68 jobs found

Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.

Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to 28,000 (DOE) Hours: Full-Time Monday to Friday, 9:15am - 5:15pm NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team. What's on Offer: " Structured training and development support " Opportunity to progress within a respected wealth management firm " Supportive team culture and modern office environment " Enhanced DBS check required for this role Key Responsibilities: " Provide administrative support across the full advice process from client onboarding to ongoing servicing " Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs) " Submit new business applications accurately and in a timely manner " Generate quotes and illustrations using provider portals and back-office systems " Assist with investment rebalancing, drawdown cases, and review pack preparation " Maintain client records and ensure compliance standards are met " Produce and update management reports using Excel " Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery " Deliver a consistently high level of client service via phone, email, and in person What We're Looking For: " Previous experience in a financial services admin/support role (IFA/wealth management ideal) " Familiarity with Intelliflo Office or similar back-office system " Excellent communication and relationship management skills " Strong working knowledge of Microsoft Office, especially Excel and Word " Experience with generating illustrations, submitting applications, and producing review documentation " Highly organised and comfortable in a fast-paced, deadline-driven environment " Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services) " Ability to maintain professionalism and confidentiality at all times If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492

IFA Administrator Bath, hybrid £28,000 - £35,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As a Financial Planning Administrator based in their Bath office, you'll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You'll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for the right person Pension contribution DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support

Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office Based Join an Award-Winning Financial Planning Team We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners. Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards. The Role Responsibilities will include: Processing new business and provider applications Managing client reviews and ongoing servicing requirements Obtaining policy information and Letters of Authority Maintaining accurate client records and CRM systems Liaising with clients, providers, advisers and paraplanners Supporting fund switches, withdrawals and transfers Assisting with Anti-Money Laundering (AML) checks and client due diligence Preparing documentation and reports for client meetings Monitoring outstanding requirements and progressing cases efficiently Ensuring all administration is completed in line with FCA regulations and internal compliance procedures About You You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess: A minimum of 2 years' experience within Financial Services Administration Knowledge of pensions, investments and protection products Excellent organisational and administrative skills Strong communication skills, both written and verbal High levels of accuracy and attention to detail Experience using financial planning platforms and back-office systems A sound understanding of compliance and regulatory requirements Desirable Experience O&M, Morningstar or Selectapension Quilter, Transact, 7IM or similar platforms Cashcalc, Voyant or other cashflow modelling software Working towards, or interested in studying for, professional qualifications Why Join Us? Salary £30,000 - £40,000 depending on experience Supportive and collaborative working environment Support to attain DipFS of Chartered Progression to Paraplanner or Adviser Exposure to a wide range of financial planning cases Modern offices with free on-site parking Company pension scheme 22 days holiday plus bank holidays Early finish every Friday Working Hours Monday to Thursday: 8.45am - 5.30pm Friday: 8.45am - 1.15pm This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience. Apply Now To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.

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

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO

Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications

IFA Administrator Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid - 2 days home / 3 days office) Hours: Full Time Department: Administration & Adviser Support An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients. The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO) . Key Responsibilities Client Review Preparation Identify clients due for review using IO tasks. Contact clients to arrange review appointments. Prepare and manage client files and ensure all documentation is up to date. Source pro-forma information, gather missing data and upload to IO. Administrative & Client Support Support a team of financial advisers with day-to-day administration. Respond to incoming calls, emails and the central enquiry mailbox. Book internal meetings and manage the central diary. Meet and greet clients, set up meeting rooms and ensure smooth client appointments. New Business Processing Submit applications and upload relevant documentation to providers. Proactively monitor application progress to avoid delays. Chase providers for updates and outstanding information. Issue letters of authority and gather plan information. Ongoing Client Servicing Maintain accurate client records and ensure IO is always up to date. Process top-ups, pension withdrawals and annual review documentation. Manage platform-based tasks including transfers in, claiming advice fees and investing client funds. Liaise with GPs to obtain protection-related medical reports. Work closely with paraplanners to submit compliance cases and complete IO service tasks. Operational Support Handle daily post and deliveries. Manage client data securely and in line with internal procedures. Contribute to positive client outcomes through efficient, accurate administration. Key Skills & Experience Previous IFA administration experience is essential. Strong working knowledge of Intelliflo (IO) is required. Experience within financial services advantageous. Excellent written and verbal communication skills. Highly organised with exceptional attention to detail. Able to work efficiently in a fast-paced environment. Professional, proactive and comfortable supporting a busy adviser team. Qualifications A degree or equivalent is desirable but not essential. Willingness to work towards a Level 4 financial planning qualification is expected. This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.

