107 jobs found

Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below

Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol. This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you'll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm's high standards of service. Duties: Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company procedures What's on offer: Salary: £25,000 - £30,000 (higher for experienced candidates) 4 days in the office, 1 day working from home (office based initially) 21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year) Exam funding & professional development support Free parking 4x Death in Service & Critical Illness Cover Workplace pension 5% About you: Previous experience in administration (financial services experience) Excellent attention to detail and organisational skills Strong written and verbal communication skills Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office) A proactive, can-do attitude with the ability to manage your own workload Professional, reliable, and committed to delivering excellent client service This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service

Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients. As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you'll build strong relationships whilst maintaining fully compliant client records on back office systems. This New Business Administrator position offers: - Variety across ISAs, bonds, investment accounts, pensions and protection - Autonomy in managing your workload to agreed service levels - The chance to spot opportunities and contribute to business growth - A collaborative team environment where you'll support colleagues New Business Administrator Requirements: Essential: - Financial services administration experience in life, pensions or investment products - Experience processing new business or working within an IFA, provider or similar environment - Experience liaising with advisers, paraplanners or product providers Desirable: - Strong understanding of maintaining compliant client records - Confident working with back office systems and Microsoft Office The Company You'll be joining a highly professional financial services business providing personalised advice to private clients. Their central support teams ensure advisers and clients receive an efficient, compliant and friendly service throughout the advice process, with a supportive culture offering long-term progression potential. New Business Administrator Benefits: - Salary: £27,000 - £32,000 - Company pension - Life assurance - Holiday entitlement - Additional employee benefits package - Hybrid working: 4 days office, 1 day home Location This role is based in Farnborough, Hampshire. Ready to take the next step in your career? Apply today to become our New Business Administrator! Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Financial Planning Administrator - Aberdeen (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Aberdeen. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.

Financial Planning Administrator - Inverness (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Inverness. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.

IFA Administrator Grantham Up to £30,000 Fully Funded Qualifications Clear Route into Paraplanning Are you looking to build a successful long-term career within Financial Planning? This is an outstanding opportunity to join a well-established and highly respected boutique Financial Planning firm that is committed to investing in its people. Offering fully funded professional qualifications, hands-on technical development, and a clearly defined progression pathway into Paraplanning, this role is ideal for someone eager to take the next step in their career. NJR Recruitment is delighted to be working in partnership with a growing Financial Planning practice based in Grantham. Renowned for delivering bespoke advice to High Net Worth clients, the firm combines professional excellence with a genuinely supportive and close-knit culture where employees are encouraged to develop and thrive. The Opportunity Working alongside experienced Financial Planners and Paraplanners, you will play a key role in supporting the delivery of exceptional client service while gaining valuable exposure to all aspects of the financial planning process. This position offers the perfect platform to build your technical knowledge, develop industry qualifications, and progress into a Paraplanner role within a business that actively supports career advancement. Key Responsibilities " Providing administrative support to Financial Planners and Paraplanners " Processing new business across pensions, investments, and protection products " Preparing client review packs and meeting documentation " Liaising with clients, providers, and third parties " Maintaining accurate client records and back-office systems " Assisting with the end-to-end financial planning process " Developing technical knowledge through structured training and mentoring About You To be successful in this role, you will have: " Previous experience within an IFA, Financial Planning, or Wealth Management environment " Alternatively, strong transferable experience gained within financial services " Excellent organisational skills and a keen eye for detail " Strong communication and relationship-building abilities " A genuine desire to develop a career in Paraplanning " A professional, proactive, and motivated approach What's on Offer? " Competitive salary of up to £30,000 " Fully funded professional qualifications and exams " Clear and supported progression into a Paraplanner position " Exposure to complex and rewarding High Net Worth client work " Ongoing training and professional development " Friendly, supportive, and collaborative team environment " Long-term career opportunities within a growing and successful firm If you're looking for a role where your ambition will be supported and your future development genuinely prioritised, we'd love to hear from you. For more information or to apply, please contact NJR Recruitment quoting reference NJR16920.

