Financial Planning Administrator - Broadway near Evesham (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Jul 02, 2026
Full time
Financial Planning Administrator - Broadway near Evesham (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Financial Services Administrator Glasgow £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jul 02, 2026
Full time
Financial Services Administrator Glasgow £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager / IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working - up to 3 days from home 25 days annual leave plus bank holidays Option to purchase up to 5 additional holiday days Additional holiday entitlement for long service 5% employer pension contribution Life cover (4x salary) Critical illness cover (4x salary) Income protection Full support towards professional qualifications and exams About the Company: Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team. This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications. Key Responsibilities: Providing comprehensive administrative support to a dedicated Financial Adviser. Managing client relationships and acting as a key point of contact. Liaising with providers, platforms, and third-party organisations. Processing new business applications and maintaining accurate records. Preparing documentation for client meetings and reviews. Managing fund switches, withdrawals, transfers, and other policy servicing requests. Chasing outstanding information from clients and providers. Updating and maintaining Intelligent Office (IO) and internal systems. Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements. Supporting advisers throughout the end-to-end client journey. Delivering exceptional client service at all times. What We're Looking For: Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role. Experience working closely with Financial Advisers and product providers. Strong organisational skills with excellent attention to detail. Ability to manage multiple tasks and prioritise workloads effectively. Excellent communication and client service skills. A proactive and professional approach to work. Good working knowledge of Microsoft Office applications. Experience using Intelligent Office (IO) or similar CRM systems. Desirable Skills: Progress towards the Level 4 Diploma in Regulated Financial Planning. Knowledge of pensions, investments, protection, and wealth management products. Experience supporting high-net-worth clients. Understanding of financial services regulatory requirements. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jul 02, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager / IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working - up to 3 days from home 25 days annual leave plus bank holidays Option to purchase up to 5 additional holiday days Additional holiday entitlement for long service 5% employer pension contribution Life cover (4x salary) Critical illness cover (4x salary) Income protection Full support towards professional qualifications and exams About the Company: Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team. This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications. Key Responsibilities: Providing comprehensive administrative support to a dedicated Financial Adviser. Managing client relationships and acting as a key point of contact. Liaising with providers, platforms, and third-party organisations. Processing new business applications and maintaining accurate records. Preparing documentation for client meetings and reviews. Managing fund switches, withdrawals, transfers, and other policy servicing requests. Chasing outstanding information from clients and providers. Updating and maintaining Intelligent Office (IO) and internal systems. Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements. Supporting advisers throughout the end-to-end client journey. Delivering exceptional client service at all times. What We're Looking For: Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role. Experience working closely with Financial Advisers and product providers. Strong organisational skills with excellent attention to detail. Ability to manage multiple tasks and prioritise workloads effectively. Excellent communication and client service skills. A proactive and professional approach to work. Good working knowledge of Microsoft Office applications. Experience using Intelligent Office (IO) or similar CRM systems. Desirable Skills: Progress towards the Level 4 Diploma in Regulated Financial Planning. Knowledge of pensions, investments, protection, and wealth management products. Experience supporting high-net-worth clients. Understanding of financial services regulatory requirements. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
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
Jul 01, 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
Jul 01, 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
IFA Administrator Bath, hybrid £28,000 - £35,000 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 a Financial Planning Administrator based in their Bath office, you'll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You'll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for the right person Pension contribution DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA 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 Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support
Jun 30, 2026
Full time
IFA Administrator Bath, hybrid £28,000 - £35,000 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 a Financial Planning Administrator based in their Bath office, you'll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You'll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for the right person Pension contribution DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA 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 Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support
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 30, 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
IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802
Jun 30, 2026
Full time
IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
