116 jobs found

Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.

Administrator Hybrid - Maidstone (3 days in the office, 2 from home) 30,000 - 32,000 Are you a highly organised administrator looking for your next opportunity? Do you enjoy working with processes, managing multiple tasks and ensuring everything is completed accurately and on time? Our client, a respected and forward-thinking Wealth Management business, is looking for an Administrator to join their friendly and supportive team. Previous IFA or Financial Services experience is not essential - we are keen to speak with candidates who have strong administrative experience, excellent attention to detail and a willingness to learn. In this role, you will work closely with Financial Advisers and colleagues, providing administrative support across a variety of client-related activities. Responsibilities will include preparing documentation, processing new and existing business, obtaining information from providers, handling client enquiries and ensuring records are maintained accurately and efficiently. We are looking for: Strong prove administration experience Excellent attention to detail and organisational skills Ability to prioritise a busy workload Confident written and verbal communication skills Good IT skills and a proactive approach to learning Team player with the ability to work independently In return, you'll join a company known for investing in its people, offering ongoing training, support with professional development and qualifications, hybrid working and an excellent working environment. If you're looking for an opportunity to build a long-term career with a business that values development and progression, 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.

About the Role We are looking for an organised and detail-focused Corporate Administrator to join our corporate department on a full time, office-based basis. You will provide essential administrative support to advisers and the wider team, helping to ensure client files, correspondence and processes run smoothly and accurately. Key Responsibilities Client & File Administration Prepare, process and maintain client files and records, ensuring accuracy and compliance with company procedures. Support advisers with the preparation of client documentation, reports and correspondence. Input and update client data across internal systems and databases. Ensure documentation is filed, tracked and retrievable in line with regulatory requirements. Group Schemes Administration Provide ongoing administration of group pension schemes, including member updates, contributions and renewals. Administer other group risk schemes (e.g. group life, income protection, private medical insurance), liaising with providers as required. Keep scheme records accurate and up to date, and respond to member and employer queries relating to group schemes. Correspondence & Communication Handle incoming and outgoing correspondence relating to client and corporate matters. Liaise with clients, providers and third parties by phone and email in a professional manner. Draft routine letters, emails and administrative communications. Process & Compliance Support Support the corporate department with day-to-day administrative processes and workflows. Assist with the preparation of reports, valuations and meeting packs. Help ensure processes meet internal compliance and regulatory standards. Provide diary management and scheduling support for advisers and meetings. Skills & Experience Previous experience in an administrative role, ideally within financial services or a corporate environment (essential). Strong attention to detail and high level of accuracy. Excellent written and verbal communication skills. Well organised, with the ability to manage multiple tasks and deadlines. Confident using Microsoft Office (Word, Outlook, Excel) and client database systems. Understanding of confidentiality and data protection requirements. Experience with financial services processes or terminology is desirable. Personal Attributes Methodical, accurate and detail-oriented. Reliable, professional and trustworthy with sensitive information. Proactive, with a willingness to take ownership of tasks. A strong team player who works well under guidance and independently. What We Offer Competitive salary, dependent on experience. Full time, office-based role within a supportive team, one day work from home per week will be offered after successfully completing probation Opportunity to develop within the financial services sector. Group Pension Scheme 20 days holiday (rising to 25 according to length of service) Christmas shut-down Group Medical Benefits Group Life Group PHI Company Culture At Radcliffe IFA, we're a close-knit team built on trust, integrity and genuinely caring about the people we work with - both our clients and each other. We take pride in our professional, polished environment while keeping things approachable and friendly day to day. We support one another, value initiative, and believe good work deserves recognition. If you're looking for a workplace where your contribution is noticed and your career can grow, you'll feel at home here.

