Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with 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 £240.8bn. This business is well established and highly successful. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households. 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 29, 2026
Full time
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with 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 £240.8bn. This business is well established and highly successful. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households. 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.
We are working with a charity in Halifax who are looking for an organised, and proactive Administrator / Receptionist to help ensure the smooth day-to-day running of a busy centre. Acting as the first point of contact for clients, both in person and over the phone, the successful candidate will have a calm and professional manner. In addition to reception duties, you will manage a range of administrative responsibilities, including diary management, database entry, document handling, and project support. This is a fantastic opportunity for someone who enjoys variety and customer engagement, key duties will involve: Greet clients and visitors and ensure they feel welcome and supported Answer calls and emails promptly and professionally Manage appointment bookings Maintain accurate client records Manage diaries and co-ordinate schedules Help with general project and clinical admin tasks as needed Open and lock up the building, including setting alarms Perform end-of-day checks, ensuring rooms are tidy and stocked Take responsibility for light housekeeping tasks such as tidying communal areas and running the dishwasher This is a great opportunity for an experienced candidate who has excellent client facing, reception skills and strong administration experience. The ideal applicant will have; Proven experience in a busy administrative or reception role Excellent organisational and time management skills Confident and professional communication, both written and verbal Strong attention to detail and ability to manage multiple tasks Proficient in using email, calendars, databases, and Microsoft Office Reliable, punctual, and responsible If you are available immediately and can commit to this ongoing, temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.
Jul 29, 2026
Seasonal
We are working with a charity in Halifax who are looking for an organised, and proactive Administrator / Receptionist to help ensure the smooth day-to-day running of a busy centre. Acting as the first point of contact for clients, both in person and over the phone, the successful candidate will have a calm and professional manner. In addition to reception duties, you will manage a range of administrative responsibilities, including diary management, database entry, document handling, and project support. This is a fantastic opportunity for someone who enjoys variety and customer engagement, key duties will involve: Greet clients and visitors and ensure they feel welcome and supported Answer calls and emails promptly and professionally Manage appointment bookings Maintain accurate client records Manage diaries and co-ordinate schedules Help with general project and clinical admin tasks as needed Open and lock up the building, including setting alarms Perform end-of-day checks, ensuring rooms are tidy and stocked Take responsibility for light housekeeping tasks such as tidying communal areas and running the dishwasher This is a great opportunity for an experienced candidate who has excellent client facing, reception skills and strong administration experience. The ideal applicant will have; Proven experience in a busy administrative or reception role Excellent organisational and time management skills Confident and professional communication, both written and verbal Strong attention to detail and ability to manage multiple tasks Proficient in using email, calendars, databases, and Microsoft Office Reliable, punctual, and responsible If you are available immediately and can commit to this ongoing, temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Jul 29, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Are you an enthusiastic and motivated Administration and Client Service specialist with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a firm with a strong ethos and client centric approach? If the answer to these questions is yes, this could be the ideal role for you. In order to build on their success in providing holistic advice to HNW clients, this innovative IFA practice requires a professional and proactive Administration professional to support an entrepreneurial IFA. You will act 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 Investment, Pension, Tax and Protection planning. The successful candidate will have knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and 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. You must be able to work alone and as part of a team within a small firm and be able to use your skills and initiative to manage a varied workload. 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
Jul 29, 2026
Full time
Are you an enthusiastic and motivated Administration and Client Service specialist with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a firm with a strong ethos and client centric approach? If the answer to these questions is yes, this could be the ideal role for you. In order to build on their success in providing holistic advice to HNW clients, this innovative IFA practice requires a professional and proactive Administration professional to support an entrepreneurial IFA. You will act 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 Investment, Pension, Tax and Protection planning. The successful candidate will have knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and 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. You must be able to work alone and as part of a team within a small firm and be able to use your skills and initiative to manage a varied workload. 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
