186 jobs found

Senior Sales and Office Coordinator Location: Halifax Salary: 32,000 - 36,000 + annual bonus of 1 month's salary Flexible working and expectations of being in the office 2 times per month Hays are working with a growing global technology company who are looking for a Senior Sales and Office Coordinator to support the Operations Director and Sales Director. Are you a highly organised administrator with advanced Excel skills with a passion for supporting a busy commercial team? They are looking for a proactive and detail-oriented person to provide essential support to senior leadership, sales teams, and wider business functions. This is a varied and fast-paced role that combines executive support, project coordination, reporting, customer service, and office administration. The successful candidate will play a key role in ensuring the smooth operation of the team while delivering accurate reporting and data analysis to support business decisions. Your new role Executive & Team Support Provide PA support to the Head of Sales, including diary management, travel arrangements, and meeting coordination. Prepare reports, presentations, and management information. Organise and maintain key business documentation and information. Support sales and technical teams with administrative and coordination tasks. Liaise with international colleagues and stakeholders. Data Analysis & Reporting Produce regular sales reports and analysis for the sales team. Manipulate large datasets using Excel to generate meaningful business insights. Create and maintain dashboards and training documentation. Office Administration & Coordination Manage general office administration, including expenses, invoices, and correspondence. Coordinate team activities, meetings, and internal communications. Support cross-functional projects and ensure records remain up to date. Tender & Documentation Management Maintain document libraries and control documentation updates. Events, Marketing & Customer Support Handle customer enquiries via phone and email. Coordinate meetings, events, travel, and accommodation bookings in the UK and internationally. Support marketing activities, including newsletters, exhibitions, conferences, and industry events. Prepare meeting minutes and assist with customer visits. Compliance & Business Support Support HR administration and document management activities. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)

IFA Administrator Location: Broadway Job Type: Full-time, Permanent Salary: Up to £30,000 + exceptional benefits (get in touch for full details) Join our client, a progressive independent financial advice business operating across the UK. They are dedicated to helping both Corporate and Personal clients navigate complex markets with tailored financial advice. Specialising in savings, investments, and retirement planning, they also partner with Building Societies to deliver independent financial advice to their customers. For their corporate clients, they offer solutions in group risk, protection, and employee benefits. Day-to-day of the role: Process and manage all new business applications and associated paperwork, ensuring timely submission to Providers either electronically or via hard copy as appropriate. Conduct electronic identity data verification of clients where necessary. Proactively chase new business applications and other client requests/transactions through to completion. Assist advisers with the management of clients' cash holdings on Provider Platforms and execute trades as per advisers' instructions. Maintain accurate and up-to-date client and plan records on Intelligent Office. Ensure all relevant documentation and correspondence is correctly uploaded and named on Intelligent Office in line with company procedures. Manage and complete tasks on Intelligent Office as per company guidelines. Assist in the provision of quotations, key features, applications, and other relevant paperwork for advisers' client meetings. Handle incoming telephone calls and documentation, redirecting or dealing with them as appropriate. Ensure all documentation is provided to clients promptly and respond swiftly to queries from clients, providers, and advisers. Process and follow up on policy claims including those related to death or other events, ensuring completion. Undertake additional ad-hoc duties as they arise and promote professional behaviour in line with the company's core values and policies. Required Skills & Qualifications: Basic knowledge of the financial planning market, including different providers' products and services. Familiarity with FCA Rules, Guidance Notes, and Commitments relevant to the role. Excellent communication skills, with the ability to adapt language, style, and method depending on the audience. Strong organisational skills, with the ability to prioritise daily tasks and manage ad-hoc duties efficiently. Proven customer service skills, with a focus on delivering high-quality service. Effective teamwork and collaboration skills. Proficient in using technology relevant to the role. Benefits: Competitive salary and benefits package Additional 5% on top of salary for purchasing preferred benefits e.g. additional pension, private medical, extra holidays Discretionary bonus scheme 26 days annual leave + bank holidays + additional day for birthday Opportunities for professional growth and development. Supportive team environment. Access to a wide range of financial planning tools and resources. To apply for this IFA Administrator position, please submit your CV or contact Jack Hill at Reed Financial Services for more information. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

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 39k 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!

