59 jobs found

Client Advisor/IFA Administrator (Wealth Management) Stockport, Chesire 30,000 - 40,000 + Training + Bonus + Benefits Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake? On offer for the successful Client Advisor/IFA Administrator or similar is the exciting opportunity to join a leading wealth-management business, offering impressive training and development opportunities, with the ability to assist you in gaining financial qualifications, as well as scalable career progression pathways as your role develops. Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management. In this role, the successful Client Advisor/IFA Administrator, will be responsible for the preparation of correspondence, documents and meetings alike. In addition, you will also be responsible certain financial tasks such as preparing invoices and reviewing client and office account entries. On top of this, you will be responsible for client and customer liaison, relaying correspondence and providing advice where applicable. Finally, you will also be responsible for both diary and email management as well as dealing with telephone enquiries. The ideal Client Advisor/IFA Administrator or similar will come from a background within the financial/legal/property services sector or a related field. In addition, you will also have strong organisational, communicational and analytical skills. On top of this, you will also have previous experience within a Client Advisor/Administrator/IFA Admin role or similar position, with prior working experience to IFA standard or a related technical discipline. Finally, you will be computer literate with a knowledge of Microsoft Office software, happy to work both as part of a team as well as autonomously. The Role: Preparation of correspondence, documents and meetings alike Preparing invoices and reviewing client and office account entries Client and customer liaison, relaying correspondence and providing advice where applicable The Person: Background within the financial/legal/property services sector or a related field Previous experience within a Client Advisor/Administrator/IFA Admin role or similar position Strong organisational, communicational and analytical skills Reference: BBBH26014 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

CareerMakers Recruitment is currently looking for an Administrator on behalf of our ever-growing client based in Halifax, HX3. Duties Include: Working within a busy and fast-paced office environment supporting a Refrigeration & Air Conditioning company. Handling and logging customer breakdown calls. Planning and scheduling engineers' jobs and appointments. Ordering parts and materials required for jobs. Preparing job costs for invoicing purposes. Producing quotations using a pre-defined pricing schedule. Providing administrative support to ensure the smooth operation of the office. Responding effectively to changing priorities in a reactive work environment. Full training will be provided for all aspects of the role. Following successful training, participation in a weekend on-call rota will be required. This involves working from home, taking breakdown calls and allocating jobs to engineers. Working Hours: 40 hours per week, Monday to Friday, 8:00am 4:30pm Pay Rate: £13.50PH Salary will be reviewed after 3 months.

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details

Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.

Administrator, Financial Services Industry 25,000pa - 30,000pa doe Bristol (Pill) - Fully office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based

Senior Sales Support Administrator - Technical Products Salary £25,000 to £34,000 basic + benefits (depending on experience) Home Based - must live in Yorkshire (for occasional meetings and training) Monday to Friday, between the hours of 9:00am to 5:30pm About the Company Our client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use. Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector. The Role This role would suit someone with experience in sales support, internal sales, customer account management or product support within a product-based business. Whilst knowledge of heating, plumbing, renewables or similar products would be advantageous, we are equally interested in candidates who have supported customers purchasing technical or specialist products and have experience managing enquiries through to order completion. Working as part of a small, friendly team, you will play a key role supporting customers, managing enquiries, processing orders and ensuring the smooth running of the sales administration function. This is a varied role combining customer service, sales support, CRM management, product guidance and commercial administration. You will support customers purchasing physical heating and wellness products, helping them from initial enquiry through to order completion and delivery. Key Responsibilities Managing incoming customer enquiries via phone and email Providing product advice and guidance to customers Supporting the sales process from enquiry through to order completion Promoting and selling the company s range of heating and wellness products Identifying the right products for customer requirements and upselling where appropriate Maintaining CRM systems, customer records and sales pipelines Processing quotations, orders and sales administration accurately Building strong relationships with customers and providing excellent service throughout the buying process Assisting with improving and optimising product ranges online Adding and maintaining products on the website (Magento), including descriptions, images and pricing Liaising with warehouses and shipping providers to manage deliveries, including international shipments Checking supplier invoices and identifying discrepancies Managing stock levels and placing orders with manufacturers Monitoring competitor pricing and market trends Supporting website content including blogs and product information Skills and Experience Experience in sales support, internal sales, customer account management or product support Experience supporting customers purchasing physical products rather than services Confident handling customer enquiries and supporting the sales process from enquiry through to order completion Strong administration skills with excellent attention to detail Experience maintaining CRM systems and managing customer records Comfortable working with quotations, orders, pricing and sales administration Able to manage multiple priorities and work independently Strong customer service and communication skills Good commercial awareness and a proactive approach Comfortable working within a small business environment where responsibilities are varied Comfortable working in a home-based environment High attention to detail and strong administrative skills Good level of numeracy and written English Confident using Microsoft Outlook and Excel Experience with CRM/ERP systems Experience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noise Previous experience working from home is advantageous A stable work history, with the majority of roles lasting 2+ years Screening Questions Please ensure your CV demonstrates: Longevity in previous roles (typically 2+ years) Experience working from home Use of CRM systems and managing sales pipelines Experience supporting customers through the sales process from enquiry to order completion Strong sales administration and customer account management experience Experience adding products to websites and managing product listings Understanding of pricing and margins Experience optimising product ranges online Exposure to online marketplaces (e.g. eBay, Amazon, Linnworks) Proficiency in Microsoft Outlook and Excel Additional Information Due to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements. This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Client Advisor Administrator (IFA/Wealth Management) Stockport, Chesire 30,000 - 40,000 + Training + Bonus + Benefits Are you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake? On offer for the successful Client Advisor/Administrator/IFA Admin or similar is the exciting opportunity to join a leading wealth-management business, offering impressive training and development opportunities, with the ability to assist you in gaining financial qualifications, as well as scalable career progression pathways as your role develops. Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management. In this role, the successful Client Advisor/Administrator/IFA Admin, will be responsible for the preparation of correspondence, documents and meetings alike. In addition, you will also be responsible certain financial tasks such as preparing invoices and reviewing client and office account entries. On top of this, you will be responsible for client and customer liaison, relaying correspondence and providing advice where applicable. Finally, you will also be responsible for both diary and email management as well as dealing with telephone enquiries. The ideal Client Advisor/Administrator/IFA Admin or similar will come from a background within the financial/legal/property services sector or a related field. In addition, you will also have strong organisational, communicational and analytical skills. On top of this, you will also have previous experience within a Client Advisor/Administrator/IFA Admin role or similar position, with prior working experience to IFA standard or a related technical discipline. Finally, you will be computer literate with a knowledge of Microsoft Office software, happy to work both as part of a team as well as autonomously. The Role: Preparation of correspondence, documents and meetings alike Preparing invoices and reviewing client and office account entries Client and customer liaison, relaying correspondence and providing advice where applicable The Person: Background within the financial/legal/property services sector or a related field Previous experience within a Client Advisor/Administrator/IFA Admin role or similar position Strong organisational, communicational and analytical skills Reference: BBBH26014 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey click apply for full job details

