72 jobs found

IFA Administrator (Flexible / Financial Services) 33,000 - 36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Flexible Hours + Training + Progression Hillingdon Are you an IFA Administrator looking to join a well-established and stable IFA, which will offer you 33 days holiday, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for a stable business which look after their employees. They will offer you 2 days a week WFH, flexible hours and 33 days holiday. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Looking for work life balance Reference Number: BBBH 26249 IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough 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 remuneration 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.

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

This hybrid based IFA Administrator job in Taunton 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 click apply for full job details

Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £55,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London 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.

Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!

Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.

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 click apply for full job details

Project Coordinator Halifax, West Yorkshire 30,000 - 35,000 DOE + Bonus + Excellent Benefits If you're an organised Project Coordinator or Administrator who enjoys keeping projects on track, managing multiple priorities and working in a structured environment, this is an opportunity to join a team delivering complex, nationally important programmes. Working alongside Project Managers and senior stakeholders, you'll play a central role in the successful delivery of projects from start to finish. You'll coordinate meetings, travel and project documentation, maintain schedules, reports and dashboards, and ensure records remain accurate, compliant and audit-ready. You'll also work with subcontractors and suppliers, helping with onboarding, compliance checks and day-to-day coordination. You'll support tender activities by preparing ITT documents, issuing information to suppliers, tracking responses and keeping project records up to date throughout the process. This is a varied role within a highly regulated environment where attention to detail, organisation and the ability to manage competing priorities are essential. There will be occasional travel to customer sites and project meetings, including overnight stays when required. Key experience: Experience in project coordination, project administration, contract administration or a similar role. Experience working with subcontractors, suppliers or external stakeholders. Strong administrative skills with excellent attention to detail. Experience maintaining project documentation, reports and compliance records. Good Microsoft Office skills, particularly Excel and Word. Excellent communication and stakeholder management skills. Strong organisational, planning and time management abilities. Desirable: Experience within the defence sector. Knowledge of public sector procurement or framework processes. Experience using project management or document management systems. Familiarity with Google Workspace. A qualification in business administration, project management or a related discipline. Due to the nature of the work, applicants must be UK Nationals and willing to undergo Security Clearance (SC) upon joining. This role is based just outside Halifax and requires 5 days per week onsite . This is an excellent opportunity to join a supportive team where you'll have genuine responsibility, work on interesting long-term programmes and play an important part in ensuring projects are delivered successfully.

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Use of provider systems to generate valuations Ensuring that new business is processed efficiently Completing anti money laundering checks on clients Submit letters of authority to providers Assisting the paraplanning team with client reviews You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important. This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.

Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based

Morris & Spottiswood are one of the leading providers of fitout, refurbishment, M&E, facilities management and construction services in the UK. A family firm, with a proud track record of excellence, we aim high, act responsibly and value our staff and customers. We are looking for an experienced Project Administrator to join our team on a part-time basis for 20 hours per week across five days. This role is based at our Warrington office however this role also offers a flexible Hybrid working model. Reporting to the PC4 Framework Manager, you will be responsible for supporting with the collating and maintenance of high-quality operational documentation. Key Responsibilities: Prepare and issue project site files for all new schemes. Using our online portal, Deltek, update and maintain drawing registers for all projects. Download and save drawing revisions from architects to Deltek. Arrange for packs of construction drawings to be posted / issued to site. Request, collate and submit all documentation required to submit Operation & Maintenance manuals to our clients at the end of a project. Accurately record all schemes to the appropriate Trackers. Assist with arranging site security access for survey attendees. Direct point of contact for site-based employees About You: Strong administrative and organisational skills. IT literacy and proficiency in Microsoft Office High attention to detail with a commitment to data accuracy. Ability to manage multiple tasks and deadlines simultaneously. Excellent communication and interpersonal skills. Experience in a construction, or project-based environment is desirable. Valuing People at Morris & Spottiswood Morris & Spottiswood is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity. One of our core values is to Value People . We are passionate about investing in people and genuinely take care about what we do and how we do it. This ensures that the working environment, staff, suppliers and the communities we serve always remain at the front-of-mind. Put simply, a diverse and inclusive workforce opens our business up to a much wider talent pool and greater innovation and creativity through teams with different experiences, backgrounds and education. CIFAS Notice As part of our recruitment process, we may share your personal information with CIFAS, a fraud prevention agency, to assist with the prevention and detection of fraud or other unlawful conduct and to verify your identity. If fraudulent or unlawful activity is identified, this may impact your application.

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details

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.

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.

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham. This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You ll be joining a collaborative team that values professionalism, continuous improvement and career development. About the Company Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers. The Role Delivering an outstanding client experience at every stage of the advice process. Assisting with the onboarding of new clients and servicing existing relationships. Building strong working relationships with clients, advisers and paraplanners. Maintaining accurate client records and managing workflow through the CRM system. Communicating confidently with clients by telephone and email. Supporting the wider team with operational improvements and business projects. Contributing positively to a collaborative and high-performing team environment. About You We re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career. Ideally, you ll have: Experience working within an IFA or wealth management practice. Good knowledge of ISAs, GIAs, pensions and investment bonds. Experience using CRM systems within financial services. Excellent communication and relationship-building skills. Strong organisational skills with great attention to detail. A proactive mindset and willingness to identify and improve existing processes. A genuine commitment to providing exceptional client service. Working Arrangement The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.

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.

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.

IFA Administrator Bromsgrove Full-Time, permanent, office-based Salary: 28,000 - 30,000 per annum (depending on experience) Quarterly bonus scheme GMP Worldwide are delighted to be working with an established and growing independent financial planning firm who are looking to recruit an experienced IFA Administrator to join its busy and supportive team. This is an excellent opportunity for someone with previous experience in an IFA environment who enjoys delivering outstanding client service while supporting advisers through the full new business process. The successful candidate will play a vital role in ensuring cases are processed efficiently, compliantly, and to the highest standard. If you're organised, detail-focused and looking to further your career within a professional financial planning business that genuinely invests in its people, we'd love to hear from you. Key Responsibilities Managing new business cases from initial onboarding through to completion. Liaising with clients and product providers, delivering a professional and efficient service. Requesting information from providers using Letters of Authority (LOAs) and reviewing documentation received. Preparing quotations, valuations and supporting documentation for client meetings. Processing new business applications and submitting documentation to providers. Proactively chasing providers to ensure applications progress efficiently and resolving any outstanding issues. Maintaining accurate client records within the back-office system. Updating management information through accurate record keeping. Carrying out compliance and quality checks to ensure all business meets regulatory and company requirements. Processing client instructions, including fund switches, withdrawals and other servicing requests. Producing reports and documentation for advisers and management. Supporting the continuous improvement of administrative processes and client service standards. Essential experience needed: A minimum of 2 years' experience working within an IFA or financial planning environment. Excellent attention to detail and high levels of accuracy. A good understanding of confidentiality and data protection. Strong IT skills, including Microsoft Office and financial services back-office systems. What's on Offer? Private medical insurance (after probation). Healthcare cash plan (after probation). Full study support, including: Professional examination fees paid. Qualification achievement bonuses. Paid time off for examinations. Ongoing coaching and mentoring. Excellent career progression opportunities. GMP Employment Agency Ltd are recruiting for this role on behalf of their client and are acting as an employment agency.