Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.
Jul 01, 2026
Full time
Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Jul 01, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 01, 2026
Full time
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
Jun 30, 2026
Full time
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
Jun 30, 2026
Full time
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
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
Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office Based Join an Award-Winning Financial Planning Team We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners. Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards. The Role Responsibilities will include: Processing new business and provider applications Managing client reviews and ongoing servicing requirements Obtaining policy information and Letters of Authority Maintaining accurate client records and CRM systems Liaising with clients, providers, advisers and paraplanners Supporting fund switches, withdrawals and transfers Assisting with Anti-Money Laundering (AML) checks and client due diligence Preparing documentation and reports for client meetings Monitoring outstanding requirements and progressing cases efficiently Ensuring all administration is completed in line with FCA regulations and internal compliance procedures About You You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess: A minimum of 2 years' experience within Financial Services Administration Knowledge of pensions, investments and protection products Excellent organisational and administrative skills Strong communication skills, both written and verbal High levels of accuracy and attention to detail Experience using financial planning platforms and back-office systems A sound understanding of compliance and regulatory requirements Desirable Experience O&M, Morningstar or Selectapension Quilter, Transact, 7IM or similar platforms Cashcalc, Voyant or other cashflow modelling software Working towards, or interested in studying for, professional qualifications Why Join Us? Salary £30,000 - £40,000 depending on experience Supportive and collaborative working environment Support to attain DipFS of Chartered Progression to Paraplanner or Adviser Exposure to a wide range of financial planning cases Modern offices with free on-site parking Company pension scheme 22 days holiday plus bank holidays Early finish every Friday Working Hours Monday to Thursday: 8.45am - 5.30pm Friday: 8.45am - 1.15pm This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience. Apply Now To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.
Jun 30, 2026
Full time
Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office Based Join an Award-Winning Financial Planning Team We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners. Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards. The Role Responsibilities will include: Processing new business and provider applications Managing client reviews and ongoing servicing requirements Obtaining policy information and Letters of Authority Maintaining accurate client records and CRM systems Liaising with clients, providers, advisers and paraplanners Supporting fund switches, withdrawals and transfers Assisting with Anti-Money Laundering (AML) checks and client due diligence Preparing documentation and reports for client meetings Monitoring outstanding requirements and progressing cases efficiently Ensuring all administration is completed in line with FCA regulations and internal compliance procedures About You You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess: A minimum of 2 years' experience within Financial Services Administration Knowledge of pensions, investments and protection products Excellent organisational and administrative skills Strong communication skills, both written and verbal High levels of accuracy and attention to detail Experience using financial planning platforms and back-office systems A sound understanding of compliance and regulatory requirements Desirable Experience O&M, Morningstar or Selectapension Quilter, Transact, 7IM or similar platforms Cashcalc, Voyant or other cashflow modelling software Working towards, or interested in studying for, professional qualifications Why Join Us? Salary £30,000 - £40,000 depending on experience Supportive and collaborative working environment Support to attain DipFS of Chartered Progression to Paraplanner or Adviser Exposure to a wide range of financial planning cases Modern offices with free on-site parking Company pension scheme 22 days holiday plus bank holidays Early finish every Friday Working Hours Monday to Thursday: 8.45am - 5.30pm Friday: 8.45am - 1.15pm This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience. Apply Now To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.
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
Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to 28,000 (DOE) Hours: Full-Time Monday to Friday, 9:15am - 5:15pm NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team. What's on Offer: " Structured training and development support " Opportunity to progress within a respected wealth management firm " Supportive team culture and modern office environment " Enhanced DBS check required for this role Key Responsibilities: " Provide administrative support across the full advice process from client onboarding to ongoing servicing " Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs) " Submit new business applications accurately and in a timely manner " Generate quotes and illustrations using provider portals and back-office systems " Assist with investment rebalancing, drawdown cases, and review pack preparation " Maintain client records and ensure compliance standards are met " Produce and update management reports using Excel " Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery " Deliver a consistently high level of client service via phone, email, and in person What We're Looking For: " Previous experience in a financial services admin/support role (IFA/wealth management ideal) " Familiarity with Intelliflo Office or similar back-office system " Excellent communication and relationship management skills " Strong working knowledge of Microsoft Office, especially Excel and Word " Experience with generating illustrations, submitting applications, and producing review documentation " Highly organised and comfortable in a fast-paced, deadline-driven environment " Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services) " Ability to maintain professionalism and confidentiality at all times If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492
Jun 30, 2026
Full time
Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to 28,000 (DOE) Hours: Full-Time Monday to Friday, 9:15am - 5:15pm NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team. What's on Offer: " Structured training and development support " Opportunity to progress within a respected wealth management firm " Supportive team culture and modern office environment " Enhanced DBS check required for this role Key Responsibilities: " Provide administrative support across the full advice process from client onboarding to ongoing servicing " Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs) " Submit new business applications accurately and in a timely manner " Generate quotes and illustrations using provider portals and back-office systems " Assist with investment rebalancing, drawdown cases, and review pack preparation " Maintain client records and ensure compliance standards are met " Produce and update management reports using Excel " Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery " Deliver a consistently high level of client service via phone, email, and in person What We're Looking For: " Previous experience in a financial services admin/support role (IFA/wealth management ideal) " Familiarity with Intelliflo Office or similar back-office system " Excellent communication and relationship management skills " Strong working knowledge of Microsoft Office, especially Excel and Word " Experience with generating illustrations, submitting applications, and producing review documentation " Highly organised and comfortable in a fast-paced, deadline-driven environment " Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services) " Ability to maintain professionalism and confidentiality at all times If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492
THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Jun 30, 2026
Full time
THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response .
Jun 30, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response .
IFA Administrator 90701 Location: Surrey (Office-Based - after probation 1 day a week from home) Salary: £26,000 - £34,000 Type: Full-Time, Permanent An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters. This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners Processing new business and ongoing servicing requests Managing client documentation and maintaining accurate records Liaising with providers, platforms and clients to progress cases Obtaining information from third-party providers and processing Letters of Authority Supporting annual reviews and client servicing activities Ensuring all administration is completed accurately and in line with compliance requirements Maintaining CRM records and workflow systems Assisting with general office administration and operational tasks Requirements Previous experience within an IFA, Wealth Management or Financial Planning environment Strong organisational and communication skills High attention to detail and ability to manage multiple priorities Experience supporting pensions, investments and protection business preferred Comfortable working within a collaborative office environment Positive attitude and desire to develop within financial services What's on Offer Join a long-established financial planning practice with a strong market reputation Clear progression opportunities within a growing business Supportive team environment 5% employer pension contribution Holiday entitlement increasing with length of service Opportunity to be part of an exciting growth phase Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation. Job Title IFA Administrator Vacancy Priority ClientBlacktower Financial Management Internal Description IFA Administrator Location: Surrey (Office-Based - after probation 1 day a week from home) Salary: £26,000 - £34,000 Type: Full-Time, Permanent An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters. This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners Processing new business and ongoing servicing requests Managing client documentation and maintaining accurate records Liaising with providers, platforms and clients to progress cases Obtaining information from third-party providers and processing Letters of Authority Supporting annual reviews and client servicing activities Ensuring all administration is completed accurately and in line with compliance requirements Maintaining CRM records and workflow systems Assisting with general office administration and operational tasks Requirements Previous experience within an IFA, Wealth Management or Financial Planning environment Strong organisational and communication skills High attention to detail and ability to manage multiple priorities Experience supporting pensions, investments and protection business preferred Comfortable working within a collaborative office environment Positive attitude and desire to develop within financial services What's on Offer Join a long-established financial planning practice with a strong market reputation Clear progression opportunities within a growing business Supportive team environment 5% employer pension contribution Holiday entitlement increasing with length of service Opportunity to be part of an exciting growth phase Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation.
Jun 30, 2026
Full time
IFA Administrator 90701 Location: Surrey (Office-Based - after probation 1 day a week from home) Salary: £26,000 - £34,000 Type: Full-Time, Permanent An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters. This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners Processing new business and ongoing servicing requests Managing client documentation and maintaining accurate records Liaising with providers, platforms and clients to progress cases Obtaining information from third-party providers and processing Letters of Authority Supporting annual reviews and client servicing activities Ensuring all administration is completed accurately and in line with compliance requirements Maintaining CRM records and workflow systems Assisting with general office administration and operational tasks Requirements Previous experience within an IFA, Wealth Management or Financial Planning environment Strong organisational and communication skills High attention to detail and ability to manage multiple priorities Experience supporting pensions, investments and protection business preferred Comfortable working within a collaborative office environment Positive attitude and desire to develop within financial services What's on Offer Join a long-established financial planning practice with a strong market reputation Clear progression opportunities within a growing business Supportive team environment 5% employer pension contribution Holiday entitlement increasing with length of service Opportunity to be part of an exciting growth phase Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation. Job Title IFA Administrator Vacancy Priority ClientBlacktower Financial Management Internal Description IFA Administrator Location: Surrey (Office-Based - after probation 1 day a week from home) Salary: £26,000 - £34,000 Type: Full-Time, Permanent An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters. This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners Processing new business and ongoing servicing requests Managing client documentation and maintaining accurate records Liaising with providers, platforms and clients to progress cases Obtaining information from third-party providers and processing Letters of Authority Supporting annual reviews and client servicing activities Ensuring all administration is completed accurately and in line with compliance requirements Maintaining CRM records and workflow systems Assisting with general office administration and operational tasks Requirements Previous experience within an IFA, Wealth Management or Financial Planning environment Strong organisational and communication skills High attention to detail and ability to manage multiple priorities Experience supporting pensions, investments and protection business preferred Comfortable working within a collaborative office environment Positive attitude and desire to develop within financial services What's on Offer Join a long-established financial planning practice with a strong market reputation Clear progression opportunities within a growing business Supportive team environment 5% employer pension contribution Holiday entitlement increasing with length of service Opportunity to be part of an exciting growth phase Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation.
The Eventus Recruitment Group
Manchester, Lancashire
A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired. About the firm: This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded. The job: This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning. Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations Handling post-meeting actions and implementing the adviser's recommendations Gathering plan information and letters of authority from providers Supporting technical research and suitability reports as you train into paraplanning Keeping client records accurate and compliant on the CRM Liaising with clients and providers to keep cases moving What you'll need: Some financial financial planning / IFA administration experience The ambition to qualify and grow into paraplanning and advice Strong organisation and attention to detail Confident communication with clients and providers A willingness to study towards the Level 4 Diploma The Level 4 Diploma is not required to start, the appetite to work towards it is. The package: Salary £28,000 to £30,000 depending on experience Full funding and support for the Level 4 Diploma Hybrid working, 3 days in the South Manchester office, 2 from home Genuine progression into paraplanning and advice 25 days holiday plus bank holidays Employer pension Next steps: Apply now if your skills and experience align with this job of IFA Administrator. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired. About the firm: This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded. The job: This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning. Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations Handling post-meeting actions and implementing the adviser's recommendations Gathering plan information and letters of authority from providers Supporting technical research and suitability reports as you train into paraplanning Keeping client records accurate and compliant on the CRM Liaising with clients and providers to keep cases moving What you'll need: Some financial financial planning / IFA administration experience The ambition to qualify and grow into paraplanning and advice Strong organisation and attention to detail Confident communication with clients and providers A willingness to study towards the Level 4 Diploma The Level 4 Diploma is not required to start, the appetite to work towards it is. The package: Salary £28,000 to £30,000 depending on experience Full funding and support for the Level 4 Diploma Hybrid working, 3 days in the South Manchester office, 2 from home Genuine progression into paraplanning and advice 25 days holiday plus bank holidays Employer pension Next steps: Apply now if your skills and experience align with this job of IFA Administrator. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients. You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued. Key responsibilities Client administration - new business, onboarding, annual reviews and advice Processing trades, withdrawals, investment instructions Help prepare documents prior to meetings Maintain client database and records Liaising with clients, providers and platforms Supporting the rebalancing of model portfolios following annual reviews General office administration duties The ideal candidate will have: • Excellent organisational skills • Good eye for detail and accuracy • Gets things done - a doer and completes the task well • Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.
Jun 30, 2026
Full time
This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients. You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued. Key responsibilities Client administration - new business, onboarding, annual reviews and advice Processing trades, withdrawals, investment instructions Help prepare documents prior to meetings Maintain client database and records Liaising with clients, providers and platforms Supporting the rebalancing of model portfolios following annual reviews General office administration duties The ideal candidate will have: • Excellent organisational skills • Good eye for detail and accuracy • Gets things done - a doer and completes the task well • Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.
Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Jun 30, 2026
Full time
Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? We're partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. You'll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. In this role, you'll: Deliver exceptional client service , from preparing valuations to supporting annual reviews and adviser meetings Manage new business processing end-to-end , ensuring accuracy and timely communication Maintain FCA compliance and robust audit trails Liaise with providers to track applications, chase requirements, and follow up on fees/commission Keep client records organised and up to date using Intelligent Office Support a collaborative team environment while driving efficiency and high standards You'll thrive here if you bring: Proven experience in an IFA administration role Strong working knowledge of Intelligent Office Familiarity with platforms such as Abrdn Wrap and Quilter Wrap Confidence across multiple provider platforms Excellent attention to detail and a proactive, client-first mindset Solid Microsoft Office skills and strong communication ability Action If you're organised, detail-driven and ready to make an impact in a respected financial planning firm, we'd love to hear from you. Apply today or get in touch to find out more.
Jun 30, 2026
Full time
Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? We're partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. You'll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. In this role, you'll: Deliver exceptional client service , from preparing valuations to supporting annual reviews and adviser meetings Manage new business processing end-to-end , ensuring accuracy and timely communication Maintain FCA compliance and robust audit trails Liaise with providers to track applications, chase requirements, and follow up on fees/commission Keep client records organised and up to date using Intelligent Office Support a collaborative team environment while driving efficiency and high standards You'll thrive here if you bring: Proven experience in an IFA administration role Strong working knowledge of Intelligent Office Familiarity with platforms such as Abrdn Wrap and Quilter Wrap Confidence across multiple provider platforms Excellent attention to detail and a proactive, client-first mindset Solid Microsoft Office skills and strong communication ability Action If you're organised, detail-driven and ready to make an impact in a respected financial planning firm, we'd love to hear from you. Apply today or get in touch to find out more.
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.
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration. Your responsibilities as a Financial Services Administrator will include: Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information Meeting preparation - preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, and updating the CRM system (Intelliflo) Provider liaison - chasing providers for outstanding items to keep cases moving forward This is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm. Financial Services Administrator Requirements Essential: Experience as an IFA Administrator, Mortgage Administrator, or similar Financial Services Administrator role Desirable: Intelliflo experience would be ideal Essential: Ability to manage multiple tasks and complete within agreed timescales Desirable: Experience in either wealth management or mortgage administration (training can be provided in the other area) The Company This long-established Independent Financial Advisory firm has built a strong reputation in the Shrewsbury area. Their close-knit team of circa 8 people enjoy working together, with many team members having been with the firm for 10+ years, demonstrating the positive working environment. Financial Services Administrator Benefits Salary of up to £32,000 depending on experience 25 days holiday + bank holidays - Pension scheme 37.5 hours per week (part-time arrangements would be considered) Flexible start/finish times if desired Mainly office-based role Location- Shrewsbury Ready to take the next step in your career? Click Apply to find out more about this Financial Services Administrator opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 30, 2026
Full time
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration. Your responsibilities as a Financial Services Administrator will include: Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information Meeting preparation - preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, and updating the CRM system (Intelliflo) Provider liaison - chasing providers for outstanding items to keep cases moving forward This is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm. Financial Services Administrator Requirements Essential: Experience as an IFA Administrator, Mortgage Administrator, or similar Financial Services Administrator role Desirable: Intelliflo experience would be ideal Essential: Ability to manage multiple tasks and complete within agreed timescales Desirable: Experience in either wealth management or mortgage administration (training can be provided in the other area) The Company This long-established Independent Financial Advisory firm has built a strong reputation in the Shrewsbury area. Their close-knit team of circa 8 people enjoy working together, with many team members having been with the firm for 10+ years, demonstrating the positive working environment. Financial Services Administrator Benefits Salary of up to £32,000 depending on experience 25 days holiday + bank holidays - Pension scheme 37.5 hours per week (part-time arrangements would be considered) Flexible start/finish times if desired Mainly office-based role Location- Shrewsbury Ready to take the next step in your career? Click Apply to find out more about this Financial Services Administrator opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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.