Job Title: IFA Administrator Industry: Financial Planning / Financial Services Locations: Warwick, Edgbaston Salary: Up to £30,000 (dependent on experience) Job ref: 10083 Job Description: Recruit UK are working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands. The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing. This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection. Key Responsibilities: Prepare valuation and performance reports for client review meetings Processing New Business Compile review checklists and supporting documentation for adviser appointments Obtaining provider information (LOA) and collating these together with relevant client specific illustrations Maintain accurate client records by updating back-office systems Liaise with clients and assist with queries General office administration including filing, scanning, post handling, and answering calls What's in it for you? Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and Experience Required: Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practice Proven experience within Financial Services and working with complex clients Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on an IFA Administrator role. Our commitment to you: Start every journey with an in-depth conversation Provide honest feedback on your position in the job market Use our extensive network to match you to the right opportunity Take a holistic approach - career happiness is about more than salary UK-wide coverage with a strong local presence Never pester you
Jul 29, 2026
Full time
Job Title: IFA Administrator Industry: Financial Planning / Financial Services Locations: Warwick, Edgbaston Salary: Up to £30,000 (dependent on experience) Job ref: 10083 Job Description: Recruit UK are working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands. The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing. This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection. Key Responsibilities: Prepare valuation and performance reports for client review meetings Processing New Business Compile review checklists and supporting documentation for adviser appointments Obtaining provider information (LOA) and collating these together with relevant client specific illustrations Maintain accurate client records by updating back-office systems Liaise with clients and assist with queries General office administration including filing, scanning, post handling, and answering calls What's in it for you? Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and Experience Required: Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practice Proven experience within Financial Services and working with complex clients Strong organisational skills with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on an IFA Administrator role. Our commitment to you: Start every journey with an in-depth conversation Provide honest feedback on your position in the job market Use our extensive network to match you to the right opportunity Take a holistic approach - career happiness is about more than salary UK-wide coverage with a strong local presence Never pester you
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
Jul 29, 2026
Full time
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
Jul 29, 2026
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
IFA Administrator Maidstone, Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice based in Maidstone, with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jul 29, 2026
Full time
IFA Administrator Maidstone, Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice based in Maidstone, with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Financial Adviser - Balsall Common - Office Based £40,000 - £55,000 + Employed Role + Full Administrative Support + Career Development + Chartered Support + Established Client Relationships Are you an experienced Financial Adviser looking to join a growing independent financial planning firm that places long-term client relationships and high-quality advice at the heart of everything it does? This is an excellent opportunity to become part of a well-established wealth management business with a strong reputation for delivering holistic financial planning. Working alongside an experienced team of administrators, investment specialists and compliance professionals, you'll be able to focus on providing tailored advice and building lasting relationships with your clients. The firm prides itself on offering a personal, relationship-led service rather than a transactional approach, helping clients achieve their financial goals through comprehensive advice across every stage of life. With continued growth and investment in its people, it provides an excellent environment for advisers looking to further develop their careers, including support towards Chartered status. The Role: Manage and develop long-term relationships with an established portfolio of clients Deliver holistic financial planning advice across pensions, investments, retirement planning, protection, tax and estate planning Conduct regular client reviews and provide ongoing financial advice Support the growth and retention of Funds Under Management (FUM) Work collaboratively with administration, investment and compliance teams Deliver high-quality, compliant advice tailored to individual client objectives Build trusted relationships through exceptional levels of client service The Person: Experienced Financial Adviser with a proven track record of providing holistic advice Level 4 Diploma qualified (essential) Chartered Financial Planner or committed to achieving Chartered status Strong relationship management and client retention skills Experience managing ongoing client portfolios and growing Funds Under Management Professional, client-focused and committed to delivering excellent outcomes Comfortable working within a collaborative office-based environment Benefits: Competitive salary dependent on experience Employed, full-time position Office-based role in Balsall Common Full administrative, investment and compliance support Support and encouragement to achieve Chartered status Collaborative and highly professional team environment Opportunity to join a growing independent financial planning practice with an excellent reputation for client service Long-term career progression within an expanding business This role would suit a Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner who enjoys building lasting client relationships and wants to join a respected, growing firm where high-quality advice, professionalism and personal development are genuinely valued.