Job Title: IFA Administrator (Temporary) Location: Blackfriars, Central London Our client, a reputable organisation in the financial services sector, is seeking a dedicated and detail-oriented IFA Administrator to join their dynamic team on a temporary basis. This role is pivotal in ensuring smooth operations within the administration team, processing new business, and maintaining impeccable client records. If you thrive in a fast-paced environment and possess a passion for delivering high-quality service, this opportunity is perfect for you! Key Responsibilities: Accurately process new business using Curo event lists and relevant platforms. Monitor and manage new business entries, ensuring timely updates. Perform data cleansing and update client information in Curo. Process withdrawals, contributions, and key transactions such as drawdowns, Bed & SIPP, and Bed & ISA. Pre-complete provider forms for clients and produce review packs for adviser meetings. Schedule annual review meetings and support administrators as required. Issue suitability reports and post-meeting correspondence within agreed timelines. Manage Curo processes for departed and deceased clients, ensuring accuracy and compliance. Maintain complete and compliant client documentation in line with regulatory requirements. Knowledge, Skills & Competencies: Proven experience within financial services is essential. Must be confidential, reliable, and trustworthy. Self-motivated with a strong focus on attention to detail and high-quality output. Ability to work collaboratively and build strong relationships with colleagues. Excellent communication skills, both verbal and written. Strong organisational and time management skills. Regulatory awareness, understanding compliance within an IFA environment. Desirable: Progress towards or attainment of a Level 4 relevant industry qualification. Familiarity with the Curo back-office system is a plus. What's in it for you? An opportunity to gain valuable experience in a leading financial services organisation. A supportive and collaborative work environment. Enhance your skills while contributing to the success of the team. If you are enthusiastic about financial administration and ready to take on a rewarding challenge, don't miss this chance! Apply now to embark on an exciting journey with our client. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

An excellent opportunity has arisen for an IFA Administrator to join a highly regarded, Chartered financial planning and wealth management practice based in Bradford-on-Avon. This is a business that has built its reputation around delivering high-quality, genuinely client-focused financial planning, supported by a team that takes real pride in the service it provides. The firm places just as much value on its support team as it does its advisers and is committed to providing the training, development and support needed for people to build long-term careers within the business. The Role As an IFA Administrator, you will play a key role in supporting the firm's advisers and paraplanners, ensuring client work is progressed efficiently, accurately and to a high standard. You'll become an integral part of the team, managing a varied workload and helping to deliver an excellent client experience from initial application through to ongoing servicing. Your responsibilities will include: Processing new business across pensions, investments and protection, from initial submission through to completion Preparing client valuations, portfolio reports, review packs and other documentation for adviser meetings Liaising with providers and platforms to obtain information, chase outstanding requirements and progress cases Maintaining accurate and detailed client records on the firm's back-office system Handling client queries by telephone and email, providing a professional and personable service Supporting advisers and paraplanners with the day-to-day management of client cases Ensuring client files and administrative processes meet FCA and internal compliance requirements Assisting with general team and office administration where required About You We're looking for someone with previous experience within an IFA, financial planning or wealth management environment who understands the importance of providing high-quality administrative support. You'll ideally have a good working knowledge of pensions, investments and protection and be comfortable dealing with providers, platforms, advisers and clients. The successful candidate will be highly organised, commercially aware and exceptionally attentive to detail. You'll take pride in producing accurate work and will be someone who naturally takes ownership of your responsibilities and follows tasks through to completion. You'll also be a confident and professional communicator, comfortable building relationships with clients and working closely with advisers and paraplanners. Experience using financial planning, back-office or platform systems would be beneficial, alongside a good level of general IT literacy. The Opportunity This is an excellent opportunity to join a well-established and highly regarded financial planning business where your contribution will genuinely be valued. You'll be joining a professional and supportive environment, working alongside experienced advisers and paraplanners while having the opportunity to broaden your technical knowledge and develop your career within financial planning. For an experienced IFA Administrator looking for a role with a quality firm that genuinely invests in its people, this represents an excellent long-term career opportunity.

