165 jobs found

Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases

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

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

Administrator - Financial Services Industry £25,000pa - £30,000pa depending on experience Bristol (Pill) - Fully office-based Full-time, Permanent Our client would be happy to receive CVs from candidates who have experience within the Pensions Sector or experienced IFA Administrators. Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? If YES we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office-based - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.

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

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.

A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired. About the firm: This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded. The job: This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning. Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations Handling post-meeting actions and implementing the adviser's recommendations Gathering plan information and letters of authority from providers Supporting technical research and suitability reports as you train into paraplanning Keeping client records accurate and compliant on the CRM Liaising with clients and providers to keep cases moving What you'll need: Some financial financial planning / IFA administration experience The ambition to qualify and grow into paraplanning and advice Strong organisation and attention to detail Confident communication with clients and providers A willingness to study towards the Level 4 Diploma The Level 4 Diploma is not required to start, the appetite to work towards it is. The package: Salary £28,000 to £30,000 depending on experience Full funding and support for the Level 4 Diploma Hybrid working, 3 days in the South Manchester office, 2 from home Genuine progression into paraplanning and advice 25 days holiday plus bank holidays Employer pension Next steps: Apply now if your skills and experience align with this job of IFA Administrator. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.

This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients. You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued. Key responsibilities Client administration - new business, onboarding, annual reviews and advice Processing trades, withdrawals, investment instructions Help prepare documents prior to meetings Maintain client database and records Liaising with clients, providers and platforms Supporting the rebalancing of model portfolios following annual reviews General office administration duties The ideal candidate will have: • Excellent organisational skills • Good eye for detail and accuracy • Gets things done - a doer and completes the task well • Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response .

Financial Administrator Fully Remote £35,000-£40,000 Flexibility around Core Hours Hours: 35 per week, Monday-Friday About the Client Our client is a boutique CISI Chartered Firm supporting 85 client families across the UK with over £100m in assets under influence. They combine genuine financial planning with a technology-enabled approach, built on integrity, collaboration and long-term thinking. Package: Salary: £35,000-£40,000 depending on experience 20 days holiday, rising to 25 with service, plus bank holidays, Christmas closure and birthday leave 5% matched pension contribution Group life insurance and health cash plan (post-probation) Fully funded professional development Remote working with flexibility around core hours Quarterly team days in Kingston and industry events Profit share after probation Clear progression opportunities as the firm grows The Role: They are seeking an organised and proactive Financial Administrator to provide end-to-end support across pensions, investments and protection. You will manage cases from instruction through to completion, supporting onboarding, meeting preparation, implementation of recommendations, reporting and ongoing client servicing. You will liaise with management, clients, product providers and investment managers and will need the confidence to identify when something does not look right and escalate appropriately. Working remotely, you'll ensure client portfolios, documentation and product actions are processed accurately, efficiently and in line with business controls. Key Responsibilities: Support financial planners across pensions, investments and protection Manage client onboarding and issue documentation Schedule meetings and send confirmations, reminders and agendas Generate Letters of Authority and obtain provider information Gather client data and prepare files ahead of meetings Maintain accurate client records within SharePoint and the Strategic Wealth Portal Update fact finds and client information Prepare annual review packs, performance summaries, illustrations and MiFID cost statements Complete pre-meeting checks, including vulnerability assessments and allowance reviews Submit, track and manage provider applications Liaise with clients and providers, providing updates and resolving queries Progress cases through workflow systems while maintaining a compliant audit trail Complete file checks and validate documentation before submission Draft and issue suitability and annual review reports Maintain advice registers, planning tools and team inboxes Manage fee settings, business registers and workflow administration Raise and track client invoices About You: 3-5+ years' experience in financial planning or IFA administration Proven experience managing cases from start to finish Strong understanding of pensions, investments, protection and implementation processes Able to follow business processes while applying sound judgement Highly organised, with the ability to manage multiple cases and priorities Excellent written and verbal communication skills Strong attention to detail and accuracy Confident identifying errors, inconsistencies and implementation risks Good working knowledge of Outlook, Word, Excel, back-office systems and adviser platforms Comfortable working independently in a remote-first environment Collaborative team player with the ability to work autonomously Professional, trustworthy and committed to delivering high standards

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

IFA Administrator 90701 Location: Surrey (Office-Based - after probation 1 day a week from home) Salary: £26,000 - £34,000 Type: Full-Time, Permanent An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters. This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners Processing new business and ongoing servicing requests Managing client documentation and maintaining accurate records Liaising with providers, platforms and clients to progress cases Obtaining information from third-party providers and processing Letters of Authority Supporting annual reviews and client servicing activities Ensuring all administration is completed accurately and in line with compliance requirements Maintaining CRM records and workflow systems Assisting with general office administration and operational tasks Requirements Previous experience within an IFA, Wealth Management or Financial Planning environment Strong organisational and communication skills High attention to detail and ability to manage multiple priorities Experience supporting pensions, investments and protection business preferred Comfortable working within a collaborative office environment Positive attitude and desire to develop within financial services What's on Offer Join a long-established financial planning practice with a strong market reputation Clear progression opportunities within a growing business Supportive team environment 5% employer pension contribution Holiday entitlement increasing with length of service Opportunity to be part of an exciting growth phase Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation. Job Title IFA Administrator Vacancy Priority ClientBlacktower Financial Management Internal Description IFA Administrator Location: Surrey (Office-Based - after probation 1 day a week from home) Salary: £26,000 - £34,000 Type: Full-Time, Permanent An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters. This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners Processing new business and ongoing servicing requests Managing client documentation and maintaining accurate records Liaising with providers, platforms and clients to progress cases Obtaining information from third-party providers and processing Letters of Authority Supporting annual reviews and client servicing activities Ensuring all administration is completed accurately and in line with compliance requirements Maintaining CRM records and workflow systems Assisting with general office administration and operational tasks Requirements Previous experience within an IFA, Wealth Management or Financial Planning environment Strong organisational and communication skills High attention to detail and ability to manage multiple priorities Experience supporting pensions, investments and protection business preferred Comfortable working within a collaborative office environment Positive attitude and desire to develop within financial services What's on Offer Join a long-established financial planning practice with a strong market reputation Clear progression opportunities within a growing business Supportive team environment 5% employer pension contribution Holiday entitlement increasing with length of service Opportunity to be part of an exciting growth phase Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation.

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo. In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development

Meraki Talent are working with a global pensions group, who are looking to appoint experienced SIPP Administrators for an expanding operation in Edinburgh.Working as part of an established team, you will be instrumental in delivering the day to day administration duties for all aspects of SIPP administration.Key duties will include; Processing SIPP transfer out requests Processing new business applications Liaising with IFA's, Solicitors and Lenders Complete Transfers In Completion of investment applications Processing payments for clients in retirement Carrying out technical pension calculations This is a varied and busy role, which would suit those able to prioritise various workstreams, whilst meeting client deadlines. It is imperative applicants have the ability to build and develop relationships with advisors and clients, delivering a first class service. Applicants should have come from a SIPP Administration background, with an understanding of SIPP rules and the ability to perform drawdown, divorce and bereavement calculations. These are permanent opportunities, adopting a hybrid approach to working, enhancing flexibility.Apply NowIs this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: SIPP, Pensions, Administration'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you."Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'

Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

Job Title: Senior IFA Administrator Industry: Financial Services Location: Grimsby (Hybrid) Salary: Up to £40,000 Job reference: 10342 Job Description: Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby. As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Benefits: Salary up to £40,000 (dependent on skills, qualifications, and experience) Opportunities to progress to a Team Leader role over time Private medical insurance 22 days' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidays Purchase holiday scheme Pension contribution Flexitime Discretionary bonus Hybrid working post-probation Support and funding towards further qualifications Excellent career progression opportunities Perk box Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within an Independent Financial Advice Company Experience with Intelligent Office and FE Analytics is highly advantageous Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year.Not here. Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too. Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year. Alongside that you get: 8% employer pension contribution PMI DIS x 4 25 days holiday Once you've settled in there's hybrid working (3 days in the office) Free parking and beautiful offices As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

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.

Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in Central London. Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive. Key tasks will include: - Acting as the point of contact between advisers, clients and third party product providers - Establishing and maintaining electronic client files (Curo CRM) - Obtaining information and maintaining accurate records - Sourcing quotations, illustrations and supporting documentation - Preparing valuations, reports and other material for client meetings - Processing new business applications and maintaining accurate records of transactions The role requires the following key attributes; - Detail: excellent attention to detail - Prioritisation: the ability to work independently and proactively - Communication: strong written and verbal communication skills - Min. five years relevant industry experience required - Graduate Preferred If you are interested in this position, please email your CV to Sam at Artemis Recruitment.