Oakley Recruitment is working in partnership with an expanding organisation based in Cardiff. This is an excellent opportunity to join the team as an IFA Client Services Supervisor on a full-time permanent basis. Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do. Personality This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients. You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working. Reward 35,000 - 45,000 Competitive salary Contributory pension scheme Medical cash plan scheme Discounts on products and services Annual bonus Christmas party and summer events Additional holiday days for long service 25 days annual leave plus 8 bank holidays Buy and sell an extra 5 days of holiday Gifted birthday holiday day Employee referral bonus scheme Secure parking Discounted gym access Discounted financial advice Referral schemes Job Role: Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment Overseeing the allocation of workloads, ensuring tasks are completed accurately, efficiently, and within agreed service levels Monitoring compliance with FCA regulations and internal procedures, reviewing work to ensure quality standards and regulatory requirements are consistently met Acting as the main point of escalation for complex client, adviser, and administrative queries, delivering effective solutions and exceptional customer service Supporting the ongoing development of the team through coaching, one-to-one meetings, performance reviews, and regular team communication Identifying opportunities to improve processes, implementing best practices, and driving continuous improvements across the department Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success Skills and experience: Previous experience within financial services administration, ideally within an IFA environment Proven leadership or supervisory experience, with the ability to motivate, coach, and develop high-performing teams Strong understanding of FCA regulations and compliance requirements within a financial services setting Excellent organisational and time management skills, with the ability to prioritise workloads and meet deadlines Confident communication and relationship-building skills, capable of working effectively with clients, advisers, and internal stakeholders Strong problem-solving skills, with the ability to manage escalated queries and implement effective solutions Proficient in Microsoft Office and industry-specific systems, with a high level of accuracy and attention to detail Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
Jul 31, 2026
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Cardiff. This is an excellent opportunity to join the team as an IFA Client Services Supervisor on a full-time permanent basis. Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do. Personality This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients. You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working. Reward 35,000 - 45,000 Competitive salary Contributory pension scheme Medical cash plan scheme Discounts on products and services Annual bonus Christmas party and summer events Additional holiday days for long service 25 days annual leave plus 8 bank holidays Buy and sell an extra 5 days of holiday Gifted birthday holiday day Employee referral bonus scheme Secure parking Discounted gym access Discounted financial advice Referral schemes Job Role: Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment Overseeing the allocation of workloads, ensuring tasks are completed accurately, efficiently, and within agreed service levels Monitoring compliance with FCA regulations and internal procedures, reviewing work to ensure quality standards and regulatory requirements are consistently met Acting as the main point of escalation for complex client, adviser, and administrative queries, delivering effective solutions and exceptional customer service Supporting the ongoing development of the team through coaching, one-to-one meetings, performance reviews, and regular team communication Identifying opportunities to improve processes, implementing best practices, and driving continuous improvements across the department Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success Skills and experience: Previous experience within financial services administration, ideally within an IFA environment Proven leadership or supervisory experience, with the ability to motivate, coach, and develop high-performing teams Strong understanding of FCA regulations and compliance requirements within a financial services setting Excellent organisational and time management skills, with the ability to prioritise workloads and meet deadlines Confident communication and relationship-building skills, capable of working effectively with clients, advisers, and internal stakeholders Strong problem-solving skills, with the ability to manage escalated queries and implement effective solutions Proficient in Microsoft Office and industry-specific systems, with a high level of accuracy and attention to detail Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
Jul 30, 2026
Full time
Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 30, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Paraplanner Location: Manchester City Centre Salary: Up to £50,000 (DOE) Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes. The Role Your responsibilities will include: Producing high-quality suitability reports Conducting technical research and preparing recommendations Responding to client and adviser queries Working closely with Financial Planners to support ongoing client relationships Attending client meetings alongside advisers (as this develops within the business) Reviewing pensions, investments, ISAs and wider financial planning solutions Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions. About You We're looking for someone who has: Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions and investments Experience using Intelligent Office and CashCalc Excellent report writing and research skills A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience. What's on Offer? Salary up to £50,000 DOE Hybrid working (2 days from home) Flexible working hours Dedicated administration support Opportunity to attend client meetings Friendly and supportive independent financial planning firm Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.