Client Services Executive - Financial Planning Sutton Coldfield (Office based) £30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive - Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Client Services Executive - Financial Planning or IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an Client Services Executive - Financial Planning or if you have admin and secretarial experience at an IFA firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Wealth Planning Administrator - Step into a Paraplanner role Location: Leatherhead Salary: £33,000 - £40,000 depending on experience The Opportunity overview Are you a Wealth Planning Administrator looking to take that next step into Paraplanning ? This is a unique opportunity to work collaboratively alongside an adviser who is passionate about mentoring and helping someone develop into a technical paraplanner or an adviser down the line. You'll receive full support with your exams, work closely with the adviser to collaborate on financial plans, and build practical technical Paraplanning experience. You will also attend all the client meetings alongside the Adviser. This boutique, highly established financial planning practice also has full admin support from a dedicated small team. The Role Working closely with the Adviser, you'll gradually take on more responsibility across: Supporting the Adviser with financial planning cases Attending client meetings and learning about client objectives Developing holistic financial plans Conducting technical research and analysis Preparing cash flow models Writing suitability reports and other client documentation Building your knowledge across pensions, investments and wider financial planning Working closely with the existing Report Writer and Practice Manager The client bank consists of around 80 high-net-worth households , with a strong focus on long-term relationships and personalised financial planning. What's else is on Offer £33,000 - £40,000 , depending on experience Genuine Administrator-to-Paraplanner opportunity and beyond to adviser Direct mentoring from an experienced Adviser Full exam support towards Diploma and Chartered Technical Paraplanning training and development Regular client meeting exposure Potential future pathway into Financial Advice Discretionary bonus Modern offices 25 days holiday What They're Looking For This is a genuine opportunity to step from Wealth Planning Administration into Paraplanning. The Adviser is keen to find someone who has already shown commitment to this career path, ideally through some exams towards the Level 4 Diploma or an equivalent qualification . Experience within Wealth Planning Administration, IFA Administration or some Junior Paraplanning exposure. Evidence of commitment towards Paraplanning , such as exams already completed towards the Diploma or an equivalent qualification A genuine desire to develop into a Junior Paraplanner or even Adviser down the line Someone personable and confident who would enjoy attending client meetings Ambitious, curious and keen to learn directly from an experienced Adviser If you're a Wealth Planning Administrator who has already started working towards your Diploma and is ready to move into Paraplanning , this is a rare opportunity to learn directly from an experienced Adviser, build your technical skills and develop your career with genuine support behind you.

Junior Paraplanner - Trainee Adviser role Location: Leatherhead Salary: Dependent on experience - £33,000 - £42,000 The Opportunity We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey. Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills? Or perhaps you're an experienced IFA Administrator who has started getting involved elements of paraplanning, and is now ready to take that next step? If so - this opportunity could be for you The Company This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer. The Adviser works with around 80 high-net-worth households , where they focus on building long-term relationships and delivering highly personalised, holistic financial planning. The existing administration and report writing functions are well established , meaning you'll have excellent support around you while developing your own paraplanning and client-facing skills. The Role You'll work alongside the Adviser, with the opportunity to attend client meetings, get to know and understand their objectives first-hand, and collaborate with the adviser to build their financial plan. Client meetings are a mixture of face-to-face appointments across London and the surrounding counties, Teams meetings and appointments at the firm's modern offices . What They're Looking For Some experience within an IFA, wealth management or financial planning environment. Junior Paraplanning experience, or IFA Administration experience with exposure to report writing and some paraplanning . Ideally working towards Level 4 Diploma, with exams already completed. Strong interest in developing as a Technical Paraplanner and full encouragement of development into an adviser if desired. Someone personable and confident who would enjoy becoming involved with clients. A genuine desire to learn and work closely with an experienced Adviser. What's on Offer You'll receive full mentorship and training across all aspects of paraplanning , alongside full exam support towards the Diploma and Chartered qualifications . Discretionary bonus scheme. Modern office facilities. 25 days holiday If you're a Junior Paraplanner, or an Administrator with some technical and report writing exposure, and you're looking for an opportunity where you can learn directly from an Adviser, work with clients and develop towards either a senior paraplanning or advisory career , this could be a fantastic next step.