London Hybrid Up to £45,000 + Bonus + Benefits An established financial planning firm is looking for an experienced Senior Client Account Manager to join its London team. This is a senior, hands-on role for someone who has strong IFA administration experience, excellent organisation skills and the confidence to support both advisers and a small team. You will work closely with senior financial advisers, supporting their client relationships and making sure the day-to-day administration, client communication and follow-through are handled to a high standard. You will also help lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client service. What's on offer? Salary up to £45,000, depending on experience Discretionary annual bonus Hybrid working, typically 2-3 days per week in the London office Strong employer pension contribution Private medical insurance Income protection Death-in-service cover 25 days' holiday plus bank holidays, with the option to buy more The Role This is a "player-coach" position. You will still be involved in the work yourself, but you will also support, guide and develop the people around you. You will be responsible for: Providing senior administrative support to two financial advisers and their clients Managing pre- and post-sales administration Building strong relationships with clients and keeping them updated throughout the advice process Taking ownership of more complex or sensitive cases Supporting a small team of Client Account Managers / Administrators Running regular team meetings and helping keep workload on track Supporting team development, training and one-to-ones Preparing accurate documentation, reports and client correspondence Making sure processes are followed and deadlines are met Using CRM systems and client portals effectively Working in line with FCA, GDPR, MiFID II and PRIIPs requirements What We're Looking For You will need previous experience working in an IFA, wealth management or financial planning firm. The ideal person will have: 7-10 years' experience in financial planning administration, client support or client account management Strong knowledge of IFA administration and adviser support Experience supporting clients directly, not just processing tasks Experience mentoring, supervising or leading others Excellent organisation and attention to detail Strong communication skills and a calm, professional manner Confidence using systems such as CRM platforms, Word, Excel, Outlook and Adobe A good working knowledge of pensions, investments, ISAs, bonds and protection Awareness of FCA regulations and compliance requirements Formal industry qualifications are supported and encouraged, but they are not essential. Experience, attitude and capability are more important for this role. Who This Would Suit This role would suit someone who enjoys being the person advisers and clients can rely on. You may already be a Senior Administrator, Client Account Manager, Client Services Manager, Team Leader or experienced IFA Administrator looking for more responsibility. It would suit someone who likes being hands-on, enjoys helping others develop and takes pride in delivering a high-quality client experience.
Jun 30, 2026
Full time
London Hybrid Up to £45,000 + Bonus + Benefits An established financial planning firm is looking for an experienced Senior Client Account Manager to join its London team. This is a senior, hands-on role for someone who has strong IFA administration experience, excellent organisation skills and the confidence to support both advisers and a small team. You will work closely with senior financial advisers, supporting their client relationships and making sure the day-to-day administration, client communication and follow-through are handled to a high standard. You will also help lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client service. What's on offer? Salary up to £45,000, depending on experience Discretionary annual bonus Hybrid working, typically 2-3 days per week in the London office Strong employer pension contribution Private medical insurance Income protection Death-in-service cover 25 days' holiday plus bank holidays, with the option to buy more The Role This is a "player-coach" position. You will still be involved in the work yourself, but you will also support, guide and develop the people around you. You will be responsible for: Providing senior administrative support to two financial advisers and their clients Managing pre- and post-sales administration Building strong relationships with clients and keeping them updated throughout the advice process Taking ownership of more complex or sensitive cases Supporting a small team of Client Account Managers / Administrators Running regular team meetings and helping keep workload on track Supporting team development, training and one-to-ones Preparing accurate documentation, reports and client correspondence Making sure processes are followed and deadlines are met Using CRM systems and client portals effectively Working in line with FCA, GDPR, MiFID II and PRIIPs requirements What We're Looking For You will need previous experience working in an IFA, wealth management or financial planning firm. The ideal person will have: 7-10 years' experience in financial planning administration, client support or client account management Strong knowledge of IFA administration and adviser support Experience supporting clients directly, not just processing tasks Experience mentoring, supervising or leading others Excellent organisation and attention to detail Strong communication skills and a calm, professional manner Confidence using systems such as CRM platforms, Word, Excel, Outlook and Adobe A good working knowledge of pensions, investments, ISAs, bonds and protection Awareness of FCA regulations and compliance requirements Formal industry qualifications are supported and encouraged, but they are not essential. Experience, attitude and capability are more important for this role. Who This Would Suit This role would suit someone who enjoys being the person advisers and clients can rely on. You may already be a Senior Administrator, Client Account Manager, Client Services Manager, Team Leader or experienced IFA Administrator looking for more responsibility. It would suit someone who likes being hands-on, enjoys helping others develop and takes pride in delivering a high-quality client experience.