Your new company My client is a nationwide financial planning and wealth management firm that has an office based in the beautiful city of Chester. They are now recruiting for an office administrator to join their Chester operation on a 35-hour full-time basis. They will consider a slight reduction of 28 days, however this must be covered over a minimum of 4 days. Your new role You will be office based, and providing full administrative support alongside a senior administrator to 5 financial advisers. This will be a varied role and can be fast paced at times. You will be responsible for producing client correspondence, submitting and completing applications for financial checks, preparing data for client meetings, as well as producing reports as needed for the advisers. You will be supporting with reception cover, meeting and greeting clients, and basic hospitality as needed. This role will also encompass general administration duties such as scanning, archiving, managing incoming calls to the business and inbox management. What you'll need to succeed You will be a confident and competent administrator that is able to manage conflicting priorities with ease. You will be used to spinning many plates and thrive creating organisation in busy environments! You will be using your excellent communication skills and high standard of written English to support with client correspondence. Having a keen eye for detail, you will easily be able to spot inaccuracies in correspondence before submitted to clients! You will be a confident system user across all MS Office packages, and previous experience of Intelligent Office is desired but not essential. Experience in financial services would be preferred to understand the nuances of the industry, but again, not essential. What you'll get in return You will have a permanent contract in an office which is Chester City Centre based. Please note, there is no parking at this location, but it is easily accessible via public transport! You will have a salary of 25,000 - 28,000 DOE and have some flexibility around contracted hours. Your holiday allowance will be 25 days plus all public holidays. This can offer an immediate start! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jun 26, 2026
Full time
Your new company My client is a nationwide financial planning and wealth management firm that has an office based in the beautiful city of Chester. They are now recruiting for an office administrator to join their Chester operation on a 35-hour full-time basis. They will consider a slight reduction of 28 days, however this must be covered over a minimum of 4 days. Your new role You will be office based, and providing full administrative support alongside a senior administrator to 5 financial advisers. This will be a varied role and can be fast paced at times. You will be responsible for producing client correspondence, submitting and completing applications for financial checks, preparing data for client meetings, as well as producing reports as needed for the advisers. You will be supporting with reception cover, meeting and greeting clients, and basic hospitality as needed. This role will also encompass general administration duties such as scanning, archiving, managing incoming calls to the business and inbox management. What you'll need to succeed You will be a confident and competent administrator that is able to manage conflicting priorities with ease. You will be used to spinning many plates and thrive creating organisation in busy environments! You will be using your excellent communication skills and high standard of written English to support with client correspondence. Having a keen eye for detail, you will easily be able to spot inaccuracies in correspondence before submitted to clients! You will be a confident system user across all MS Office packages, and previous experience of Intelligent Office is desired but not essential. Experience in financial services would be preferred to understand the nuances of the industry, but again, not essential. What you'll get in return You will have a permanent contract in an office which is Chester City Centre based. Please note, there is no parking at this location, but it is easily accessible via public transport! You will have a salary of 25,000 - 28,000 DOE and have some flexibility around contracted hours. Your holiday allowance will be 25 days plus all public holidays. This can offer an immediate start! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Independent Financial Adviser Location: Wolverhampton Salary: 30,000 - Excellent bonus scheme & private medical The Opportunity A growing financial planning firm is looking for a newly qualified or early-career Financial Adviser to join its team. This is a great opportunity to build your advisory experience in a supportive environment, working alongside experienced professionals while developing long-term client relationships. Key Responsibilities Manage and develop relationships with existing clients, delivering ongoing advice and regular reviews Conduct reviews in line with FCA requirements and ensure plans remain suitable Provide advice across pensions, investments, protection and retirement planning Support new business opportunities and attend fact-finding meetings Build relationships with introducers and contribute to business development Assist with recommendations, suitability reports and financial planning documentation Maintain accurate and compliant client records Liaise with paraplanners, administrators and providers to ensure smooth service delivery About You Essential: Level 4 Diploma in Financial Planning (or equivalent) Newly qualified or early-stage Financial Adviser Strong communication, analytical and report-writing skills Good organisational ability and attention to detail Desirable: Experience within an IFA or wealth management environment Knowledge across core financial planning areas Working towards Chartered status Personal Attributes Professional and client-focused Motivated to build a long-term career Proactive and commercially aware Team player with the ability to manage workloads independently What Success Looks Like Strong client retention and satisfaction Growth in new clients and assets under management High-quality, compliant advice and reporting Contribution to overall business growth At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Jun 26, 2026
