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 The role is full time onsite. No remote available please What's on Offer Join a respected and growing independent financial planning business. 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.
Jul 01, 2026
Full time
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 The role is full time onsite. No remote available please What's on Offer Join a respected and growing independent financial planning business. 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.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Employee Benefits Administrator to join our growing Employee Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jul 01, 2026
Full time
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Employee Benefits Administrator to join our growing Employee Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding
Jul 01, 2026
Full time
Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Jul 01, 2026
Full time
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 01, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Adviser Administrator Oldham Area Flexible Hybrid Working (Up to 4 Days Working from Home) Salary: Up to £32,000 An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm based in the Oldham area. This role would suit a highly organised and detail-oriented individual with previous experience within financial services administration who enjoys supporting advisers and delivering exceptional client service. Offering flexible hybrid working and a supportive team environment, this is a fantastic opportunity to further your career within wealth management. The Role Working closely with Financial Planners, you will provide comprehensive technical and administrative support throughout the advice process, ensuring clients receive a professional and efficient service at every stage of their journey. You will play a key role in maintaining accurate records, preparing client documentation, processing applications, and liaising with providers to ensure business is completed smoothly and within agreed timescales. Key Responsibilities Provide high-quality administrative and technical support to Financial Planners Assist in delivering solutions that help clients achieve their financial objectives Ensure client files are complete and compliant, including all required identification and documentation Prepare for client meetings and complete all post-meeting follow-up activities Maintain and update client records accurately using Salesforce CRM Compile clear and comprehensive reports and documentation Prepare suitability letters and reports throughout the advice process Support the preparation of client reviews, including cashflow modelling updates and investment performance reporting Process new business applications accurately and maintain management information records Progress applications with product providers, clients and third parties to ensure timely completion Produce illustrations, reports and key client data Liaise extensively with provider administration centres to facilitate transactions and resolve queries Chase Letters of Authority and outstanding provider information Produce templated client correspondence and reports Handle incoming telephone calls professionally and confidently, providing excellent service to clients and providers About You To be successful in this role, you will have: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and client servicing Excellent attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple priorities and work to deadlines Confidence liaising with clients, providers and third parties Good IT skills and experience using CRM and back-office systems A proactive and professional approach with a strong focus on client service What's on Offer? Salary up to £32,000 Flexible hybrid working with up to 4 days working from home Company pension scheme Excellent staff benefits package Full training on company systems and compliance procedures Friendly, supportive and collaborative working environment Long-term career development opportunities within a growing business If you're an experienced Financial Services Administrator looking for a flexible role within a professional and supportive team, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16784 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 01, 2026
Full time
Financial Adviser Administrator Oldham Area Flexible Hybrid Working (Up to 4 Days Working from Home) Salary: Up to £32,000 An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm based in the Oldham area. This role would suit a highly organised and detail-oriented individual with previous experience within financial services administration who enjoys supporting advisers and delivering exceptional client service. Offering flexible hybrid working and a supportive team environment, this is a fantastic opportunity to further your career within wealth management. The Role Working closely with Financial Planners, you will provide comprehensive technical and administrative support throughout the advice process, ensuring clients receive a professional and efficient service at every stage of their journey. You will play a key role in maintaining accurate records, preparing client documentation, processing applications, and liaising with providers to ensure business is completed smoothly and within agreed timescales. Key Responsibilities Provide high-quality administrative and technical support to Financial Planners Assist in delivering solutions that help clients achieve their financial objectives Ensure client files are complete and compliant, including all required identification and documentation Prepare for client meetings and complete all post-meeting follow-up activities Maintain and update client records accurately using Salesforce CRM Compile clear and comprehensive reports and documentation Prepare suitability letters and reports throughout the advice process Support the preparation of client reviews, including cashflow modelling updates and investment performance reporting Process new business applications accurately and maintain management information records Progress applications with product providers, clients and third parties to ensure timely completion Produce illustrations, reports and key client data Liaise extensively with provider administration centres to facilitate transactions and resolve queries Chase Letters of Authority and outstanding provider information Produce templated client correspondence and reports Handle incoming telephone calls professionally and confidently, providing excellent service to clients and providers About You To be successful in this role, you will have: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and client servicing Excellent attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple priorities and work to deadlines Confidence liaising with clients, providers and third parties Good IT skills and experience using CRM and back-office systems A proactive and professional approach with a strong focus on client service What's on Offer? Salary up to £32,000 Flexible hybrid working with up to 4 days working from home Company pension scheme Excellent staff benefits package Full training on company systems and compliance procedures Friendly, supportive and collaborative working environment Long-term career development opportunities within a growing business If you're an experienced Financial Services Administrator looking for a flexible role within a professional and supportive team, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16784 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact 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.
