99 jobs found

IFA Administrator (Flexible / Financial Services) 33,000 - 36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Flexible Hours + Training + Progression Hillingdon Are you an IFA Administrator looking to join a well-established and stable IFA, which will offer you 33 days holiday, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for a stable business which look after their employees. They will offer you 2 days a week WFH, flexible hours and 33 days holiday. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Looking for work life balance Reference Number: BBBH 26249 IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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.

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.

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 .

Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.

Financial Planning Administrator Location: Cardiff Salary £30,000 - £35,000 DOE Full-Time, Part Time, Permanent An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in Cardiff. This role would suit someone with previous experience within financial planning administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support. The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion. Key Responsibilities: • Providing high-level administrative support to advisers and the wider team • Preparing client files and ensuring all compliance documentation is accurate and complete • Supporting pre- and post-meeting administration, including CRM updates • Processing applications and liaising with providers, clients, and third parties • Chasing applications and Letters of Authority to ensure timely completion • Producing client correspondence, reports, and review documentation • Handling inbound calls professionally and building strong client relationships • Running reports, illustrations, and collating key client information • Maintaining accurate records and supporting day-to-day operational processes Requirements: • Previous administration experience within financial services, wealth management, or a related sector • Experience using CRM systems such as Salesforce would be advantageous • Strong communication and client relationship skills • Excellent organisational skills and attention to detail • Ability to manage multiple tasks and work independently in a remote environment • Good working knowledge of Microsoft Office, including Outlook, Word, and Excel • Positive, proactive, and team-oriented approach This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment. If you are interested in the Financial Planning Administrator position then apply today and if successful one of our consultants will be in contact within 24 hours! Financial Planning Administrator, Financial Planning, Wealth Management, IFA, Hybrid, Administration

Job Title: IFA Administrator Location: London Salary: £30,000 to £35,000 Capio Recruitment are working with a well-established Financial Planning firm that is looking to add a Financial Administrator to its growing London team. This is an excellent opportunity for someone with at least a year's experience within Financial Planning or Wealth Management who is looking to build a long-term career in the industry. Joining a collaborative advice team, you'll play a key role in supporting Financial Advisers, ensuring clients receive an outstanding service while gaining exposure to all aspects of the financial planning process. This role would suit someone who enjoys being organised, thrives in a busy environment and is looking to develop their technical knowledge over time. The business is looking for someone with a positive attitude, strong communication skills and a genuine desire to progress within Financial Services. The Role Supporting Financial Advisers with the day to day administration of client cases Preparing applications, documentation and client meeting packs Liaising with providers, platforms and clients to progress new and existing business Processing Letters of Authority, valuations and ongoing servicing requests Coordinating client reviews and ensuring follow up actions are completed Maintaining accurate client records across internal systems Providing updates to clients throughout the advice process Working closely with colleagues to ensure an efficient and high quality service is delivered at all times What's Needed to Be Considered? A minimum of one year's experience within Financial Planning, Wealth Management or Financial Services administration A good understanding of pensions, investments and the financial advice process Excellent organisational skills with strong attention to detail Confident communication skills and a professional approach when dealing with clients A positive, proactive attitude and willingness to learn Experience using Financial Planning back-office systems would be advantageous Someone looking to build a long-term career within Financial Planning What's on Offer? Hybrid working Full training and ongoing professional development Support towards professional qualifications Clear long term career progression within a growing Financial Planning business A supportive, collaborative team environment where you can continue to develop your career To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.

PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You'll become one of the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role , whilst benefiting from a close knit team environment, and also benefiting from a friendly and sociable office setting shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The adviser is looking for someone who wants to build a long-term career. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include more involvement in IFA Admin and full exam support and development provided if desired What they are looking for Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within a PA/Admin/Financial services background, and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

Job Title: Senior IFA Administrator Location: London Salary: £35,000 to £45,000 Capio Recruitment are partnering with a highly regarded Financial Planning firm that is looking to appoint a Client Relationship Executive to join its London office. This is an excellent opportunity for an experienced Financial Planning Administrator or Paraplanner who enjoys building relationships and wants to move into a more client centric role. Rather than focusing purely on administration, you'll become the trusted point of contact for a portfolio of clients, working closely with Financial Advisers to deliver an outstanding ongoing service while helping to strengthen long term client relationships. This is not a junior administration position. The business is looking for someone with strong industry experience, a positive and proactive mindset, and someone who genuinely enjoys working with clients. If you're looking for a role where you can have a real impact on the client experience while continuing to develop your career within Financial Planning, this could be a fantastic opportunity. The Role Acting as the main day to day contact for a portfolio of Financial Planning clients Building trusted relationships through regular communication and proactive service Working alongside Financial Advisers to ensure a seamless client journey Coordinating client reviews, meetings and ongoing servicing requirements Liaising with providers and internal teams to ensure client requests are completed efficiently Supporting advisers with the implementation of recommendations and follow up actions Identifying opportunities to improve the overall client experience Maintaining accurate client records and ensuring excellent service standards are consistently delivered What's Needed to Be Considered? Previous experience within an Independent Financial Adviser or Wealth Management firm Background as an experienced IFA Administrator, Senior Administrator or Paraplanner Excellent communication skills with a genuine passion for building client relationships A proactive, organised and solution focused approach Strong understanding of pensions, investments and financial planning processes Progress towards the Level 4 Diploma would be advantageous, although not essential Someone who is ambitious, positive and excited to become part of a growing Financial Planning business What's on Offer? Hybrid working The opportunity to move into a genuinely relationship focused role Ongoing professional development and support with qualifications Long term career progression within a successful and expanding Financial Planning business A collaborative culture where delivering an exceptional client experience is the priority To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.

IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

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

IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!

IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!

Job Title: Client Liaison Manager Industry: Financial Services Location: Leicester Salary: £30,000 - £35,000 Reference Number: 10519 Recruit UK is working on an exciting opportunity for an experienced Client Liaison Manager to join a well-respected Wealth Management firm at their Leicester office. As a Client Liaison Manager, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements. Responsibilities Work closely with advisers and internal teams to ensure the smooth delivery of client services. Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures. What's in it for you: A competitive salary up to £35,000 depending on experience Hybrid working 25 days of annual leave + Bank Holidays Pension contribution Strong benefit package Fantastic workplace culture Skills and experience required: A minimum of 1 year's experience as a Client Manager, IFA Administrator, Pensions Administrator, or in a similar role within the Financial Services industry. A strong understanding of SIPP and SASS pension schemes. Excellent communication skills, with the ability to communicate clearly and effectively at all levels. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Financial Services Administrator A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload. If you've also worked in the following roles, we'd also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator SALARY: circa. £28,000 to £38,000 per annum pro-rata LOCATION: Yateley, Hampshire JOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview) JOB OVERVIEW This is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK. Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity. The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment. DUTIES Your duties as the Financial Services Administrator include: Case Processing : Process brokered cases from application through to completion Client and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possible Review Documentation: Produce client planning review documentation accurately and efficiently Research Support: Carry out protection and general insurance research as required Systems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where required Policy Retention: Support the business retention of existing policies Meeting Coordination: Arrange and participate in meetings, conferences and team activities Compliance Records: Maintain registers and client information databases in line with internal compliance requirements Workload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standards Service Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvement Office Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the service CANDIDATE REQUIREMENTS Previous experience within the financial services sector, including administration and processing experience A strong client service ethic Understanding of working with and extracting data from financial services platforms CII exams or an equivalent qualification to A Level standard Friendly and professional attitude with a proactive, can-do approach Microsoft Office experience Confident written, verbal and face-to-face communication skills with colleagues, clients and providers Able to commute within a realistic travelling distance of the Yateley office Accurate keyboard and data entry skills Good time management with the ability to prioritise workload and meet challenging deadlines Excellent attention to detail HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14976 Full-Time, Permanent Admin Jobs, Careers and Vacancies. Find a new job and work in Yateley, Hampshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ

Job Title: Part-Time Financial Services Administrator Industry: Financial Services Location: Corsham Salary: Up to £40,000 FTE (Pro Rata) Reference: 10522 Part-Time Financial Services Administrator role with a long-established independent financial planning firm, offering flexibility, a supportive team environment, and the opportunity to become an integral part of a successful business. Job Description: Recruit UK are working on behalf of a well-established Independent Financial Planning firm to recruit an experienced Financial Services Administrator to join their team in Corsham. This is an excellent opportunity to join a close-knit business that has been supporting clients for over 25 years. Due to increasing demand, they are looking for an experienced administrator to provide high quality support to their growing client base. The role is offered on a part-time basis, ideally 2-3 days per week, although the business is happy to be flexible with how these hours are worked. This could include shorter days across the week to accommodate school hours, making it an ideal opportunity for someone seeking genuine work-life balance. The successful candidate will have previous experience within financial planning and be confident using Intelligent Office and provider platforms from day one. Duties: Provide comprehensive administrative support to a Financial Adviser Process new business applications and provider transactions Prepare client documentation and meeting packs Maintain accurate client records using Intelligent Office (IO) Liaise with providers to obtain information and chase outstanding business Process Letters of Authority and client servicing requests Produce valuations and client reports Support advisers with ongoing client administration Ensure all client records and documentation are maintained in line with compliance requirements Deliver a high standard of client service and communication Benefits: Salary up to £40,000 FTE (pro rata), depending on experience Part-time, permanent position (2-3 days per week) Flexible working hours, including the option to work around school hours Office-based role within a friendly and supportive team 25 days' annual leave plus bank holidays (pro rata) Pension scheme Life assurance Private Medical Insurance following qualifying service Potential on-site parking Join a stable, long-established independent financial planning firm with an excellent reputation Skills and Experience Required: Previous experience within a financial planning or wealth management administration role is essential Experience using Intelligent Office (IO) is essential Knowledge of provider platforms and financial planning administration processes If you're an experienced Financial Services Administrator looking for a flexible, part-time opportunity within a friendly and well-established independent financial planning firm, we'd love to hear from you.

Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster. This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client's individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients' financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients' changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What's on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

IFA Administrator Maidstone, Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice based in Maidstone, with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA / Financial Planning environment Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.