Full time
Independent Financial Adviser Location: Wolverhampton Salary: 30,000 - Excellent bonus scheme & private medical The Opportunity A growing financial planning firm is looking for a newly qualified or early-career Financial Adviser to join its team. This is a great opportunity to build your advisory experience in a supportive environment, working alongside experienced professionals while developing long-term client relationships. Key Responsibilities Manage and develop relationships with existing clients, delivering ongoing advice and regular reviews Conduct reviews in line with FCA requirements and ensure plans remain suitable Provide advice across pensions, investments, protection and retirement planning Support new business opportunities and attend fact-finding meetings Build relationships with introducers and contribute to business development Assist with recommendations, suitability reports and financial planning documentation Maintain accurate and compliant client records Liaise with paraplanners, administrators and providers to ensure smooth service delivery About You Essential: Level 4 Diploma in Financial Planning (or equivalent) Newly qualified or early-stage Financial Adviser Strong communication, analytical and report-writing skills Good organisational ability and attention to detail Desirable: Experience within an IFA or wealth management environment Knowledge across core financial planning areas Working towards Chartered status Personal Attributes Professional and client-focused Motivated to build a long-term career Proactive and commercially aware Team player with the ability to manage workloads independently What Success Looks Like Strong client retention and satisfaction Growth in new clients and assets under management High-quality, compliant advice and reporting Contribution to overall business growth At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Fully Remote Role 35-Hour Working Week Growing Wealth Management Firm An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm. This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience. This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people. The Opportunity As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes. Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout. Your responsibilities will include: • Processing new and existing business across pensions, investments and protection products • Managing the onboarding process for new clients • Coordinating and preparing documentation for client review meetings • Responding to client, provider and third-party enquiries in a timely and professional manner • Arranging client meetings and supporting ongoing client relationships • Maintaining accurate client records and updating back-office systems • Working closely with Financial Planners and technical teams to ensure smooth case progression • Assisting with the preparation of suitability reports and supporting documentation • Supporting Consumer Duty requirements and client servicing standards • Promoting and assisting clients with the firm's technology and client portal solutions Requirements • Previous experience within an IFA, Wealth Management or Financial Planning environment • Ideally a minimum of 2 years' experience in a Financial Planning Administrator or Client Services role • Strong understanding of financial services administration processes • Excellent organisational and time management skills • High attention to detail and accuracy • Strong communication and client service skills • Good IT and systems experience • Ability to work independently while contributing positively to a wider team environment • Professional, proactive and client-focused approach What's on Offer • Salary up to £35,000 depending on experience • Performance-related bonus scheme • Fully remote working arrangement • 35-hour working week • Wellness Days • Ongoing training and professional development • Supportive and collaborative team culture • Long-term career development opportunities • Opportunity to join a growing and highly respected wealth management firm Why This Opportunity Stands Out Fully remote opportunities within wealth management are increasingly sought after, particularly within firms that combine flexibility with genuine career development. This role offers the opportunity to join a modern and progressive financial planning business where client service is at the heart of everything they do. You'll benefit from working alongside experienced professionals, gaining exposure to a broad range of financial planning activities while enjoying the flexibility of remote working. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions
Jun 25, 2026
Full time
