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Job Title: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise 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 What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone Get in touch or apply online to find out more about this opportunity! 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.

Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.

Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!

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

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

Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.

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

IFA Administrator - 2 days home working option - Gloucester based An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement , offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment . Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual ) Structured reviews: Annual salary review Working Pattern Initial 2-3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment Annual and 6 monthly pay reviews If you're looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression , this could be an excellent move.

Independent Financial Advice Hybrid Competitive salary Fram Search is working with a growing Financial Planning firm that is looking to appoint an experienced IFA Administrator to support a group of Financial Advisers as the business continues to expand. This is a varied and involved role, offering a blend of technical, administrative and client-facing responsibilities. You'll play a key part in the advice process - from preparing client review packs, to updating clients and dealing with queries. You'll also have regular interaction with clients and exposure to ongoing planning discussions, making this an ideal role for someone who enjoys being close to both the technical and relationship side of financial planning. We're keen to speak with individuals who: Have solid experience within an IFA or financial planning environment. Bring strong knowledge of pensions, investments, protection & wealth management Are confident using adviser platforms and provider systems Are organised, detail-focused and proactive Progress towards Level 4 qualifications would be beneficial, but is not essential. This is a great opportunity to join a supportive firm where you can take ownership, develop your technical skills and play a meaningful role in delivering high-quality advice. Hybrid working will be available for the appointed candidate after the probationary period.

IFA Administrator An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual) Structured reviews: Annual salary review Working Pattern Initial 2-3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment If you're looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

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

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Administrator Location: Kingsley Office (Office based) Salary: £30,000 - £35,000, dependent on experience Benefits: Competitive salary Pension scheme Death in Service cover Income Protection Private Medical Insurance Approximately 26 days holiday plus bank holidays Fully funded professional exams On-site parking Bi-annual company trips abroad (with alternate UK-based trips in other years) Ongoing training and development opportunities About the Company: We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service. This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration. Key Responsibilities: Providing comprehensive administrative support to a team of financial advisers Processing new business applications across pensions, investments, and protection products Managing client records and ensuring all documentation is accurate and up to date Using Intelligent Office (IO) to manage workflows, client data, and administration tasks Liaising with product providers such as Fidelity, Aviva, and Quilter Processing contributions, withdrawals, fund switches, and fee calculations Preparing client review packs and supporting documentation Monitoring cases through to completion, ensuring timely progression Handling client and provider queries in a professional and efficient manner Supporting compliance with FCA regulations and internal procedures Assisting the wider administration team where required What We're Looking For: Minimum of 2 years' experience in a financial services administration role (IFA or wealth management) Strong understanding of financial products including pensions, investments, and protection Experience using Intelligent Office (IO) Strong organisational skills with excellent attention to detail Confident communication skills, both written and verbal Ability to manage workload effectively and prioritise tasks A proactive, self-motivated approach Strong team player with a professional attitude Must be able to work fully office based (non-negotiable) Desirable Skills: Experience working with provider platforms such as Fidelity, Aviva, and Quilter Exposure to fund switches, rebalancing, and risk profiling Knowledge of FCA compliance processes within an advisory environment Interest in progressing towards paraplanning or further technical development 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.

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

Due to their continued success, our client, a highly regarded Financial Services firm based in Ipswich, is looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers. Key Duties & Responsibilities: Providing full administrative support to the Financial Services team, ensuring all deadlines are met Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers Drafting Suitability Reports and ensuring accurate completion of all necessary documentation Liaising with clients, insurers, and providers, maintaining professional and timely communication Maintaining accurate client records and databases Assisting with corporate administration including pension scheme submissions, auto-enrolment compliance, and group risk schemes (where applicable) Ensuring full compliance with FCA rules and company procedures Skills & Experience Required: Previous experience as an IFA Administrator or Financial Services Administrator, ideally with a minimum of 2 years technical administration experience supporting Financial Advisers Knowledge across pensions, investments, and protection. Exposure to tax and trusts would be highly advantageous Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook) Strong organisational and planning skills, with excellent attention to detail A professional, flexible, and proactive approach to work Strong communication skills, with the ability to explain complex information clearly and concisely to clients A committed team player, able to work collaboratively while also using initiative when required What's On Offer: A competitive salary package (DOE) A supportive and friendly working environment Genuine opportunities for career progression within Financial Services Plus, much more

