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
Jul 08, 2026
Full time
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.
Jul 08, 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.
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 08, 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.
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.
Jul 08, 2026
Full time
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.
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 08, 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.
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.
Jul 07, 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.
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 click apply for full job details
Jul 07, 2026
Full time
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 click apply for full job details
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.
Jul 07, 2026
Full time
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.
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 07, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jul 07, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
Jul 07, 2026
Full time
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 07, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 07, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Project Coordinator Halifax, West Yorkshire 30,000 - 35,000 DOE + Bonus + Excellent Benefits Talent Locker are partnered with a leading defence prime contractor in Halifax as they look to appoint a Project Coordinator to join their growing Operations team. This is a fantastic opportunity for an experienced coordinator or administrator who enjoys variety, takes pride in getting the detail right and wants to play a key role in delivering nationally important programmes. Working closely with Project Managers and senior stakeholders, you'll become the go-to person who keeps projects moving. From coordinating subcontractors and maintaining critical documentation to supporting commercial activities and ensuring compliance requirements are met, you'll be involved in every stage of the project lifecycle. You'll organise project meetings and travel arrangements, monitor schedules and milestones, maintain dashboards and reports, and ensure project records remain accurate and audit-ready. You'll also act as a key point of contact for subcontractors, supporting onboarding and compliance activities, tracking performance against agreed service levels and helping to build strong working relationships across the supply chain. The role also has a commercial element, with responsibility for supporting Invitation to Tender (ITT) activities. You'll prepare tender documentation using approved templates, manage secure distribution processes, track submissions and clarification responses, and coordinate feedback communications with suppliers. Operating within a highly regulated environment, you'll play an important part in ensuring contractual obligations, company procedures and security requirements are adhered to at all times. There may also be occasional travel to customer sites and project meetings, including overnight stays when required. Key Experience: Experience within project coordination, project administration, contract administration or a similar role. Experience working with subcontractors, suppliers or external stakeholders. Strong administration skills with excellent attention to detail. Experience maintaining records, reports and compliance documentation. Proficiency with Microsoft Office applications, particularly Excel and Word. Excellent communication and stakeholder management skills. Strong organisational and time management skills. Good analytical and problem-solving abilities. GCSEs (or equivalent), including English and Mathematics. It would also be highly advantageous but not essential if applicants had experience of: Experience within the defence sector. Knowledge of public sector frameworks or procurement processes. Experience using project management or document management systems. Familiarity with Google Workspace. A relevant qualification in business administration, project management or a related discipline. Please note - Due to the nature of the work, applicants must be UK Nationals and willing to undergo UK Security Vetting to at least Security Clearance (SC) level upon commencement of employment. This position is based just outside of Halifax and requires 5 days per week onsite. We are open to part time hours.
Jul 07, 2026
Full time
Project Coordinator Halifax, West Yorkshire 30,000 - 35,000 DOE + Bonus + Excellent Benefits Talent Locker are partnered with a leading defence prime contractor in Halifax as they look to appoint a Project Coordinator to join their growing Operations team. This is a fantastic opportunity for an experienced coordinator or administrator who enjoys variety, takes pride in getting the detail right and wants to play a key role in delivering nationally important programmes. Working closely with Project Managers and senior stakeholders, you'll become the go-to person who keeps projects moving. From coordinating subcontractors and maintaining critical documentation to supporting commercial activities and ensuring compliance requirements are met, you'll be involved in every stage of the project lifecycle. You'll organise project meetings and travel arrangements, monitor schedules and milestones, maintain dashboards and reports, and ensure project records remain accurate and audit-ready. You'll also act as a key point of contact for subcontractors, supporting onboarding and compliance activities, tracking performance against agreed service levels and helping to build strong working relationships across the supply chain. The role also has a commercial element, with responsibility for supporting Invitation to Tender (ITT) activities. You'll prepare tender documentation using approved templates, manage secure distribution processes, track submissions and clarification responses, and coordinate feedback communications with suppliers. Operating within a highly regulated environment, you'll play an important part in ensuring contractual obligations, company procedures and security requirements are adhered to at all times. There may also be occasional travel to customer sites and project meetings, including overnight stays when required. Key Experience: Experience within project coordination, project administration, contract administration or a similar role. Experience working with subcontractors, suppliers or external stakeholders. Strong administration skills with excellent attention to detail. Experience maintaining records, reports and compliance documentation. Proficiency with Microsoft Office applications, particularly Excel and Word. Excellent communication and stakeholder management skills. Strong organisational and time management skills. Good analytical and problem-solving abilities. GCSEs (or equivalent), including English and Mathematics. It would also be highly advantageous but not essential if applicants had experience of: Experience within the defence sector. Knowledge of public sector frameworks or procurement processes. Experience using project management or document management systems. Familiarity with Google Workspace. A relevant qualification in business administration, project management or a related discipline. Please note - Due to the nature of the work, applicants must be UK Nationals and willing to undergo UK Security Vetting to at least Security Clearance (SC) level upon commencement of employment. This position is based just outside of Halifax and requires 5 days per week onsite. We are open to part time hours.