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Salary: £35,000 + Bonus + Comprehensive Benefits Package Job Type: Full-Time Permanent Hybrid Working Build Your Future Within a Successful Wealth Management Firm An established and highly regarded financial planning practice is seeking an experienced IFA Administrator to join its growing client support team in Croydon. This is an excellent opportunity for an individual who enjoys working within a professional wealth management environment and takes pride in delivering outstanding client service. You'll be joining a business that has developed a strong reputation for providing high-quality financial planning advice to private clients and business owners, while offering employees genuine opportunities for long-term career development. Working closely with Financial Advisers and Paraplanners, you will play an integral role in ensuring the smooth delivery of the advice process, helping clients receive a seamless and professional experience from start to finish. For ambitious administrators looking to further their career within financial planning, the company offers ongoing training, study support and a clear progression route into Paraplanning. The Opportunity As an IFA Administrator, you will provide vital support across all aspects of the financial planning process. You will manage client cases, prepare documentation, liaise with providers and ensure all administrative tasks are completed accurately, efficiently and in line with regulatory requirements. This position would suit someone who already has experience within an Independent Financial Advice practice or Wealth Management firm and is looking to join a supportive business where their contribution is recognised and valued. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Processing new business applications and servicing requests. Preparing suitability and client review documentation. Managing client cases through to completion. Liaising with investment platforms, pension providers and product providers. Maintaining accurate client records and updating back-office systems. Handling client enquiries by telephone and email. Monitoring workflow pipelines and progressing outstanding actions. Supporting annual reviews and ongoing client servicing requirements. Ensuring all work is completed in accordance with FCA regulations and company procedures. Delivering exceptional service standards to clients and colleagues. Essential Experience To be considered, you must have: Previous experience working within an IFA, Financial Planning or Wealth Management environment. Practical experience using Intelligent Office (IO). Experience supporting Financial Advisers and/or Paraplanners. Strong understanding of financial services administration processes. Excellent organisational and prioritisation skills. High levels of accuracy and attention to detail. Strong written and verbal communication skills. Good working knowledge of Microsoft Office applications. Please note: Applicants without previous IFA / Wealth Management experience and Intelligent Office experience are unlikely to be considered. Desirable Skills Knowledge of pensions, investments and protection products. Experience using platforms such as Nucleus, Quilter, Transact, Standard Life or Aberdeen. Understanding of FCA regulations and the financial planning process. Progress towards CII qualifications or an interest in professional development. Salary & Benefits Competitive salary up to £35,000. Annual discretionary bonus. Hybrid working arrangement. 25 days holiday plus additional Christmas closure. Employer pension contributions. Private medical insurance allowance after probation. Death in Service cover. Full study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Team social events and company activities. Structured career progression towards Paraplanning. Why Join? This is a fantastic opportunity to become part of a growing and forward-thinking financial planning business that genuinely invests in its people. You'll gain exposure to a broad range of financial planning cases, work alongside experienced professionals and have the opportunity to develop your career within a supportive and collaborative environment. If you're an experienced IFA Administrator looking for your next challenge within a respected Wealth Management firm, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Jun 30, 2026
Full time
Salary: £35,000 + Bonus + Comprehensive Benefits Package Job Type: Full-Time Permanent Hybrid Working Build Your Future Within a Successful Wealth Management Firm An established and highly regarded financial planning practice is seeking an experienced IFA Administrator to join its growing client support team in Croydon. This is an excellent opportunity for an individual who enjoys working within a professional wealth management environment and takes pride in delivering outstanding client service. You'll be joining a business that has developed a strong reputation for providing high-quality financial planning advice to private clients and business owners, while offering employees genuine opportunities for long-term career development. Working closely with Financial Advisers and Paraplanners, you will play an integral role in ensuring the smooth delivery of the advice process, helping clients receive a seamless and professional experience from start to finish. For ambitious administrators looking to further their career within financial planning, the company offers ongoing training, study support and a clear progression route into Paraplanning. The Opportunity As an IFA Administrator, you will provide vital support across all aspects of the financial planning process. You will manage client cases, prepare documentation, liaise with providers and ensure all administrative tasks are completed accurately, efficiently and in line with regulatory requirements. This position would suit someone who already has experience within an Independent Financial Advice practice or Wealth Management firm and is looking to join a supportive business where their contribution is recognised and valued. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Processing new business applications and servicing requests. Preparing suitability and client review documentation. Managing client cases through to completion. Liaising with investment platforms, pension providers and product providers. Maintaining accurate client records and updating back-office systems. Handling client enquiries by telephone and email. Monitoring workflow pipelines and progressing outstanding actions. Supporting annual reviews and ongoing client servicing requirements. Ensuring all work is completed in accordance with FCA regulations and company procedures. Delivering exceptional service standards to clients and colleagues. Essential Experience To be considered, you must have: Previous experience working within an IFA, Financial Planning or Wealth Management environment. Practical experience using Intelligent Office (IO). Experience supporting Financial Advisers and/or Paraplanners. Strong understanding of financial services administration processes. Excellent organisational and prioritisation skills. High levels of accuracy and attention to detail. Strong written and verbal communication skills. Good working knowledge of Microsoft Office applications. Please note: Applicants without previous IFA / Wealth Management experience and Intelligent Office experience are unlikely to be considered. Desirable Skills Knowledge of pensions, investments and protection products. Experience using platforms such as Nucleus, Quilter, Transact, Standard Life or Aberdeen. Understanding of FCA regulations and the financial planning process. Progress towards CII qualifications or an interest in professional development. Salary & Benefits Competitive salary up to £35,000. Annual discretionary bonus. Hybrid working arrangement. 25 days holiday plus additional Christmas closure. Employer pension contributions. Private medical insurance allowance after probation. Death in Service cover. Full study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Team social events and company activities. Structured career progression towards Paraplanning. Why Join? This is a fantastic opportunity to become part of a growing and forward-thinking financial planning business that genuinely invests in its people. You'll gain exposure to a broad range of financial planning cases, work alongside experienced professionals and have the opportunity to develop your career within a supportive and collaborative environment. If you're an experienced IFA Administrator looking for your next challenge within a respected Wealth Management firm, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Required experience: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - The ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Required experience: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - The ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
IFA Administrator Croydon, England Full-Time, Office based (Hybrid after 3 months) £28k - £32k per annum About the Ro An established and growing Independent Financial Advisory and Employee Benefits firm is seeking an organised and proactive IFA Administrator to join its team. This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys supporting advisers, delivering outstanding client service, and ensuring the smooth processing of client business. The successful candidate will work closely with Financial Advisers and Paraplanners, maintaining accurate client records, liaising with providers, and supporting the delivery of high-quality financial planning service. Key Responsibilities Provide administrative support to Financial Advisers and Paraplanners. Communicate with pension, investment and protection providers to obtain client information, valuations and documentation. Process, check and submit new business applications and servicing requests. Maintain accurate and up-to-date client records using CRM systems. Ensure all documentation is completed accurately and compliantly. Assist with the preparation of client review packs and financial planning reports. Manage incoming and outgoing correspondence, including emails, telephone calls and letters. Coordinate meetings, appointments and meeting room bookings. Print, bind and distribute reports, presentations and client documentation. Ensure advisers and paraplanners have all relevant supporting information required for client meetings. Adhere to FCA regulations, Anti-Money Laundering (AML) requirements, compliance procedures and data protection standards. Support the wider team in delivering exceptional client service. Skills & Experience Essential Previous administration experience, ideally within an IFA, wealth management or financial services environment. Good understanding of financial products, including pensions, investments and protection. Excellent organisational and time management skills. Strong verbal and written communication skills. High attention to detail and accuracy. Proficient in Microsoft Office applications, including Word, Excel and Outlook. Ability to manage multiple tasks and work effectively under pressure. Professional and client-focused approach. Desirable Experience using Intelligent Office CRM. Knowledge of FCA regulations and financial services compliance requirements. Previous experience supporting Financial Advisers or Paraplanners. Personal Attributes Demonstrate honesty, integrity and professionalism. Build strong relationships with clients, colleagues and providers. Remain calm and organised in a busy environment. Be adaptable and flexible to changing business needs. Take pride in producing high-quality work. Enjoy working as part of a supportive and collaborative team. What's on Offer Opportunity to join a respected financial planning and wealth management business. Supportive and friendly working environment. Exposure to a broad range of financial planning and employee benefits services. Career development opportunities within financial services. Ongoing training and professional development support. 25 days annual leave plus your birthday off.