Fully Remote Role 35-Hour Working Week Growing Wealth Management Firm An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm. This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience. This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people. The Opportunity As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes. Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout. Your responsibilities will include: • Processing new and existing business across pensions, investments and protection products • Managing the onboarding process for new clients • Coordinating and preparing documentation for client review meetings • Responding to client, provider and third-party enquiries in a timely and professional manner • Arranging client meetings and supporting ongoing client relationships • Maintaining accurate client records and updating back-office systems • Working closely with Financial Planners and technical teams to ensure smooth case progression • Assisting with the preparation of suitability reports and supporting documentation • Supporting Consumer Duty requirements and client servicing standards • Promoting and assisting clients with the firm's technology and client portal solutions Requirements • Previous experience within an IFA, Wealth Management or Financial Planning environment • Ideally a minimum of 2 years' experience in a Financial Planning Administrator or Client Services role • Strong understanding of financial services administration processes • Excellent organisational and time management skills • High attention to detail and accuracy • Strong communication and client service skills • Good IT and systems experience • Ability to work independently while contributing positively to a wider team environment • Professional, proactive and client-focused approach What's on Offer • Salary up to £35,000 depending on experience • Performance-related bonus scheme • Fully remote working arrangement • 35-hour working week • Wellness Days • Ongoing training and professional development • Supportive and collaborative team culture • Long-term career development opportunities • Opportunity to join a growing and highly respected wealth management firm Why This Opportunity Stands Out Fully remote opportunities within wealth management are increasingly sought after, particularly within firms that combine flexibility with genuine career development. This role offers the opportunity to join a modern and progressive financial planning business where client service is at the heart of everything they do. You'll benefit from working alongside experienced professionals, gaining exposure to a broad range of financial planning activities while enjoying the flexibility of remote working. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions
Job Title: Senior Administrator / Paraplanner Salary: £30,000 - £48,000 DOE + Discretionary Bonus Location: St Albans (Office-Based) About our clients and the role: Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans. Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service. As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm. You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to expand. This role would suit either an experienced Financial Planning Administrator looking to become more technical, or an established Paraplanner seeking greater responsibility and long-term career progression. Salary & Benefits: Basic Salary: £30,000 - £48,000 depending on experience and qualifications Annual Discretionary Bonus Company Pension Scheme 25 Days Holiday plus Bank Holidays Additional Day's Holiday for Every Year of Service (up to 5 additional days) Full Support and Funding for Industry Qualifications Clear Career Progression Opportunities Parking Permit Provided after Probation Fully Funded Team Social Events Summer and Christmas Team Celebrations Supportive and Collaborative Working Environment Working Hours: Monday - Friday Typical Hours: 9:00am - 5:00pm Flexibility Around Start and Finish Times No Weekend Working Office-Based Role in St Albans Flexibility Available for Personal Commitments When Needed Desired Experience: Experience within a Financial Planning, Wealth Management, or IFA environment Previous experience as a Financial Planning Administrator, Senior Administrator, Junior Paraplanner, or Paraplanner Strong understanding of pensions, investments, and financial planning processes Experience supporting Financial Advisers with client reviews and ongoing servicing Exposure to cashflow modelling would be advantageous Experience preparing review packs and client documentation Knowledge of pension and investment analysis would be beneficial Experience contributing to suitability reports would be advantageous Strong organisational skills and excellent attention to detail A genuine desire to learn, develop, and progress within Financial Services Responsibilities & Duties: Support Financial Advisers with case preparation, technical analysis, and ongoing administration Prepare and maintain client records, including fact finds, risk profiling, and client objectives Conduct investment, pension, and product research to support adviser recommendations Assist with pension and investment analysis, including annual allowance calculations and technical reviews Prepare review packs and client meeting documentation Contribute to suitability reports for investments, withdrawals, and ongoing advice recommendations Build and maintain cashflow models where appropriate Liaise with providers to obtain policy information and process client transactions Process fund switches, withdrawals, and other client servicing requirements Maintain accurate client records and ensure compliance with regulatory requirements Deliver exceptional client service and support the firm's commitment to holistic financial planning Work closely with the advisers and wider team to support the continued growth of the business By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 25, 2026