Jul 30, 2026
Full time
Paraplanner Location: Manchester City Centre Salary: Up to £50,000 (DOE) Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes. The Role Your responsibilities will include: Producing high-quality suitability reports Conducting technical research and preparing recommendations Responding to client and adviser queries Working closely with Financial Planners to support ongoing client relationships Attending client meetings alongside advisers (as this develops within the business) Reviewing pensions, investments, ISAs and wider financial planning solutions Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions. About You We're looking for someone who has: Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions and investments Experience using Intelligent Office and CashCalc Excellent report writing and research skills A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience. What's on Offer? Salary up to £50,000 DOE Hybrid working (2 days from home) Flexible working hours Dedicated administration support Opportunity to attend client meetings Friendly and supportive independent financial planning firm Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.
BMC Recruitment Group Ltd
Bournmoor, County Durham
Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development. As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice. Key responsibilities include: Producing detailed suitability reports and recommendation letters Gathering and analysing client information Researching financial products and solutions Obtaining information from pension providers and third parties Supporting Financial Advisers throughout the advice process Maintaining accurate client records and documentation Keeping up to date with regulatory and legislative changes Working closely with administrators and other team members to deliver an exceptional client experience About You We're looking for someone who has: Previous experience as a Paraplanner within an IFA or Wealth Management environment Experience writing suitability reports A strong understanding of financial planning products and advice processes DipPFS qualification (or working towards it) is desirable Excellent analytical and numerical skills Exceptional attention to detail Strong organisational skills and the ability to manage multiple priorities Experience working within a regulated financial services environment Proficiency in Microsoft Office, with experience using financial planning software being advantageous What's on Offer Competitive salary of £30,000 - £35,000 , depending on experience Support with professional qualifications and continued development Hybrid working after initial training Opportunities for long-term career progression If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.
Jul 30, 2026
Full time
Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development. As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice. Key responsibilities include: Producing detailed suitability reports and recommendation letters Gathering and analysing client information Researching financial products and solutions Obtaining information from pension providers and third parties Supporting Financial Advisers throughout the advice process Maintaining accurate client records and documentation Keeping up to date with regulatory and legislative changes Working closely with administrators and other team members to deliver an exceptional client experience About You We're looking for someone who has: Previous experience as a Paraplanner within an IFA or Wealth Management environment Experience writing suitability reports A strong understanding of financial planning products and advice processes DipPFS qualification (or working towards it) is desirable Excellent analytical and numerical skills Exceptional attention to detail Strong organisational skills and the ability to manage multiple priorities Experience working within a regulated financial services environment Proficiency in Microsoft Office, with experience using financial planning software being advantageous What's on Offer Competitive salary of £30,000 - £35,000 , depending on experience Support with professional qualifications and continued development Hybrid working after initial training Opportunities for long-term career progression If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.
St. James's Place Wealth Management
Broughton, Yorkshire
Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £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 client 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 30, 2026
Full time
Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £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 client 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
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.
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.
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
Jul 29, 2026
Full time
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to £35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
Jul 29, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to £35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Jul 29, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Jul 28, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Are you an experienced Payroll Clerk looking for a role with flexibility and a supportive team? We're recruiting on behalf of a well-established and highly respected accountancy practice for an experienced Payroll Clerk to join their busy payroll team. This is a fantastic opportunity to manage a varied portfolio of client payrolls while working in a friendly environment that offers genuine career development. The Role You'll be responsible for processing weekly, fortnightly and monthly payrolls for a range of clients, ensuring payrolls are completed accurately, on time and in line with current HMRC legislation. Key Responsibilities Processing multiple client payrolls. Managing starters, leavers, salary changes and statutory payments. Submitting RTI returns to HMRC. Administering Auto Enrolment pensions. Producing payroll reports and year-end documentation. Responding to client payroll queries. Maintaining accurate payroll records and ensuring compliance with current legislation. About You You'll have: A minimum of 3 years' payroll experience. Previous experience within an accountancy practice or payroll bureau (preferred). Strong knowledge of UK payroll legislation, RTI and Auto Enrolment. Experience using payroll software such as BrightPay, Sage Payroll, IRIS or Moneysoft. Excellent attention to detail and organisational skills. What's on Offer? Competitive salary depending on experience. Flexible working hours with part-time applications welcomed. Company pension. Generous holiday entitlement. Ongoing training and development. Friendly, supportive working environment. Career progression opportunities. If you're looking for a flexible payroll role with an established and growing accountancy practice, we'd love to hear from you. Apply today for a confidential discussion.