Jun 30, 2026
Full time
IFA Administrator Croydon, England Full-Time, Office based (Hybrid after 3 months) £28k - £32k per annum About the Ro An established and growing Independent Financial Advisory and Employee Benefits firm is seeking an organised and proactive IFA Administrator to join its team. This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys supporting advisers, delivering outstanding client service, and ensuring the smooth processing of client business. The successful candidate will work closely with Financial Advisers and Paraplanners, maintaining accurate client records, liaising with providers, and supporting the delivery of high-quality financial planning service. Key Responsibilities Provide administrative support to Financial Advisers and Paraplanners. Communicate with pension, investment and protection providers to obtain client information, valuations and documentation. Process, check and submit new business applications and servicing requests. Maintain accurate and up-to-date client records using CRM systems. Ensure all documentation is completed accurately and compliantly. Assist with the preparation of client review packs and financial planning reports. Manage incoming and outgoing correspondence, including emails, telephone calls and letters. Coordinate meetings, appointments and meeting room bookings. Print, bind and distribute reports, presentations and client documentation. Ensure advisers and paraplanners have all relevant supporting information required for client meetings. Adhere to FCA regulations, Anti-Money Laundering (AML) requirements, compliance procedures and data protection standards. Support the wider team in delivering exceptional client service. Skills & Experience Essential Previous administration experience, ideally within an IFA, wealth management or financial services environment. Good understanding of financial products, including pensions, investments and protection. Excellent organisational and time management skills. Strong verbal and written communication skills. High attention to detail and accuracy. Proficient in Microsoft Office applications, including Word, Excel and Outlook. Ability to manage multiple tasks and work effectively under pressure. Professional and client-focused approach. Desirable Experience using Intelligent Office CRM. Knowledge of FCA regulations and financial services compliance requirements. Previous experience supporting Financial Advisers or Paraplanners. Personal Attributes Demonstrate honesty, integrity and professionalism. Build strong relationships with clients, colleagues and providers. Remain calm and organised in a busy environment. Be adaptable and flexible to changing business needs. Take pride in producing high-quality work. Enjoy working as part of a supportive and collaborative team. What's on Offer Opportunity to join a respected financial planning and wealth management business. Supportive and friendly working environment. Exposure to a broad range of financial planning and employee benefits services. Career development opportunities within financial services. Ongoing training and professional development support. 25 days annual leave plus your birthday off.
A chance to work for a successful, expanding employee benefits consultancy/wealth manager, looking for some level of office admin experience within Financial Services. Job Title/Location: Employee Benefits Administrator, London/WFH Salary: To £31,500 Office/WFH: 3 days office + 2 days WFH after training Requirements: Previous administration experience within either employee benefits, IFA/wealth management, pensions or life & protection business. Role Snapshot: Daily administration of corporate client business, dealing with benefit scheme leavers/joiners, monthly pension submissions and payroll assessments The Company: Our client is a well-established wealth management business that has expanded healthily in recent times, now consisting of around 28/29 people. This side of the business focuses on employee benefits consultancy for SME's in the creative, media, tech, fintech and art sectors. Our clients growth is continuing, has doubled in recent years. The Role: This Employee Benefits Administrator role will expose you to every element of the administration lifecycle, covering GPP's, Group Life, Group Income Protection, Group Critical Illness and DB/DC Transfers. The main responsibilities include: Day to day administration of corporate clients Dealing with administration related to new joiners/leavers of multiple benefit schemes Liaising with clients in a professional and courteous manner Communicating with providers regularly to ensure schemes are kept up to date Renewals of group risk and healthcare schemes Monthly pension submissions via provider websites Assisting with auto-enrolment projects Client meetings - introduction meetings to provide process & interactive service info to new clients Skills/Experience Required: For this Employee Benefits Administrator role, our client is open to an admin background in various areas - pensions, employee benefits or life & protection business, so any previous exposure to products such as DB/DC Pensions, GPP's, Group Income Protection, Group Life, Group Critical Illness or Group PMI would be great. Strong MS Excel, written/verbal communication skills and attention to detail are key + the ability to work unsupervised, to tight deadlines. Additional Information: Salary for the Employee Benefits Administrator role is up to £31,500 + pension scheme, PMI, Vitality & Wellbeing programme, Health Cashplan, study support and 25 days holiday. Hours Mon-Fri, 8.45am - 5.30pm with that hybrid/WFH flex. The Employee Benefits Administrator position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of expertise include administration, compliance, business analysis, project/programme management, paraplanners, customer services, marketing, underwriting and more. Check our website and feel free to call Darren Snell at any time.