Financial Services Administrator Glasgow £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

Location: Leeds (Office-based initially, hybrid available) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent About the Role We're currently recruiting for an experienced IFA Administrator to join a well-established, independent financial planning firm. This position offers the opportunity to work closely with advisers and paraplanners, supporting the delivery of high-quality financial planning to a loyal and growing client base. Key Responsibilities Preparing and submitting new business applications and investment trades Obtaining illustrations, key documents and policy information Producing cost and charges disclosures and pre-advice packs Supporting the onboarding of new clients and ensuring compliance requirements are met Maintaining and updating accurate client records on back-office systems Managing workflows and diary tasks to ensure timely completion Submitting letters of authority and chasing providers Ensuring all files are fully compliant and audit-ready About You Minimum 3 years' financial services administration experience Strong understanding of pensions, investments and financial planning processes Experience with back-office systems (e.g. IO or similar) High attention to detail and strong organisational skills Confident using Microsoft Word and Excel Ability to work in a fast-paced, deadline-driven environment What's on Offer Competitive salary (depending on experience) Annual discretionary bonus Hybrid working after initial training period Pension, private medical cover & death in service 24 days holiday + bank holidays (increasing with service) Study support and career development opportunities Friendly, supportive working environment Apply Now If you're an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration. sideration.

Independent Financial Adviser Location: Wolverhampton Salary: 30,000 - Excellent bonus scheme & private medical The Opportunity A growing financial planning firm is looking for a newly qualified or early-career Financial Adviser to join its team. This is a great opportunity to build your advisory experience in a supportive environment, working alongside experienced professionals while developing long-term client relationships. Key Responsibilities Manage and develop relationships with existing clients, delivering ongoing advice and regular reviews Conduct reviews in line with FCA requirements and ensure plans remain suitable Provide advice across pensions, investments, protection and retirement planning Support new business opportunities and attend fact-finding meetings Build relationships with introducers and contribute to business development Assist with recommendations, suitability reports and financial planning documentation Maintain accurate and compliant client records Liaise with paraplanners, administrators and providers to ensure smooth service delivery About You Essential: Level 4 Diploma in Financial Planning (or equivalent) Newly qualified or early-stage Financial Adviser Strong communication, analytical and report-writing skills Good organisational ability and attention to detail Desirable: Experience within an IFA or wealth management environment Knowledge across core financial planning areas Working towards Chartered status Personal Attributes Professional and client-focused Motivated to build a long-term career Proactive and commercially aware Team player with the ability to manage workloads independently What Success Looks Like Strong client retention and satisfaction Growth in new clients and assets under management High-quality, compliant advice and reporting Contribution to overall business growth At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

Job Title: Senior Administrator / Paraplanner Salary: £30,000 - £48,000 DOE + Discretionary Bonus Location: St Albans (Office-Based) About our clients and the role: Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans. Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service. As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm. You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to expand. This role would suit either an experienced Financial Planning Administrator looking to become more technical, or an established Paraplanner seeking greater responsibility and long-term career progression. Salary & Benefits: Basic Salary: £30,000 - £48,000 depending on experience and qualifications Annual Discretionary Bonus Company Pension Scheme 25 Days Holiday plus Bank Holidays Additional Day's Holiday for Every Year of Service (up to 5 additional days) Full Support and Funding for Industry Qualifications Clear Career Progression Opportunities Parking Permit Provided after Probation Fully Funded Team Social Events Summer and Christmas Team Celebrations Supportive and Collaborative Working Environment Working Hours: Monday - Friday Typical Hours: 9:00am - 5:00pm Flexibility Around Start and Finish Times No Weekend Working Office-Based Role in St Albans Flexibility Available for Personal Commitments When Needed Desired Experience: Experience within a Financial Planning, Wealth Management, or IFA environment Previous experience as a Financial Planning Administrator, Senior Administrator, Junior Paraplanner, or Paraplanner Strong understanding of pensions, investments, and financial planning processes Experience supporting Financial Advisers with client reviews and ongoing servicing Exposure to cashflow modelling would be advantageous Experience preparing review packs and client documentation Knowledge of pension and investment analysis would be beneficial Experience contributing to suitability reports would be advantageous Strong organisational skills and excellent attention to detail A genuine desire to learn, develop, and progress within Financial Services Responsibilities & Duties: Support Financial Advisers with case preparation, technical analysis, and ongoing administration Prepare and maintain client records, including fact finds, risk profiling, and client objectives Conduct investment, pension, and product research to support adviser recommendations Assist with pension and investment analysis, including annual allowance calculations and technical reviews Prepare review packs and client meeting documentation Contribute to suitability reports for investments, withdrawals, and ongoing advice recommendations Build and maintain cashflow models where appropriate Liaise with providers to obtain policy information and process client transactions Process fund switches, withdrawals, and other client servicing requirements Maintain accurate client records and ensure compliance with regulatory requirements Deliver exceptional client service and support the firm's commitment to holistic financial planning Work closely with the advisers and wider team to support the continued growth of the business By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events

If you're looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions

Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You'll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You'll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you'll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you'll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you're interested, please click Apply now or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.