Your new company An established and professional financial services business is seeking an Administrative Assistant to join its office-based team in Cheadle. This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly. The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered. Your new role Support advisers and colleagues with the smooth running of client administration processes. Maintain accurate client records and ensure information is updated across internal systems. Assist with onboarding new clients and processing new business applications. Build positive relationships with clients, providers and third parties, acting as a key point of contact. Help coordinate the collection and management of client and provider documentation. Support regulatory and compliance activities to ensure records remain accurate and up to date. Produce professional correspondence and documentation for clients and providers. Contribute to a collaborative office environment by supporting wider administrative and operational activities. Use business systems and databases to manage information efficiently and accurately. What you'll need to succeed Previous experience within a professional services environment. Experience within an IFA, wealth management or financial planning firm would be highly advantageous. Knowledge of Intelliflo Office would be beneficial but is not essential. Excellent organisational skills with the ability to manage multiple tasks and priorities effectively. Strong communication skills and confidence when dealing with clients, providers and colleagues. Comfortable using business systems, databases and Microsoft Office applications. High level of accuracy and attention to detail when handling client information and records. A proactive and professional approach, with the ability to work independently and as part of a team. Positive attitude, strong work ethic and willingness to support different areas of the business. What you'll get in return You will receive a permanent opportunity with a salary of 30,000+, dependent on experience. The role is fully office-based in Cheadle, with flexible start times between 8:00am and 9:30am, as well as on-site parking. This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist 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 (url removed)

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. This role will provide key support to Financial Advisers and Consultants, enabling the delivery of financial and product advice to clients in line with FCA regulations and internal company procedures. This is a fantastic opportunity to join a scaling business at a pivotal stage of growth. You'll benefit from clear progression opportunities, alongside ongoing support with professional development and further learning. The role operates on a hybrid basis, with three days in the office and two days working from home. Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and

We are recruiting for this well regarded financial planner in Reigate who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

IFA Administrator / Senior IFA Administrator Are you looking for a role with genuine flexibility and the opportunity to develop your career within a growing financial planning business? We are seeking an experienced IFA Administrator or Senior IFA Administrator to join our team. This is an excellent opportunity to become a key part of the client services function, supporting advisers and helping to deliver high standards of service to clients. Key Responsibilities Manage and oversee daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations. Prepare and process new business applications across pensions, investments, protection, and tax-efficient products. Liaise with providers and third parties to obtain valuations, policy information, and resolve queries. Communicate with clients when required, ensuring a high level of customer service. Ensure all documentation is completed accurately and maintained in line with regulatory requirements. Maintain and update client records using back-office systems. Produce and quality-check client correspondence, reports, and review packs. Assist with compliance activities, including file reviews and audit preparation. Provide guidance and support to other administrative team members where required. Work closely with paraplanners and financial advisers to ensure an efficient client journey. Contribute to improving internal processes and maintaining procedural documentation. About You At least 1 year's experience in an IFA Administration role. Strong understanding of financial services administration and regulatory requirements. Excellent organisational and communication skills. High attention to detail and a commitment to delivering excellent client service. Ability to manage multiple priorities and work effectively within a team. What We Offer Supportive and collaborative working environment. Flexible and hybrid working arrangements. Full-time position (37.5 hours per week), with consideration given to part-time applications. 25 days annual leave, with the option to buy or sell additional leave. Health-related employee benefits. Life assurance benefits. Wellbeing initiatives. Regular team and company social events. Ongoing learning and development opportunities. Career Development This role offers excellent opportunities for progression. Whether you wish to build a long-term career within client services or develop towards paraplanning or financial adviser roles through further study and qualifications, support will be provided to help you achieve your goals. 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.

Junior Systems & Build Engineer (244lw) Defence Tech Midlands - £40,000.00 - £45,000 + Benefits Are you a Linux Systems Administrator, Infrastructure Engineer or Build Engineer looking to develop your career beyond traditional systems administration? DUE TO THE NATURE OF THIS RECRUITMENT CONSULTANCY, WE ARE ONLY ABLE TO REPRESENT INDIVIDUALS WHO ARE EX MILITARY. We are working with an established technology organisation seeking a Junior Systems & Build Engineer to join its engineering team. This is an excellent opportunity for someone who enjoys solving technical problems and wants to develop specialist skills across Linux, infrastructure, software builds and deployment within a technically challenging Defence technology environment. You'll work closely with engineering teams supporting the systems, infrastructure and tooling required to develop, build and deliver software products. Your responsibilities will include Supporting the build, deployment and delivery of software products. Administering and maintaining Linux-based development and build infrastructure. Supporting configuration and version-control systems. Maintaining build machines, development environments and associated infrastructure. Responding to infrastructure and engineering support requests. Investigating technical issues and providing effective diagnostic support. Supporting business continuity and disaster recovery activities. Contributing to technical documentation and training materials. Supporting research and improvements to engineering processes and ways of working. Contributing to technical design and wider engineering activities. Developing your skills across infrastructure, automation and build technologies. Essential 2+ years' experience in systems administration or a similar infrastructure role. Strong Linux administration skills, ideally Red Hat or similar. Bash scripting. Experience with yum/dnf or equivalent package management. Desirable - Terraform Ansible Jenkins Build tools such as Conan Artifactory Coverity Additional Linux/infrastructure certifications. You'll be - Curious and keen to learn. Interested in developing into more advanced infrastructure, build, DevOps or engineering responsibilities. A relevant professional qualification, degree, apprenticeship or equivalent practical experience would be considered. Security - The role operates within a secure Defence technology environment, so you may be required to obtain security clearance. This is a great opportunity to broaden your technical skillset across Linux, automation, build systems, infrastructure and DevOps, with exposure to a range of technically interesting projects. The role is particularly suited to someone who wants to progress beyond traditional systems administration and develop a more specialised engineering career. Please send a copy of your CV with a note outlining why this would be the ideal opportunity for you to Liz Walsh at Ex-Mil Recruitment Ltd