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice.You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries You must have experience as a Financial Services administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are partnering with a highly regarded financial services firm to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn't hire frequently, offering a genuinely supportive environment where you'll be a valued part of a close-knit team. If you're currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn't just another administrative position. You'll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client base, particularly in areas such as income drawdown and ongoing servicing, you'll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) Managing new business processing through to completion Ensuring all client files are accurate, compliant, and up to date Handling mortgage documentation and coordinating applications Supporting ongoing client servicing, including changes and withdrawals Managing client reviews and preparing review suitability letters Maintaining and updating CRM systems Handling post, calls, and general administrative duties Supporting wider team functions, including IT coordination when required Maintaining CPD and attending relevant industry seminars About You Previous experience within a financial advisory practice is essential Strong knowledge of pensions and investments administration Mortgage experience is advantageous but not essential Highly organised with excellent attention to detail A team player who thrives in a collaborative environment Confident communicator with a client-focused approach Enthusiastic, proactive, and keen to develop What's on Offer Competitive salary (depending on experience) Pension scheme A genuinely friendly, close-knit team environment Opportunity to grow and develop with the business If you're looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we'd love to hear from you. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information on how we use your data is available on our website.

This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday + bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protection scheme experience Working with team to develop proposals that meets client's needs and concerns General Admin and Compliance checks - new and existing business Database administration, maintenance and consolidation Sticking to deadlines You will have: Organised with the ability to multi-task. Can do attitude Working knowledge of the regulated Financial Services Industry Previously worked in a Financial Services admin role so have some familiarity with the terms used. Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Birmingham. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise 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 What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! 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.

Financial Administrator - Junior IFA Practice Location: Barnet, North London Salary: Circa £30,000 + Benefits Full-Time Permanent Join a Growing Financial Planning Practice An excellent opportunity has arisen for a Financial Administrator to join a friendly and growing Independent Financial Adviser (IFA) practice based in Barnet. This role is ideal for an organised and detail-oriented individual looking to build a long-term career within financial services. Whether you already have experience within an IFA environment or have gained administration experience in a professional services setting and are looking to move into financial planning, this position offers structured training, study support, and genuine career progression opportunities. The Role Working closely with the Adviser and supporting the wider client journey, you will play a key role in ensuring the smooth running of the practice and delivering an exceptional client experience. Key Responsibilities: Providing administrative support to the Adviser and paraplanning function Processing new business applications across pensions, investments, and protection products Preparing client review packs and meeting documentation Liaising with product providers, platforms, and clients Managing client records and ensuring data is accurately maintained Obtaining policy information and valuations Assisting with client onboarding and compliance documentation Handling client enquiries professionally and efficiently Supporting the ongoing development and improvement of office processes About You We are looking for someone who is proactive, professional, and eager to develop within the financial planning sector. Requirements: Previous administration experience (financial services experience advantageous but not essential) Strong organisational and time-management skills Excellent attention to detail Professional communication skills, both written and verbal Competent with Microsoft Office applications A positive attitude and willingness to learn Interest in developing a career within financial planning and wealth management What's on Offer? Salary circa £30,000 Full study support towards the CII Diploma in Regulated Financial Planning (or equivalent qualifications) Structured training and ongoing professional development Clear career progression opportunities into senior administration, paraplanning, or advisory roles Supportive and collaborative working environment Opportunity to join a growing and ambitious IFA practice Apply Now If you are looking to establish a successful career within financial planning and want to join a firm that genuinely invests in its people, we'd love to hear from you. Submit your CV today to discuss this opportunity further.