Financial Planning Administrator Burnham-on-Sea £30,000 - £36,000 (DOE) We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support. The Role You will be responsible for: Acting as the first point of contact for clients, including calls and front-of-house support Preparing client meeting packs, regulatory documents, and portfolio reports Managing Letters of Authority and liaising with providers for information Supporting advisers with research using industry platforms and tools Processing applications, withdrawals, and transactions across investment platforms Maintaining accurate client records and updating systems throughout the advice process Chasing providers and managing workflows to ensure timely completion of cases Handling sensitive documentation including identification and policy paperwork Supporting business reporting, including income tracking and client servicing activity Managing post, correspondence, and general office organisation About You We are looking for someone who is: Highly organised with strong attention to detail Confident communicating with clients face-to-face and over the phone Able to manage multiple tasks in a structured, regulated environment Proactive and able to work independently as well as part of a team Experience (desirable) Previous experience within financial services or an IFA environment Familiarity with industry platforms and provider systems Progress towards CII qualifications (advantageous) Working Arrangements Office-based preferred due to client-facing nature Flexible options available including hybrid working (1 day WFH) or a 4-day week Why Apply? This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!
Jun 30, 2026
Full time
Financial Planning Administrator Burnham-on-Sea £30,000 - £36,000 (DOE) We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support. The Role You will be responsible for: Acting as the first point of contact for clients, including calls and front-of-house support Preparing client meeting packs, regulatory documents, and portfolio reports Managing Letters of Authority and liaising with providers for information Supporting advisers with research using industry platforms and tools Processing applications, withdrawals, and transactions across investment platforms Maintaining accurate client records and updating systems throughout the advice process Chasing providers and managing workflows to ensure timely completion of cases Handling sensitive documentation including identification and policy paperwork Supporting business reporting, including income tracking and client servicing activity Managing post, correspondence, and general office organisation About You We are looking for someone who is: Highly organised with strong attention to detail Confident communicating with clients face-to-face and over the phone Able to manage multiple tasks in a structured, regulated environment Proactive and able to work independently as well as part of a team Experience (desirable) Previous experience within financial services or an IFA environment Familiarity with industry platforms and provider systems Progress towards CII qualifications (advantageous) Working Arrangements Office-based preferred due to client-facing nature Flexible options available including hybrid working (1 day WFH) or a 4-day week Why Apply? This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Ipswich Salary: £24,000 - £27,000 per annum (depending on experience) Benefits: 22 days annual leave plus Bank Holidays Pension scheme with 5% employee and 5% employer contributions Fully supported professional qualifications and career development Full-time permanent position Opportunity to develop a long-term career within financial services About the Company: Our client is a well-established and growing financial planning firm seeking an IFA Administrator to join their team. This is an excellent opportunity for someone looking to begin or further develop a career within the financial services sector. Applications are welcomed from both experienced administrators and individuals looking to enter the industry. Key Responsibilities: Providing administrative support to Financial Advisers and the wider team Preparing and processing client documentation and applications Maintaining accurate client records and management systems Liaising with clients, product providers, and third parties Assisting with the preparation of reports, correspondence, and client reviews Ensuring all administration is completed accurately and within required timescales Supporting the delivery of an excellent client experience What We're Looking For: A full UK driving licence is essential due to the office location and limited public transport access Strong organisational and administrative skills Excellent attention to detail Good communication skills, both written and verbal Proficiency in Microsoft Office applications A positive attitude and willingness to learn Ability to work effectively within a team environment Desirable Skills: Previous experience within administration or financial services (not essential) Experience working within a professional office environment An interest in developing a career within financial planning and wealth management How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 30, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Ipswich Salary: £24,000 - £27,000 per annum (depending on experience) Benefits: 22 days annual leave plus Bank Holidays Pension scheme with 5% employee and 5% employer contributions Fully supported professional qualifications and career development Full-time permanent position Opportunity to develop a long-term career within financial services About the Company: Our client is a well-established and growing financial planning firm seeking an IFA Administrator to join their team. This is an excellent opportunity for someone looking to begin or further develop a career within the financial services sector. Applications are welcomed from both experienced administrators and individuals looking to enter the industry. Key Responsibilities: Providing administrative support to Financial Advisers and the wider team Preparing and processing client documentation and applications Maintaining accurate client records and management systems Liaising with clients, product providers, and third parties Assisting with the preparation of reports, correspondence, and client reviews Ensuring all administration is completed accurately and within required timescales Supporting the delivery of an excellent client experience What We're Looking For: A full UK driving licence is essential due to the office location and limited public transport access Strong organisational and administrative skills Excellent attention to detail Good communication skills, both written and verbal Proficiency in Microsoft Office applications A positive attitude and willingness to learn Ability to work effectively within a team environment Desirable Skills: Previous experience within administration or financial services (not essential) Experience working within a professional office environment An interest in developing a career within financial planning and wealth management How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
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.
Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below
Jun 30, 2026
Full time
Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below
London Hybrid Up to £45,000 + Bonus + Benefits An established financial planning firm is looking for an experienced Senior Client Account Manager to join its London team. This is a senior, hands-on role for someone who has strong IFA administration experience, excellent organisation skills and the confidence to support both advisers and a small team. You will work closely with senior financial advisers, supporting their client relationships and making sure the day-to-day administration, client communication and follow-through are handled to a high standard. You will also help lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client service. What's on offer? Salary up to £45,000, depending on experience Discretionary annual bonus Hybrid working, typically 2-3 days per week in the London office Strong employer pension contribution Private medical insurance Income protection Death-in-service cover 25 days' holiday plus bank holidays, with the option to buy more The Role This is a "player-coach" position. You will still be involved in the work yourself, but you will also support, guide and develop the people around you. You will be responsible for: Providing senior administrative support to two financial advisers and their clients Managing pre- and post-sales administration Building strong relationships with clients and keeping them updated throughout the advice process Taking ownership of more complex or sensitive cases Supporting a small team of Client Account Managers / Administrators Running regular team meetings and helping keep workload on track Supporting team development, training and one-to-ones Preparing accurate documentation, reports and client correspondence Making sure processes are followed and deadlines are met Using CRM systems and client portals effectively Working in line with FCA, GDPR, MiFID II and PRIIPs requirements What We're Looking For You will need previous experience working in an IFA, wealth management or financial planning firm. The ideal person will have: 7-10 years' experience in financial planning administration, client support or client account management Strong knowledge of IFA administration and adviser support Experience supporting clients directly, not just processing tasks Experience mentoring, supervising or leading others Excellent organisation and attention to detail Strong communication skills and a calm, professional manner Confidence using systems such as CRM platforms, Word, Excel, Outlook and Adobe A good working knowledge of pensions, investments, ISAs, bonds and protection Awareness of FCA regulations and compliance requirements Formal industry qualifications are supported and encouraged, but they are not essential. Experience, attitude and capability are more important for this role. Who This Would Suit This role would suit someone who enjoys being the person advisers and clients can rely on. You may already be a Senior Administrator, Client Account Manager, Client Services Manager, Team Leader or experienced IFA Administrator looking for more responsibility. It would suit someone who likes being hands-on, enjoys helping others develop and takes pride in delivering a high-quality client experience.
Jun 30, 2026
Full time
London Hybrid Up to £45,000 + Bonus + Benefits An established financial planning firm is looking for an experienced Senior Client Account Manager to join its London team. This is a senior, hands-on role for someone who has strong IFA administration experience, excellent organisation skills and the confidence to support both advisers and a small team. You will work closely with senior financial advisers, supporting their client relationships and making sure the day-to-day administration, client communication and follow-through are handled to a high standard. You will also help lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client service. What's on offer? Salary up to £45,000, depending on experience Discretionary annual bonus Hybrid working, typically 2-3 days per week in the London office Strong employer pension contribution Private medical insurance Income protection Death-in-service cover 25 days' holiday plus bank holidays, with the option to buy more The Role This is a "player-coach" position. You will still be involved in the work yourself, but you will also support, guide and develop the people around you. You will be responsible for: Providing senior administrative support to two financial advisers and their clients Managing pre- and post-sales administration Building strong relationships with clients and keeping them updated throughout the advice process Taking ownership of more complex or sensitive cases Supporting a small team of Client Account Managers / Administrators Running regular team meetings and helping keep workload on track Supporting team development, training and one-to-ones Preparing accurate documentation, reports and client correspondence Making sure processes are followed and deadlines are met Using CRM systems and client portals effectively Working in line with FCA, GDPR, MiFID II and PRIIPs requirements What We're Looking For You will need previous experience working in an IFA, wealth management or financial planning firm. The ideal person will have: 7-10 years' experience in financial planning administration, client support or client account management Strong knowledge of IFA administration and adviser support Experience supporting clients directly, not just processing tasks Experience mentoring, supervising or leading others Excellent organisation and attention to detail Strong communication skills and a calm, professional manner Confidence using systems such as CRM platforms, Word, Excel, Outlook and Adobe A good working knowledge of pensions, investments, ISAs, bonds and protection Awareness of FCA regulations and compliance requirements Formal industry qualifications are supported and encouraged, but they are not essential. Experience, attitude and capability are more important for this role. Who This Would Suit This role would suit someone who enjoys being the person advisers and clients can rely on. You may already be a Senior Administrator, Client Account Manager, Client Services Manager, Team Leader or experienced IFA Administrator looking for more responsibility. It would suit someone who likes being hands-on, enjoys helping others develop and takes pride in delivering a high-quality client experience.
