Financial Planning Administrator - Chartered IFA City of London offices - Central London £28k - £35k basic salary plus benefits package Working in the pod of the highest billing adviser My client is a Chartered wealth planning business with offices in the City of London (near City Thameslink station) who have been operating for many years. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Financial Administrator/Trainee Paraplanner with12+ months of experience in financial planning who can administer all the necessary client services and back-office administration from start to finish and get involved in some basic paraplanning. You will report into a Team Leader within the pod. Experience using Intelligent Office is highly advantageous, but full training will be provided. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. The role can progress into paraplanning or a more senior administrator/team leader. Contact Peter Fozard at Financial Divisions.
Jun 30, 2026
Full time
Financial Planning Administrator - Chartered IFA City of London offices - Central London £28k - £35k basic salary plus benefits package Working in the pod of the highest billing adviser My client is a Chartered wealth planning business with offices in the City of London (near City Thameslink station) who have been operating for many years. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Financial Administrator/Trainee Paraplanner with12+ months of experience in financial planning who can administer all the necessary client services and back-office administration from start to finish and get involved in some basic paraplanning. You will report into a Team Leader within the pod. Experience using Intelligent Office is highly advantageous, but full training will be provided. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. The role can progress into paraplanning or a more senior administrator/team leader. Contact Peter Fozard at Financial Divisions.
We are seeking a IFA Administrator to join a well-established financial services firm based near to Birmingham . You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. The Role Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business. Client Services Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients; Data Processing Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders; Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams • Complete Management Information (MI) • Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file • Use our compliance help desk to keep up to date with any regulation The Candidate Essential experience and qualifications: A degree-level education or previous work experience in an office environment to a high standard We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner Time management and the ability to multi task is essential A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change. This role will be an office based position. If you are interested in this position then please forward your CV to Josie at Artemis Recruitment.
Jun 30, 2026
Full time
We are seeking a IFA Administrator to join a well-established financial services firm based near to Birmingham . You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. The Role Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business. Client Services Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients; Data Processing Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders; Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams • Complete Management Information (MI) • Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file • Use our compliance help desk to keep up to date with any regulation The Candidate Essential experience and qualifications: A degree-level education or previous work experience in an office environment to a high standard We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner Time management and the ability to multi task is essential A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change. This role will be an office based position. If you are interested in this position then please forward your CV to Josie at Artemis Recruitment.
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 30, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Job Title: Senior IFA Administrator Industry: Financial Services Location: Grimsby (Hybrid) Salary: Up to £40,000 Job reference: 10342 Job Description: Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby. As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Benefits: Salary up to £40,000 (dependent on skills, qualifications, and experience) Opportunities to progress to a Team Leader role over time Private medical insurance 22 days' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidays Purchase holiday scheme Pension contribution Flexitime Discretionary bonus Hybrid working post-probation Support and funding towards further qualifications Excellent career progression opportunities Perk box Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within an Independent Financial Advice Company Experience with Intelligent Office and FE Analytics is highly advantageous Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jun 30, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Grimsby (Hybrid) Salary: Up to £40,000 Job reference: 10342 Job Description: Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby. As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Benefits: Salary up to £40,000 (dependent on skills, qualifications, and experience) Opportunities to progress to a Team Leader role over time Private medical insurance 22 days' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidays Purchase holiday scheme Pension contribution Flexitime Discretionary bonus Hybrid working post-probation Support and funding towards further qualifications Excellent career progression opportunities Perk box Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within an Independent Financial Advice Company Experience with Intelligent Office and FE Analytics is highly advantageous Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager. The duties will involve Office Management Partially looking after the team and partially the smooth running of the offices. Technical Support: Prepare and compile financial planning reports, including templated suitability reports and technical research. Client Support: Assist two advisers with client queries and provide administrative support to ensure a seamless client journey. Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Data Management: Update and maintain client records on an " in house" and other relevant systems. The role is available immediately. For full details, please apply in confidence.
Jun 30, 2026
Full time
A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager. The duties will involve Office Management Partially looking after the team and partially the smooth running of the offices. Technical Support: Prepare and compile financial planning reports, including templated suitability reports and technical research. Client Support: Assist two advisers with client queries and provide administrative support to ensure a seamless client journey. Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Data Management: Update and maintain client records on an " in house" and other relevant systems. The role is available immediately. For full details, please apply in confidence.
