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.
Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.
Jul 01, 2026
Full time
Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.
This Corporate IFA Administrator job offers an excellent opportunity if you are an experienced administrator who thrives on the corporate and group pensions side of financial planning and prefers a strong office based role. You will join an established advisory business where corporate work sits at the heart of the operation. As a Corporate IFA Administrator, your focus will be supporting advisers with corporate clients, group pension schemes and associated administration, ensuring cases progress smoothly and compliantly from start to finish. This Corporate IFA Administrator role is very much about getting the right person with the right background. Whilst exposure to private client work would be beneficial, the emphasis is firmly on corporate experience, with training available on private client work if required. Key aspects of the Corporate IFA Administrator job include: • End to end administration support for corporate and group pension cases • Liaising with providers, advisers and corporate clients • Processing new business, alterations and ongoing servicing • Ensuring accurate record keeping and compliance standards • Working closely with the wider office based support team There is genuine scope for development within this Corporate IFA Administrator position as the business continues to grow its corporate proposition. Corporate IFA Administrator Requirements • Essential experience as a Corporate IFA Administrator or similar corporate focused role • Strong knowledge of group pensions and corporate schemes • Experience working within an FCA regulated financial planning environment • Familiarity with back office and provider platforms • Private client administration exposure desirable but not essential The Company You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice and long term client relationships. The business has invested heavily in its people and infrastructure, creating a supportive and professional working environment. Corporate IFA Administrator Benefits • Competitive salary based on experience • Primarily office based working arrangement • Agile working policy in place once established • Supportive team culture with long term career prospects Location This Corporate IFA Administrator job is based in Leicester . If you are an experienced Corporate IFA Administrator looking for a stable, office based opportunity with a strong corporate focus, please apply now. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jul 01, 2026
Full time
This Corporate IFA Administrator job offers an excellent opportunity if you are an experienced administrator who thrives on the corporate and group pensions side of financial planning and prefers a strong office based role. You will join an established advisory business where corporate work sits at the heart of the operation. As a Corporate IFA Administrator, your focus will be supporting advisers with corporate clients, group pension schemes and associated administration, ensuring cases progress smoothly and compliantly from start to finish. This Corporate IFA Administrator role is very much about getting the right person with the right background. Whilst exposure to private client work would be beneficial, the emphasis is firmly on corporate experience, with training available on private client work if required. Key aspects of the Corporate IFA Administrator job include: • End to end administration support for corporate and group pension cases • Liaising with providers, advisers and corporate clients • Processing new business, alterations and ongoing servicing • Ensuring accurate record keeping and compliance standards • Working closely with the wider office based support team There is genuine scope for development within this Corporate IFA Administrator position as the business continues to grow its corporate proposition. Corporate IFA Administrator Requirements • Essential experience as a Corporate IFA Administrator or similar corporate focused role • Strong knowledge of group pensions and corporate schemes • Experience working within an FCA regulated financial planning environment • Familiarity with back office and provider platforms • Private client administration exposure desirable but not essential The Company You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice and long term client relationships. The business has invested heavily in its people and infrastructure, creating a supportive and professional working environment. Corporate IFA Administrator Benefits • Competitive salary based on experience • Primarily office based working arrangement • Agile working policy in place once established • Supportive team culture with long term career prospects Location This Corporate IFA Administrator job is based in Leicester . If you are an experienced Corporate IFA Administrator looking for a stable, office based opportunity with a strong corporate focus, please apply now. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jul 01, 2026
Full time
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Jul 01, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Ernest Gordon Recruitment Limited
Halifax, Yorkshire