Jul 29, 2026
Full time
Financial Adviser - Balsall Common - Office Based £40,000 - £55,000 + Employed Role + Full Administrative Support + Career Development + Chartered Support + Established Client Relationships Are you an experienced Financial Adviser looking to join a growing independent financial planning firm that places long-term client relationships and high-quality advice at the heart of everything it does? This is an excellent opportunity to become part of a well-established wealth management business with a strong reputation for delivering holistic financial planning. Working alongside an experienced team of administrators, investment specialists and compliance professionals, you'll be able to focus on providing tailored advice and building lasting relationships with your clients. The firm prides itself on offering a personal, relationship-led service rather than a transactional approach, helping clients achieve their financial goals through comprehensive advice across every stage of life. With continued growth and investment in its people, it provides an excellent environment for advisers looking to further develop their careers, including support towards Chartered status. The Role: Manage and develop long-term relationships with an established portfolio of clients Deliver holistic financial planning advice across pensions, investments, retirement planning, protection, tax and estate planning Conduct regular client reviews and provide ongoing financial advice Support the growth and retention of Funds Under Management (FUM) Work collaboratively with administration, investment and compliance teams Deliver high-quality, compliant advice tailored to individual client objectives Build trusted relationships through exceptional levels of client service The Person: Experienced Financial Adviser with a proven track record of providing holistic advice Level 4 Diploma qualified (essential) Chartered Financial Planner or committed to achieving Chartered status Strong relationship management and client retention skills Experience managing ongoing client portfolios and growing Funds Under Management Professional, client-focused and committed to delivering excellent outcomes Comfortable working within a collaborative office-based environment Benefits: Competitive salary dependent on experience Employed, full-time position Office-based role in Balsall Common Full administrative, investment and compliance support Support and encouragement to achieve Chartered status Collaborative and highly professional team environment Opportunity to join a growing independent financial planning practice with an excellent reputation for client service Long-term career progression within an expanding business This role would suit a Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner who enjoys building lasting client relationships and wants to join a respected, growing firm where high-quality advice, professionalism and personal development are genuinely valued.
An award winning, financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their office in Wendover, Buckinghamshire.The role will be to provide high level support to experienced Financial Planners across the full advice range including investments and pensions. Some key responsibilities are: Processing the submission of new & top up business to relevant provider platforms, checking Adviser has provided full compliance requirements Updating the back-office system with the new business and uploading all relevant documents Working with a number of provider platforms - to add expectations for new monies in Processing switches Purchasing and selling of funds Paying out ad hoc income requests Annual client review reports Supporting Advisers in collating information/documents in preparation for meetings Ad hoc projects The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times. If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation. 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.
Jul 29, 2026
Full time
An award winning, financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their office in Wendover, Buckinghamshire.The role will be to provide high level support to experienced Financial Planners across the full advice range including investments and pensions. Some key responsibilities are: Processing the submission of new & top up business to relevant provider platforms, checking Adviser has provided full compliance requirements Updating the back-office system with the new business and uploading all relevant documents Working with a number of provider platforms - to add expectations for new monies in Processing switches Purchasing and selling of funds Paying out ad hoc income requests Annual client review reports Supporting Advisers in collating information/documents in preparation for meetings Ad hoc projects The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times. If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation. 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.
Join Our Clients Team as a Financial Services Administrator in Glasgow - Free Parking Hybrid Role - 2 Days Working from Home Are you a detail-driven pension or IFA administrator with a passion for precision and client service? We're looking for a Financial Services Administrator to join our clients established team in Glasgow, offering the perfect balance of hybrid working! About the Role: As an IFA Administrator, you'll play a key role in supporting advisers and clients by delivering accurate, technical financial administrative support. You'll be the backbone of their operations, ensuring everything runs smoothly from application processing to client servicing. What You'll Be Doing: Prepare and process applications across a wide range of financial products (investments, pensions, protection, and more) Liaise with over 20 providers, ensuring all documentation is accurate and complete Maintain and update client records and business trackers Action policy changes, fund switches, withdrawals, and income payments Ensure compliance with FCA regulations, Data Protection, and AML legislation Collaborate with your team, contribute to meetings, and support continuous improvement What They're Looking For: Experience in financial services administration (IFA environment preferred but pension background would be considered) Strong organisational skills and attention to detail Confident communicator with a proactive approach to problem-solving A team player who thrives in a supportive, collaborative environment On offer Competitive salary DOE Hybrid working: 2 days working from home 28 days holiday + Bank Holidays Benefits include, Pension, Death in Service, Life Assurance and PMI Supportive team culture with opportunities for growth and development Study support towards professional qualifications Be part of a company that values your input and encourages innovation Ready to take the next step in your financial services career? Apply now and help us deliver exceptional service to their clients while enjoying the flexibility you deserve.