Full time
Job Title: Senior Administrator / Paraplanner Salary: £30,000 - £48,000 DOE + Discretionary Bonus Location: St Albans (Office-Based) About our clients and the role: Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans. Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service. As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm. You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to expand. This role would suit either an experienced Financial Planning Administrator looking to become more technical, or an established Paraplanner seeking greater responsibility and long-term career progression. Salary & Benefits: Basic Salary: £30,000 - £48,000 depending on experience and qualifications Annual Discretionary Bonus Company Pension Scheme 25 Days Holiday plus Bank Holidays Additional Day's Holiday for Every Year of Service (up to 5 additional days) Full Support and Funding for Industry Qualifications Clear Career Progression Opportunities Parking Permit Provided after Probation Fully Funded Team Social Events Summer and Christmas Team Celebrations Supportive and Collaborative Working Environment Working Hours: Monday - Friday Typical Hours: 9:00am - 5:00pm Flexibility Around Start and Finish Times No Weekend Working Office-Based Role in St Albans Flexibility Available for Personal Commitments When Needed Desired Experience: Experience within a Financial Planning, Wealth Management, or IFA environment Previous experience as a Financial Planning Administrator, Senior Administrator, Junior Paraplanner, or Paraplanner Strong understanding of pensions, investments, and financial planning processes Experience supporting Financial Advisers with client reviews and ongoing servicing Exposure to cashflow modelling would be advantageous Experience preparing review packs and client documentation Knowledge of pension and investment analysis would be beneficial Experience contributing to suitability reports would be advantageous Strong organisational skills and excellent attention to detail A genuine desire to learn, develop, and progress within Financial Services Responsibilities & Duties: Support Financial Advisers with case preparation, technical analysis, and ongoing administration Prepare and maintain client records, including fact finds, risk profiling, and client objectives Conduct investment, pension, and product research to support adviser recommendations Assist with pension and investment analysis, including annual allowance calculations and technical reviews Prepare review packs and client meeting documentation Contribute to suitability reports for investments, withdrawals, and ongoing advice recommendations Build and maintain cashflow models where appropriate Liaise with providers to obtain policy information and process client transactions Process fund switches, withdrawals, and other client servicing requirements Maintain accurate client records and ensure compliance with regulatory requirements Deliver exceptional client service and support the firm's commitment to holistic financial planning Work closely with the advisers and wider team to support the continued growth of the business By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager / IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working - up to 3 days from home 25 days annual leave plus bank holidays Option to purchase up to 5 additional holiday days Additional holiday entitlement for long service 5% employer pension contribution Life cover (4x salary) Critical illness cover (4x salary) Income protection Full support towards professional qualifications and exams About the Company: Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team. This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications. Key Responsibilities: Providing comprehensive administrative support to a dedicated Financial Adviser. Managing client relationships and acting as a key point of contact. Liaising with providers, platforms, and third-party organisations. Processing new business applications and maintaining accurate records. Preparing documentation for client meetings and reviews. Managing fund switches, withdrawals, transfers, and other policy servicing requests. Chasing outstanding information from clients and providers. Updating and maintaining Intelligent Office (IO) and internal systems. Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements. Supporting advisers throughout the end-to-end client journey. Delivering exceptional client service at all times. What We're Looking For: Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role. Experience working closely with Financial Advisers and product providers. Strong organisational skills with excellent attention to detail. Ability to manage multiple tasks and prioritise workloads effectively. Excellent communication and client service skills. A proactive and professional approach to work. Good working knowledge of Microsoft Office applications. Experience using Intelligent Office (IO) or similar CRM systems. Desirable Skills: Progress towards the Level 4 Diploma in Regulated Financial Planning. Knowledge of pensions, investments, protection, and wealth management products. Experience supporting high-net-worth clients. Understanding of financial services regulatory requirements. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 25, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager / IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working - up to 3 days from home 25 days annual leave plus bank holidays Option to purchase up to 5 additional holiday days Additional holiday entitlement for long service 5% employer pension contribution Life cover (4x salary) Critical illness cover (4x salary) Income protection Full support towards professional qualifications and exams About the Company: Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team. This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications. Key Responsibilities: Providing comprehensive administrative support to a dedicated Financial Adviser. Managing client relationships and acting as a key point of contact. Liaising with providers, platforms, and third-party organisations. Processing new business applications and maintaining accurate records. Preparing documentation for client meetings and reviews. Managing fund switches, withdrawals, transfers, and other policy servicing requests. Chasing outstanding information from clients and providers. Updating and maintaining Intelligent Office (IO) and internal systems. Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements. Supporting advisers throughout the end-to-end client journey. Delivering exceptional client service at all times. What We're Looking For: Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role. Experience working closely with Financial Advisers and product providers. Strong organisational skills with excellent attention to detail. Ability to manage multiple tasks and prioritise workloads effectively. Excellent communication and client service skills. A proactive and professional approach to work. Good working knowledge of Microsoft Office applications. Experience using Intelligent Office (IO) or similar CRM systems. Desirable Skills: Progress towards the Level 4 Diploma in Regulated Financial Planning. Knowledge of pensions, investments, protection, and wealth management products. Experience supporting high-net-worth clients. Understanding of financial services regulatory requirements. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
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 25, 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
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Jun 25, 2026
Full time
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
If you're looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Jun 25, 2026
Full time
If you're looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Operations Administrator Location: Somerset Contract: Permanent Salary: 30,000 - 36,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently working on behalf of a client within the Financial Planning sector, who are looking to recruit an Operations Administrator to join their team. This is a varied, client-facing administrative role, supporting the smooth running of the office and providing key operational support across client administration, provider liaison, meeting preparation and day-to-day office duties. The role would suit someone highly organised, professional and comfortable working in a busy financial services environment where accuracy, communication and attention to detail are essential. Key Responsibilities Welcoming visitors and providing a professional front-of-house service Answering telephone calls, taking messages and maintaining phone logs Supporting meeting hospitality, including preparing rooms and refreshments Issuing client regulatory packs, appointment confirmations and client agreements Producing portfolio reports through Intelliflo Processing Letters of Authority and chasing providers for outstanding information Assisting with research using tools such as Iress Exchange, FE Analytics, Moneyfacts and provider websites Preparing client presentations, illustrations, agendas and supporting documentation Completing application forms, encashment forms and trust deed documentation Checking identity verification requirements Submitting transactions via platforms or paper-based processes Handling important client documents, including identity documents and certificates Maintaining business ledgers and updating client records on Intelliflo Liaising with providers, platforms and internal colleagues Managing incoming and outgoing post, scanning, filing and archiving records Supporting monthly client communications, newsletters, payslips and regular contribution updates Ordering office supplies and helping to maintain a clean, organised office environment Candidate Criteria Previous administration experience, ideally within Financial Planning, Wealth Management or Financial Services Strong organisational skills and the ability to manage a varied workload Excellent attention to detail and accuracy when handling client information Confident communication skills, both written and verbal Comfortable speaking with clients, providers and internal team members Experience using Intelliflo would be highly beneficial Good IT skills, including Microsoft Office and general office systems Ability to work well as part of a team and support colleagues across the business Professional, reliable and proactive approach to work If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
Jun 25, 2026
Full time