Health and Safety Administrator (Manufacturing) 28,000 - 30,000 + Company benefits + Training + Monday - Friday + Early Friday Finish Halifax, West Yorkshire Are you a Health and Safety Administrator or similar looking for a varied role within a specialist manufacturer offering in-house training, a supportive environment, and a split between office- and factory-based work? For over 40 years, this company has been providing design and structural steel manufacturing solutions for a range of residential, industrial, and commercial projects. Their continued success has enabled them to grow to nearly 100 employees and achieve a multi-million-pound turnover. In this days-based role, you will split your time between the factory and office, carrying out internal audits, ensuring compliance with ISO (phone number removed)and 45001 standards, conducting safety tours with production staff, and supporting the Health and Safety Manager with training workshops and continuous improvement initiatives. This role would suit a Health and Safety Administrator or similar looking to join a specialist manufacturer in a varied position offering in-house training, long-term development, and an early Friday finish. The Role Carry out internal audits and support compliance activities Conduct safety inspections and factory safety tours Support the Health and Safety Manager with training and documentation Monday-Thursday 7am-4pm / Friday 7am-3pm The person Health and Safety Administrator or similar Manufacturing Background or similar Able to commuteto Halifax Reference: BBH25850A Health, Safety, Coordinator, HSE, Officer, SHEQ, Compliance, ISO, 9001, Audits, Risk Assessments, Training, Manufacturing, Engineering, Environmental, Management, Halifax, West, Yorkshire, Bradford, Huddersfield, Leeds, Brighouse, Elland, Wakefield If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Jul 01, 2026
Full time
Health and Safety Administrator (Manufacturing) 28,000 - 30,000 + Company benefits + Training + Monday - Friday + Early Friday Finish Halifax, West Yorkshire Are you a Health and Safety Administrator or similar looking for a varied role within a specialist manufacturer offering in-house training, a supportive environment, and a split between office- and factory-based work? For over 40 years, this company has been providing design and structural steel manufacturing solutions for a range of residential, industrial, and commercial projects. Their continued success has enabled them to grow to nearly 100 employees and achieve a multi-million-pound turnover. In this days-based role, you will split your time between the factory and office, carrying out internal audits, ensuring compliance with ISO (phone number removed)and 45001 standards, conducting safety tours with production staff, and supporting the Health and Safety Manager with training workshops and continuous improvement initiatives. This role would suit a Health and Safety Administrator or similar looking to join a specialist manufacturer in a varied position offering in-house training, long-term development, and an early Friday finish. The Role Carry out internal audits and support compliance activities Conduct safety inspections and factory safety tours Support the Health and Safety Manager with training and documentation Monday-Thursday 7am-4pm / Friday 7am-3pm The person Health and Safety Administrator or similar Manufacturing Background or similar Able to commuteto Halifax Reference: BBH25850A Health, Safety, Coordinator, HSE, Officer, SHEQ, Compliance, ISO, 9001, Audits, Risk Assessments, Training, Manufacturing, Engineering, Environmental, Management, Halifax, West, Yorkshire, Bradford, Huddersfield, Leeds, Brighouse, Elland, Wakefield If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 01, 2026
Full time
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.
Jul 01, 2026
Full time
Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between £28,000 and £35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 30, 2026
Full time
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between £28,000 and £35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Are you interested in developing your career within corporate financial services and looking for a new role in a dynamic and supportive environment that offers genuine long-term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process. The successful candidate will have experience within a professional services environment, a strong background in Employee Benefits and Group Risk administration , exposure to FCA regulations, excellent IT skills, and previous IFA support experience. Key Responsibilities Take responsibility for the delivery of client service standards, ensuring all work is completed accurately and within agreed timescales. Provide comprehensive administration support across a range of Group Risk schemes , including Group Life Assurance, Group Income Protection and Critical Illness arrangements. Liaise with insurers, advisers, clients and providers regarding policy administration, renewals, underwriting and scheme changes. Prepare templated Recommendation Reports for Advisers. Manage and resolve daily queries raised by clients, insurers and colleagues. Support advisers throughout the client review and implementation process. Attend client meetings with Advisers where appropriate. Build and maintain effective relationships with clients and providers. Ensure all activities comply with FCA requirements and internal procedures. Use influencing and communication skills when dealing with both internal and external stakeholders. About You Proven experience in Group Risk administration is essential. Strong understanding of Group Life, Group Income Protection and related employee benefit arrangements. Previous experience within an IFA, Employee Benefits Consultancy or Financial Services environment. Organised with the ability to manage multiple priorities and deadlines. High level of accuracy and attention to detail. Strong communication and relationship-building skills. Knowledge of FCA regulations and compliance requirements. Proficient in Microsoft Office and financial services systems. This is an excellent opportunity to join a forward-thinking and innovative firm that is continually looking to improve and develop the services it offers to clients. In return, you will receive a competitive salary and benefits package, together with ongoing support to develop your skills and progress your career. Hybrid working is offered with this role, with 2 days per week in the office. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information about how we use your data can be found on our website.