Jul 27, 2026
Full time
Are you an experienced Payroll Clerk looking for a role with flexibility and a supportive team? We're recruiting on behalf of a well-established and highly respected accountancy practice for an experienced Payroll Clerk to join their busy payroll team. This is a fantastic opportunity to manage a varied portfolio of client payrolls while working in a friendly environment that offers genuine career development. The Role You'll be responsible for processing weekly, fortnightly and monthly payrolls for a range of clients, ensuring payrolls are completed accurately, on time and in line with current HMRC legislation. Key Responsibilities Processing multiple client payrolls. Managing starters, leavers, salary changes and statutory payments. Submitting RTI returns to HMRC. Administering Auto Enrolment pensions. Producing payroll reports and year-end documentation. Responding to client payroll queries. Maintaining accurate payroll records and ensuring compliance with current legislation. About You You'll have: A minimum of 3 years' payroll experience. Previous experience within an accountancy practice or payroll bureau (preferred). Strong knowledge of UK payroll legislation, RTI and Auto Enrolment. Experience using payroll software such as BrightPay, Sage Payroll, IRIS or Moneysoft. Excellent attention to detail and organisational skills. What's on Offer? Competitive salary depending on experience. Flexible working hours with part-time applications welcomed. Company pension. Generous holiday entitlement. Ongoing training and development. Friendly, supportive working environment. Career progression opportunities. If you're looking for a flexible payroll role with an established and growing accountancy practice, we'd love to hear from you. Apply today for a confidential discussion.
I am recruiting on behalf of my client, a well-established and growing FMCG business, for an experienced HR Coordinator to join their team on a part-time basis. This is an excellent opportunity for an organised and detail-focused HR professional with payroll experience to support the delivery of HR operations across the full employee lifecycle. Working closely with the senior HR lead, you will ensure payroll is processed accurately, compliantly, and on time while providing effective HR administration support within a fast-paced operational environment. The successful candidate will join a collaborative organisation that values professionalism, integrity, care, and continuous improvement. About the Company My client is a long-established, family-run FMCG business with approximately 90 employees across multiple UK locations. The organisation operates within a fast-paced environment, providing distribution, warehousing, fulfilment, and logistics services to customers across the UK. The business is committed to delivering excellent service while maintaining a strong people-focused culture. Key Responsibilities Maintain accurate and confidential employee records across HR systems, ensuring compliance and data integrity. Coordinate onboarding activities, including contracts, right-to-work checks, system access, and inductions. Manage employee lifecycle administration, including starters, leavers, contractual changes, and employee records. Support recruitment activity, including advertising, interview coordination, offers, references, and pre-employment checks. Prepare HR documentation, correspondence, contracts, variations, and employee letters. Support managers with HR processes, documentation, and HR system usage. Assist with employee relations processes, including meeting preparation and accurate note-taking. Support HR reporting, audits, compliance checks, and policy administration. Identify opportunities to improve HR processes and employee experience. Process accurate weekly and monthly payroll for hourly and salaried employees. Validate payroll inputs including hours, overtime, bonuses, deductions, and statutory payments. Maintain payroll records and process payroll changes including starters, leavers, and amendments. Produce payroll reports, payslips, and supporting payroll documentation. Act as the first point of contact for payroll queries. Ensure compliance with UK payroll legislation, including HMRC requirements, pensions, statutory payments, and National Minimum Wage. Skills & Experience Previous experience within an HR Administrator, HR Coordinator, or HR & Payroll support role. Hands-on payroll processing experience for both hourly and salaried employees. Strong understanding of UK payroll legislation and HR compliance requirements. Experience within FMCG, logistics, distribution, warehousing, manufacturing, or a similar operational environment is desirable. Strong administration, organisation, and attention to detail skills. Experience using HR systems and payroll software; Sage Payroll and Sage HR are desirable. Excellent communication skills with the ability to build effective relationships at all levels. Professional and discreet approach when handling confidential information. CIPD qualification or working towards one is desirable. Personal Attributes Proactive, reliable, and solutions-focused. Able to manage multiple priorities and meet deadlines. Comfortable working in a growing and changing environment. Interested in continuous improvement and smarter ways of working. Demonstrates professionalism, integrity, and sound judgement.