Jun 30, 2026
Full time
A chance to work for a successful, expanding employee benefits consultancy/wealth manager, looking for some level of office admin experience within Financial Services. Job Title/Location: Employee Benefits Administrator, London/WFH Salary: To £31,500 Office/WFH: 3 days office + 2 days WFH after training Requirements: Previous administration experience within either employee benefits, IFA/wealth management, pensions or life & protection business. Role Snapshot: Daily administration of corporate client business, dealing with benefit scheme leavers/joiners, monthly pension submissions and payroll assessments The Company: Our client is a well-established wealth management business that has expanded healthily in recent times, now consisting of around 28/29 people. This side of the business focuses on employee benefits consultancy for SME's in the creative, media, tech, fintech and art sectors. Our clients growth is continuing, has doubled in recent years. The Role: This Employee Benefits Administrator role will expose you to every element of the administration lifecycle, covering GPP's, Group Life, Group Income Protection, Group Critical Illness and DB/DC Transfers. The main responsibilities include: Day to day administration of corporate clients Dealing with administration related to new joiners/leavers of multiple benefit schemes Liaising with clients in a professional and courteous manner Communicating with providers regularly to ensure schemes are kept up to date Renewals of group risk and healthcare schemes Monthly pension submissions via provider websites Assisting with auto-enrolment projects Client meetings - introduction meetings to provide process & interactive service info to new clients Skills/Experience Required: For this Employee Benefits Administrator role, our client is open to an admin background in various areas - pensions, employee benefits or life & protection business, so any previous exposure to products such as DB/DC Pensions, GPP's, Group Income Protection, Group Life, Group Critical Illness or Group PMI would be great. Strong MS Excel, written/verbal communication skills and attention to detail are key + the ability to work unsupervised, to tight deadlines. Additional Information: Salary for the Employee Benefits Administrator role is up to £31,500 + pension scheme, PMI, Vitality & Wellbeing programme, Health Cashplan, study support and 25 days holiday. Hours Mon-Fri, 8.45am - 5.30pm with that hybrid/WFH flex. The Employee Benefits Administrator position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of expertise include administration, compliance, business analysis, project/programme management, paraplanners, customer services, marketing, underwriting and more. Check our website and feel free to call Darren Snell at any time.
Financial Planning Administrator - Wilmslow (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Wilmslow. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Jun 30, 2026
Full time
Financial Planning Administrator - Wilmslow (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Wilmslow. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Financial Planning Administrator - Leamington Spa (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
Jun 30, 2026
Full time
Financial Planning Administrator - Leamington Spa (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.
IFA Administrator Salary: £30,000 - £35,000 + Bonus Location: Barnet, London (Onsite preferred; hybrid considered. Or hybrid after probation) Employment Type: Full-time Are you an organised and proactive administrator with experience supporting financial advisers? Our client, a reputable Independent Financial Advisory firm based in Barnet, London, is looking for an IFA Administrator to join their growing team. This is an excellent opportunity for someone with solid administrative experience within financial services who wants to develop their career in a supportive and professional environment. Key Responsibilities Provide administrative support to financial advisers and paraplanners Prepare and process new business applications Manage client information, documentation, and updates via back-office systems Liaise with providers, clients, and internal teams to ensure smooth workflow Maintain accurate records in line with FCA compliance requirements Assist with producing valuations, illustrations, and review packs Requirements Minimum 2 years' administration experience (IFA/wealth management experience highly preferred) Experience using Intelligent Office (IO) is desirable Strong organisational skills with excellent attention to detail Confident communicator with a proactive approach Ability to work efficiently in a fast?paced advice practice No Level 4 Diploma required Benefits Death in service protection Income protection Standard pension with matched contributions (auto-enrolment) Standard holiday allowance Additional benefits to be confirmed What's on Offer You'll be joining a friendly, professional, and supportive team where your contribution is valued. While the role is ideally onsite, hybrid is an option. If you're an experienced administrator looking to take the next step in the IFA/wealth management sector, we'd love to hear from you.
Jun 30, 2026
Full time
IFA Administrator Salary: £30,000 - £35,000 + Bonus Location: Barnet, London (Onsite preferred; hybrid considered. Or hybrid after probation) Employment Type: Full-time Are you an organised and proactive administrator with experience supporting financial advisers? Our client, a reputable Independent Financial Advisory firm based in Barnet, London, is looking for an IFA Administrator to join their growing team. This is an excellent opportunity for someone with solid administrative experience within financial services who wants to develop their career in a supportive and professional environment. Key Responsibilities Provide administrative support to financial advisers and paraplanners Prepare and process new business applications Manage client information, documentation, and updates via back-office systems Liaise with providers, clients, and internal teams to ensure smooth workflow Maintain accurate records in line with FCA compliance requirements Assist with producing valuations, illustrations, and review packs Requirements Minimum 2 years' administration experience (IFA/wealth management experience highly preferred) Experience using Intelligent Office (IO) is desirable Strong organisational skills with excellent attention to detail Confident communicator with a proactive approach Ability to work efficiently in a fast?paced advice practice No Level 4 Diploma required Benefits Death in service protection Income protection Standard pension with matched contributions (auto-enrolment) Standard holiday allowance Additional benefits to be confirmed What's on Offer You'll be joining a friendly, professional, and supportive team where your contribution is valued. While the role is ideally onsite, hybrid is an option. If you're an experienced administrator looking to take the next step in the IFA/wealth management sector, we'd love to hear from you.
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 27, 2026
Full time
IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