Financial Administrator (Wealth Management) Sutton Salary £32,000-£38,000 pa Join a Firm Where Excellence Is the Standard Are you an experienced Financial Planning Administrator looking for an opportunity to join a genuinely prestigious Chartered Financial Planning firm where your contribution will be recognised, your development encouraged and your career given room to flourish? This is an exceptional opportunity to join a multi-award-winning firm of Chartered Financial Planners with an outstanding reputation for delivering sophisticated, genuinely holistic financial planning to private clients and their families. Having worked closely with this business for a number of years, we know first-hand that this is an organisation that combines professional excellence with a refreshingly personable culture . Their continued success has been built organically, through the strength of their client relationships, the quality of their advice and the calibre of their people. Due to continued growth in an established adviser's client portfolio, they are now looking to appoint a Financial Planning Administrator / Wealth Planning Administrator to provide dedicated support to their financial advisors. This is an opportunity to become an integral part of a successful team and play a pivotal role in ensuring clients receive the exceptional service for which the business is renowned. The Opportunity Working alongside an approachable, highly successful Chartered Financial Adviser and their Paraplanning team, you will provide comprehensive administrative support throughout the client journey. You will be involved in a broad and rewarding range of responsibilities, including: Supporting the onboarding of new clients , gathering personal and financial information and ensuring all documentation is completed accurately. Conducting AML and client verification checks . Preparing and issuing Letters of Authority and liaising with providers and third parties. Supporting the end-to-end annual review process , ensuring clients receive a seamless and professional experience. Liaising directly with clients, developing trusted relationships and becoming a familiar and valued point of contact. Maintaining accurate client records and ensuring all administrative processes are completed efficiently and to a high standard. Providing wider administrative and technical support to the adviser and Paraplanning team as required. Importantly, this is not a purely back-office administration position . You will have genuine exposure to clients and will have the opportunity to develop strong, long-term relationships with the advisors that you are supporting. About You You will ideally have 1-2 years' experience within Financial Services , preferably gained within a Financial Planning, Wealth Management or IFA environment. You may be an experienced Administrator looking for your next step, someone returning to financial services after a career break, or perhaps an individual seeking a more balanced role where you can continue to use your professional skills without the intensity of a heavily target-driven environment. What matters most is that you are: Organised, conscientious and exceptionally detail-oriented. Comfortable working across a varied range of Financial Planning administration. Confident communicating with clients and building professional relationships. Professional, personable and naturally service-focused. Able to manage competing priorities whilst maintaining accuracy. Keen to develop your knowledge and build a long-term career within Wealth Management. Previous experience with client onboarding, AML, Letters of Authority and annual review processes would be highly advantageous. Why This Opportunity? There are Financial Planning businesses where administration is simply about processing paperwork. This isn't one of them. Here, you will be joining a highly regarded, ethical and genuinely people-focused organisation where the quality of the client experience is paramount. You will work alongside a successful and approachable adviser who values their team, recognises individual contribution and is committed to providing additional training and support where required. For the right person, this could be the opportunity to establish a long-term and rewarding career within an exceptional Wealth Management environment , whilst enjoying the stability, flexibility and work-life balance that comes with a well-established and forward-thinking firm. The Package £32,000 - £38,000 salary , depending on experience Bonus 25 days' holiday Excellent benefits package Part-home / hybrid working Genuine career development and progression Extensive training and support A friendly, supportive and highly professional working environment Interested? If you are an ambitious and personable Financial Planning Administrator who would relish the opportunity to join a highly successful Financial Planning firm, we would be delighted to hear from you. Please send your CV and contact details to Ryan Wootten at Financial Divisions . Financial Divisions - Wealth Management Recruitment Specialists

