Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.
Aug 10, 2026
Full time
Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
Aug 10, 2026
Full time
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Aug 10, 2026
Full time
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Aug 10, 2026
Full time
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)
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 Hybrid and flexible working arrangements 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
Aug 09, 2026
Full time
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 Hybrid and flexible working arrangements 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 Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 09, 2026
Full time
IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Aug 09, 2026
Full time
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Aug 08, 2026
Full time
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Aug 08, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
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.
Aug 08, 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.
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
Aug 08, 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.
Aug 08, 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.
Bell Cornwall Recruitment
Sutton Coldfield, West Midlands
IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Aug 08, 2026
Full time
IFA Administrator Sutton Coldfield (Office based) 28,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced IFA administrator or an administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an IFA Administrator or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Are you looking to make a real difference in the lives of vulnerable children and families? Our client is seeking a dedicated and organised individual to join their team as a Team Administrator. Their Independent Fostering Agency (IFA) is committed to providing high-quality care and support to children and families. As a Team Administrator, you will play a crucial role in supporting the team to fulfil their statutory and legislative duties. You will provide high-quality administrative support to the team to ensure efficient operations, organising and coordinating effective multi-agency meetings, arranging appointments and visits for the social workers, team managers, and family support workers, and acting as the first point of contact for the team. You will have experience of processing invoices and handling payments and be able to prioritise workload effectively. You will have excellent organisational and administrative skills, be a strong communicator and ideally have experience in minute-taking and event coordination. Knowledge and understanding of legislation, policy and guidance relating to Children and Young People's service work would be advantageous. So if you're looking for a new challenge and want to be part of an exciting journey to turn children's services around in Slough, then please apply.
Aug 08, 2026
Seasonal
Are you looking to make a real difference in the lives of vulnerable children and families? Our client is seeking a dedicated and organised individual to join their team as a Team Administrator. Their Independent Fostering Agency (IFA) is committed to providing high-quality care and support to children and families. As a Team Administrator, you will play a crucial role in supporting the team to fulfil their statutory and legislative duties. You will provide high-quality administrative support to the team to ensure efficient operations, organising and coordinating effective multi-agency meetings, arranging appointments and visits for the social workers, team managers, and family support workers, and acting as the first point of contact for the team. You will have experience of processing invoices and handling payments and be able to prioritise workload effectively. You will have excellent organisational and administrative skills, be a strong communicator and ideally have experience in minute-taking and event coordination. Knowledge and understanding of legislation, policy and guidance relating to Children and Young People's service work would be advantageous. So if you're looking for a new challenge and want to be part of an exciting journey to turn children's services around in Slough, then please apply.
Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Aug 08, 2026
Contractor
Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Financial Services Administrator Location: Hybrid (office/home working) Office in Uxbridge Hours: Full-time (37.5 hours per week) Salary: £33,000-£36,000 depending on experience Our clients are an independent financial planning practice committed to building long-term relationships with clients through exceptional personal service. As the business continues to grow, they are looking for an experienced Financial Services Administrator to join the team and play a key role in supporting both the advisers and clients. This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys working in a client-focused environment. The successful candidate will provide comprehensive administrative support throughout the financial planning process, ensuring that business is processed accurately, clients are kept informed, and advisers have everything they need to deliver an outstanding service. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process. Manage the end-to-end processing of new business across pensions, investments and protection. Handle Letters of Authority (LOAs), ensuring requests are submitted, monitored and followed through efficiently to obtain the required information from providers. Support the firm's ongoing Annual Review Service by preparing review packs, obtaining up-to-date valuations and policy information, scheduling reviews and ensuring service standards are maintained. Prepare documentation and client information for meetings. Liaise with providers, platforms and third parties to progress cases and resolve queries. Maintain accurate client records and workflows within Intelligent Office. Assist with report preparation and administration required by Paraplanners. Provide proactive updates to clients throughout the advice process, delivering a high standard of customer service. Identify opportunities to improve administrative processes and contribute to the continued efficiency of the business. Skills and Experience Essential Previous experience working within a Financial Services Administration role. Good understanding of pensions, investments and protection products. Excellent organisational skills with strong attention to detail. Ability to manage multiple cases and prioritise workload effectively. Strong written and verbal communication skills. Professional and personable approach when dealing with clients. Competent in Microsoft Office applications. Desirable Experience using Intelligent Office (iO). Experience using FE Analytics. Knowledge of industry platforms and provider systems. Experience supporting financial planners within an independent financial advice practice. Additional bonuses up to £3,000 per annum and excellent benefits
Aug 07, 2026
Full time
Financial Services Administrator Location: Hybrid (office/home working) Office in Uxbridge Hours: Full-time (37.5 hours per week) Salary: £33,000-£36,000 depending on experience Our clients are an independent financial planning practice committed to building long-term relationships with clients through exceptional personal service. As the business continues to grow, they are looking for an experienced Financial Services Administrator to join the team and play a key role in supporting both the advisers and clients. This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys working in a client-focused environment. The successful candidate will provide comprehensive administrative support throughout the financial planning process, ensuring that business is processed accurately, clients are kept informed, and advisers have everything they need to deliver an outstanding service. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process. Manage the end-to-end processing of new business across pensions, investments and protection. Handle Letters of Authority (LOAs), ensuring requests are submitted, monitored and followed through efficiently to obtain the required information from providers. Support the firm's ongoing Annual Review Service by preparing review packs, obtaining up-to-date valuations and policy information, scheduling reviews and ensuring service standards are maintained. Prepare documentation and client information for meetings. Liaise with providers, platforms and third parties to progress cases and resolve queries. Maintain accurate client records and workflows within Intelligent Office. Assist with report preparation and administration required by Paraplanners. Provide proactive updates to clients throughout the advice process, delivering a high standard of customer service. Identify opportunities to improve administrative processes and contribute to the continued efficiency of the business. Skills and Experience Essential Previous experience working within a Financial Services Administration role. Good understanding of pensions, investments and protection products. Excellent organisational skills with strong attention to detail. Ability to manage multiple cases and prioritise workload effectively. Strong written and verbal communication skills. Professional and personable approach when dealing with clients. Competent in Microsoft Office applications. Desirable Experience using Intelligent Office (iO). Experience using FE Analytics. Knowledge of industry platforms and provider systems. Experience supporting financial planners within an independent financial advice practice. Additional bonuses up to £3,000 per annum and excellent benefits
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 07, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 07, 2026
Full time
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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
Aug 07, 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
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