Jul 01, 2026
Full time
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!
Jul 01, 2026
Full time
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!
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Jul 01, 2026
Full time
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
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.
Jul 01, 2026
Full time
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.
Jul 01, 2026
Full time
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.
Job: Financial Planning Administrator Location: Maidstone Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday Annual salary reviews Life assurance and pension
Jul 01, 2026
Full time
Job: Financial Planning Administrator Location: Maidstone Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday Annual salary reviews Life assurance and pension
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Jul 01, 2026
Full time
Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
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.
Jul 01, 2026
Full time
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
Jul 01, 2026
Full time
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
Jul 01, 2026
Full time
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.
Jul 01, 2026
Full time
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.
I'm working with a leading wealth management firm in Taunton that is looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they're keen to hear from individuals with experience in financial services client administration, ideally based locally to Taunton.If you're looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm. Salary Up to £39,000 DOE - above market for the right candidate Location Hybrid / Taunton Key Responsibilities Coordinate diaries and schedule client meetings Support Financial Advisors with day-to-day client servicing Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience Prepare client meeting packs and documentation Generate invoices as needed Maintain and update client databases Requirements Experience in client administration within financial services Proficiency with Intelligent Office is essential The company offers hybrid/flexible working.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: 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.
Jul 01, 2026
Full time
I'm working with a leading wealth management firm in Taunton that is looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they're keen to hear from individuals with experience in financial services client administration, ideally based locally to Taunton.If you're looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm. Salary Up to £39,000 DOE - above market for the right candidate Location Hybrid / Taunton Key Responsibilities Coordinate diaries and schedule client meetings Support Financial Advisors with day-to-day client servicing Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience Prepare client meeting packs and documentation Generate invoices as needed Maintain and update client databases Requirements Experience in client administration within financial services Proficiency with Intelligent Office is essential The company offers hybrid/flexible working.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: 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.
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: Experience within a professional services or regulated financial environment Strong IT skills, ideally with exposure to FCA regulations A keen eye for detail and a client-first mindset Key Responsibilities: Handling telephone enquiries General admin duties such as scanning, printing, and document management Administration of workplace pensions, group risk, and private medical schemes Submission of new business Attending meetings to support Financial Advisers where applicable Assisting the Employee Benefits team with ad hoc projects Processing non-technical client changes, e.g. updating address details with providers Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: Be highly organised and able to manage multiple tasks simultaneously Have experience working within workplace pension and group risk administration Possess a solid understanding of the financial services industry Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Jul 01, 2026
Full time
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: Experience within a professional services or regulated financial environment Strong IT skills, ideally with exposure to FCA regulations A keen eye for detail and a client-first mindset Key Responsibilities: Handling telephone enquiries General admin duties such as scanning, printing, and document management Administration of workplace pensions, group risk, and private medical schemes Submission of new business Attending meetings to support Financial Advisers where applicable Assisting the Employee Benefits team with ad hoc projects Processing non-technical client changes, e.g. updating address details with providers Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: Be highly organised and able to manage multiple tasks simultaneously Have experience working within workplace pension and group risk administration Possess a solid understanding of the financial services industry Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.
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.
Jul 01, 2026
Full time
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.