Trainee Financial Planner Location: Leatherhead Salary: £33,000 - £42,000 depending on experience The Opportunity Are you an IFA Administrator or Junior Paraplanner who knows you want to build a career within financial planning? This is a great opportunity to join a boutique, highly established financial planning practice , where you'll work closely alongside the Adviser who is genuinely committed to training, mentoring and developing you . You'll attend his client meetings and work alongside him to construct holistic financial plans . With full administration support from a dedicated administrator as well. The Role Working closely with the Adviser, you'll gradually build your technical and client-facing experience across: Attending client meetings and getting involved with clients Supporting the Adviser with financial planning cases Technical research and analysis Cash flow modelling Preparing suitability reports and client documentation Developing holistic financial plans Working closely with the existing Report Writer and Practice Manager Training & Progression The Adviser wants to personally mentor and develop the successful candidate , giving you hands-on exposure to the advice process while supporting you through your professional qualifications. You'll receive full exam support towards the Level 4 Diploma and Chartered qualifications , alongside practical experience that will help you apply what you're learning. For someone who ultimately wants to become a Financial Adviser, this provides a fantastic opportunity to learn directly from an experienced Adviser and build the skills needed to progress into advice . What They're Looking For IFA Administration or Junior Paraplanning experience within wealth/financial planning Ideally already working towards the Level 4 Diploma A genuine desire to build a career within financial planning What's on Offer £33,000 - £42,000 , depending on experience Direct mentoring from an experienced Adviser Full exam support towards Diploma and Chartered Regular client meeting exposure Hands-on experience constructing financial plans Discretionary bonus Modern offices 25 days holiday If you're an IFA Administrator or Junior Paraplanner who knows you want to progress within financial planning , and you'd love the opportunity to learn directly from an Adviser who is genuinely invested in your development, I'd be really interested in speaking with you.

IFA Administration Team Leader Bradford-on-Avon, Wiltshire Full-time Salary to £45,000 + benefits This is a core management role in a small, independent wealth management practice that serves HNW and UHNW private clients. You'll manage and develop a team of 6 support staff, evolving processes and workflows to enable the firm to scale without losing the quality and personal touch that defines them. The firm is manager-owned and founder-led, with accessible leadership and a genuine commitment to backing their people. There are no sales targets. The focus is entirely on delivering exceptional client outcomes and building a stable, growing team around that. This is an opportunity for someone ambitious and thoughtful to have real autonomy over how the support function works-evolve systems, managing people, and enabling their IFAs to deliver complex financial planning work to sophisticated clients. The support function exists to free up the IFAs to focus on client planning. You'll work closely with advisers to understand their needs, prioritise effectively, and ensure the back office runs smoothly. What you'll be doing Leading and developing the administration team Managing team performance and workflow. You'll be hands-on: setting clear expectations, providing constructive feedback, and building capability across the team. You'll also manage your own caseload and liaise with clients. You'll identify inefficiencies and design better workflows that enable the team to handle increased complexity and volume without sacrificing quality. This includes workload distribution, client communication protocols, compliance documentation, and paraplanning support. Who we're looking for Background & experience You'll have proven experience leading a team as a senior administrator or team leader You'll have worked as an IFA Administrator or in a similar support role within a financial services environment. You understand client management, compliance requirements, administration support, and the operational pressures. You're genuinely interested in building something, not just managing it. You want to be part of a growing firm and take an active role in shaping how the support function works. You're organised, detail-conscious, and calm under pressure. You can juggle competing priorities and don't panic when workload spikes. You care about the quality of work and the experience of your team. You're not transactional-you think about how decisions affect people and how to build a culture of trust. You're honest about what you don't know and willing to learn. This may be your first time leading in a wealth management environment, and that's fine if you have the right foundation. What is on offer: Competitive salary to £45,000 depending on experience, plus core benefits package. Mainly office-based with flexible working Accessible leadership. The founders are present and engaged. You'll have direct relationships with decision-makers Investment in your development. The firm backs their people through training and qualifications. If you want to develop your skills, you'll be supported. A stable, growing firm. No churn, no constant restructuring, no PE ownership. You're joining a business that's thriving on its own terms.

