Whether you're already working within an IFA or wealth management firm and looking for your first opportunity to become a Financial Adviser, or you have a strong client-facing background, this could be the opportunity for you. Due to continued growth and an ever-increasing client bank, our client is looking to recruit a Trainee Financial Adviser to join their expanding team. The business has more demand than its existing advisers can support, creating a genuine opportunity for someone who is eager to learn and develop into a successful Financial Adviser. This is a genuine career pathway where your progression is fully supported, with a clear route to becoming a qualified and competent Financial Adviser with a short and structured time frame. If you're already part-qualified, the firm will fully support you in completing your Diploma in Financial Planning (DipFA). If you're completely new to financial planning but have the right attitude and transferable skills, they'll support you from day one, funding your studies from start to finish and providing the guidance needed to achieve your professional qualifications. The business believes attitude, ambition and work ethic are just as important as experience. This opportunity would suit someone who is: Currently working within an IFA or wealth management firm as an Administrator, Client Relationship Manager or Paraplanner and looking for the opportunity to become a Financial Adviser. Working in a professional client-facing role (ideally within financial services) with excellent communication and relationship-building skills and a genuine ambition to build a career in financial planning. Motivated to study towards, or continue, the Diploma in Financial Planning (DipFA). Passionate about delivering excellent client service. Eager to build a long-term career with a growing and successful business. On offer is a competitive salary scale of c£28k to £50k and will be dependent on experience and qualifications, in addition to this the firm will offer additional bonuses and great career prospects.
Jul 27, 2026
Full time
Whether you're already working within an IFA or wealth management firm and looking for your first opportunity to become a Financial Adviser, or you have a strong client-facing background, this could be the opportunity for you. Due to continued growth and an ever-increasing client bank, our client is looking to recruit a Trainee Financial Adviser to join their expanding team. The business has more demand than its existing advisers can support, creating a genuine opportunity for someone who is eager to learn and develop into a successful Financial Adviser. This is a genuine career pathway where your progression is fully supported, with a clear route to becoming a qualified and competent Financial Adviser with a short and structured time frame. If you're already part-qualified, the firm will fully support you in completing your Diploma in Financial Planning (DipFA). If you're completely new to financial planning but have the right attitude and transferable skills, they'll support you from day one, funding your studies from start to finish and providing the guidance needed to achieve your professional qualifications. The business believes attitude, ambition and work ethic are just as important as experience. This opportunity would suit someone who is: Currently working within an IFA or wealth management firm as an Administrator, Client Relationship Manager or Paraplanner and looking for the opportunity to become a Financial Adviser. Working in a professional client-facing role (ideally within financial services) with excellent communication and relationship-building skills and a genuine ambition to build a career in financial planning. Motivated to study towards, or continue, the Diploma in Financial Planning (DipFA). Passionate about delivering excellent client service. Eager to build a long-term career with a growing and successful business. On offer is a competitive salary scale of c£28k to £50k and will be dependent on experience and qualifications, in addition to this the firm will offer additional bonuses and great career prospects.
Whether you're already working within an IFA or wealth management firm and looking for your first opportunity to become a Financial Adviser, or you have a strong client-facing background, this could be the opportunity for you. Due to continued growth and an ever-increasing client bank, our client is looking to recruit a Trainee Financial Adviser to join their expanding team. The business has more demand than its existing advisers can support, creating a genuine opportunity for someone who is eager to learn and develop into a successful Financial Adviser. This is a genuine career pathway where your progression is fully supported, with a clear route to becoming a qualified and competent Financial Adviser with a short and structured time frame. If you're already part-qualified, the firm will fully support you in completing your Diploma in Financial Planning (DipFA). If you're completely new to financial planning but have the right attitude and transferable skills, they'll support you from day one, funding your studies from start to finish and providing the guidance needed to achieve your professional qualifications. The business believes attitude, ambition and work ethic are just as important as experience. This opportunity would suit someone who is: Currently working within an IFA or wealth management firm as an Administrator, Client Relationship Manager or Paraplanner and looking for the opportunity to become a Financial Adviser. Working in a professional client-facing role (ideally within financial services) with excellent communication and relationship-building skills and a genuine ambition to build a career in financial planning. Motivated to study towards, or continue, the Diploma in Financial Planning (DipFA). Passionate about delivering excellent client service. Eager to build a long-term career with a growing and successful business. On offer is a competitive salary scale of c£28k to £50k and will be dependent on experience and qualifications, in addition to this the firm will offer additional bonuses and great career prospects.