Financial Planning Administrator Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
Jun 30, 2026
Full time
Financial Planning Administrator Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
Senior Administrator - Financial Services n- 12 month Fixed term contract Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) Full-Time Monday - Friday, 8:30am - 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years' experience in Financial Services administration ( essential ) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 - £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle
Jun 30, 2026
Full time
Senior Administrator - Financial Services n- 12 month Fixed term contract Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) Full-Time Monday - Friday, 8:30am - 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years' experience in Financial Services administration ( essential ) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 - £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle
Senior Administrator - Financial Services n- 12 month Fixed term contract Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) Full-Time Monday - Friday, 8:30am - 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years' experience in Financial Services administration ( essential ) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 - £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle
Jun 30, 2026
Full time
Senior Administrator - Financial Services n- 12 month Fixed term contract Liskeard, Cornwall (Office-Based / Hybrid / Remote Options) Full-Time Monday - Friday, 8:30am - 5:00pm About the Company We are a small, friendly and well-established Independent Financial Adviser (IFA) firm based in Liskeard. With a strong reputation for delivering high-quality, personalised financial advice, we pride ourselves on providing an exceptional level of service to our clients. Due to continued growth, we are now looking for an experienced Senior Administrator to join our team. The Role This is a key position within the business, providing vital support to both Advisers and the wider Administration team. You will play an important role in ensuring a smooth and efficient client journey from application through to completion. Key responsibilities include: Processing new business applications across a range of financial products Supporting Advisers and the Administration team with day-to-day tasks Monitoring protection cases from submission to completion Liaising with clients by phone regarding medical questionnaires and case progress Chasing providers to obtain updates and progress applications Keeping clients informed throughout the process Maintaining accurate and up-to-date records Assisting with general administrative duties as required About You We are looking for a proactive, professional and detail-oriented individual who thrives in a fast-paced environment. You will have: A minimum of 3 years' experience in Financial Services administration ( essential ) Ideally, working knowledge of Intelligent Office (desirable) Excellent communication skills, both written and verbal A confident and professional telephone manner Strong organisational skills and attention to detail A positive, team-focused attitude Qualifications: No formal qualifications are required; however, any recognised Financial Services qualifications would be advantageous. The Package Salary: £28,000 - £35,000 per annum (depending on experience) 25 days annual leave + bank holidays Company pension scheme Work mobile phone (if required) Laptop/printer provided (if required) Flexible working options (office-based, hybrid, or remote considered) Why Join Us? Be part of a supportive and close-knit team Work within a reputable and growing IFA firm Opportunity to take ownership of your role and make a real impact Flexible working options to suit your lifestyle
IFA Administrator Hove Salary: £28,000- £30,000 We are currently recruiting for an experienced IFA Administrator to join a busy and growing Wealth Management team in Hove This is a fantastic opportunity to support Financial Advisers and play a key role in delivering a high-quality client experience within a fast-paced financial services environment. The Role You will provide comprehensive administrative support to Advisers and senior leadership, ensuring the smooth processing of new business, client servicing, and ongoing projects. Key Responsibilities Process new and top-up business submissions across provider platforms, ensuring full compliance requirements are met Maintain and update back-office systems, uploading all relevant documentation Manage transactions including fund switches, purchases, sales, and client payments Support ongoing platform migration projects, including asset transfers Arrange client annual review meetings and prepare meeting packs Assist Advisers with gathering client information and documentation ahead of meetings Liaise with providers and platforms to progress cases and obtain updates Handle inbound calls and support wider office functions where required Contribute to ad hoc projects and team initiatives About You Minimum 3 years' experience within the IFA or financial services sector Strong experience working with provider platforms and new business processing Excellent communication skills, both written and verbal Highly organised with the ability to prioritise workload effectively Strong attention to detail and accuracy Confident working independently and within a team environment Good IT skills with the ability to learn new systems quickly Why Apply? Join a supportive and collaborative team Gain exposure to a wide range of financial services processes and projects Opportunity to develop within a growing business Varied role with strong career progression potential Apply today via NJR Recruitment or call quoting the reference NJR16770
Jun 30, 2026
Full time
IFA Administrator Hove Salary: £28,000- £30,000 We are currently recruiting for an experienced IFA Administrator to join a busy and growing Wealth Management team in Hove This is a fantastic opportunity to support Financial Advisers and play a key role in delivering a high-quality client experience within a fast-paced financial services environment. The Role You will provide comprehensive administrative support to Advisers and senior leadership, ensuring the smooth processing of new business, client servicing, and ongoing projects. Key Responsibilities Process new and top-up business submissions across provider platforms, ensuring full compliance requirements are met Maintain and update back-office systems, uploading all relevant documentation Manage transactions including fund switches, purchases, sales, and client payments Support ongoing platform migration projects, including asset transfers Arrange client annual review meetings and prepare meeting packs Assist Advisers with gathering client information and documentation ahead of meetings Liaise with providers and platforms to progress cases and obtain updates Handle inbound calls and support wider office functions where required Contribute to ad hoc projects and team initiatives About You Minimum 3 years' experience within the IFA or financial services sector Strong experience working with provider platforms and new business processing Excellent communication skills, both written and verbal Highly organised with the ability to prioritise workload effectively Strong attention to detail and accuracy Confident working independently and within a team environment Good IT skills with the ability to learn new systems quickly Why Apply? Join a supportive and collaborative team Gain exposure to a wide range of financial services processes and projects Opportunity to develop within a growing business Varied role with strong career progression potential Apply today via NJR Recruitment or call quoting the reference NJR16770
Senior IFA Administrator Based: Guildford, Surrey Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience further. You are not required to be diploma qualified but will be expected to take the exams during the time in the role. The role will also give you the opportunity to develop in future - either into being a Paraplanner or possibly into Team Leadership. This is an excellent opportunity to develop your career with a proactive employer.