Jun 30, 2026
Full time
Are you interested in developing your career within corporate financial services and looking for a new role in a dynamic and supportive environment that offers genuine long-term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process. The successful candidate will have experience within a professional services environment, a strong background in Employee Benefits and Group Risk administration , exposure to FCA regulations, excellent IT skills, and previous IFA support experience. Key Responsibilities Take responsibility for the delivery of client service standards, ensuring all work is completed accurately and within agreed timescales. Provide comprehensive administration support across a range of Group Risk schemes , including Group Life Assurance, Group Income Protection and Critical Illness arrangements. Liaise with insurers, advisers, clients and providers regarding policy administration, renewals, underwriting and scheme changes. Prepare templated Recommendation Reports for Advisers. Manage and resolve daily queries raised by clients, insurers and colleagues. Support advisers throughout the client review and implementation process. Attend client meetings with Advisers where appropriate. Build and maintain effective relationships with clients and providers. Ensure all activities comply with FCA requirements and internal procedures. Use influencing and communication skills when dealing with both internal and external stakeholders. About You Proven experience in Group Risk administration is essential. Strong understanding of Group Life, Group Income Protection and related employee benefit arrangements. Previous experience within an IFA, Employee Benefits Consultancy or Financial Services environment. Organised with the ability to manage multiple priorities and deadlines. High level of accuracy and attention to detail. Strong communication and relationship-building skills. Knowledge of FCA regulations and compliance requirements. Proficient in Microsoft Office and financial services systems. This is an excellent opportunity to join a forward-thinking and innovative firm that is continually looking to improve and develop the services it offers to clients. In return, you will receive a competitive salary and benefits package, together with ongoing support to develop your skills and progress your career. Hybrid working is offered with this role, with 2 days per week in the office. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information about how we use your data can be found on our website.
Job Title: IFA Administrator Industry: Financial Advice Location: Market Harborough (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Market Harborough. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Early finish on Fridays Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jun 30, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Market Harborough (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Market Harborough. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Early finish on Fridays Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Client Advisor Administrator (IFA/Wealth Management) Stockport, Chesire £30,000 - £40,000 + Training + Bonus + Benefits Are you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? click apply for full job details
Jun 30, 2026
Full time
Client Advisor Administrator (IFA/Wealth Management) Stockport, Chesire £30,000 - £40,000 + Training + Bonus + Benefits Are you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? click apply for full job details
A bespoke manufacturing business is looking for a Production Administrator, 42.5 hour working week, flexible working times, permanent position, paying circa 30k annually depending on experience. Offering a complete end-to-end service for customers nationwide. The company pride themselves on delivering high-quality, tailored products that are built and tested in-house to meet individual customer requirements. The Production Administrator is a site based role in the outskirts of Huddersfield. Commutable from Elland, Halifax, Brighouse, Sowerby Bridge or areas along the M62. We are recruiting for a Production Administrator to join the Operations team, reporting to the Planning Manager. This role is responsible for supporting the smooth and efficient running of operational processes, with a strong focus on administration, compliance, coordination and continuous improvement. Key Responsibilities of the Production Administrator : Manage and maintain compliance records and operational documentation. Coordinate warranty processes. Keep operational reports and records up to date. Carry out routine operational checks accurately and on time. Process invoices and related paperwork. Communicate with suppliers and external service providers. Create and update Standard Operating Procedures (SOPs). Support users with internal systems and help resolve process-related issues. Provide general administrative support to the department. Use ERP and MRP systems ( essential experience required ). The successful Production Administrator will have excellent attention to detail, strong organisational and analytical skills, and the ability to manage multiple priorities effectively. Strong communication skills are essential to build positive working relationships with both internal teams and external partners. Desired Skills for the Production Administrator : Previous experience within an SME environment advantageous. Experience within manufacturing, operations or production environments preferred. Excellent communication and interpersonal skills. Strong customer service experience. Proficient IT skills, including Microsoft Office applications. Used ERP and MRP systems Excellent organisational skills, time management and attention to detail. Ability to work independently and collaboratively within a small team environment. Benefits of the role: Permanent role- offers job security and progression Company pension Holiday allowance that increases with length of service Additional discounts Free on site parking If you are interested in the Production Administrator role please contact Maisie at E3 Recruitment.
Jun 30, 2026
Full time
A bespoke manufacturing business is looking for a Production Administrator, 42.5 hour working week, flexible working times, permanent position, paying circa 30k annually depending on experience. Offering a complete end-to-end service for customers nationwide. The company pride themselves on delivering high-quality, tailored products that are built and tested in-house to meet individual customer requirements. The Production Administrator is a site based role in the outskirts of Huddersfield. Commutable from Elland, Halifax, Brighouse, Sowerby Bridge or areas along the M62. We are recruiting for a Production Administrator to join the Operations team, reporting to the Planning Manager. This role is responsible for supporting the smooth and efficient running of operational processes, with a strong focus on administration, compliance, coordination and continuous improvement. Key Responsibilities of the Production Administrator : Manage and maintain compliance records and operational documentation. Coordinate warranty processes. Keep operational reports and records up to date. Carry out routine operational checks accurately and on time. Process invoices and related paperwork. Communicate with suppliers and external service providers. Create and update Standard Operating Procedures (SOPs). Support users with internal systems and help resolve process-related issues. Provide general administrative support to the department. Use ERP and MRP systems ( essential experience required ). The successful Production Administrator will have excellent attention to detail, strong organisational and analytical skills, and the ability to manage multiple priorities effectively. Strong communication skills are essential to build positive working relationships with both internal teams and external partners. Desired Skills for the Production Administrator : Previous experience within an SME environment advantageous. Experience within manufacturing, operations or production environments preferred. Excellent communication and interpersonal skills. Strong customer service experience. Proficient IT skills, including Microsoft Office applications. Used ERP and MRP systems Excellent organisational skills, time management and attention to detail. Ability to work independently and collaboratively within a small team environment. Benefits of the role: Permanent role- offers job security and progression Company pension Holiday allowance that increases with length of service Additional discounts Free on site parking If you are interested in the Production Administrator role please contact Maisie at E3 Recruitment.
