19 jobs found

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

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

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

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

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

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

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)

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.

IFA Administrator (Progression To Paraplanner / Advisor) 35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + Progression Hillingdon Are you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions? 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 progression to a Paraplanner or Advisor position, with a company that will value your development through tailored training. 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 IFA Administrator Looking for progression to Paraplanner and Advisor positions Reference Number: BBBH 26249a 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.

Your new company An established and professional financial services business is seeking an Administrative Assistant to join its office-based team. 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, 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)

Paraplanner Wealth Management Salary: £30,000 - £35,000 per annum (dependent on experience) Location: Chester-le-Street (with occasional travel to other locations as required) Reports to: Practice Manager Direct reports: None About the Role Our client is seeking an experienced Paraplanner to join their established wealth management practice. This role is responsible for producing high-quality suitability letters, financial reports, and supporting documentation to assist advisers in delivering effective financial planning solutions to clients. The successful candidate will work closely with advisers, administrators, clients, and third parties to ensure accurate, compliant, and timely delivery of financial planning recommendations. Key Responsibilities Suitability Reports & Business Processing Produce accurate and compliant suitability letters and reports in support of client financial recommendations. Review and analyse information gathered by advisers and ensure all relevant client details are captured accurately. Liaise with advisers, administrators, clients, and third parties to obtain any outstanding information required. Gather and review ceding scheme information from external providers. Maintain accurate client records and update relevant systems following completion of reports and documentation. Work closely with administration teams to ensure smooth processing of client cases. Use established checklists and processes to maintain high standards of quality and compliance. Compliance & Regulatory Responsibilities Keep up to date with regulatory changes, industry developments, and internal advice guidance. Ensure all work complies with company procedures, regulatory requirements, and best practice standards. Identify and escalate any potential compliance or risk issues where required. Maintain awareness of changes to templates, processes, and technical guidance. Practice Support & Development Support the wider team by ensuring processes are completed efficiently and within agreed timescales. Contribute to the continuous improvement of systems, processes, and procedures. Maintain knowledge of financial planning tools and research systems, such as Analytics and Voyant. Take responsibility for ongoing professional development and maintaining relevant industry knowledge. Attend training sessions, forums, and workshops as appropriate. Client & Team Relationships Maintain a professional and approachable manner when working with colleagues, clients, advisers, and external contacts. Build strong working relationships through effective communication and reliable delivery. Support the delivery of a first-class client experience through accurate and timely work. Candidate Requirements Experience & Qualifications Previous experience working as a Paraplanner within an IFA, wealth management, or financial planning environment. Experience producing suitability reports and supporting financial advisers. Experience working within a regulated financial services environment. Ideally hold, or be working towards, a DipPFS qualification (or equivalent), with a desire to progress towards diploma or chartered status. Experience developing and maintaining processes, systems, and procedures would be advantageous. Strong IT skills, including confidence using Microsoft Office packages. Skills & Attributes Excellent attention to detail with a strong focus on accuracy and quality. Strong analytical and numerical skills. Ability to manage competing priorities and work effectively to deadlines. Comfortable working independently while contributing positively as part of a team. Ability to interpret complex information and present it clearly and accurately. Strong communication skills with the ability to build effective relationships. Professional, organised, and proactive approach to work. Ability to understand and communicate client needs, objectives, and potential outcomes. Core Competencies Quality Focus Takes ownership of work quality, accuracy, and delivery, achieving results with minimal supervision. Teamwork Works collaboratively with colleagues to achieve shared objectives and deliver excellent outcomes. Adaptability Responds positively to change and embraces improvements to processes and ways of working. Continuous Development Demonstrates commitment to learning, professional development, and improving technical knowledge. Effective Communication Communicates clearly and adapts style appropriately for different audiences. Planning & Organisation Manages workload effectively, prioritises tasks, and meets agreed deadlines. Client Focus Supports the delivery of an exceptional client experience through professional, accurate, and timely service. Additional Information This role profile outlines the main responsibilities and expectations of the position at the time of publication. Duties may evolve over time to reflect changes within the business and wider financial services environment. Employees are expected to remain flexible and undertake additional responsibilities that are appropriate to the role and level of responsibility. All team members are also expected to raise any potential risks, compliance concerns, or operational issues identified during their work.

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to £35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

IFA Administrator Location: Liverpool Contract: Permanent, Full-Time Salary: 28,000 - 30,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input. Key Responsibilities Provide day-to-day administrative support to advisers and paraplanners. Manage client correspondence, including letters, emails, and telephone queries. Prepare and process new business applications and policy documentation. Maintain client records and update internal systems accurately. Liaise with product providers to obtain policy information, valuations, and updates. Assist with compliance checks and ensure regulatory requirements are met. Support the preparation of client review packs and reports. Candidate Criteria Previous experience in an IFA, wealth management or financial services environment Experience of preparing client documentation on behalf of Financial Advisors Strong administrative and organisational skills with excellent attention to detail Great communication skills with the ability to work well on own initiative as well as part of a team If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development 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. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. 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.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.