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

IFA Administrator Belfast £26,000 - £32,000+ Benefits (DOE) Are you looking to build a long-term career within financial planning? We're working exclusively with a highly respected and long-established financial planning firm in Belfast that is seeking an IFA Administrator to join its supportive and experienced team. With over 30 years of success, this business has built an excellent reputation for client service, staff development and retention. An exciting opportunity has arisen for an administrator to join the firm and play a key role in supporting advisers and clients across pensions, investments and protection. This is more than just an administration position. For the right individual, there is a genuine pathway towards Paraplanning and Financial Adviser progression, supported by ongoing training, development and professional qualifications. The Role As an IFA Administrator, you'll provide comprehensive support to the advisory team, helping to ensure a seamless experience for clients and the efficient management of new and existing business. Key responsibilities include: Supporting pensions, investments and protection administration. Processing new business applications and servicing requests. Managing client reviews and ongoing servicing requirements. Maintaining accurate and compliant client records. Updating and managing information through the firm's back-office system. Liaising with providers, platforms and clients to obtain required information and documentation. Processing fund switches, withdrawals, top-ups and client servicing transactions. Tracking applications and transactions through to completion. Preparing client documentation, correspondence and reports. Assisting advisers with meeting preparation and follow-up actions. Ensuring all activities are completed in line with regulatory and compliance requirements. About You We're open to speaking with candidates from a variety of financial services backgrounds. Previous experience within an IFA or wealth management environment would be advantageous, but attitude and potential are equally important. You'll ideally possess: Strong administration and organisational skills. Excellent attention to detail. A genuine interest in financial planning and wealth management. Strong communication skills, both written and verbal. Good IT and systems capability. A professional, reliable and trustworthy approach. A willingness to learn and develop. The ability to work both independently and collaboratively. Desirable Experience IFA Administration Wealth Management Administration Pensions Administration Investment Administration Financial Services Customer Support Experience with financial planning back-office systems What's on Offer? Salary of £26,000 - £32,000 DOE Clear progression path towards Paraplanning and Advisory roles Support with professional qualifications and ongoing development Established and highly regarded financial planning firm Supportive, experienced and close-knit team Excellent staff retention and long-term career prospects Modern office with free parking and strong transport links Friendly, flexible and approachable management team If you're looking to join a firm that values development, promotes from within and offers genuine long-term career opportunities within financial planning, we'd love to hear from you. Please apply now or contact Rhyan Scott at Reed Financial Services for more information.

Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Altrincham, Cheshire Salary: £30,000 - £34,000 (Dependent on Experience) Benefits: 25 days annual leave plus your birthday off Company pension scheme Life assurance Perkbox employee benefits and discounts Company social events Ongoing learning and development opportunities Hybrid working following successful completion of probation Flexible working hours (Monday to Friday) Supportive and collaborative working environment About the Company: Our client is a well-established and highly respected financial planning practice, providing tailored financial advice to business owners, professionals and high-net-worth individuals. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and professional operations team. This is an excellent opportunity for an experienced IFA Administrator who enjoys working in a fast-paced financial planning environment and takes pride in delivering exceptional client service. Key Responsibilities: Manage the end-to-end processing of new investment, pension and protection business. Submit new business applications accurately through St. James's Place electronic business systems. Monitor and progress applications from submission through to completion, ensuring cases move efficiently. Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays. Chase outstanding documentation, transfer requests and provider information. Keep advisers and clients informed throughout the application process. Maintain accurate client records using CRM systems. Prepare client meeting packs, presentation packs and documentation for adviser meetings. Support advisers with post-meeting administration and implementation of recommendations. Ensure all documentation is processed in line with FCA regulations and internal procedures. Arrange regular case review meetings with advisers to discuss pipeline progress. Act as a key point of contact for advisers, clients and product providers. Provide professional and timely updates to clients regarding their applications. Support the day-to-day administration of the office. Assist with ordering office supplies and contributing to improvements in administrative processes. Provide additional administrative support across the wider operations team when required. Take ownership of your new business pipeline, ensuring every case is progressed efficiently from start to finish. What We're Looking For: Previous experience as an IFA Administrator within Financial Services or Wealth Management. St. James's Place experience is essential , including experience using iBusiness. Ideally a minimum of two years' experience in a similar IFA Administrator position. Experience processing investments, pensions and protection business. Excellent organisational skills with the ability to manage multiple cases simultaneously. Exceptional attention to detail and accuracy. Strong written and verbal communication skills. Professional and confident telephone manner. Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams. Ability to work independently while contributing positively within a team. A proactive approach with excellent problem-solving skills. High levels of integrity and professionalism when handling confidential information. Candidates should ideally live within a 30-40 minute commute of the Altrincham office, preferably within the South Manchester area. Desirable Skills: Experience using Salesforce or other CRM systems. Previous experience using St. James's Place systems, including iBusiness. Good understanding of investment, pension and protection products. Experience working within an Independent Financial Adviser (IFA) or Wealth Management practice. How to Apply: Interested? Submit your CV today! If your experience aligns with this IFA Administrator opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.

Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.

Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.

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.

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 sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. It is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

The Company: A small, family-feel, York-based Chartered IFA business are looking to recruit an industry experienced Financial Planning Administrator who has ideally come from a small IFA business type background; where 1 to 1 support has always been prevalent. This role/remit offers and extremely flexible working setup that will suit a career Administrator who wants that relaxed, team focused working environment that sits far away from the corporate world. Head Office Location: York Working Setup: Hybrid but flexible - Generally 2-days office & 3-days WFH Package: £32-35k base DOE + bonus and company benefits Bonus: Discretionary - Paid annually Holidays: 25-days + stats The Role: You will have day to day responsibility for client administration and will be expected to provide support for key areas of the financial planning process which include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Adding plan/investment information Preparation/Implementation of advice which includes: Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online & paper) Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business and associated service case workflows to track through to issue and investment Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies Maintaining accurate records of these trades to ensure valuation reconciliation Ensure that all actions within the Diary Manager are dealt with within the required timescales and all diary entries are updated when relevant Ensure all client files are correctly formatted, tidy and contain all appropriate information/documentation Ensure that fact-find sections are completed and updated when appropriate Provide general office administrative support including filing, scanning, photocopying, post & franking The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 3+ years' experience within private wealth focused adviser support. Demonstrable knowledge of, and proficiency in FE Analytics (or similar system) would also be hugely advantageous. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Financial Services Administrator Worthing, BN12 4NX Salary up to £35K Pension Annual Bonus Possibility of condensed hours About Our Client: Our client is an independent financial advisory firm based in Goring, Worthing. They specialise in working with clients who are in retirement, approaching retirement or planning for the future. They are committed to delivering high-quality, personalised advice, helping clients make the most of all the resources available to them. Authorised and regulated by the Financial Conduct Authority (FRN 197107). This small, close-knit team prides itself on professionalism, attention to detail and a genuine commitment to client service. Package Details: The successful candidate will receive a basic salary of up to £35,000 depending on experience & qualifications. Other benefits include: 28 days holiday (including bank holidays) Company pension scheme Discretionary annual bonus Flexible working - minimum 4 days per week, with compressed hours considered A welcoming office environment shared with a friendly accountancy firm of around 15-16 colleagues The opportunity to work directly alongside a Chartered Financial Planner and contribute meaningfully to client outcomes A genuinely flexible employer - actively welcome returners, career changers and those seeking a better work-life balance Scope to develop your skills and grow into the role Future option to work partly from home, subject to business needs Purpose of the role: They are looking for a highly organised and proactive Administration Executive to join the team. This is an excellent opportunity for someone with a background in financial services administration who is eager to contribute to a growing, client-focused advisory practice. You will play a central role in keeping their operations running smoothly, supporting the advisers and ensuring an outstanding experience for the clients. Duties and Responsibilities: Send, chase and process letters of authority and plan information with providers Process new business, switches (on and off platform) and client withdrawals Liaise with product providers on behalf of clients, including certification of documents where required Collate and verify evidence of identity in line with compliance requirements Oversee the production and checking of bespoke quarterly client valuations Manage the annual review process, ensuring reviews are scheduled, completed on time and appropriately recorded Support the processing of client risk analyses Coordinate tax reporting information for clients and their accountants, including Capital Gains Tax reporting Manage threads and tasks within XPlan Handle invoicing and credit control and monitor fee collection Manage incoming and outgoing post, scanning and electronic filing Book meetings and organise meeting rooms Greet and welcome clients and visitors to the office The Ideal Employee: Self-motivated and willing to take initiative Committed to professional self-development, with an openness to embracing new technologies such as AI tools A collaborative team player who is comfortable working within a small, close-knit team Positive, professional and client-focused in approach Experience required: Essential Minimum two years ' administration experience within a financial planning or IFA firm Ability to liaise effectively with a variety of product providers and accommodate their individual processes Highly organised, with a systematic approach to managing workload and supporting colleagues Strong attention to detail and a commitment to accuracy Proficient in Microsoft Office (Word, Excel, Outlook) Desirable Working knowledge of financial products including investment bonds, SIPPs, VCTs and investment platforms Understanding of how commission and fee structures operate within the advisory industry Experience using XPlan practice management software Familiarity with FCA regulatory requirements relevant to financial services administration