Jun 30, 2026
Full time
Senior IFA Administrator Based: Guildford, Surrey Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience further. You are not required to be diploma qualified but will be expected to take the exams during the time in the role. The role will also give you the opportunity to develop in future - either into being a Paraplanner or possibly into Team Leadership. This is an excellent opportunity to develop your career with a proactive employer.
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
Jun 30, 2026
Full time
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Jun 30, 2026
Full time
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Senior IFA Administrator - Financial Planning Edgbaston Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Edgbaston, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16804
Jun 30, 2026
Full time
Senior IFA Administrator - Financial Planning Edgbaston Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Edgbaston, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16804
IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802
Jun 30, 2026
Full time
IFA Administrator Cramlington/ Hybrid Salary up to £34,000 + Benefits Our client is a leading and national Independent provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Cramlington on the outskirts of Newcastle. This is a hybrid role which will consist of 3 days office, and 2 days WFH. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs. What's in it for you? Competitive salary and benefits package Hybrid working arrangement - flexibility to work from home after training Opportunities for career growth and professional development Collaborative team environment with a chance to learn from experienced professionals Access to a variety of voluntary benefits tailored to your needs Participation in charity events and social activities Responsibilities: Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients. Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met. Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times. Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations. Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings. Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise. Experience and Skills: Minimum of 2 years' experience in a similar financial services role. Solid understanding of financial services and the ability to manage complex client portfolios Previous experience supporting senior consultants or leadership teams is a plus Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels High attention to detail and the ability to work proactively to resolve client issues Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment Ability to work independently and as part of a team, with a collaborative approach This is an exciting opportunity for an individual who is looking to take their career to the next level. For more information apply online or speak to one of our specialist consultants quoting reference NJR16802
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.
Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? We're partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. You'll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. In this role, you'll: Deliver exceptional client service , from preparing valuations to supporting annual reviews and adviser meetings Manage new business processing end-to-end , ensuring accuracy and timely communication Maintain FCA compliance and robust audit trails Liaise with providers to track applications, chase requirements, and follow up on fees/commission Keep client records organised and up to date using Intelligent Office Support a collaborative team environment while driving efficiency and high standards You'll thrive here if you bring: Proven experience in an IFA administration role Strong working knowledge of Intelligent Office Familiarity with platforms such as Abrdn Wrap and Quilter Wrap Confidence across multiple provider platforms Excellent attention to detail and a proactive, client-first mindset Solid Microsoft Office skills and strong communication ability Action If you're organised, detail-driven and ready to make an impact in a respected financial planning firm, we'd love to hear from you. Apply today or get in touch to find out more.
