115 jobs found

IFA Administrator Salary: £DOE Duration: Permanent, Full time, office-based Benefits: 25 days' annual leave plus bank holidays, study support and leave, free parking, DIS, pension, career progression prospects The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity with a meritocratic organisation, where your career development will be fully supported. Our client are open to candidates with relevant industry experience or those seeking to start their financial services career.

Job Title: IFA Administrator Industry: Financial Services Location: Blackpool Salary: Up to £30,800 DOE Reference Number: 10541 Recruit UK is working with a well-respected Wealth Management firm in Blackpool, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion. Prepare client appointment packs and manage adviser diaries. Ensure all documentation meets FCA regulatory standards. Gather data for cash flow modelling and portfolio analysis. What's in it for you: Competitive salary up to £30,800 (depending on experience). 26 days' annual leave, increasing with length of service. Auto-enrolment pension. Share Incentive Plan. Private Medical Insurance. Death in Service (DIS) cover. Income Protection. Enhanced maternity leave. Paid paternity leave. Electric car scheme. Cycle to work scheme. Hybrid working. Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

IFA Administrator Salary: £DOE Duration: Permanent, Full time, office-based Benefits: 23 days' annual leave plus bank holidays, study support, free parking, DIS, pension, career progression prospects The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity with a meritocratic organisation, where your career development will be fully supported.

Customs Administrator Location: Stafford Duration: 12-Month Contract Hourly Rate: £15.11 PAYE per hour Working Arrangements: Full time on site Working Hours: Mon-Thurs: 08:00-16:30 Fri: 08:00-13:00 We're seeking a Customs Administrator to support daily import and customs activities within a busy, fast-paced team. This is a great opportunity to gain experience in a highly regulated and evolving trade environment. Key Responsibilities Manage import processes and prepare clearance instructions Liaise with customs brokers (e.g. DHL, SIFA) Review import documentation for accuracy and compliance Support timely and compliant movement of goods into the UK Requirements Experience in customs or international trade Strong attention to detail and organisation skills Good communication and teamwork Proficient in Microsoft Office

Job Title : Trainee Paraplanner Location : Sutton Coldfield (office based) Salary : From 35k per annum depending on experience and qualifications Job Type : Full-time, Permanent Working Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pm About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Trainee Paraplanner to join our team within a dynamic Independent Financial Adviser (IFA) firm. This role is critical in providing technical support to financial advisers, our outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Key Responsibilities: Provide technical support to our financial adviser team. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with product Draft Suitability Reports and client recommendation letters ensuring accuracy and compliance. Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports. Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations. Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements. Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office). Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations. Contribute to the continuous improvement of operational processes and documentation standards. Act as a point of contact for adviser queries regarding technical matters. About you : Existing IFA paraplanning experience and part way through Diploma is preferred Attention to detail Able to work well within a team and individually What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Junior Paraplanner, Assistant Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Research Analyst, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.

IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.

Adaptable Recruitment are excited to be working with a thriving business based in Liverpool City Centre who is looking to recruit an experienced Pension Payroll Administrator to join their vibrant team. Salary and Benefits Up to £34000 per annum 25 days holiday + Bank Holiday Private Medical after a qualifying period 4 x salary death in service benefit Job Duties and Responsibilities Payroll Processing Process regular and ad-hoc pension payrolls (monthly, quarterly, annual) Calculate and process: Pension income payments Tax deductions (PAYE) Lump sums, drawdown payments, and death benefits Ensure all payments are authorised and released within agreed SLAs Tax & Compliance Apply PAYE tax codes in line with requirements Submit Real Time Information (RTI) reports accurately and on time Process P45s, P60s, and year-end tax reconciliations Maintain compliance with pension legislation and internal controls Member & Adviser Support Respond to member, IFA, and third-party queries relating to payroll and payments Provide clear, accurate explanations of tax and payment calculations Support vulnerable customers in line with Consumer Duty expectations Systems & Data Management Maintain accurate member records across payroll and administration systems Update tax codes, bank details, and payment instructions Support system testing, upgrades, and process improvements Continuous Improvement Identify opportunities to improve payroll processes, controls, and efficiency Support automation and standardisation initiatives Contribute to operational KPIs and service delivery reporting Key Skills & Experience Essential Strong understanding of PAYE and pension taxation Knowledge of RTI submissions and HMRC requirements High level of accuracy and attention to detail Ability to manage multiple payroll cycles and deadlines Desirable Experience with pension administration platforms Understanding of drawdown and complex benefit payments Experience in a regulated financial services environment Experience in pension payroll administration Competencies Strong organisational and time management skills Analytical and problem-solving ability Clear and professional communication Customer-focused mindset Ability to work independently and as part of a team

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

IFA Administrator (Progression To Paraplanner / Advisor) 35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + Progression Hillingdon Are you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for progression to a Paraplanner or Advisor position, with a company that will value your development through tailored training. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person IFA Administrator Looking for progression to Paraplanner and Advisor positions Reference Number: BBBH 26249a IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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

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

Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!

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.

Assistant to Financial Advisor Sutton Coldfield (Office based) 30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Assistant to Financial Advisor or an PA / administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an Assistant to Financial Advisor or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Customs Administrator Stafford, Commutable from: Stoke-on- Trent, Uttoxeter, Telford, Wolverhampton, Cannock, Stone. Rugeley, Lichfield 16.10 per hour (Umbrella) Inside IR35 12 month initial contract Excellent role for someone with previous customs or import experience who is looking to develop their skills while working within an established team for a global market leading company. Do you have experience in customs, imports or trade? Are you looking for a varied administrative role within a highly regulated and constantly evolving environment? This company are a truly multinational organisation who have an unrivalled reputation for the high quality of their products the world over. Due to their continued growth, they are now looking to add to their specialist team. In this role you will be working within a 5-person team, managing day-to-day import and customs activities alongside another team member. You will be responsible for preparing clearance instructions for customs brokers, reviewing import documentation and ensuring shipments are processed accurately and compliantly. The role will be full time and based on site in Stafford. The Role: Managing day-to-day import and customs activities within the business Preparing clearance instructions for customs brokers such as DHL and SIFA Reviewing import documentation and ensuring entries are accurate Supporting the timely and compliant movement of materials into the facility Working closely with customs brokers and internal teams Long term 12 month contract working within an established 5-person team The Person: Previous experience within customs is essential Experience within trade, imports, logistics or supply chain would be beneficial Strong attention to detail and excellent organisational skills Able to prioritise workloads and manage multiple tasks effectively Good communication and teamwork skills Good working knowledge of Excel, Word, SharePoint and Outlook Any relevant customs or trade qualifications would be beneficial but are not essential Reference: BBBH(phone number removed) To apply for this role or to be considered for further roles, please click "Apply Now" or contact Fred Sibley at Rise Technical Recruitment. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.

Dorking - Office Based - 9-5 initially 1 year FTC. Part time possible Role Purpose Working closely with Advisers, Paraplanners and colleagues across the business, the role helps ensure client work is completed efficiently, regulatory requirements are met and an exceptional client experience is delivered throughout every stage of the financial planning journey. Career Development Opportunity This role offers an excellent opportunity for an experienced Financial Services Administrator to further develop their technical knowledge and expertise within a Chartered Financial Planning practice. Working alongside experienced Financial Advisers, Paraplanners and colleagues across the business, the successful individual will continue to build their understanding of financial planning, regulatory requirements and client service whilst developing broader operational knowledge within a professional advice environment. Client Administration Prepare client meeting packs and supporting documentation accurately and within agreed timescales. Process new investment, pension and protection business from application through to completion, ensuring all regulatory and compliance requirements are met. Prepare and process client transactions, including fund switches, withdrawals, surrenders and other servicing requests. Maintain accurate and up-to-date client records using the company's CRM and business systems. Ensure all documentation is complete and accurately prepared before submission to the Paraplanning team. Carry out relevant calculations and administrative checks to support the advice process. Maintain high levels of accuracy whilst ensuring agreed service standards are achieved. Adviser Support Provide proactive day-to-day administrative support to Financial Advisers. Manage adviser diaries, meeting arrangements and follow-up actions where required. Liaise with product providers and administration centres to obtain client and policy information. Investigate and resolve adviser and client queries promptly and professionally. Quality & Compliance Ensure all work is completed accurately and in accordance with company procedures and regulatory requirements. Promote high standards of accuracy, professionalism and client care. Maintain awareness of regulatory developments relevant to the role. Escalate risks, errors or concerns appropriately. Knowledge, Skills & Experience Essential Experience working within a Financial Planning, Wealth Management or Independent Financial Adviser (IFA) environment. Strong understanding of financial planning administration processes and client servicing. Excellent organisational skills with the ability to manage multiple priorities and meet deadlines. Exceptional attention to detail and commitment to producing accurate, high-quality work. Strong communication and interpersonal skills, with the ability to build positive working relationships with colleagues, clients and external providers. Good working knowledge of Microsoft Office applications and client relationship management (CRM) systems. Ability to work independently whilst contributing positively to a collaborative team environment. Commitment to delivering excellent client service and maintaining high professional standards. Desirable Minimum two years' experience within a similar Financial Services Administration role. Understanding of St. James's Place systems and processes. Relevant Financial Services qualification (or willingness to work towards a recognised professional qualification). Experience working within a regulated financial services environment. Knowledge of pensions, investments and protection products. Key Competencies for Success in the Role Self-Management Demonstrates professionalism, reliability and accountability. Manages workload effectively and consistently meets agreed deadlines. Maintains high standards of accuracy and attention to detail. Takes ownership of work and learns from experience. Demonstrates resilience and remains organised when managing competing priorities. Communication & Collaboration Communicates clearly, professionally and respectfully with colleagues, clients and external providers. Builds positive working relationships across the business. Shares knowledge and supports colleagues where appropriate. Works collaboratively to achieve shared objectives. Adapts communication style to suit different situations and audiences. Client Focus Delivers a professional and responsive service to clients at all times. Takes ownership of client enquiries and follows them through to completion. Understands the importance of building trust and confidence with clients. Recognises the importance of maintaining the firm's reputation through excellent client service. Operational Excellence Produces accurate, high-quality work with minimal supervision. Prioritises work effectively to meet service standards and deadlines. Consistently follows company procedures and regulatory requirements. Identifies opportunities to improve efficiency and ways of working. Maintains organised and accurate records. Technical & Professional Knowledge Demonstrates sound knowledge of financial planning administration processes. Maintains knowledge of industry developments and regulatory requirements relevant to the role. Uses business systems confidently and accurately. Demonstrates a commitment to continuous professional development. Applies technical knowledge to support positive client outcomes. Company Values and Behaviours Compassionate Takes time to understand the needs of clients and colleagues. Treats others with kindness, respect and professionalism. Supports colleagues and contributes positively to the wider team. Recognises the importance of delivering a positive client experience. Responsible Takes ownership and accountability for their work. Maintains high standards of professionalism, accuracy and confidentiality. Acts with integrity and always works in the best interests of clients and the business. Recognises when support or guidance should be sought. Full JD available

Finance Administrator within IFA London Permanent Full-time Salary: £30,000-£35,000 per annum (DOE) (note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client) 1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV. Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and processing follow-up actions Maintaining workflow and task lists to ensure service standards are met Assisting with reporting and month-end administration Attending team meetings and training to support your professional development Developing technical knowledge with the opportunity to handle more complex cases after your first year About You We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You'll ideally have: 1-2 years' recent experience within an IFA or Financial Planning environment Previous Financial Services or Financial Planning experience advantageous An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV. Excellent organisational, communication and interpersonal skills Strong attention to detail with excellent literacy and numeracy skills Good working knowledge of Microsoft Word and Excel The ability to prioritise workloads and work accurately under pressure A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential. What's on Offer? Salary of £30,000-£35,000 DOE Four permanent opportunities available Excellent training and development Clear career progression within Financial Services Increased earning potential as your knowledge develops Company benefits package Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector. Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged. Apply today to be considered.