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

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

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

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

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

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

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Administrator Location: Kingsley Office (Office based) Salary: £30,000 - £35,000, dependent on experience Benefits: Competitive salary Pension scheme Death in Service cover Income Protection Private Medical Insurance Approximately 26 days holiday plus bank holidays Fully funded professional exams On-site parking Bi-annual company trips abroad (with alternate UK-based trips in other years) Ongoing training and development opportunities About the Company: We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service. This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration. Key Responsibilities: Providing comprehensive administrative support to a team of financial advisers Processing new business applications across pensions, investments, and protection products Managing client records and ensuring all documentation is accurate and up to date Using Intelligent Office (IO) to manage workflows, client data, and administration tasks Liaising with product providers such as Fidelity, Aviva, and Quilter Processing contributions, withdrawals, fund switches, and fee calculations Preparing client review packs and supporting documentation Monitoring cases through to completion, ensuring timely progression Handling client and provider queries in a professional and efficient manner Supporting compliance with FCA regulations and internal procedures Assisting the wider administration team where required What We're Looking For: Minimum of 2 years' experience in a financial services administration role (IFA or wealth management) Strong understanding of financial products including pensions, investments, and protection Experience using Intelligent Office (IO) Strong organisational skills with excellent attention to detail Confident communication skills, both written and verbal Ability to manage workload effectively and prioritise tasks A proactive, self-motivated approach Strong team player with a professional attitude Must be able to work fully office based (non-negotiable) Desirable Skills: Experience working with provider platforms such as Fidelity, Aviva, and Quilter Exposure to fund switches, rebalancing, and risk profiling Knowledge of FCA compliance processes within an advisory environment Interest in progressing towards paraplanning or further technical development How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

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

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

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

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

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

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

Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Birmingham. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

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

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

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.

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.