Jul 27, 2026
Full time
Whether you're already working within an IFA or wealth management firm and looking for your first opportunity to become a Financial Adviser, or you have a strong client-facing background, this could be the opportunity for you. Due to continued growth and an ever-increasing client bank, our client is looking to recruit a Trainee Financial Adviser to join their expanding team. The business has more demand than its existing advisers can support, creating a genuine opportunity for someone who is eager to learn and develop into a successful Financial Adviser. This is a genuine career pathway where your progression is fully supported, with a clear route to becoming a qualified and competent Financial Adviser with a short and structured time frame. If you're already part-qualified, the firm will fully support you in completing your Diploma in Financial Planning (DipFA). If you're completely new to financial planning but have the right attitude and transferable skills, they'll support you from day one, funding your studies from start to finish and providing the guidance needed to achieve your professional qualifications. The business believes attitude, ambition and work ethic are just as important as experience. This opportunity would suit someone who is: Currently working within an IFA or wealth management firm as an Administrator, Client Relationship Manager or Paraplanner and looking for the opportunity to become a Financial Adviser. Working in a professional client-facing role (ideally within financial services) with excellent communication and relationship-building skills and a genuine ambition to build a career in financial planning. Motivated to study towards, or continue, the Diploma in Financial Planning (DipFA). Passionate about delivering excellent client service. Eager to build a long-term career with a growing and successful business. On offer is a competitive salary scale of c£28k to £50k and will be dependent on experience and qualifications, in addition to this the firm will offer additional bonuses and great career prospects.
IFA Administrator Belfast £26,000 - £32,000+ Benefits (DOE) Are you looking to build a long-term career within financial planning? We're working exclusively with a highly respected and long-established financial planning firm in Belfast that is seeking an IFA Administrator to join its supportive and experienced team. With over 30 years of success, this business has built an excellent reputation for client service, staff development and retention. An exciting opportunity has arisen for an administrator to join the firm and play a key role in supporting advisers and clients across pensions, investments and protection. This is more than just an administration position. For the right individual, there is a genuine pathway towards Paraplanning and Financial Adviser progression, supported by ongoing training, development and professional qualifications. The Role As an IFA Administrator, you'll provide comprehensive support to the advisory team, helping to ensure a seamless experience for clients and the efficient management of new and existing business. Key responsibilities include: Supporting pensions, investments and protection administration. Processing new business applications and servicing requests. Managing client reviews and ongoing servicing requirements. Maintaining accurate and compliant client records. Updating and managing information through the firm's back-office system. Liaising with providers, platforms and clients to obtain required information and documentation. Processing fund switches, withdrawals, top-ups and client servicing transactions. Tracking applications and transactions through to completion. Preparing client documentation, correspondence and reports. Assisting advisers with meeting preparation and follow-up actions. Ensuring all activities are completed in line with regulatory and compliance requirements. About You We're open to speaking with candidates from a variety of financial services backgrounds. Previous experience within an IFA or wealth management environment would be advantageous, but attitude and potential are equally important. You'll ideally possess: Strong administration and organisational skills. Excellent attention to detail. A genuine interest in financial planning and wealth management. Strong communication skills, both written and verbal. Good IT and systems capability. A professional, reliable and trustworthy approach. A willingness to learn and develop. The ability to work both independently and collaboratively. Desirable Experience IFA Administration Wealth Management Administration Pensions Administration Investment Administration Financial Services Customer Support Experience with financial planning back-office systems What's on Offer? Salary of £26,000 - £32,000 DOE Clear progression path towards Paraplanning and Advisory roles Support with professional qualifications and ongoing development Established and highly regarded financial planning firm Supportive, experienced and close-knit team Excellent staff retention and long-term career prospects Modern office with free parking and strong transport links Friendly, flexible and approachable management team If you're looking to join a firm that values development, promotes from within and offers genuine long-term career opportunities within financial planning, we'd love to hear from you. Please apply now or contact Rhyan Scott at Reed Financial Services for more information.