Operations Administrator Location: Somerset Contract: Permanent Salary: 30,000 - 36,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently working on behalf of a client within the Financial Planning sector, who are looking to recruit an Operations Administrator to join their team. This is a varied, client-facing administrative role, supporting the smooth running of the office and providing key operational support across client administration, provider liaison, meeting preparation and day-to-day office duties. The role would suit someone highly organised, professional and comfortable working in a busy financial services environment where accuracy, communication and attention to detail are essential. Key Responsibilities Welcoming visitors and providing a professional front-of-house service Answering telephone calls, taking messages and maintaining phone logs Supporting meeting hospitality, including preparing rooms and refreshments Issuing client regulatory packs, appointment confirmations and client agreements Producing portfolio reports through Intelliflo Processing Letters of Authority and chasing providers for outstanding information Assisting with research using tools such as Iress Exchange, FE Analytics, Moneyfacts and provider websites Preparing client presentations, illustrations, agendas and supporting documentation Completing application forms, encashment forms and trust deed documentation Checking identity verification requirements Submitting transactions via platforms or paper-based processes Handling important client documents, including identity documents and certificates Maintaining business ledgers and updating client records on Intelliflo Liaising with providers, platforms and internal colleagues Managing incoming and outgoing post, scanning, filing and archiving records Supporting monthly client communications, newsletters, payslips and regular contribution updates Ordering office supplies and helping to maintain a clean, organised office environment Candidate Criteria Previous administration experience, ideally within Financial Planning, Wealth Management or Financial Services Strong organisational skills and the ability to manage a varied workload Excellent attention to detail and accuracy when handling client information Confident communication skills, both written and verbal Comfortable speaking with clients, providers and internal team members Experience using Intelliflo would be highly beneficial Good IT skills, including Microsoft Office and general office systems Ability to work well as part of a team and support colleagues across the business Professional, reliable and proactive approach to work If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You'll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You'll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you'll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you'll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you're interested, please click 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 25, 2026
Full time
Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You'll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You'll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you'll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you'll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you're interested, please click 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.
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jun 25, 2026
Full time
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Jun 25, 2026
Full time
Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Jun 25, 2026
Full time
Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week
Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume. The Opportunity Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued. Key Responsibilities Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities. Acting as a key point of contact for clients, advisers, providers and third-party professional connections. Producing quotations, illustrations, suitability support material and provider information. Conducting research across pensions, investments, protection and other financial planning solutions. Utilising industry technology and research tools to support adviser recommendations and client outcomes. Assisting with the implementation and ongoing servicing of client arrangements. Preparing documentation and reports for client review meetings. Maintaining and monitoring review schedules and servicing requirements. Managing diary events and workflow activities throughout the client lifecycle. Liaising with product providers to progress cases efficiently and resolve queries. Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems. Supporting the ongoing review and maintenance of existing client arrangements. Delivering a consistently high level of client service across all interactions. About You The successful candidate will possess: A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment. A strong understanding of financial planning products including pensions, investments and protection. Previous experience supporting Financial Advisers and managing client servicing activities. Excellent organisational and time management skills. Strong written and verbal communication abilities. High levels of accuracy and attention to detail. The ability to prioritise workloads effectively and work independently. A proactive and professional approach to client service. A genuine commitment to delivering exceptional client outcomes. Experience of using Intelliflo or similar financial planning back-office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably. Working Pattern The role is full time onsite. No remote available please What's on Offer Join a respected and growing independent financial planning business. Exposure to a broad range of financial planning and wealth management activities. Supportive and collaborative team environment. Opportunity to work closely with experienced advisers and industry professionals. Long-term career stability within an established and successful firm. Ongoing professional development and learning opportunities. A culture that genuinely values quality client service, professionalism and teamwork.