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
Jun 29, 2026
Full time
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient processing of business, high-quality client service and compliance with regulatory requirements. The role is key in delivering a seamless end-to-end client experience. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week. Key Responsibilities Client Support & Administration Letters of Authority. Obtaining Illustrations and preparation for Client Meetings. New Business Processing (all product types) and Fund Switches. Chasing New Business through to completion with providers. Follow AML Procedures and ensure all requirements are met. Servicing Processing, including but not limited to Basic Updates (Address, Name, Marital), Withdrawal requests, Tax information, Plan information, Death Claims. Intelliflo Database Management/Task Management. Ensuring Intelliflo Database is updated with all transactional elements of a client's portfolio. Service Status and Fee Management for your Advisers clients. Fee and Invoice Processing. Provide Client Portfolio Summaries and Valuations. Ongoing Suitability Processing following Client Review meetings. Papercloud Document Management. - ensuring all clients documents securely stored. Client Portal Management - ensuring all clients can onboard securely and assist in their queries around navigation and portal use (Client Portal launch expected 2026). Support workflow management to meet service level agreements (SLAs). Technical, Risk & Compliance Ensure all business processing is compliant with FCA regulations and company procedures. Maintain accurate and up-to-date client records. Provider & Third-Party Liaison Liaise with providers, platforms, and internal teams to progress cases. Obtain valuations, fund information, and policy details Chase outstanding information and resolve queries efficiently. Skills & Experience Previous experience in an IFA Administrator role. Strong understanding of financial products (pensions, investments, protection). Excellent organisational and time management skills. High attention to detail and accuracy. Strong communication skills (written and verbal). Knowledge of platforms and back-office systems (Intelliflo) desirable. Reward Package Competitive Salary 35 hours per week. Hybrid Working (3 days Office and 2 days at Home - full time employee). 25 days holiday plus Bank Holidays. 1 x holiday - Birthday holiday Loyalty holidays with continued service. Christmas Closure (need to retain 3 days from allowance). Profit Sharing Scheme Perks Benefit Scheme Pension (auto-enrolment, then increasing dependent on length of service). Private Medical Insurance (after 12 months). Life Assurance. Long Term Service Awards. Fully funded company social events - summer and winter. Generous Study/Training Program
Jun 29, 2026
Full time
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for an experienced IFA Administrator to provide comprehensive administrative and client support to Financial Advisers, ensuring the efficient processing of business, high-quality client service and compliance with regulatory requirements. The role is key in delivering a seamless end-to-end client experience. This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week. Key Responsibilities Client Support & Administration Letters of Authority. Obtaining Illustrations and preparation for Client Meetings. New Business Processing (all product types) and Fund Switches. Chasing New Business through to completion with providers. Follow AML Procedures and ensure all requirements are met. Servicing Processing, including but not limited to Basic Updates (Address, Name, Marital), Withdrawal requests, Tax information, Plan information, Death Claims. Intelliflo Database Management/Task Management. Ensuring Intelliflo Database is updated with all transactional elements of a client's portfolio. Service Status and Fee Management for your Advisers clients. Fee and Invoice Processing. Provide Client Portfolio Summaries and Valuations. Ongoing Suitability Processing following Client Review meetings. Papercloud Document Management. - ensuring all clients documents securely stored. Client Portal Management - ensuring all clients can onboard securely and assist in their queries around navigation and portal use (Client Portal launch expected 2026). Support workflow management to meet service level agreements (SLAs). Technical, Risk & Compliance Ensure all business processing is compliant with FCA regulations and company procedures. Maintain accurate and up-to-date client records. Provider & Third-Party Liaison Liaise with providers, platforms, and internal teams to progress cases. Obtain valuations, fund information, and policy details Chase outstanding information and resolve queries efficiently. Skills & Experience Previous experience in an IFA Administrator role. Strong understanding of financial products (pensions, investments, protection). Excellent organisational and time management skills. High attention to detail and accuracy. Strong communication skills (written and verbal). Knowledge of platforms and back-office systems (Intelliflo) desirable. Reward Package Competitive Salary 35 hours per week. Hybrid Working (3 days Office and 2 days at Home - full time employee). 