Jul 27, 2026
Full time
IFA Administrator Belfast £26,000 - £32,000+ Benefits (DOE) Are you looking to build a long-term career within financial planning? We're working exclusively with a highly respected and long-established financial planning firm in Belfast that is seeking an IFA Administrator to join its supportive and experienced team. With over 30 years of success, this business has built an excellent reputation for client service, staff development and retention. An exciting opportunity has arisen for an administrator to join the firm and play a key role in supporting advisers and clients across pensions, investments and protection. This is more than just an administration position. For the right individual, there is a genuine pathway towards Paraplanning and Financial Adviser progression, supported by ongoing training, development and professional qualifications. The Role As an IFA Administrator, you'll provide comprehensive support to the advisory team, helping to ensure a seamless experience for clients and the efficient management of new and existing business. Key responsibilities include: Supporting pensions, investments and protection administration. Processing new business applications and servicing requests. Managing client reviews and ongoing servicing requirements. Maintaining accurate and compliant client records. Updating and managing information through the firm's back-office system. Liaising with providers, platforms and clients to obtain required information and documentation. Processing fund switches, withdrawals, top-ups and client servicing transactions. Tracking applications and transactions through to completion. Preparing client documentation, correspondence and reports. Assisting advisers with meeting preparation and follow-up actions. Ensuring all activities are completed in line with regulatory and compliance requirements. About You We're open to speaking with candidates from a variety of financial services backgrounds. Previous experience within an IFA or wealth management environment would be advantageous, but attitude and potential are equally important. You'll ideally possess: Strong administration and organisational skills. Excellent attention to detail. A genuine interest in financial planning and wealth management. Strong communication skills, both written and verbal. Good IT and systems capability. A professional, reliable and trustworthy approach. A willingness to learn and develop. The ability to work both independently and collaboratively. Desirable Experience IFA Administration Wealth Management Administration Pensions Administration Investment Administration Financial Services Customer Support Experience with financial planning back-office systems What's on Offer? Salary of £26,000 - £32,000 DOE Clear progression path towards Paraplanning and Advisory roles Support with professional qualifications and ongoing development Established and highly regarded financial planning firm Supportive, experienced and close-knit team Excellent staff retention and long-term career prospects Modern office with free parking and strong transport links Friendly, flexible and approachable management team If you're looking to join a firm that values development, promotes from within and offers genuine long-term career opportunities within financial planning, we'd love to hear from you. Please apply now or contact Rhyan Scott at Reed Financial Services for more information.
Ernest Gordon Recruitment Limited
Hillingdon, Middlesex
IFA Administrator (Flexible / Financial Services) 33,000 - 36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Flexible Hours + Training + Progression Hillingdon Are you an IFA Administrator looking to join a well-established and stable IFA, which will offer you 33 days holiday, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for a stable business which look after their employees. They will offer you 2 days a week WFH, flexible hours and 33 days holiday. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Looking for work life balance Reference Number: BBBH 26249 IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Jul 25, 2026
Full time
IFA Administrator (Flexible / Financial Services) 33,000 - 36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Flexible Hours + Training + Progression Hillingdon Are you an IFA Administrator looking to join a well-established and stable IFA, which will offer you 33 days holiday, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for a stable business which look after their employees. They will offer you 2 days a week WFH, flexible hours and 33 days holiday. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Looking for work life balance Reference Number: BBBH 26249 IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
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 24, 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.
Financial Planning Administrator £30k - £40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
Jul 23, 2026
Full time
Financial Planning Administrator £30k - £40k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
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 23, 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.
Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style - In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James's Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products - Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. It is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jul 23, 2026
Full time
Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style - In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James's Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products - Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. It is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Jul 23, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
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 23, 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!
