Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Up to £33,000 depending on experience Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm s client service proposition helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm s standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jun 27, 2026
Full time
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Up to £33,000 depending on experience Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm s client service proposition helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm s standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Permanent Office Administrator Job £25,000 - £28,000 Chester City Centre Financial Services industry 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.
Jun 26, 2026
Full time
Permanent Office Administrator Job £25,000 - £28,000 Chester City Centre Financial Services industry 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.
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Jun 26, 2026
Full time
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications
Jun 26, 2026
Full time
Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications
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)
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.
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
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.
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.
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Jun 24, 2026
Full time
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.
Jun 24, 2026
Full time
Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 24, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 24, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 23, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 23, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Taunton An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions:
Jun 23, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Taunton An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions:
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Barnstaple An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
Jun 23, 2026
Full time
Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Barnstaple An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .
An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions
Jun 22, 2026
Full time
An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions
Job Title: Senior Pensions Administrator Location: Leicester (Hybrid) Salary: Dependent on Experience We are working with a well-established wealth management and financial planning firm that prides itself on delivering tailored, client-focused solutions to a wide range of personal and corporate clients. The firm is highly regarded for its proactive approach to client relationships, robust processes, and adherence to regulatory standards. The Role: As a Pensions Administrator, reporting to the Team Director, you will be the primary contact for a portfolio of clients, managing and administering all aspects of their financial affairs and requests. You will work closely with financial advisers and the team, building strong relationships and understanding clients' objectives to help them achieve their financial goals. Your role is central to the ongoing success of the firm, delivering excellent client service, supporting wealth management objectives, and ensuring compliance with all relevant regulations, including HMRC and FCA requirements. You will proactively manage clients' affairs, plan and prioritise workloads, and communicate clearly and professionally at all levels. Special attention will be given to the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests. The Ideal Candidate: Will have experience in pensions administration, including SIPP and SASS schemes, a strong understanding of compliance requirements, and a client-first mindset. You will manage your own client bank, provide a high level of service, and actively contribute to the wider team's success. You will also be expected to maintain and develop your professional knowledge through ongoing training and adherence to the firm's policies and procedures. What's in it for You? Generous salary and pension contributions Life Assurance, Income Protection and a Heath Cash Plan 25 days holiday + bank holidays + increasing with service Hybrid working Ongoing professional support Please reach out to Adele at Capio Recruitment for a confidential conversation about this role further. We look forward to hearing from you!
Jun 22, 2026
Full time
Job Title: Senior Pensions Administrator Location: Leicester (Hybrid) Salary: Dependent on Experience We are working with a well-established wealth management and financial planning firm that prides itself on delivering tailored, client-focused solutions to a wide range of personal and corporate clients. The firm is highly regarded for its proactive approach to client relationships, robust processes, and adherence to regulatory standards. The Role: As a Pensions Administrator, reporting to the Team Director, you will be the primary contact for a portfolio of clients, managing and administering all aspects of their financial affairs and requests. You will work closely with financial advisers and the team, building strong relationships and understanding clients' objectives to help them achieve their financial goals. Your role is central to the ongoing success of the firm, delivering excellent client service, supporting wealth management objectives, and ensuring compliance with all relevant regulations, including HMRC and FCA requirements. You will proactively manage clients' affairs, plan and prioritise workloads, and communicate clearly and professionally at all levels. Special attention will be given to the needs of vulnerable clients, ensuring appropriate steps are taken to protect their interests. The Ideal Candidate: Will have experience in pensions administration, including SIPP and SASS schemes, a strong understanding of compliance requirements, and a client-first mindset. You will manage your own client bank, provide a high level of service, and actively contribute to the wider team's success. You will also be expected to maintain and develop your professional knowledge through ongoing training and adherence to the firm's policies and procedures. What's in it for You? Generous salary and pension contributions Life Assurance, Income Protection and a Heath Cash Plan 25 days holiday + bank holidays + increasing with service Hybrid working Ongoing professional support Please reach out to Adele at Capio Recruitment for a confidential conversation about this role further. We look forward to hearing from you!
