153 jobs found

Junior Financial Planning Administrator York £25,000- £27,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based on the outskirts of York who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team. The main purpose of your role will be to provide full admin support to the extremely successful Financial Planners, whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities include: Processing New Business Liaising with clients and providers Obtaining valuations Checking all compliance paperwork is present Creating meeting packs ahead of client meetings Answering incoming queries Provide support to a busy financial planner What's in it for you? 21 Days Holiday + Bank Holidays Excellent progression and Development Study support Death in Service x 4 Private Health Insurance Share Incentives Cycle to work scheme What we need from you? A finance or maths related degree A genuine interest in a career in financial planning Those working wards Level 4 qualifications will be of most interest. You will have excellent Microsoft and Excel skills Solid communication and interpersonal skills Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR16781

IFA Administrator Location: Meriden Salary: Up to £30,000 Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking The Opportunity Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team. This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development. Key Responsibilities Provide comprehensive administrative support to Financial Planners. Act as a key point of contact between Planners, Paraplanners, clients, and product providers. Manage and coordinate adviser diaries, appointments, and client reviews. Maintain accurate and up-to-date client records on back-office systems. Prepare client review packs and post-meeting documentation. Process Letters of Authority and obtain information from providers. Assist with the preparation of Suitability Letters following client meetings. Submit and monitor new business applications through to completion. Process a variety of financial planning transactions, including: ISA contributions Pension transfers Fund switches In-house DFM investments Liaise with clients and providers to ensure an efficient and professional service is maintained at all times. Skills & Experience A minimum of 3 years' experience within a Financial Planning, Wealth Management, or IFA environment. Strong understanding of pensions, investments, and protection products. Proficient in Microsoft Office applications. Excellent organisational skills with the ability to manage multiple tasks effectively. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A proactive and professional approach to work. Ability to work independently while also contributing positively as part of a team. Qualifications GCSE English and Maths (Grade C/4 or above). Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential. Training & Development Our client is committed to supporting employee development and can offer: Support towards professional Financial Planning qualifications. Ongoing training and development. Exposure to a wide range of financial planning and wealth management services. Benefits Competitive salary of up to £30,000, dependent upon experience. 8% employer pension contribution. BUPA private healthcare. Free on-site parking. Supportive and collaborative working environment. Excellent long-term career prospects. This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16776 . Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.

A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Essex. Working largely from the offices the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Participating in professional development opportunities to stay abreast of industry trends and regulations. Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.

A 1st class position support has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire. This would suit an individual with at least 12 month Investment or IFA Administration experience. Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.

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

Income Reconciliation Administrator 6 Month FTC Remote Competitive Salary This opportunity would suit an experienced Financial Services Administrator, Income Administrator or Reconciliation Administrator who has worked within an IFA, wealth management or financial services environment. If you enjoy working with detail, keeping records accurate, resolving queries and supporting the smooth running of a financial planning business, this could be a very good opportunity. This is a 6 month fixed term contract where you will support the income reconciliation function within a growing financial planning business. You will be involved in recording payments, allocating provider commissions, dealing with fee and commission queries, reviewing aged debt reports and supporting month end processes. You will be working closely with the Operations Support Manager and wider administration team, helping ensure fees, commissions and income records are accurate, up to date and properly maintained. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration, operations and accurate records are seen as key parts of delivering excellent outcomes for both clients and advisers. The Role Working as an Income Reconciliation Administrator, you will support the finance and operations function with fees, commissions and income reconciliation administration. This is a detailed and hands on role. Responsibilities will include accurately recording payments received into company bank accounts, allocating commissions received from providers against outstanding invoices, supporting fee and commission related queries, reviewing aged debt reports and helping resolve issues that may prevent payment. You will also ensure relevant documentation, including provider commission statements and bank account records, is saved correctly to internal systems. The role will involve supporting month end close off, helping produce management information and maintaining accurate records within the back office system. Previous experience within an IFA, wealth management or financial services environment will be important. Experience in income administration, fee and commission reconciliation or a similar operational role would be particularly useful. Good knowledge of financial services products and processes would be beneficial, along with strong Excel, Microsoft Office and administration skills. Experience using Curo would be an advantage, although training can be provided where needed. You will need to be organised, accurate and able to manage deadlines. This role would suit someone who enjoys working methodically, solving problems and making sure detail is right. The Benefits Competitive salary depending on experience Remote working 6 month fixed term contract Opportunity to join a growing national advice business Strong potential to move into other roles across the business Supportive team environment Training on internal systems where required Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.

Full Time, Up to £32,000 Taunton Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.

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

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

Role Description We are seeking an IFA Administrator for a full-time, on-site role located in Sandy. The IFA Administrator will be responsible for administrative duties, such as organising client meetings and preparing paperwork for advisors. They will work closely with advisors to prepare financial reports, conduct research on clients' financial accounts, and ensuring all paperwork is filed accurately and timely. They will organise the the paperwork required to transfer pensions and investments, chase transfer progress and update the back office system. Qualifications Strong organization skills, attention to detail and the ability to multitask and prioritize responsibilities efficiently Excellent analytical and problem-solving skills, experience in the financial sector would be desirable. Excellent written, communication, and interpersonal skills in order to carry out effective client relationship management Intermediate computer skills in word processing, spreadsheets, presentation graphics, and database management. The ability to adapt to new technologies, including software systems that may come with the role Comfortable working collaboratively with team members, as well as independently Previous administration experience is desirable