25 days holiday plus Bank Holidays. 1 x holiday - Birthday holiday Loyalty holidays with continued service. Christmas Closure (need to retain 3 days from allowance). Profit Sharing Scheme Perks Benefit Scheme Pension (auto-enrolment, then increasing dependent on length of service). Private Medical Insurance (after 12 months). Life Assurance. Long Term Service Awards. Fully funded company social events - summer and winter. Generous Study/Training Program
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
Jun 29, 2026
Full time
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
CareerMakers Recruitment is currently looking for an Administrator on behalf of our ever-growing client based in Halifax, HX3. Duties Include: Working within a busy and fast-paced office environment supporting a Refrigeration & Air Conditioning company. Handling and logging customer breakdown calls. Planning and scheduling engineers' jobs and appointments. Ordering parts and materials required for jobs. Preparing job costs for invoicing purposes. Producing quotations using a pre-defined pricing schedule. Providing administrative support to ensure the smooth operation of the office. Responding effectively to changing priorities in a reactive work environment. Full training will be provided for all aspects of the role. Following successful training, participation in a weekend on-call rota will be required. This involves working from home, taking breakdown calls and allocating jobs to engineers. Working Hours: 40 hours per week, Monday to Friday, 8:00am 4:30pm Pay Rate: £13.50PH Salary will be reviewed after 3 months.
Jun 29, 2026
Full time
CareerMakers Recruitment is currently looking for an Administrator on behalf of our ever-growing client based in Halifax, HX3. Duties Include: Working within a busy and fast-paced office environment supporting a Refrigeration & Air Conditioning company. Handling and logging customer breakdown calls. Planning and scheduling engineers' jobs and appointments. Ordering parts and materials required for jobs. Preparing job costs for invoicing purposes. Producing quotations using a pre-defined pricing schedule. Providing administrative support to ensure the smooth operation of the office. Responding effectively to changing priorities in a reactive work environment. Full training will be provided for all aspects of the role. Following successful training, participation in a weekend on-call rota will be required. This involves working from home, taking breakdown calls and allocating jobs to engineers. Working Hours: 40 hours per week, Monday to Friday, 8:00am 4:30pm Pay Rate: £13.50PH Salary will be reviewed after 3 months.
Administrator - Financial Services Industry £25,000pa - £30,000pa depending on experience Bristol (Pill) - Fully office-based Full-time, Permanent Our client would be happy to receive CVs from candidates who have experience within the Pensions Sector or experienced IFA Administrators. Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? If YES we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office-based - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.
Jun 29, 2026
Full time
Administrator - Financial Services Industry £25,000pa - £30,000pa depending on experience Bristol (Pill) - Fully office-based Full-time, Permanent Our client would be happy to receive CVs from candidates who have experience within the Pensions Sector or experienced IFA Administrators. Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? If YES we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office-based - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Jun 29, 2026
Full time
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Jun 29, 2026
Full time
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
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 29, 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.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 29, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
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 29, 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.
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 29, 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 .
