Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Aug 19, 2026
Full time
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Senior Paraplanner - Level 6 (Chartered) Outskirts of Woking, Surrey Full-time, office-based Competitive salary, dependent on experience If you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports. You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm's Investment Committee. The Business You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning. The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team. The Role Working within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning. Your responsibilities will include: Analysing fact finds, existing client records and adviser meeting notes. Undertaking cashflow modelling and detailed pension and investment research. Reviewing existing client portfolios and researching suitable products, providers and planning strategies. Preparing suitability reports covering investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning. Supporting advisers with preparation for client meetings and reviews, with the opportunity to attend meetings where appropriate. Liaising with providers and working closely with advisers, administrators and compliance. Keeping your technical knowledge of legislation, regulation and industry developments up to date. Contributing to the firm's Investment Committee and wider business initiatives. This is a full-time, office-based position on the outskirts of Woking. What they are looking for You will need to hold the Level 6 Advanced Diploma in Financial Planning and have at least four years' paraplanning experience gained within an IFA or wealth management business. Chartered status is preferable. You should also bring: Strong technical knowledge across pensions, investments, taxation, protection, trusts and estate planning. Excellent suitability report writing and communication skills. Experience with relevant industry software, such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools. Strong organisation and attention to detail. A proactive, solutions-focused approach and the ability to work effectively as part of a professional team. The ability to commute to the Woking area on a daily basis. Benefits Alongside a competitive salary based on experience, the package includes: Discretionary annual bonus. 25 days' annual leave plus bank holidays. Company pension scheme. Death in service benefit. Ongoing professional development and support with further qualifications. Exposure to complex high-net-worth financial planning cases. The opportunity to contribute to the Investment Committee. Free on-site parking. Applying If you are an experienced Level 6 Paraplanner looking for a technically involved position within an established financial planning business, apply today or contact Finlink for a confidential conversation.
Aug 19, 2026
Full time
Senior Paraplanner - Level 6 (Chartered) Outskirts of Woking, Surrey Full-time, office-based Competitive salary, dependent on experience If you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports. You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm's Investment Committee. The Business You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning. The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team. The Role Working within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning. Your responsibilities will include: Analysing fact finds, existing client records and adviser meeting notes. Undertaking cashflow modelling and detailed pension and investment research. Reviewing existing client portfolios and researching suitable products, providers and planning strategies. Preparing suitability reports covering investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning. Supporting advisers with preparation for client meetings and reviews, with the opportunity to attend meetings where appropriate. Liaising with providers and working closely with advisers, administrators and compliance. Keeping your technical knowledge of legislation, regulation and industry developments up to date. Contributing to the firm's Investment Committee and wider business initiatives. This is a full-time, office-based position on the outskirts of Woking. What they are looking for You will need to hold the Level 6 Advanced Diploma in Financial Planning and have at least four years' paraplanning experience gained within an IFA or wealth management business. Chartered status is preferable. You should also bring: Strong technical knowledge across pensions, investments, taxation, protection, trusts and estate planning. Excellent suitability report writing and communication skills. Experience with relevant industry software, such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools. Strong organisation and attention to detail. A proactive, solutions-focused approach and the ability to work effectively as part of a professional team. The ability to commute to the Woking area on a daily basis. Benefits Alongside a competitive salary based on experience, the package includes: Discretionary annual bonus. 25 days' annual leave plus bank holidays. Company pension scheme. Death in service benefit. Ongoing professional development and support with further qualifications. Exposure to complex high-net-worth financial planning cases. The opportunity to contribute to the Investment Committee. Free on-site parking. Applying If you are an experienced Level 6 Paraplanner looking for a technically involved position within an established financial planning business, apply today or contact Finlink for a confidential conversation.
IFA Administrator Wakefield £28,000 to £32,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our regional client, who is looking to go through a period of growth. This will be an integral and varied role within the business, and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a small team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure an excellent service is provided to internal and external parties. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
Aug 18, 2026
Full time
IFA Administrator Wakefield £28,000 to £32,000 per annum basic, plus benefits I currently have a fantastic opportunity for a Financial Administrator to join our regional client, who is looking to go through a period of growth. This will be an integral and varied role within the business, and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a small team that act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure an excellent service is provided to internal and external parties. How to apply: Please contact Stuart at Reward Recruitment or send your CV to co.uk.
IFA Administrator Due to continued success, our client is seeking an ambitious, proactive, and dedicated IFA Administrator to join their well established and growing team on a permanent basis. The IFA Administrator will work closely with the Financial Planners and Client Service Team in analysing and researching potential solutions and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client Key responsibilities will include: To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients. Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations Process all new business documentation in accordance with the agreed service and quality standards. To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients. The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work This is an exceptional opportunity to join a highly reputable firm who firmly believe in employee development and offer genuine scope for progression
Aug 18, 2026
Full time
IFA Administrator Due to continued success, our client is seeking an ambitious, proactive, and dedicated IFA Administrator to join their well established and growing team on a permanent basis. The IFA Administrator will work closely with the Financial Planners and Client Service Team in analysing and researching potential solutions and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client Key responsibilities will include: To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients. Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations Process all new business documentation in accordance with the agreed service and quality standards. To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients. The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work This is an exceptional opportunity to join a highly reputable firm who firmly believe in employee development and offer genuine scope for progression
Ready to take your IFA administration experience to the next level? Recruit UK is working with a well-respected Wealth Management firm in Hertfordshire, 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. Benefits: 10% employer pension contribution, non-contributory, so you don't have to pay in to receive it Pension rises to 12.5% after 5 years Pension rises to 15% after 10 years 28 days annual leave + bank holidays Option to buy another 5 days' holiday Annual discretionary bonus, depending on role, personal performance and company performance Private medical insurance, with the option to cover family and previous medical history disregarded 26 weeks full-pay maternity, paternity and adoption leave Hybrid/flexible working, depending on the role 2 paid days per year for community/volunteering work Responsibilities include: Process new business, client onboarding and ongoing administration. Liaise with product providers regarding investments, pensions and protection policies. Handle client enquiries professionally and provide excellent customer service. Prepare Annual Review and Fund Switch reports. Assist with new investment and pension cases, including regular contributions and lump sum investments. Skills and experience required: Strong organizational skills and attention to detail. Excellent customer service skills. Ability to manage multiple priorities in a fast-paced environment. Proficient in Microsoft Office and CRM systems If you're interested in finding out more, please apply today!