Jul 27, 2026
Full time
I am recruiting on behalf of my client, a well-established and growing FMCG business, for an experienced HR Coordinator to join their team on a part-time basis. This is an excellent opportunity for an organised and detail-focused HR professional with payroll experience to support the delivery of HR operations across the full employee lifecycle. Working closely with the senior HR lead, you will ensure payroll is processed accurately, compliantly, and on time while providing effective HR administration support within a fast-paced operational environment. The successful candidate will join a collaborative organisation that values professionalism, integrity, care, and continuous improvement. About the Company My client is a long-established, family-run FMCG business with approximately 90 employees across multiple UK locations. The organisation operates within a fast-paced environment, providing distribution, warehousing, fulfilment, and logistics services to customers across the UK. The business is committed to delivering excellent service while maintaining a strong people-focused culture. Key Responsibilities Maintain accurate and confidential employee records across HR systems, ensuring compliance and data integrity. Coordinate onboarding activities, including contracts, right-to-work checks, system access, and inductions. Manage employee lifecycle administration, including starters, leavers, contractual changes, and employee records. Support recruitment activity, including advertising, interview coordination, offers, references, and pre-employment checks. Prepare HR documentation, correspondence, contracts, variations, and employee letters. Support managers with HR processes, documentation, and HR system usage. Assist with employee relations processes, including meeting preparation and accurate note-taking. Support HR reporting, audits, compliance checks, and policy administration. Identify opportunities to improve HR processes and employee experience. Process accurate weekly and monthly payroll for hourly and salaried employees. Validate payroll inputs including hours, overtime, bonuses, deductions, and statutory payments. Maintain payroll records and process payroll changes including starters, leavers, and amendments. Produce payroll reports, payslips, and supporting payroll documentation. Act as the first point of contact for payroll queries. Ensure compliance with UK payroll legislation, including HMRC requirements, pensions, statutory payments, and National Minimum Wage. Skills & Experience Previous experience within an HR Administrator, HR Coordinator, or HR & Payroll support role. Hands-on payroll processing experience for both hourly and salaried employees. Strong understanding of UK payroll legislation and HR compliance requirements. Experience within FMCG, logistics, distribution, warehousing, manufacturing, or a similar operational environment is desirable. Strong administration, organisation, and attention to detail skills. Experience using HR systems and payroll software; Sage Payroll and Sage HR are desirable. Excellent communication skills with the ability to build effective relationships at all levels. Professional and discreet approach when handling confidential information. CIPD qualification or working towards one is desirable. Personal Attributes Proactive, reliable, and solutions-focused. Able to manage multiple priorities and meet deadlines. Comfortable working in a growing and changing environment. Interested in continuous improvement and smarter ways of working. Demonstrates professionalism, integrity, and sound judgement.
Sewell Wallis are working with an established, forward thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key function within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team. The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is something of longer term interest. What will you be doing? Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities Prepare and present financial statements on Iris AP Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT Preparation of VAT Returns for clients using the correct software for that client Complete Company Secretarial duties using Iris Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any Liaise with Client Manager or Senior Manager for any taxation queries Gather personal tax return information for individuals Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients Ensure that Iris client data is correct and up to date Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients What skills will you need? AAT Qualified Strong analytical skills and attention to detail Previous experience working within an accountancy practice Commercial awareness and understanding of how tasks and activities impact the business and clients What's on offer? Flexible working options Hybrid working Highly competitive salary Study Support 25 days holiday + bank holidays Please apply below, or for more information, contact Lawrie Bacon. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jul 26, 2026
Full time
Sewell Wallis are working with an established, forward thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key function within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team. The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is something of longer term interest. What will you be doing? Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities Prepare and present financial statements on Iris AP Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT Preparation of VAT Returns for clients using the correct software for that client Complete Company Secretarial duties using Iris Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any Liaise with Client Manager or Senior Manager for any taxation queries Gather personal tax return information for individuals Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients Ensure that Iris client data is correct and up to date Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients What skills will you need? AAT Qualified Strong analytical skills and attention to detail Previous experience working within an accountancy practice Commercial awareness and understanding of how tasks and activities impact the business and clients What's on offer? Flexible working options Hybrid working Highly competitive salary Study Support 25 days holiday + bank holidays Please apply below, or for more information, contact Lawrie Bacon. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £55,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jul 24, 2026
Full time
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £55,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Jul 15, 2026
Full time
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.
Oct 09, 2025
Full time
Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Oct 08, 2025
Full time
IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