Antony George Recruitment
Kingston Upon Thames, Surrey
Financial Administrator Fully Remote £35,000-£40,000 Flexibility around Core Hours Hours: 35 per week, Monday-Friday About the Client Our client is a boutique CISI Chartered Firm supporting 85 client families across the UK with over £100m in assets under influence. They combine genuine financial planning with a technology-enabled approach, built on integrity, collaboration and long-term thinking. Package: Salary: £35,000-£40,000 depending on experience 20 days holiday, rising to 25 with service, plus bank holidays, Christmas closure and birthday leave 5% matched pension contribution Group life insurance and health cash plan (post-probation) Fully funded professional development Remote working with flexibility around core hours Quarterly team days in Kingston and industry events Profit share after probation Clear progression opportunities as the firm grows The Role: They are seeking an organised and proactive Financial Administrator to provide end-to-end support across pensions, investments and protection. You will manage cases from instruction through to completion, supporting onboarding, meeting preparation, implementation of recommendations, reporting and ongoing client servicing. You will liaise with management, clients, product providers and investment managers and will need the confidence to identify when something does not look right and escalate appropriately. Working remotely, you'll ensure client portfolios, documentation and product actions are processed accurately, efficiently and in line with business controls. Key Responsibilities: Support financial planners across pensions, investments and protection Manage client onboarding and issue documentation Schedule meetings and send confirmations, reminders and agendas Generate Letters of Authority and obtain provider information Gather client data and prepare files ahead of meetings Maintain accurate client records within SharePoint and the Strategic Wealth Portal Update fact finds and client information Prepare annual review packs, performance summaries, illustrations and MiFID cost statements Complete pre-meeting checks, including vulnerability assessments and allowance reviews Submit, track and manage provider applications Liaise with clients and providers, providing updates and resolving queries Progress cases through workflow systems while maintaining a compliant audit trail Complete file checks and validate documentation before submission Draft and issue suitability and annual review reports Maintain advice registers, planning tools and team inboxes Manage fee settings, business registers and workflow administration Raise and track client invoices About You: 3-5+ years' experience in financial planning or IFA administration Proven experience managing cases from start to finish Strong understanding of pensions, investments, protection and implementation processes Able to follow business processes while applying sound judgement Highly organised, with the ability to manage multiple cases and priorities Excellent written and verbal communication skills Strong attention to detail and accuracy Confident identifying errors, inconsistencies and implementation risks Good working knowledge of Outlook, Word, Excel, back-office systems and adviser platforms Comfortable working independently in a remote-first environment Collaborative team player with the ability to work autonomously Professional, trustworthy and committed to delivering high standards
Jun 29, 2026
Full time
Financial Administrator Fully Remote £35,000-£40,000 Flexibility around Core Hours Hours: 35 per week, Monday-Friday About the Client Our client is a boutique CISI Chartered Firm supporting 85 client families across the UK with over £100m in assets under influence. They combine genuine financial planning with a technology-enabled approach, built on integrity, collaboration and long-term thinking. Package: Salary: £35,000-£40,000 depending on experience 20 days holiday, rising to 25 with service, plus bank holidays, Christmas closure and birthday leave 5% matched pension contribution Group life insurance and health cash plan (post-probation) Fully funded professional development Remote working with flexibility around core hours Quarterly team days in Kingston and industry events Profit share after probation Clear progression opportunities as the firm grows The Role: They are seeking an organised and proactive Financial Administrator to provide end-to-end support across pensions, investments and protection. You will manage cases from instruction through to completion, supporting onboarding, meeting preparation, implementation of recommendations, reporting and ongoing client servicing. You will liaise with management, clients, product providers and investment managers and will need the confidence to identify when something does not look right and escalate appropriately. Working remotely, you'll ensure client portfolios, documentation and product actions are processed accurately, efficiently and in line with business controls. Key Responsibilities: Support financial planners across pensions, investments and protection Manage client onboarding and issue documentation Schedule meetings and send confirmations, reminders and agendas Generate Letters of Authority and obtain provider information Gather client data and prepare files ahead of meetings Maintain accurate client records within SharePoint and the Strategic Wealth Portal Update fact finds and client information Prepare annual review packs, performance summaries, illustrations and MiFID cost statements Complete pre-meeting checks, including vulnerability assessments and allowance reviews Submit, track and manage provider applications Liaise with clients and providers, providing updates and resolving queries Progress cases through workflow systems while maintaining a compliant audit trail Complete file checks and validate documentation before submission Draft and issue suitability and annual review reports Maintain advice registers, planning tools and team inboxes Manage fee settings, business registers and workflow administration Raise and track client invoices About You: 3-5+ years' experience in financial planning or IFA administration Proven experience managing cases from start to finish Strong understanding of pensions, investments, protection and implementation processes Able to follow business processes while applying sound judgement Highly organised, with the ability to manage multiple cases and priorities Excellent written and verbal communication skills Strong attention to detail and accuracy Confident identifying errors, inconsistencies and implementation risks Good working knowledge of Outlook, Word, Excel, back-office systems and adviser platforms Comfortable working independently in a remote-first environment Collaborative team player with the ability to work autonomously Professional, trustworthy and committed to delivering high standards
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jun 29, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
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 29, 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.
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development
Jun 29, 2026
Full time
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development