Jul 29, 2026
Full time
Join Our Clients Team as a Financial Services Administrator in Glasgow - Free Parking Hybrid Role - 2 Days Working from Home Are you a detail-driven pension or IFA administrator with a passion for precision and client service? We're looking for a Financial Services Administrator to join our clients established team in Glasgow, offering the perfect balance of hybrid working! About the Role: As an IFA Administrator, you'll play a key role in supporting advisers and clients by delivering accurate, technical financial administrative support. You'll be the backbone of their operations, ensuring everything runs smoothly from application processing to client servicing. What You'll Be Doing: Prepare and process applications across a wide range of financial products (investments, pensions, protection, and more) Liaise with over 20 providers, ensuring all documentation is accurate and complete Maintain and update client records and business trackers Action policy changes, fund switches, withdrawals, and income payments Ensure compliance with FCA regulations, Data Protection, and AML legislation Collaborate with your team, contribute to meetings, and support continuous improvement What They're Looking For: Experience in financial services administration (IFA environment preferred but pension background would be considered) Strong organisational skills and attention to detail Confident communicator with a proactive approach to problem-solving A team player who thrives in a supportive, collaborative environment On offer Competitive salary DOE Hybrid working: 2 days working from home 28 days holiday + Bank Holidays Benefits include, Pension, Death in Service, Life Assurance and PMI Supportive team culture with opportunities for growth and development Study support towards professional qualifications Be part of a company that values your input and encourages innovation Ready to take the next step in your financial services career? Apply now and help us deliver exceptional service to their clients while enjoying the flexibility you deserve.
Job Title: IFA Administrator Industry: Financial Services Location: London Salary: Up to £45,000 DOE Reference Number: 10496 Recruit UK is working with a well-respected Wealth Management firm in London, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion. Prepare client appointment packs and manage adviser diaries. Ensure all documentation meets FCA regulatory standards. Gather data for cash flow modelling and portfolio analysis. What's in it for you: Competitive salary up to £45,000 (depending on experience). 26 days' annual leave, increasing with length of service. Auto-enrolment pension. Share Incentive Plan. Private Medical Insurance. Death in Service (DIS) cover. Income Protection. Enhanced maternity leave. Paid paternity leave. Electric car scheme. Cycle to work scheme. Hybrid working. Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jul 29, 2026
Full time
Job Title: IFA Administrator Industry: Financial Services Location: London Salary: Up to £45,000 DOE Reference Number: 10496 Recruit UK is working with a well-respected Wealth Management firm in London, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion. Prepare client appointment packs and manage adviser diaries. Ensure all documentation meets FCA regulatory standards. Gather data for cash flow modelling and portfolio analysis. What's in it for you: Competitive salary up to £45,000 (depending on experience). 26 days' annual leave, increasing with length of service. Auto-enrolment pension. Share Incentive Plan. Private Medical Insurance. Death in Service (DIS) cover. Income Protection. Enhanced maternity leave. Paid paternity leave. Electric car scheme. Cycle to work scheme. Hybrid working. Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Financial Services Administrator Sheffield £22,000 - £35,000 Are you an experienced Financial Services Administrator looking to join a firm where your career can genuinely progress? I'm currently speaking with a highly respected wealth management business in Sheffield that has built an outstanding reputation for developing its people, investing in long-term careers, and creating a collaborative, supportive working environment. This opportunity would suit someone with experience supporting Financial Advisers or Paraplanners who is looking to take the next step in their career within a professional, forward-thinking firm. What they're looking for: Previous experience as a Financial Services Administrator within an IFA, wealth management or financial planning environment. Excellent organisational and communication skills. A proactive approach and genuine ambition to develop your career. Experience dealing with providers, client servicing, processing new business and general administrative support. What you can expect: Salary of £22,000 - £35,000 depending on experience. A supportive team that genuinely values its people. Clear opportunities for progression and professional development. Exposure to a highly regarded wealth management environment. A modern, collaborative culture where your contribution is recognised.
