise in documentation, CRM client records and administrative tasks Discretion and integrity: Maintains confidentiality with sensitive client and departmental information Adaptability: Comfortable in a fast-paced environment, responding to changing priorities Experience required: Protection insurance case management essential, ideally within a high-value Protection. Knowledge of inheritance tax, protection products or general financial services (preferred) Competent across the Microsoft Office suite and relevant industry software
Jun 15, 2026
Full time
HNW Protection Administrator London / Hybrid (3 days per week in the office) Up to £55k Basic + Bonus + Benefits Our client is a highly respected and leading HNW financial services provider, specialising in areas such as Commercial Finance, Mortgages, Life Insurance, General Insurance, Specialist Property Finance & Wealth Management. We are seeking a highly organised and proactive Protection Administrator to support a team of highly skilled Protection Advisers who specialise in complex Life Insurance and IHT planning. This role is primarily focused on providing high quality executive and administrative support around high value protection insurance planning, monitoring progress, maintaining accurate records, liaising with clients and providers, and helping keep cases on track through to completion. Candidates must have Whole of Market Life Insurance administration experience. The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail. Key responsibilities: Assist in the preparation and review of protection plans and documentation Conduct research to support client recommendations regarding protection solutions Maintain accurate records of client information, policy details and correspondence Ensure compliance with regulatory and company standards Prepare reports and summaries for client meetings and departmental reviews Carry out general case management tasks through to policies being on risk Keep clients updated with clear, regular communication on case progression Additional administrative duties including diary management, client appointments, meeting bookings, note taking etc. Key Skills & Attributes: Organisation: Able to prioritise tasks and manage multiple responsibilities efficiently Excellent communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers Attention to detail: Precise in documentation, CRM client records and administrative tasks Discretion and integrity: Maintains confidentiality with sensitive client and departmental information Adaptability: Comfortable in a fast-paced environment, responding to changing priorities Experience required: Protection insurance case management essential, ideally within a high-value Protection. Knowledge of inheritance tax, protection products or general financial services (preferred) Competent across the Microsoft Office suite and relevant industry software