Client Advisor/IFA Administrator (Wealth Management) Stockport, Chesire £30,000 - £40,000 + Training + Bonus + Benefits Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do yo click apply for full job details
Jun 30, 2026
Full time
Client Advisor/IFA Administrator (Wealth Management) Stockport, Chesire £30,000 - £40,000 + Training + Bonus + Benefits Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? Do yo click apply for full job details
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
Jun 30, 2026
Full time
Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
Jun 30, 2026
Full time
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
IFA Administrator Bath, hybrid £28,000 - £35,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As a Financial Planning Administrator based in their Bath office, you'll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You'll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for the right person Pension contribution DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support
Jun 30, 2026
Full time
IFA Administrator Bath, hybrid £28,000 - £35,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As a Financial Planning Administrator based in their Bath office, you'll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You'll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for the right person Pension contribution DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support
Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office Based Join an Award-Winning Financial Planning Team We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners. Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards. The Role Responsibilities will include: Processing new business and provider applications Managing client reviews and ongoing servicing requirements Obtaining policy information and Letters of Authority Maintaining accurate client records and CRM systems Liaising with clients, providers, advisers and paraplanners Supporting fund switches, withdrawals and transfers Assisting with Anti-Money Laundering (AML) checks and client due diligence Preparing documentation and reports for client meetings Monitoring outstanding requirements and progressing cases efficiently Ensuring all administration is completed in line with FCA regulations and internal compliance procedures About You You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess: A minimum of 2 years' experience within Financial Services Administration Knowledge of pensions, investments and protection products Excellent organisational and administrative skills Strong communication skills, both written and verbal High levels of accuracy and attention to detail Experience using financial planning platforms and back-office systems A sound understanding of compliance and regulatory requirements Desirable Experience O&M, Morningstar or Selectapension Quilter, Transact, 7IM or similar platforms Cashcalc, Voyant or other cashflow modelling software Working towards, or interested in studying for, professional qualifications Why Join Us? Salary £30,000 - £40,000 depending on experience Supportive and collaborative working environment Support to attain DipFS of Chartered Progression to Paraplanner or Adviser Exposure to a wide range of financial planning cases Modern offices with free on-site parking Company pension scheme 22 days holiday plus bank holidays Early finish every Friday Working Hours Monday to Thursday: 8.45am - 5.30pm Friday: 8.45am - 1.15pm This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience. Apply Now To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.
Jun 30, 2026
Full time
Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office Based Join an Award-Winning Financial Planning Team We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners. Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards. The Role Responsibilities will include: Processing new business and provider applications Managing client reviews and ongoing servicing requirements Obtaining policy information and Letters of Authority Maintaining accurate client records and CRM systems Liaising with clients, providers, advisers and paraplanners Supporting fund switches, withdrawals and transfers Assisting with Anti-Money Laundering (AML) checks and client due diligence Preparing documentation and reports for client meetings Monitoring outstanding requirements and progressing cases efficiently Ensuring all administration is completed in line with FCA regulations and internal compliance procedures About You You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess: A minimum of 2 years' experience within Financial Services Administration Knowledge of pensions, investments and protection products Excellent organisational and administrative skills Strong communication skills, both written and verbal High levels of accuracy and attention to detail Experience using financial planning platforms and back-office systems A sound understanding of compliance and regulatory requirements Desirable Experience O&M, Morningstar or Selectapension Quilter, Transact, 7IM or similar platforms Cashcalc, Voyant or other cashflow modelling software Working towards, or interested in studying for, professional qualifications Why Join Us? Salary £30,000 - £40,000 depending on experience Supportive and collaborative working environment Support to attain DipFS of Chartered Progression to Paraplanner or Adviser Exposure to a wide range of financial planning cases Modern offices with free on-site parking Company pension scheme 22 days holiday plus bank holidays Early finish every Friday Working Hours Monday to Thursday: 8.45am - 5.30pm Friday: 8.45am - 1.15pm This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience. Apply Now To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
Jun 30, 2026
Full time
IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support