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 compan click apply for full job details
Jul 07, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Administrator Location: Kingsley Office (Office based) Salary: £30,000 £35,000, dependent on experience Benefits: Competitive salary Pension scheme Death in Service cover Income Protection Private Medical Insurance Approximately 26 days holiday plus bank holidays Fully funded professional exams On-site parking Bi-annual compan click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working up to 3 days from home 25 days annual leave plus bank click apply for full job details
Jul 07, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Deeside, Flintshire (Hybrid working available following successful completion of probation) Salary: £27,000 - £33,000 per annum, depending on experience and qualifications Benefits: Quarterly bonus scheme (available after probation) Hybrid working up to 3 days from home 25 days annual leave plus bank click apply for full job details
CareerMakers Recruitment is currently looking for an Administrator on behalf of our ever-growing client based in Halifax, HX3. Duties Include: Working within a busy and fast-paced office environment supporting a Refrigeration & Air Conditioning company. Handling and logging customer breakdown calls. Planning and scheduling engineers' jobs and appointments. Ordering parts and materials required for jobs. Preparing job costs for invoicing purposes. Producing quotations using a pre-defined pricing schedule. Providing administrative support to ensure the smooth operation of the office. Responding effectively to changing priorities in a reactive work environment. Full training will be provided for all aspects of the role. Following successful training, participation in a weekend on-call rota will be required. This involves working from home, taking breakdown calls and allocating jobs to engineers. Working Hours: 40 hours per week, Monday to Friday, 8:00am 4:30pm Pay Rate: £13.50PH Salary will be reviewed after 3 months.
Jul 07, 2026
Full time
CareerMakers Recruitment is currently looking for an Administrator on behalf of our ever-growing client based in Halifax, HX3. Duties Include: Working within a busy and fast-paced office environment supporting a Refrigeration & Air Conditioning company. Handling and logging customer breakdown calls. Planning and scheduling engineers' jobs and appointments. Ordering parts and materials required for jobs. Preparing job costs for invoicing purposes. Producing quotations using a pre-defined pricing schedule. Providing administrative support to ensure the smooth operation of the office. Responding effectively to changing priorities in a reactive work environment. Full training will be provided for all aspects of the role. Following successful training, participation in a weekend on-call rota will be required. This involves working from home, taking breakdown calls and allocating jobs to engineers. Working Hours: 40 hours per week, Monday to Friday, 8:00am 4:30pm Pay Rate: £13.50PH Salary will be reviewed after 3 months.
Finance Administrator within IFA London Permanent Full-time Salary: £30,000-£35,000 per annum (DOE) (note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client) Financial Services experience is advantageous but not essential. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV. Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and processing follow-up actions Maintaining workflow and task lists to ensure service standards are met Assisting with reporting and month-end administration Attending team meetings and training to support your professional development Developing technical knowledge with the opportunity to handle more complex cases after your first year About You We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You'll ideally have: At least 1 year's administration experience within a busy office environment Previous Financial Services or Financial Planning experience would be advantageous but is not essential An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV. Excellent organisational, communication and interpersonal skills Strong attention to detail with excellent literacy and numeracy skills Good working knowledge of Microsoft Word and Excel The ability to prioritise workloads and work accurately under pressure A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential. What's on Offer? Salary of £30,000-£35,000 DOE Four permanent opportunities available Excellent training and development Clear career progression within Financial Services Increased earning potential as your knowledge develops Company benefits package Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector. Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged. Apply today to be considered.
Jul 07, 2026
Full time
Finance Administrator within IFA London Permanent Full-time Salary: £30,000-£35,000 per annum (DOE) (note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client) Financial Services experience is advantageous but not essential. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV. Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and processing follow-up actions Maintaining workflow and task lists to ensure service standards are met Assisting with reporting and month-end administration Attending team meetings and training to support your professional development Developing technical knowledge with the opportunity to handle more complex cases after your first year About You We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You'll ideally have: At least 1 year's administration experience within a busy office environment Previous Financial Services or Financial Planning experience would be advantageous but is not essential An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV. Excellent organisational, communication and interpersonal skills Strong attention to detail with excellent literacy and numeracy skills Good working knowledge of Microsoft Word and Excel The ability to prioritise workloads and work accurately under pressure A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential. What's on Offer? Salary of £30,000-£35,000 DOE Four permanent opportunities available Excellent training and development Clear career progression within Financial Services Increased earning potential as your knowledge develops Company benefits package Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector. Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged. Apply today to be considered.
Sewell Wallis are working with an established, forward thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key function within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team. The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is something of longer term interest. What will you be doing? Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities Prepare and present financial statements on Iris AP Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT Preparation of VAT Returns for clients using the correct software for that client Complete Company Secretarial duties using Iris Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any Liaise with Client Manager or Senior Manager for any taxation queries Gather personal tax return information for individuals Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients Ensure that Iris client data is correct and up to date Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients What skills will you need? AAT Qualified Strong analytical skills and attention to detail Previous experience working within an accountancy practice Commercial awareness and understanding of how tasks and activities impact the business and clients What's on offer? Flexible working options Hybrid working Highly competitive salary Study Support 25 days holiday + bank holidays Please apply below, or for more information, contact Lawrie Bacon. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jul 06, 2026
Full time
Sewell Wallis are working with an established, forward thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key function within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team. The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is something of longer term interest. What will you be doing? Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities Prepare and present financial statements on Iris AP Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT Preparation of VAT Returns for clients using the correct software for that client Complete Company Secretarial duties using Iris Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any Liaise with Client Manager or Senior Manager for any taxation queries Gather personal tax return information for individuals Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients Ensure that Iris client data is correct and up to date Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients What skills will you need? AAT Qualified Strong analytical skills and attention to detail Previous experience working within an accountancy practice Commercial awareness and understanding of how tasks and activities impact the business and clients What's on offer? Flexible working options Hybrid working Highly competitive salary Study Support 25 days holiday + bank holidays Please apply below, or for more information, contact Lawrie Bacon. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
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
Jul 06, 2026
Full time
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
