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Financial Planning Administrator Farnham, Hybrid Working + Excellent Benefits Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Farnham. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development. The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions. Responsibilities will include: Supporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases Benefits Salary up to £33,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Exam support - one off bonuses for exams past Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To be considered for this IFA Administrator position: Experience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.

Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume. The Opportunity Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued. Key Responsibilities Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities. Acting as a key point of contact for clients, advisers, providers and third-party professional connections. Producing quotations, illustrations, suitability support material and provider information. Conducting research across pensions, investments, protection and other financial planning solutions. Utilising industry technology and research tools to support adviser recommendations and client outcomes. Assisting with the implementation and ongoing servicing of client arrangements. Preparing documentation and reports for client review meetings. Maintaining and monitoring review schedules and servicing requirements. Managing diary events and workflow activities throughout the client lifecycle. Liaising with product providers to progress cases efficiently and resolve queries. Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems. Supporting the ongoing review and maintenance of existing client arrangements. Delivering a consistently high level of client service across all interactions. About You The successful candidate will possess: A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment. A strong understanding of financial planning products including pensions, investments and protection. Previous experience supporting Financial Advisers and managing client servicing activities. Excellent organisational and time management skills. Strong written and verbal communication abilities. High levels of accuracy and attention to detail. The ability to prioritise workloads effectively and work independently. A proactive and professional approach to client service. A genuine commitment to delivering exceptional client outcomes. Experience of using Intelliflo or similar financial planning back-office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably. Working Pattern This is a genuinely flexible part-time position offering approximately 17.5 hours per week. You can choose how you wish work these hours per week however these hours will be worked onsite. The business is open to discussing how those hours are structured, including both working days and daily hours, allowing flexibility around personal commitments and work-life balance. Whilst flexibility is offered around scheduling, the successful individual will be expected to work from the office during their agreed hours to support collaboration with advisers and the wider team. This opportunity may particularly appeal to experienced financial planning professionals seeking a reduced-hours role whilst remaining engaged in a professional and rewarding financial services environment. What's on Offer Join a respected and growing independent financial planning business. Flexible part-time working arrangement. Exposure to a broad range of financial planning and wealth management activities. Supportive and collaborative team environment. Opportunity to work closely with experienced advisers and industry professionals. Long-term career stability within an established and successful firm. Ongoing professional development and learning opportunities. A culture that genuinely values quality client service, professionalism and teamwork. If you are an experienced Financial Planning Administrator, Client Support Specialist or Wealth Management Support professional seeking a flexible role within a highly respected financial planning practice, we would be delighted to hear from you.

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

Job Title: Finance and Operations Assistant Location: Hybrid / Farnborough Salary: Competitive Job type : Full time, Permanent Working Hours: 40 Hours Per Week Application Deadline: 10thJuly 2026 About Us: The Retail Performance Company (rpc) is a dynamic, fast-growing organisation established in Munich over a decade ago. Since launching the UK office in 2016, our focus has been on establishing the UK & Ireland as a leading market within our global network. We support clients across B2B and B2C sectors with consulting, coaching, training, and digital solutions designed to elevate customer experience and brand presence. What you'll do: The Finance and Operations Assistant will work closely with the Head of UK & Ireland and collaborate with our headquarters in Munich. This role requires strong organisational ability, financial awareness, and a proactive mindset to ensure day-to-day operations run smoothly. Key Responsibilities: Operational Support: Maintain and continuously improve office and operational processes across the UK team. Ensure accurate documentation, filing, and tracking of ongoing and upcoming projects in SAP. Support reporting activities by updating internal tools, dashboards, and flash reports. Liaise with suppliers, partners, and external stakeholders. Coordinate with HQ Finance and IT teams to ensure alignment with global processes and standards. Office Support: Support the day-to-day running of the UK office, ensuring a smooth and efficient working environment. Coordinate office logistics including supplies, equipment, and facilities management. Act as a point of contact for office-related queries, liaising with the service provider. Support onboarding of new starters, including workspace setup and access to systems. Maintain a professional and welcoming office environment for employees and visitors. Oversee IT equipment and allocation management, working closely with HQ IT to ensure alignment with global standards and efficient distribution of assets across the UK team. Fleet Management: Manage UK fleet operations, ensuring adherence to established policies and governance procedures Drive compliance with mileage reporting requirements, monitoring submissions and following up on discrepancies. Coordinate maintenance, incidents and queries. Maintain oversight of fleet-related activities, ensuring accurate reporting and alignment with company standards. Financial Administration: Support financial control activities, ensuring accurate records of expenses, budgets, and margins. Assist with financial reporting, cost tracking, and account maintenance. Support forecasting and financial planning activities. Prepare data and documentation to support cost analyses and revenue tracking. Act as key point of contact with HQ Finance, ensuring all reporting, submissions, and financial inputs are delivered accurately and within agreed deadlines. Client & Project Coordination: Assist in managing accounts and supporting client relationships. Aid proposal and tender preparation including formatting and research. Track project progress and coordinate with stakeholders. General Administrative Support: Provide administrative assistance to the UK leadership team. Support internal communications, meeting preparation, and coordination. What We're Looking For: Skills & Attributes: Self-motivated, organised, and committed to high-quality work. Strong interpersonal and communication skills. Ability to adapt to changing priorities. Comfortable working under pressure and meeting deadlines. Proactive and solutions-focused. Ability to effectively collaborate with multiple stakeholders across global teams. Commitment to continuous improvement. Essential Experience: Operations, administrative, finance-assistant, or office-management experience. Client or account management experience. Project coordination experience Strong financial literacy and financial process experience. SAP experience or willingness to learn. Advanced Microsoft Office skills. Desirable Experience: Automotive or retail sector knowledge. Full UK Driving License or equivalent. Benefits: Private Healthcare Medical Cash Plan Life Assurance Please click APPLY to submit your CV and Cover Letter for this role. Candidates with the experience or relevant job titles of; Finance Administration, Finance Administrator, Payroll Administrator, Invoicing, Operations Assistant, Operations Administrator, Operations Admin, Customer Service Administrator may also be considered for this role.

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

Client Service Administrator - Financial Planning Location: Nottingham Salary: Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16779

Financial Planning Administrator Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773

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

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

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

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

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

The role Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing. You should possess the following skills and attributes: Good written and verbal communication skills. Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture. Good organisational abilities. Good attention to detail. Good experience in navigating and utilising tools/reporting on common platform providers Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc). Commitment to maintaining the highest ethical standards. Commitment to continued professional development. To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning. This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of the role. They also offer flexible working and the offices are closed over the Christmas holidays.

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

Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)

Senior Transport Coordinator Location: Newhaven Job Type: Maternity Cover (Temporary) Working Hours: 37 hours per week - flexible on start and finish times Starting Salary: £31,966.20 Contract Duration: 01 August 2026 - 31 May 2027 Reporting to: Strategic Engineering Manager Responsible for: Coordination of fleet and asset management system We are seeking an experienced and highly organised Senior Transport Coordinator to join our Engineering Services Team. This role is crucial for managing our fleet and asset systems effectively, ensuring compliance and supporting the delivery of an efficient engineering function. Day-to-day of the role: Maintain accurate and up-to-date records across fleet and asset management systems, adhering to Service policies and manufacturer guidance. Audit the engineering services repair and maintenance programme as the department's "intelligent client," using data to monitor performance and identify risks or trends. Support the Workshop Controller in coordinating vehicle inspections, MOT/plating schedules, equipment inspections, and compliance requirements. Identify and resolve issues related to missed maintenance or inspection intervals and ensure timely resolution of outstanding or delayed job cards. Manage departmental financial processes using Oracle, ensuring all invoices and income are processed accurately and in compliance with financial regulations. Maintain and ensure accessibility of all vehicle-related legal documentation and compliance records, keeping them audit-ready. Required Skills & Qualifications: Proven experience in fleet coordination, transport compliance, maintenance planning, or a similar operational role. Strong organisational skills and adept at managing both electronic and paper-based systems. Thorough understanding of road transport operator compliance and relevant health & safety legislation. Excellent problem-solving skills with a proactive and solutions-focused approach. Effective communication skills, capable of engaging with stakeholders at all levels. High attention to detail, especially in record-keeping and financial administration. Commitment to promoting equality, diversity, and inclusion. Benefits: Opportunity to contribute to a vital engineering function that supports front-line services. Work in a collaborative and purpose-driven team. Engage in meaningful work that directly impacts operational efficiency, safety, and compliance. How to Apply: To apply for the Senior Transport Coordinator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role. Interviews will include questions and a short written exercise in Newhaven. This is a fantastic opportunity to play a key role in a critical area of our service delivery, ensuring our fleet operates smoothly and compliantly.

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

IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment

Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00) Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors The Opportunity Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon. As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team. This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression. The Company Thompson & Terry Recruitment's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative. In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance. Requirements Previous experience within a financial planning or wealth management environment Strong organisational skills, with excellent attention to detail A proactive and positive approach to work Confident communicator, both written and verbal Ability to manage multiple tasks and work effectively in a fast-paced environment A client-focused mindset, with a desire to deliver excellent service Thompson & Terry Ltd, trading as Thompson & Terry Recruitment are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond. We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments. No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. Applications from all suitably qualified individuals are encouraged. If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know. PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Leatherhead, Surrey Salary: £26,000 - £32,000 per annum (DOE) Benefits: Christmas office closure (not deducted from annual leave) 5% employer pension contribution Hybrid working available after probation (1 day per week from home) Free on-site parking Supportive and collaborative team environment Opportunities for long-term career development About the Company: Our client is a well-established and growing independent financial planning firm based in Leatherhead. With a strong reputation for delivering high-quality financial advice and exceptional client service, they are seeking an experienced IFA Administrator to join their friendly and professional team. This is an excellent opportunity for an individual with financial services experience who is looking to build a long-term career within a supportive and collaborative environment. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and the wider team Processing new business applications across pensions, investments and protection products Preparing client documentation and maintaining accurate client records Liaising with clients, providers and third-party organisations Managing correspondence, client queries and requests in a timely manner Obtaining policy information and fund valuations Supporting the client review process and producing review packs Ensuring all administration is completed accurately and in line with regulatory requirements Maintaining back-office systems and updating client data Assisting with general office administration duties as required What We're Looking For: Minimum of 1 year's experience within an IFA Administration or Financial Services Administration role Good understanding of financial planning products and services Strong organisational skills with excellent attention to detail Professional and confident communication skills Ability to prioritise workload and work effectively within a team environment Proficient in Microsoft Office applications Positive attitude and a willingness to contribute to a collaborative team culture Desirable Skills: Experience supporting Independent Financial Advisers Knowledge of pensions, investments and protection products Experience using financial services back-office systems Working towards or interested in pursuing professional financial planning qualifications Provider administration experience within financial services How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.