Jun 30, 2026
Full time
Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? We're partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. You'll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. In this role, you'll: Deliver exceptional client service , from preparing valuations to supporting annual reviews and adviser meetings Manage new business processing end-to-end , ensuring accuracy and timely communication Maintain FCA compliance and robust audit trails Liaise with providers to track applications, chase requirements, and follow up on fees/commission Keep client records organised and up to date using Intelligent Office Support a collaborative team environment while driving efficiency and high standards You'll thrive here if you bring: Proven experience in an IFA administration role Strong working knowledge of Intelligent Office Familiarity with platforms such as Abrdn Wrap and Quilter Wrap Confidence across multiple provider platforms Excellent attention to detail and a proactive, client-first mindset Solid Microsoft Office skills and strong communication ability Action If you're organised, detail-driven and ready to make an impact in a respected financial planning firm, we'd love to hear from you. Apply today or get in touch to find out more.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Senior IFA Administrator - Financial Planning Warwick Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Warwick, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16803
Jun 30, 2026
Full time
Senior IFA Administrator - Financial Planning Warwick Up to £35,000 DOE + Excellent Benefits Hybrid Working NJR Recruitment is delighted to be partnering with a highly regarded and expanding Financial Planning firm in Warwick, seeking an experienced Senior IFA Administrator to join their successful and growing team. This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners and Office Managers, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. Benefits Salary up to £35,000 depending on experience Hybrid working with up to 2 days working from home 23 days annual leave plus bank holidays, increasing with length of service 3% employer pension contribution Life assurance at 4x salary Income protection cover Company sick pay scheme Employee Assistance Programme Financial wellbeing support and additional employee benefits The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice About You The successful candidate will possess: A minimum of 5 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications If you are an experienced IFA Administrator looking to join a well-established and growing Financial Planning firm that values its people and offers genuine long-term career prospects, we'd love to hear from you. For a confidential discussion or to apply, please contact NJR quoting NJR16803
Job Title: Senior IFA Administrator Location: Cheltenham Salary: £30,000 to £40,000 Capio Recruitment are working with a well-established and highly respected financial planning firm in Cheltenham who are looking to appoint a Senior Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience. The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional environment. You'll play a key role in managing client relationships, coordinating adviser activity and ensuring clients receive a seamless service throughout their financial planning journey. This position would suit someone who enjoys taking ownership, building strong relationships and being at the centre of a busy and successful advice team. The Role Supporting a Financial Planner with day-to-day client servicing activities Managing adviser diaries, coordinating meetings and overseeing review schedules Acting as a key point of contact for clients and provider relationships Preparing client documentation, valuations and meeting packs Processing new business and managing cases through to completion Maintaining accurate client records across internal systems and provider platforms Liaising with providers, platforms and third parties to progress client work Monitoring ongoing servicing requirements and ensuring a high standard of client care What's Needed to Be Considered? Minimum 3 years' experience within Financial Planning, Wealth Management or a similar support role Previous experience in a PA, Executive Assistant or adviser support capacity Strong diary management and organisational skills Experience using provider platforms and financial planning systems Knowledge of Intelligent Office (IO) would be desirable Excellent communication skills and a professional, client-focused approach What's on Offer? 25 days holiday plus bank holidays, increasing with service Holiday buy and sell scheme Private Medical Insurance Group Income Protection 4x Death in Service Fully funded professional qualifications and development support Long-term progression opportunities within a growing financial planning business To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
Jun 30, 2026
Full time
Job Title: Senior IFA Administrator Location: Cheltenham Salary: £30,000 to £40,000 Capio Recruitment are working with a well-established and highly respected financial planning firm in Cheltenham who are looking to appoint a Senior Administrator to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator, who enjoys working closely with advisers and delivering an exceptional client experience. The role offers a genuine opportunity to become a trusted right-hand support to a Financial Planner whilst working within a collaborative and professional environment. You'll play a key role in managing client relationships, coordinating adviser activity and ensuring clients receive a seamless service throughout their financial planning journey. This position would suit someone who enjoys taking ownership, building strong relationships and being at the centre of a busy and successful advice team. The Role Supporting a Financial Planner with day-to-day client servicing activities Managing adviser diaries, coordinating meetings and overseeing review schedules Acting as a key point of contact for clients and provider relationships Preparing client documentation, valuations and meeting packs Processing new business and managing cases through to completion Maintaining accurate client records across internal systems and provider platforms Liaising with providers, platforms and third parties to progress client work Monitoring ongoing servicing requirements and ensuring a high standard of client care What's Needed to Be Considered? Minimum 3 years' experience within Financial Planning, Wealth Management or a similar support role Previous experience in a PA, Executive Assistant or adviser support capacity Strong diary management and organisational skills Experience using provider platforms and financial planning systems Knowledge of Intelligent Office (IO) would be desirable Excellent communication skills and a professional, client-focused approach What's on Offer? 25 days holiday plus bank holidays, increasing with service Holiday buy and sell scheme Private Medical Insurance Group Income Protection 4x Death in Service Fully funded professional qualifications and development support Long-term progression opportunities within a growing financial planning business To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