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

Paraplanner Location: Peterborough Salary: £28k - £40k (DOE) Job Type: Full-time, Permanent Hours: Monday-Friday About the Role We are looking for an experienced and detail-focused Paraplanner to join a growing financial planning team. Working closely with Financial Advisers, you will provide high-quality technical and administrative support throughout the advice process. You will play an important role in preparing client recommendations, researching financial products, producing suitability reports and ensuring all documentation is accurate, compliant and delivered within agreed timescales. This is an excellent opportunity for a Paraplanner who wants to develop their technical knowledge and build a long-term career within a professional financial planning environment. Key Responsibilities Supporting Financial Advisers throughout the client advice process Preparing suitability reports, recommendation letters and other client documentation Conducting research into investments, pensions, protection and other financial products Obtaining and analysing information from providers Preparing cash-flow forecasts and financial planning analysis where required Preparing client meeting packs and supporting advisers with meeting preparation Processing new business and maintaining accurate client records Liaising with product providers, platforms and other third parties Ensuring advice documentation meets regulatory and compliance requirements Monitoring outstanding actions and ensuring deadlines are met Supporting the team with ongoing client reviews and changes to existing arrangements Maintaining a high level of accuracy and attention to detail at all times About You We are looking for someone who is: Experienced within a Paraplanner, Financial Planning Administrator or similar role Ideally experienced within an IFA or financial planning environment Comfortable working with pensions, investments, protection and other financial planning products Highly organised with excellent attention to detail Confident researching and interpreting technical financial information Able to produce professional, accurate written documentation Comfortable working to deadlines and managing multiple cases simultaneously A strong communicator who can work effectively with advisers, providers and clients Proactive, reliable and keen to develop their technical knowledge Qualifications The CII Level 4 Diploma in Regulated Financial Planning or progress towards this qualification would be highly advantageous. We would also consider candidates with relevant financial services experience who are working towards their professional qualifications. If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you. Apply today with your CV to find out more about this exciting opportunity.

A leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm's Financial Consultants. Duties & responsibilities Include: Processing premium payments Answering the telephone, note and message taking, dealing with enquiries Creating new files. Maintaining accurate client and policy records through client management systems and associated IT solutions Liaising with third parties to obtain client valuations. Preparing illustrations for products, ready for advice team to present at client meetings. With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer Liaising with product providers and head office to maintain up to date product knowledge. Ensuring that all compliance procedures are adhered to Skills & Experience Required: Must have experience working in an IFA firm or Wealth Management experience Driven, with a 'can-do' attitude A high degree of accuracy and attention to deal Excellent organisational and planning skills with the ability to prioritise workloads Strong IT skills, including the use of MS Word, Excel & Outlook GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent) Benefits Include (subject to eligibility): Health & wellbeing programme Company events Additional leave Company pension Enhanced maternity and paternity leave Cycle to work scheme Life insurance Paid volunteer time Referral programme Hybrid working upon successful completion of a probationary period

Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.

IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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

IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 - £33,500 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. Key responsibilities: Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate) Managing cases from submission through to "in force" status Proactively managing pipeline cases in line with SLAs Raising new business invoices Booking annual review meetings Handling queries from advisers, clients, and providers Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA or provider environment) Experience processing new business across multiple product types Strong administrative and customer service skills Proficiency in Microsoft Word and Excel Minimum of 5 GCSEs (A-C / 9-4), including Maths and English Desirable: Experience with life, investment, or pensions products Exposure to DB transfers Understanding of regulated environments and compliance processes Benefits include: Private medical insurance (self-cover) Income protection (75% of salary for up to 3 years) Life assurance (4x salary) Critical illness cover (£50,000 lump sum) Pension (6% employer / 3% employee)

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

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm's IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required - e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work - wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact - when required You will assist with IC project work You will carry out adhoc Project work - when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location

IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.

Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.

PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.

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.