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 22, 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!
Client Advisor Administrator (IFA/Wealth Management) Stockport, Chesire £30,000 - £40,000 + Training + Bonus + Benefits Are you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? click apply for full job details
Jul 22, 2026
Full time
Client Advisor Administrator (IFA/Wealth Management) Stockport, Chesire £30,000 - £40,000 + Training + Bonus + Benefits Are you a Client Advisor/Administrator/IFA Admin or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years? click apply for full job details
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Oct 08, 2025
Full time
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Brook Street (UK) Ltd is pleased to be recruiting on behalf of a well-established and growing financial planning and investment firm for the position of Financial Services Administrator , based in their Belfast office. This is a specialist role providing key administrative support to Financial Advisers and the wider team, and it requires previous experience within the financial services sector . The successful candidate will play a vital part in supporting high-net-worth clients and helping to maintain exceptional service standards in a dynamic and professional environment. Please note: This is not a general administration position . Applicants must have proven experience in the financial services industry within an IFA or wealth management environment. Key Responsibilities: Provide administrative support to Financial Advisers and Paraplanners to ensure seamless client service. Handle client communications professionally, including gathering documentation and delivering updates. Process new business and ongoing transactions accurately using provider platforms. Prepare client annual review packs and assist with ongoing service requirements. Maintain and update client records via Intelligent Office and other platforms. Liaise with product providers to ensure efficient processing and issue resolution. Participate in team meetings and contribute to service and process improvement initiatives. Ensure compliance with FCA regulations and company procedures at all times. Criteria Essential: Previous experience supporting Financial Advisers in an IFA or wealth management setting. Strong understanding of financial products including pensions, ISAs, GIAs, bonds, and protection policies. Experience working with high-net-worth clients. Familiarity with Intelligent Office (desirable). High level of accuracy and attention to detail. Strong interpersonal and communication skills. Excellent organisational skills with the ability to manage a busy workload and meet deadlines. Proficiency in Microsoft Office and provider platforms. A collaborative, proactive attitude and a commitment to delivering excellent client outcomes. Why Apply? This is an excellent opportunity to join a respected firm where your industry experience will be highly valued. You'll gain valuable exposure to the advisory process while playing a central role in servicing prestigious clients. Please send your CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Brook Street (UK) Ltd is pleased to be recruiting on behalf of a well-established and growing financial planning and investment firm for the position of Financial Services Administrator , based in their Belfast office. This is a specialist role providing key administrative support to Financial Advisers and the wider team, and it requires previous experience within the financial services sector . The successful candidate will play a vital part in supporting high-net-worth clients and helping to maintain exceptional service standards in a dynamic and professional environment. Please note: This is not a general administration position . Applicants must have proven experience in the financial services industry within an IFA or wealth management environment. Key Responsibilities: Provide administrative support to Financial Advisers and Paraplanners to ensure seamless client service. Handle client communications professionally, including gathering documentation and delivering updates. Process new business and ongoing transactions accurately using provider platforms. Prepare client annual review packs and assist with ongoing service requirements. Maintain and update client records via Intelligent Office and other platforms. Liaise with product providers to ensure efficient processing and issue resolution. Participate in team meetings and contribute to service and process improvement initiatives. Ensure compliance with FCA regulations and company procedures at all times. Criteria Essential: Previous experience supporting Financial Advisers in an IFA or wealth management setting. Strong understanding of financial products including pensions, ISAs, GIAs, bonds, and protection policies. Experience working with high-net-worth clients. Familiarity with Intelligent Office (desirable). High level of accuracy and attention to detail. Strong interpersonal and communication skills. Excellent organisational skills with the ability to manage a busy workload and meet deadlines. Proficiency in Microsoft Office and provider platforms. A collaborative, proactive attitude and a commitment to delivering excellent client outcomes. Why Apply? This is an excellent opportunity to join a respected firm where your industry experience will be highly valued. You'll gain valuable exposure to the advisory process while playing a central role in servicing prestigious clients. Please send your CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