Jul 29, 2026
Full time
Financial Services Administrator Sheffield £22,000 - £35,000 Are you an experienced Financial Services Administrator looking to join a firm where your career can genuinely progress? I'm currently speaking with a highly respected wealth management business in Sheffield that has built an outstanding reputation for developing its people, investing in long-term careers, and creating a collaborative, supportive working environment. This opportunity would suit someone with experience supporting Financial Advisers or Paraplanners who is looking to take the next step in their career within a professional, forward-thinking firm. What they're looking for: Previous experience as a Financial Services Administrator within an IFA, wealth management or financial planning environment. Excellent organisational and communication skills. A proactive approach and genuine ambition to develop your career. Experience dealing with providers, client servicing, processing new business and general administrative support. What you can expect: Salary of £22,000 - £35,000 depending on experience. A supportive team that genuinely values its people. Clear opportunities for progression and professional development. Exposure to a highly regarded wealth management environment. A modern, collaborative culture where your contribution is recognised.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Altrincham, Cheshire Salary: £30,000 - £34,000 (Dependent on Experience) Benefits: 25 days annual leave plus your birthday off Company pension scheme Life assurance Perkbox employee benefits and discounts Company social events Ongoing learning and development opportunities Hybrid working following successful completion of probation Flexible working hours (Monday to Friday) Supportive and collaborative working environment About the Company: Our client is a well-established and highly respected financial planning practice, providing tailored financial advice to business owners, professionals and high-net-worth individuals. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and professional operations team. This is an excellent opportunity for an experienced IFA Administrator who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional client service. Key Responsibilities: Manage the end-to-end processing of new investment, pension and protection business. Submit new business applications accurately through St. James's Place electronic business systems. Monitor and progress applications from submission through to completion, ensuring cases move efficiently. Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays. Chase outstanding documentation, transfer requests and provider information. Keep advisers and clients informed throughout the application process. Maintain accurate client records using CRM systems. Prepare client meeting packs, presentation packs and documentation for adviser meetings. Support advisers with post-meeting administration and implementation of recommendations. Ensure all documentation is processed in line with FCA regulations and internal procedures. Arrange regular case review meetings with advisers to discuss pipeline progress. Act as a key point of contact for advisers, clients and product providers. Provide professional and timely updates to clients regarding their applications. Support the day-to-day administration of the office. Assist with ordering office supplies and contributing to improvements in administrative processes. Provide additional administrative support across the wider operations team when required. Take ownership of your new business pipeline, ensuring every case is progressed efficiently from start to finish. What We're Looking For: Previous experience as an IFA Administrator within Financial Services or Wealth Management. St. James's Place experience is essential , including experience using iBusiness. Ideally a minimum of two years' experience in a similar IFA Administrator position. Experience processing investments, pensions and protection business. Excellent organisational skills with the ability to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Strong written and verbal communication skills. Professional and confident telephone manner. Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams. Ability to work independently while contributing positively within a team. A proactive approach with excellent problem-solving skills. High levels of integrity and professionalism when handling confidential information. Candidates should ideally live within a 30-40 minute commute of the Altrincham office, preferably within the South Manchester area. Desirable Skills: Experience using Salesforce or other CRM systems. Previous experience using St. James's Place systems, including iBusiness. Good understanding of investment, pension and protection products. Experience working within an Independent Financial Adviser (IFA) or Wealth Management practice. How to Apply: Interested? Submit your CV today! If your experience aligns with this IFA Administrator opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jul 29, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Altrincham, Cheshire Salary: £30,000 - £34,000 (Dependent on Experience) Benefits: 25 days annual leave plus your birthday off Company pension scheme Life assurance Perkbox employee benefits and discounts Company social events Ongoing learning and development opportunities Hybrid working following successful completion of probation Flexible working hours (Monday to Friday) Supportive and collaborative working environment About the Company: Our client is a well-established and highly respected financial planning practice, providing tailored financial advice to business owners, professionals and high-net-worth individuals. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and professional operations team. This is an excellent opportunity for an experienced IFA Administrator who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional client service. Key Responsibilities: Manage the end-to-end processing of new investment, pension and protection business. Submit new business applications accurately through St. James's Place electronic business systems. Monitor and progress applications from submission through to completion, ensuring cases move efficiently. Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays. Chase outstanding documentation, transfer requests and provider information. Keep advisers and clients informed throughout the application process. Maintain accurate client records using CRM systems. Prepare client meeting packs, presentation packs and documentation for adviser meetings. Support advisers with post-meeting administration and implementation of recommendations. Ensure all documentation is processed in line with FCA regulations and internal procedures. Arrange regular case review meetings with advisers to discuss pipeline progress. Act as a key point of contact for advisers, clients and product providers. Provide professional and timely updates to clients regarding their applications. Support the day-to-day administration of the office. Assist with ordering office supplies and contributing to improvements in administrative processes. Provide additional administrative support across the wider operations team when required. Take ownership of your new business pipeline, ensuring every case is progressed efficiently from start to finish. What We're Looking For: Previous experience as an IFA Administrator within Financial Services or Wealth Management. St. James's Place experience is essential , including experience using iBusiness. Ideally a minimum of two years' experience in a similar IFA Administrator position. Experience processing investments, pensions and protection business. Excellent organisational skills with the ability to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Strong written and verbal communication skills. Professional and confident telephone manner. Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams. Ability to work independently while contributing positively within a team. A proactive approach with excellent problem-solving skills. High levels of integrity and professionalism when handling confidential information. Candidates should ideally live within a 30-40 minute commute of the Altrincham office, preferably within the South Manchester area. Desirable Skills: Experience using Salesforce or other CRM systems. Previous experience using St. James's Place systems, including iBusiness. Good understanding of investment, pension and protection products. Experience working within an Independent Financial Adviser (IFA) or Wealth Management practice. How to Apply: Interested? Submit your CV today! If your experience aligns with this IFA Administrator opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.
Jul 29, 2026
Full time
Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Jul 29, 2026
Full time
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 29, 2026
Full time
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Jul 29, 2026
Full time
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
WEALTHLINK RECRUITMENT LTD
Cardiff, South Glamorgan
Financial Planning Administrator Location: Cardiff Salary £30,000 - £35,000 DOE Full-Time, Part Time, Permanent An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in Cardiff. This role would suit someone with previous experience within financial planning administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support. The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion. Key Responsibilities: • Providing high-level administrative support to advisers and the wider team • Preparing client files and ensuring all compliance documentation is accurate and complete • Supporting pre- and post-meeting administration, including CRM updates • Processing applications and liaising with providers, clients, and third parties • Chasing applications and Letters of Authority to ensure timely completion • Producing client correspondence, reports, and review documentation • Handling inbound calls professionally and building strong client relationships • Running reports, illustrations, and collating key client information • Maintaining accurate records and supporting day-to-day operational processes Requirements: • Previous administration experience within financial services, wealth management, or a related sector • Experience using CRM systems such as Salesforce would be advantageous • Strong communication and client relationship skills • Excellent organisational skills and attention to detail • Ability to manage multiple tasks and work independently in a remote environment • Good working knowledge of Microsoft Office, including Outlook, Word, and Excel • Positive, proactive, and team-oriented approach This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment. If you are interested in the Financial Planning Administrator position then apply today and if successful one of our consultants will be in contact within 24 hours! Financial Planning Administrator, Financial Planning, Wealth Management, IFA, Hybrid, Administration
Jul 29, 2026
Full time
Financial Planning Administrator Location: Cardiff Salary £30,000 - £35,000 DOE Full-Time, Part Time, Permanent An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in Cardiff. This role would suit someone with previous experience within financial planning administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support. The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion. Key Responsibilities: • Providing high-level administrative support to advisers and the wider team • Preparing client files and ensuring all compliance documentation is accurate and complete • Supporting pre- and post-meeting administration, including CRM updates • Processing applications and liaising with providers, clients, and third parties • Chasing applications and Letters of Authority to ensure timely completion • Producing client correspondence, reports, and review documentation • Handling inbound calls professionally and building strong client relationships • Running reports, illustrations, and collating key client information • Maintaining accurate records and supporting day-to-day operational processes Requirements: • Previous administration experience within financial services, wealth management, or a related sector • Experience using CRM systems such as Salesforce would be advantageous • Strong communication and client relationship skills • Excellent organisational skills and attention to detail • Ability to manage multiple tasks and work independently in a remote environment • Good working knowledge of Microsoft Office, including Outlook, Word, and Excel • Positive, proactive, and team-oriented approach This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment. If you are interested in the Financial Planning Administrator position then apply today and if successful one of our consultants will be in contact within 24 hours! Financial Planning Administrator, Financial Planning, Wealth Management, IFA, Hybrid, Administration
IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 29, 2026
Full time
IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