IFA Administrator - Wealth Management Firm Location : Moorgate Job Type : Full-Time, Permanent - 1 day in office 4 days from home after a successful probation period. Salary: £30,000 - £33,000 The Opportunity We're working with a highly regarded, client-focused wealth management firm who are looking to appoint an experienced IFA Administrator to support their growing team of Financial Advisers. This is a fantastic opportunity to join a professional and well-established business where you will play a key role in delivering an exceptional client experience. The Role As an IFA Administrator, you will provide comprehensive administrative support to advisers, ensuring business is processed efficiently and compliantly. A core responsibility of this role is preparing annual review packs and supporting ongoing client servicing, so prior experience in this area is essential. Key Responsibilities: Preparing annual review packs for clients, including valuations, fund performance, and documentation Managing the full end-to-end new business process Liaising with providers, platforms, and third parties Maintaining and updating client records on CRM systems Supporting advisers with meeting preparation and follow-up actions Producing illustrations, client valuations, and portfolio summaries Ensuring all work is completed in line with FCA and internal compliance standards Handling client queries in a professional and timely manner To be considered, you must have: Proven experience as an IFA Administrator within a financial planning or wealth management firm (min 2 years) Strong experience preparing annual reviews / review packs (this is essential and non-negotiable) Good knowledge of pensions, investments, and protection products Familiarity with platforms such as Wrap, Elevate, Transact, or similar Excellent organisational and attention-to-detail skills Strong communication skills, both written and verbal Desirable Working towards DipPFS or similar qualifications Experience supporting Chartered / high-net-worth advisers What's on Offer Competitive salary and benefits package Hybrid working flexibility Support towards professional qualifications Friendly and collaborative team culture Apply Now If you are an experienced IFA Administrator with hands-on annual review preparation experience and you're looking to join a forward-thinking firm, we would love to hear from you.

Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.

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.

We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

IFA ADMINISTRATOR - Ipswich Location: Ipswich Salary: £25,000 - £29,000 (negotiable depending on knowledge, skills, experience & qualifications) Hours: 37.5 hours per week, Monday - Friday 08:30 - 17:00 (1 hour lunch) We are currently working with a highly regarded and growing wealth management firm to recruit an experienced IFA Administrator to join their Ipswich office. This is an excellent opportunity for someone with at least two years' experience within financial services administration who is looking to join a professional and supportive client services team. The Role Reporting to the Head of Client Services, you will provide dedicated administrative support to designated Financial Planners, helping them deliver holistic financial planning advice while ensuring all client servicing is handled accurately and efficiently. Key Responsibilities: Providing high-quality administrative support to Financial Planners Maintaining accurate and up-to-date client records using iO systems Acting as a key point of contact for clients when Financial Planners are unavailable Handling enquiries, logging queries, and managing effective follow-ups Liaising with clients, introducers, and platform providers Assisting with the administration of more complex client cases There is some flexibility around start and finish times, with occasional home working available following successful completion of induction and training. About You Minimum two years' experience in a client services support role within financial services Strong understanding of financial services administration processes Excellent written and verbal communication skills Highly organised with strong time management skills Able to work independently and as part of a team Strong interpersonal skills and relationship-building ability Numerate with good problem-solving capability Strong IT skills including Excel, Word, Outlook and PowerPoint Experience using Intelliflo Office (advantageous) What's on Offer Competitive salary Excellent benefits package Supportive, professional working environment Genuine development pathways into more technical roles If you are seeking your next opportunity in Ipswich within a respected wealth management firm, we would be pleased to hear from you.

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

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 Glasgow area - hybrid working Up to £40,000 If you are an experienced IFA Administrator looking for a role where you can be part of a genuinely supportive team, this could be a very good opportunity. This position would suit someone who enjoys working closely with advisers, keeping things organised, and being an important part of the client journey. It is ideal for someone who wants to be valued for the work they do, enjoys variety in their day, and is looking for a business where there is real scope to grow over time. You will be joining an established independent financial planning firm with a strong reputation for personalised advice and long term client relationships. Publicly, the business positions itself around clear guidance, trust, and tailored financial planning, while also highlighting a forward thinking approach and a commitment to helping people build rewarding careers within the firm. This is the sort of role where you can build on your existing experience, develop your technical knowledge, and increase your exposure over time. For someone who wants more than just a steady administration job, there is genuine long term potential here. The Business This is a well established independent financial planning firm with offices in the west of Scotland. The business provides advice across areas such as investment planning, retirement planning, estate planning, protection, business planning and broader financial planning, including work with private clients and high net worth clients. The culture appears professional, personable and quality driven. The business also publicly describes itself as a place for people looking to build a rewarding career within a forward thinking financial services organisation, which should appeal to candidates looking for more than just a job move. The Role You will support advisers with the day to day administration that underpins a high quality client service. A typical day may include: Preparing files, paperwork, illustrations and application forms ahead of client meetings Maintaining accurate client records on back office systems Producing valuations, annual review packs and other client documentation Liaising with providers and platforms for information, servicing requests and new business updates Processing withdrawals, fund switches and other client instructions Managing diaries and helping coordinate client appointments Supporting advisers with case progression and general case management Ensuring service standards and compliance requirements are met throughout the client journey You will also be a key point of contact for clients, so the role would suit someone who is professional, approachable and confident in dealing with people. For candidates who have not yet had exposure to report writing, this is something they can build towards over time as their knowledge and confidence grow. Experience with pensions, investments and protection business would be beneficial. Exposure to platforms and providers such as abrdn, Quilter, Wealthtime, Aviva, Scottish Widows, Aegon, LV, Prudential, Octopus or Rathbones would also be helpful. The Benefits Salary up to £40,000 Hybrid working - 3 days in the office Study support Genuine progression opportunities Supportive working culture Pension Competitive overall benefits package How to Apply Applying is quick and simple. Submit your CV through the advert and a consultant will contact you. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator