101 jobs found

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.

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.

Data Administrator 18.57ph-Temp Bank Station Financial Services 9am-5pm-Monday to Friday Hybrid A leading Wealth Management firm requires a data administrator to support to their small Training & Development team on temp basis to start ASAP. The role Monitor the Training & Development shared inbox Uploading qualifications and supporting certificates, ensuring records are accurately entered and appropriately filed Maintaining clear records for review by the Training & Development team Updating records of request and responses on qualification certificates Extracting data from the qualification spreadsheets using excel Creating reports using excel on qualification status Managing spreadsheets, filtering data and identifying gaps or duplicates The ideal candidate: Previous experience with high-volume data entry, document management or system maintenance essential Experience working within financial services desirable not essential Excellent attention to detail and methodical approach Intermediate with Excel- and MS Suite Ability to prioritise workload and work independently Happy to work independently and within a team If you have strong excel skills, enjoy working with data please send your CV forward today. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

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

Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts across a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.

Property Administrator (Financial Services) Liverpool City Centre (Hybrid - 1 day Work From Home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday with flexible start/finish times The Opportunity I'm currently working with a well-established financial services business based in Liverpool City Centre who are looking to add a Property Administrator to their growing team. This role sits within their pensions administration function and focuses on managing commercial property held within pension arrangements . It's a highly interesting and technical position, dealing with complex and high-value cases , offering excellent long-term development. Key Responsibilities Manage a portfolio of commercial properties within pension schemes Handle property transactions including acquisitions, disposals, leases, and rent reviews Work on complex casework , ensuring accuracy and attention to detail Ensure all activity is compliant with regulatory and pension scheme requirements Act as a key point of contact for internal teams, clients, and third parties Support and mentor junior team members where required Maintain strong documentation and audit trails across all cases About You Background in commercial property, conveyancing, SIPP/SSAS or legal property administration Previous exposure to financial services or pensions would be advantageous, but not essential Strong attention to detail with the ability to manage complex workloads Excellent organisational and communication skills Ability to work in a technical, process-driven environment A proactive approach with the confidence to take ownership of cases What's on Offer Salary up to 35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) Flexible working hours Strong benefits package Opportunity to step into a technical, specialist role within financial services Clear progression and development opportunities Why Apply? This is a fantastic opportunity for someone with a commercial property background to either continue developing within financial services or transition into the pensions/wealth sector , gaining exposure to highly technical and rewarding work. To apply or find out more, please send your CV to (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.

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

Administrative Assistant Location: Stoke Poges, Slough (SL2) Salary: £35,000 a year, working 9am- 5pm, 5 days a week Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs. The Rewards: Collaborative working environment The chance to extend your skills and experience Joining a motivated team that works hard to make a success of this Practice. The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Administrative Assistant You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisors You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrative Assistant To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable. Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Wealth Management Administrator Ayrshire£28,000 - £32,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Wealth Management Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please click Apply now. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

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.

Business Administrator Location: Edinburgh (EH10) Salary: Up to £30,000 (DoE) + Bonus + Benefits + Excellent career development opportunities Are you an enthusiastic administrator who could offer core support within a busy Financial Services and Wealth Management office? Are you keen to develop your skills and knowledge, and progress professional qualifications towards a career in Paraplanning or Financial Planning? You will be working as part of the team at a highly respected Partner Practice of St. James s Place Plc. The company won a Small Business of the Year award in 2022 and provides bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses. The Role: Business Administrator You will be part of the practice support team of 5, providing a high level of administrative support while maintaining an excellent level of communication with the team around you Focusing on liaising with and greeting clients for their appointments, with providers & third parties to gather information, and supporting 4 advisors in preparations and evidencing of meetings. Using a range of systems and AI tools to deliver work for advisors and clients efficiently. Full training is available, and opportunity to progress to technical administration, paraplanning and beyond. The Person: Business Administrator To be considered you will need: Strong attention to detail and be able to problem solve and think on your feet Excellent customer service and the ability to build rapport and manage client relationships Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion Preference for candidates with 1+ years experience in a customer facing role within a Financial Services environment, or a relevant qualification from higher education Rewards: The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients, they are committed to providing a robust career development pathway with training and study support. Benefits include Private Medical Insurance, Group Death in Service, Company Pension, a generous bonus scheme and a real chance to progress your career. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Business Processing Team Leader is responsible for leading and managing the national Business Processing Team - the specialist back-office function within Central Business Operations that owns all post-acceptance processing across the Wealth Advice Division. The role exists to ensure that every new business case is processed accurately, on time, and to a consistent standard across all 22,500 client households. The Team Leader is the single point of accountability for best execution compliance, fee accuracy, IO data integrity, and tracker management - and is the primary link between the Business Processing function and Central Business Operations leadership. Key Responsibilities Team Leadership and People Management Lead, manage, and develop the Business Processing Team. Set clear performance expectations for every team member against the six-step processing standard. Conduct regular one-to-ones, performance reviews, and development conversations. Monitor individual and team throughput, quality, and SLA compliance on a daily basis. Manage absence, capacity, and workload allocation across the team. Support the onboarding and training of new team members onto all relevant platforms and processes. Processing Quality and Oversight Own and maintain the six-step processing standard - Check, Fees, Submit, Monitor, Update, Close - ensuring every case follows the same process without exception. Conduct weekly audits of completed cases to verify quality, accuracy, and data cleanse compliance. Ensure that Step 6 record closure and IO data cleanse is completed on every case on the day of settlement. Identify and address recurring error types through targeted training and process updates. Act as the escalation point for all processing exceptions, provider delays, and compliance concerns. Ensure best execution timelines are monitored and met on every transfer case. Case Tracker and Visibility Own and maintain the central case tracker, ensuring every live case has a current status at all times. Ensure all Client Service colleagues have accurate, up-to-date visibility of every case in their adviser's pipeline. Escalate any case where best execution, fee accuracy, or data quality is at risk. Performance Reporting and MI Produce regular MI for the Head of Central Operations covering case volumes, same-day submission rates, error rates, fee accuracy, record closure rates, and best execution compliance. Identify trends in processing data that indicate systemic issues - with providers, case types, or the submission process - and raise them proactively. Provide input into the post-pilot review of the Business Processing model, including actual case time data and throughput figures. Process Improvement and Technology Continuously identify opportunities to improve processing speed, accuracy, and consistency. Work with Business Operations and technology teams to identify candidates for straight-through processing automation on the Third platform. Maintain up-to-date process documentation, submission guides, and training materials for all platforms in scope. Support the consolidation of business onto the Third platform, ensuring team processes are updated as provider platforms change. Critical Knowledge Investment platform processing, new business submission, and provider transfer processes within Wealth. IO or equivalent back-office CRM and portfolio management system. Best execution obligations in a regulated advice context. Quality control and audit frameworks in high-volume operational environments. Performance MI design and reporting in a processing or operations function. Critical Skills Proven ability to lead and manage a small specialist team in a regulated financial services environment. Strong quality control and accuracy management capability. Ability to design and maintain repeatable processes that scale with volume. Clear, confident communication with operational colleagues and senior stakeholders. Calm, delivery-focused leadership style suited to high-volume, deadline-driven environments. Experience Required Experience in a financial services operations, processing, or back-office role. Experience managing or leading a small team in a regulated environment. Demonstrable track record of maintaining accuracy and quality under volume pressure. Experience working with investment platforms and provider submission processes. Experience producing performance MI and using data to manage operational quality Qualifications (Essential and Desirable) Essential Strong general education with substantial relevant experience in financial services operations or processing within a regulated environment. Desirable Relevant financial services qualifications (e.g. CF1, R01, or equivalent). Experience working with the Third platform or equivalent wrap platform. Leadership or operational management development Key Interfaces (Internal and External) Head of Central Operations - direct line manager; performance reporting, escalation, strategic input Business Processing Administrators - direct reports Client Service colleagues across the Wealth Advice Division - receive packaged cases; provide tracker updates Wealth Advice Division leadership - regular MI reporting; exception escalation Provider platforms (Third and others) - oversight of submissions and SLA performance Business Operations - process governance, compliance oversight, technology roadmap

Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00) Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors The Opportunity Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon. As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team. This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression. The Company Thompson & Terry Recruitment's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative. In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance. Requirements Previous experience within a financial planning or wealth management environment Strong organisational skills, with excellent attention to detail A proactive and positive approach to work Confident communicator, both written and verbal Ability to manage multiple tasks and work effectively in a fast-paced environment A client-focused mindset, with a desire to deliver excellent service Thompson & Terry Ltd, trading as Thompson & Terry Recruitment are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond. We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments. No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. Applications from all suitably qualified individuals are encouraged. If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know. PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.