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

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

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.

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.

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

Interaction Recruitment are working in partnership with a bespoke, family fun business within the leisure industry who are looking to appoint a new Administrator. This role is full-time, and you would be working as a permanent employee from day 1. The client is looking for someone who is available to start immediately, and interviews will be conducted week commencing 29.06.26. Location - Chesterfield, S43 Hours - 08:30 to 17:00 (flexible) Monday to Friday and 1 half day saturday to be completed each month. Additional overtime available upon request. Salary - Between £28,000 and £32,000 dependent on experience. The ideal candidate will be charasmatic, confident and have great relationship building skills. They will also require extensive administration experience and be comfortable in a customer facing environment as the role incorporates lots of customer interactions including making and answering emails, phone calls and meeting with customers face to face on site. It is preferred that the right candidate would be comfortable using buying and selling platforms such as Ebay and Amazon as this would be a key part of the role. The client is looking for someone with a can-do attitude who will pitch in with other duties as and when needed by the business. This is very much a multifaceted role and the client is focussed on finding the right fit. Leisure and Tourism experience would also be desired, however, not essential. For more information about the role, please call (phone number removed). Or to be considered for this position, click 'apply' and the connected consultant will be in touch. INDSHF

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.

IBM MQ Administrator - z/OS (Mainframe) DURATION: 6 months (extension - very likely LOCATION: Leeds OR Edinburgh OR Halifax or Manchester WORKING HOURS: Standard business hours with out of hours support required ONSITE REQUIREMENTS: Hybrid - 2 days onsite per week ENGAGEMENT TYPE: Contract - Outside IR35 DAY RATE: £600 per day LEGAL RIGHT TO WORK: Candidates must have the legal right to work in the UK. Sponsorship is not available for this role. ATRIUM GLOBAL SUMMARY Atrium Global is supporting a client within the financial services sector who is seeking a highly experienced IBM MQ z/OS Administrator to join a specialist Mainframe Middleware team. JOB OVERVIEW This role sits within a Mainframe-only environment and requires a contractor who can contribute immediately with minimal ramp-up. You will provide hands-on support and delivery across a critical IBM MQ estate on z/OS, focusing on production stability, incident resolution and controlled change delivery. This is a pure z/OS MQ role - candidates with primarily distributed MQ or broader platform backgrounds will not be suitable. RESPONSIBILITIES Provide hands-on administration of IBM MQ on z/OS across production environments Deliver incident, problem and change resolution within strict SLAs Support and maintain MQ queue managers, channels and configurations Perform production deployments, upgrades and migrations Troubleshoot complex MQ issues across mission-critical systems Maintain service stability, resilience and performance optimisation Work closely with stakeholders across Mainframe and infrastructure teams Ensure adherence to governance, processes and security standards Participate in out of hours support and deployment activities REQUIREMENTS * Strong hands-on experience administering IBM MQ on z/OS (v9.x preferred) * Proven experience working in Mainframe-only MQ environments * Deep understanding of: - Queue managers - Channels - MQ objects - Clustering/Queue Sharing Groups (QSG) * Experience with TLS/SSL configuration and MQ security (RACF) * Strong troubleshooting skills within production MQ environments * Experience delivering changes independently into production * Familiarity with z/OS panels, ISPF and Mainframe tooling * Experience working within ITIL-controlled environments NICE TO HAVE * Experience with MQ monitoring tools on z/OS (eg Omegamon) * Experience within UK banking or financial services environments * Experience supporting high-volume payments or core banking systems