Jun 25, 2026
Full time
Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume. The Opportunity Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued. Key Responsibilities Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities. Acting as a key point of contact for clients, advisers, providers and third-party professional connections. Producing quotations, illustrations, suitability support material and provider information. Conducting research across pensions, investments, protection and other financial planning solutions. Utilising industry technology and research tools to support adviser recommendations and client outcomes. Assisting with the implementation and ongoing servicing of client arrangements. Preparing documentation and reports for client review meetings. Maintaining and monitoring review schedules and servicing requirements. Managing diary events and workflow activities throughout the client lifecycle. Liaising with product providers to progress cases efficiently and resolve queries. Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems. Supporting the ongoing review and maintenance of existing client arrangements. Delivering a consistently high level of client service across all interactions. About You The successful candidate will possess: A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment. A strong understanding of financial planning products including pensions, investments and protection. Previous experience supporting Financial Advisers and managing client servicing activities. Excellent organisational and time management skills. Strong written and verbal communication abilities. High levels of accuracy and attention to detail. The ability to prioritise workloads effectively and work independently. A proactive and professional approach to client service. A genuine commitment to delivering exceptional client outcomes. Experience of using Intelliflo or similar financial planning back-office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably. Working Pattern The role is full time onsite. No remote available please What's on Offer Join a respected and growing independent financial planning business. Exposure to a broad range of financial planning and wealth management activities. Supportive and collaborative team environment. Opportunity to work closely with experienced advisers and industry professionals. Long-term career stability within an established and successful firm. Ongoing professional development and learning opportunities. A culture that genuinely values quality client service, professionalism and teamwork.
Personal Assistant Location: Chichester Salary: 30,000 - 35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive & Administrative Support Provide day-to-day support to senior advisers and directors. Manage diaries, appointments, and meeting schedules. Organise client meetings, including preparation of documentation and meeting packs. Handle correspondence, telephone enquiries, and client communications professionally and confidentially. Coordinate travel arrangements and other administrative requirements. Meeting Support & Documentation Attend client meetings where required. Produce clear, concise, and professional post-meeting summaries and client notes. Record actions, recommendations, and follow-up requirements accurately. Ensure meeting records comply with internal procedures and regulatory requirements. Track outstanding actions and ensure timely completion. Client Relationship Management Act as a key point of contact for clients. Deliver a high level of customer service and maintain strong professional relationships. Assist with client onboarding, documentation, and ongoing servicing requirements. Liaise with providers and third parties to obtain information and progress client cases. General Office Support Maintain accurate records and filing systems. Support compliance and administration processes. Assist with project work and business initiatives as required. Contribute to the smooth running of the practice and wider team. Systems & Tools Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) CRM systems Salesforce experience would be preferred About You We're looking for an individual who is: Highly organised with excellent time management skills. A confident communicator with strong written and verbal communication abilities. Experienced in producing accurate meeting notes, summaries, and professional documentation. Comfortable managing confidential and sensitive information. Able to work independently whilst supporting a busy team. Detail-oriented with excellent proofreading and administration skills. Proactive, professional, and client-focused. Desirable Experience Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator. Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment. Understanding of Financial Services terminology and processes. Experience producing client meeting summaries, suitability reports, or technical documentation. If you're looking to join a professional and growing Financial Services practice where you can play a key role supporting advisers and delivering an exceptional client experience, we'd love to hear from you.
Jun 25, 2026
Full time
Personal Assistant Location: Chichester Salary: 30,000 - 35,000 plus Benefits (DOE) About the Role Our client, a well-established and highly respected Financial Services practice, is seeking an experienced and proactive Personal Assistant to provide comprehensive support to senior advisers and the wider team. This is a varied and fast-paced role that would suit an organised professional who thrives on managing multiple priorities, has exceptional attention to detail, and is comfortable working within a client-focused environment. Previous experience within Financial Services, Wealth Management, Financial Planning, or a similar regulated environment would be highly advantageous. A key aspect of the role will involve attending client meetings, producing detailed and accurate post-meeting summaries, and ensuring all follow-up actions are documented and completed efficiently. Key Responsibilities Executive & Administrative Support Provide day-to-day support to senior advisers and directors. Manage diaries, appointments, and meeting schedules. Organise client meetings, including preparation of documentation and meeting packs. Handle correspondence, telephone enquiries, and client communications professionally and confidentially. Coordinate travel arrangements and other administrative requirements. Meeting Support & Documentation Attend client meetings where required. Produce clear, concise, and professional post-meeting summaries and client notes. Record actions, recommendations, and follow-up requirements accurately. Ensure meeting records comply with internal procedures and regulatory requirements. Track outstanding actions and ensure timely completion. Client Relationship Management Act as a key point of contact for clients. Deliver a high level of customer service and maintain strong professional relationships. Assist with client onboarding, documentation, and ongoing servicing requirements. Liaise with providers and third parties to obtain information and progress client cases. General Office Support Maintain accurate records and filing systems. Support compliance and administration processes. Assist with project work and business initiatives as required. Contribute to the smooth running of the practice and wider team. Systems & Tools Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) CRM systems Salesforce experience would be preferred About You We're looking for an individual who is: Highly organised with excellent time management skills. A confident communicator with strong written and verbal communication abilities. Experienced in producing accurate meeting notes, summaries, and professional documentation. Comfortable managing confidential and sensitive information. Able to work independently whilst supporting a busy team. Detail-oriented with excellent proofreading and administration skills. Proactive, professional, and client-focused. Desirable Experience Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator. Experience within Financial Services, Wealth Management, Financial Planning, Banking, or a regulated professional services environment. Understanding of Financial Services terminology and processes. Experience producing client meeting summaries, suitability reports, or technical documentation. If you're looking to join a professional and growing Financial Services practice where you can play a key role supporting advisers and delivering an exceptional client experience, we'd love to hear from you.
Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding
Jun 25, 2026
Full time
Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Jun 24, 2026
Full time
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Jun 24, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Brighthire Solutions Ltd T/A Brighthire Recruitmen
East Grinstead, Sussex
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Jun 24, 2026
Full time
Private Client Consultant (Wills, Trusts & LPAs) 28,000 - 30,000 Hybrid Working Funded STEP Qualification Career Progression Are you looking to join a growing organisation that offers genuine career development, funded qualifications and the opportunity to work closely with clients to deliver expert estate planning advice? We are recruiting for a Private Client Consultant to join a highly regarded organisation operating within the Estate Planning and Financial Services sector. As a Private Client Consultant, you will provide expert guidance to clients on a range of private client matters, helping them protect their assets and plan effectively for the future. You will be responsible for: Advising clients on Wills, Trusts, Lasting Powers of Attorney (LPAs), Probate and Estate Planning Drafting, reviewing and amending Wills and LPAs Assisting clients with inheritance tax and wealth preservation considerations Preparing and submitting LPAs to the Office of the Public Guardian (OPG) Building strong, long-term client relationships Maintaining accurate records using CRM systems Liaising with clients, colleagues and stakeholders throughout the process Attending occasional client events, roadshows and regional meetings Ensuring all work is completed accurately and within service level agreements About YouTo be successful in this role, you will ideally have: A Law degree or equivalent legal qualification STEP or CILEX qualification (or interest in working towards) Strong client-facing and relationship-building skills Excellent drafting and communication abilities High levels of attention to detail and organisation Proficiency with Microsoft Office and CRM systems A full UK driving licence and willingness to travel when required What's on Offer? Salary of 28,000 - 30,000 Hybrid working Funded STEP qualifications Structured career progression to Senior Consultant level Ongoing professional development and training Exposure to complex and high-value private client work Supportive and collaborative working environment This opportunity would suit candidates currently working as a Paralegal, Probate Case Handler, Estate Planning Consultant, Will Writer, Legal Advisor, Private Client Executive, Probate Administrator or Private Client Consultant. However, other experience would be considered. Apply today to learn more about this exciting opportunity within a growing and forward-thinking organisation.
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 24, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