A long established IFA practice with a sizeable operation are keen to appoint an experienced IFA Sales Support technician to work in their Nottingham Office. This would suit an individual with at least 12 month Investment or IFA Administration experience. Working largely from the offices ( with some flexibility for hybrid working after probabtion) the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.

Join an established team as an IFA Administrator, where you will provide crucial administrative support to financial advisers, ensuring top-notch client service, meticulous record-keeping, and adherence to regulatory standards. This role is ideal for someone with a keen eye for detail and a strong background in administrative tasks within the financial sector. Day-to-day of the role: Client Administration: Prepare client documentation and suitability report packs. Process new business applications for investments, pensions, protection, and savings products. Manage client records and maintain CRM systems. Handle client correspondence via email, telephone, and post. Schedule client meetings and prepare meeting packs. Provider and Product Liaison: Contact pension, investment, and insurance providers for information and updates. Obtain valuations, policy information, and fund details. Track outstanding business and follow up on applications. Compliance and Regulation: Ensure client files meet FCA and company compliance standards. Complete anti-money laundering (AML) and Know Your Customer (KYC) checks. Maintain accurate audit trails and client documentation. Support advisers during compliance reviews and audits. Business Processing: Process pension transfers, investment applications, withdrawals, and fund switches. Monitor pipeline business and provide progress updates. Resolve administration issues with providers and clients. Client Service: Respond to client queries professionally and promptly. Build strong relationships with clients and providers. Support ongoing client review processes. Required Skills & Qualifications: Essential: Previous IFA administration experience. Strong attention to detail and accuracy. Excellent communication and organisational skills. Proficiency in Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and deadlines. Knowledge of pensions, investments, and protection products. Familiarity with FCA regulations. Experience using systems such as Intelligent Office, XPLAN, Adviser Office, or Dynamic Planner. Benefits: Competitive salary based on experience. Opportunities for career progression within the financial sector. Supportive and dynamic work environment. Access to industry training and development.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

IFA Technical Administrator & Report Writer: £40,000, a 4% annual bonus, 5% employer pension and 25 days holiday plus bank holidays. This is a technical administrator and report writer job for someone who wants to be the person the advisers actually come to, not the one sat at the back writing reports for people you barely speak to. About the firm: A well-established wealth management practice in Knutsford, in the region of £300m AUM with five advisers looking after business owners, senior executives and retired private clients. The owners are the draw here, relaxed, fair, transparent and genuine, and a practice manager was brought in specifically to get the systems and processes right, so this technical administrator job sits inside a support function that works rather than one that is firefighting. The job: This is a hands-on technical administrator and report writer job with real client contact and genuine responsibility for the technical work. Acting as the technical point of contact for the advisers, from new business through to ongoing reviews Writing clear, compliant suitability reports and recommendations Building and maintaining plans across investment, retirement, tax and estate planning Preparing client review documentation, cashflow updates and investment performance analysis Obtaining and analysing product information, quotes and illustrations for comparisons Attending client meetings and liaising with clients and third parties to keep cases moving What you'll need: Paraplanning or technical administration experience within an IFA or wealth management firm Experience producing suitability reports and cashflow models Confidence dealing with clients, advisers and third parties, the part that matters most in this job Strong understanding of financial planning principles and regulatory requirements Exceptional attention to detail, strong numeracy, and good Excel and Word skills Level 4 Diploma (or working towards it), pension transfer experience, IHT product knowledge and familiarity with Voyant are all a bonus rather than essential. The package: £40,000 5% employer pension contribution 4% annual bonus 25 days holiday plus bank holidays Study support if you want to take your exams Hybrid and flexible working for the right person Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other technical administration and paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

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

Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based