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Required experience: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - The ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.

The Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they receive a first-class service throughout their relationship with the business. You will work closely with Financial Planners, technical teams and, where appropriate, clients' Legal and Tax Advisers to ensure advice and planning recommendations are implemented efficiently. Key Responsibilities Manage a portfolio of clients and act as the first point of contact for service enquiries Build and maintain strong, trusted client relationships through telephone, email and face-to-face contact Take ownership of client queries, ensuring they are resolved promptly and professionally Organise client and Planner meetings and coordinate the required documentation Gather and maintain accurate client information and ensure CRM records are kept fully up to date Prepare and coordinate financial planning, cashflow and portfolio review documentation Implement planning recommendations and post-meeting actions Liaise with Financial Planners and technical teams to ensure a comprehensive client service Identify and chase outstanding information required to progress client cases Ensure post-meeting notes and client correspondence are completed to a high standard and within agreed timescales Maintain accurate client files in line with compliance requirements Keep up to date with relevant legislation and follow all regulatory and compliance procedures About You Our client is looking for someone who is genuinely passionate about client service and takes ownership of delivering a positive client experience. You will ideally be: Highly organised, methodical and detail-oriented Confident communicating with clients both verbally and in writing Comfortable managing multiple priorities and working to deadlines Proactive, solutions-focused and able to use your own initiative Able to take ownership of client cases and see actions through to completion Professional and confident when dealing with HNW clients and other professional Advisers Accurate and efficient, with a strong understanding of the importance of compliance Comfortable working independently while also supporting colleagues when required Why Apply? This is an excellent opportunity to join a growing financial planning business where client experience is genuinely at the heart of the role. You will have the opportunity to develop your technical knowledge, take ownership of a client portfolio and work alongside experienced Financial Planners and technical specialists. If you are an experienced Client Services/Administrator professional looking for your next opportunity within financial planning, we'd be keen to hear from you. Get in touch with Tom Roberts for more information - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Ready to take the next step in your Wealth Management career? If you're an experienced IFA Administrator who enjoys delivering exceptional client service and being at the heart of the financial planning process, this is an opportunity to join a highly respected, growing Wealth Management firm where your contribution will be genuinely valued. Working alongside experienced Financial Advisers and Paraplanners, you'll play a pivotal role in ensuring clients receive a seamless, professional experience from initial enquiry through to implementation and ongoing reviews. This is a varied, fast-paced position offering exposure to all aspects of financial planning and the opportunity to build a long-term career within a supportive and ambitious business. The Role As an IFA Administrator, you'll become an integral part of the advice team, supporting advisers across a broad range of client cases by: Processing new business across pensions, investments and protection. Preparing client documentation, valuations and annual review packs. Managing Letters of Authority and obtaining policy information from providers. Maintaining accurate client records and updating back-office systems. Monitoring business pipelines and keeping advisers and clients informed throughout the advice process. Liaising with providers and third parties to ensure applications progress efficiently. Supporting pre-sale and post-sale administration while delivering exceptional client service. Assisting with ongoing client reviews and helping maintain the highest standards of compliance and accuracy. No two days are the same, making this the perfect opportunity for someone who enjoys variety, organisation and being part of a collaborative team. About You We're looking for someone who can demonstrate: Previous experience as an IFA Administrator or Wealth Management Administrator. A good understanding of pensions, investments and financial planning administration. Excellent organisational skills and exceptional attention to detail. Strong communication and relationship-building skills. The ability to manage multiple priorities while maintaining accuracy. Confidence using Microsoft Office and financial services back-office systems. A proactive attitude and genuine desire to build a successful career within Wealth Management. Whether you're already studying towards your Level 4 Diploma in Financial Planning or looking to begin your professional qualifications, you'll receive full support and encouragement to continue your development. What's On Offer? Salary up to £32,000 , depending on experience. Hybrid working. 25 days' annual leave plus your birthday off. Company pension. Death in Service benefit. Full support towards industry-recognised qualifications. Cycle to Work Scheme. Genuine long-term career progression within a growing Wealth Management business. Friendly, supportive team culture where your contribution is recognised and rewarded. If you're looking for an opportunity to develop your career with a professional firm that invests in its people and offers genuine progression, we'd love to hear from you.