Aug 18, 2026
Full time
Ready to take your IFA administration experience to the next level? Recruit UK is working with a well-respected Wealth Management firm in Hertfordshire, 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. Benefits: 10% employer pension contribution, non-contributory, so you don't have to pay in to receive it Pension rises to 12.5% after 5 years Pension rises to 15% after 10 years 28 days annual leave + bank holidays Option to buy another 5 days' holiday Annual discretionary bonus, depending on role, personal performance and company performance Private medical insurance, with the option to cover family and previous medical history disregarded 26 weeks full-pay maternity, paternity and adoption leave Hybrid/flexible working, depending on the role 2 paid days per year for community/volunteering work Responsibilities include: Process new business, client onboarding and ongoing administration. Liaise with product providers regarding investments, pensions and protection policies. Handle client enquiries professionally and provide excellent customer service. Prepare Annual Review and Fund Switch reports. Assist with new investment and pension cases, including regular contributions and lump sum investments. Skills and experience required: Strong organizational skills and attention to detail. Excellent customer service skills. Ability to manage multiple priorities in a fast-paced environment. Proficient in Microsoft Office and CRM systems If you're interested in finding out more, please apply today!
Premier Jobs UK Limited
Market Harborough, Leicestershire
If you are an experienced Financial Services Administrator looking for a role where your expertise is valued and your workload is structured properly, this Financial Services Administrator job could be an excellent next step. You will join a busy client servicing function supporting advisers with life, pensions and investment administration, ensuring new and ongoing business is processed efficiently from start to finish. As a Financial Services Administrator, you will be responsible for managing client documentation, liaising with providers, and keeping advisers updated on progress. This Financial Services Administrator role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development. Key duties within this Financial Services Administrator position include client onboarding, authority management, new business submissions, AML checks, and maintaining accurate records on internal systems. You will work within a defined admin team but collaborate closely with advisers, paraplanners and other support staff. There is clear scope for progression within this Financial Services Administrator role, whether into senior administration, specialist team roles, or longer term development into paraplanning for those who wish to progress technically. Financial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High level of accuracy managing client and compliance documentation • Desirable experience supporting advisers with end to end new business processing The Company You will be joining a well established, professional financial planning firm with a strong national presence and a reputation for investing in its people, systems and long term growth. Financial Services Administrator Benefits • Salary up to £30,000 depending on experience • Hybrid working with 2 to 3 days office based • Early Friday finish every week • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Financial Services Administrator job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Financial Services Administrator seeking a stable, supportive environment with flexibility and progression, please apply to discuss this opportunity further. 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
Aug 18, 2026
Full time
If you are an experienced Financial Services Administrator looking for a role where your expertise is valued and your workload is structured properly, this Financial Services Administrator job could be an excellent next step. You will join a busy client servicing function supporting advisers with life, pensions and investment administration, ensuring new and ongoing business is processed efficiently from start to finish. As a Financial Services Administrator, you will be responsible for managing client documentation, liaising with providers, and keeping advisers updated on progress. This Financial Services Administrator role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development. Key duties within this Financial Services Administrator position include client onboarding, authority management, new business submissions, AML checks, and maintaining accurate records on internal systems. You will work within a defined admin team but collaborate closely with advisers, paraplanners and other support staff. There is clear scope for progression within this Financial Services Administrator role, whether into senior administration, specialist team roles, or longer term development into paraplanning for those who wish to progress technically. Financial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High level of accuracy managing client and compliance documentation • Desirable experience supporting advisers with end to end new business processing The Company You will be joining a well established, professional financial planning firm with a strong national presence and a reputation for investing in its people, systems and long term growth. Financial Services Administrator Benefits • Salary up to £30,000 depending on experience • Hybrid working with 2 to 3 days office based • Early Friday finish every week • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Financial Services Administrator job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Financial Services Administrator seeking a stable, supportive environment with flexibility and progression, please apply to discuss this opportunity further. 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
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors. IFA Administrators Requirements You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role You should have desire to be part of a growing team and take an active role in delivering growth for the business IFA Administrator Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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.
Aug 18, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors. IFA Administrators Requirements You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role You should have desire to be part of a growing team and take an active role in delivering growth for the business IFA Administrator Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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.
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.
Aug 18, 2026
Full time
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.
Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation. As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment. What makes this IFA Administrator position special? - Join a boutique practice where all advisers are chartered - Work within a team-based environment with excellent dynamics - Receive training and support - talented, keen individuals will be developed - Flexibility around occasional work-from-home arrangements when needed - Be part of a forward-thinking firm with no legacy provider bias IFA Administrator Requirements -Essential: Client-facing administrative experience -Desirable: Financial Services background - Desirable: Familiarity with IO (back office), Dynamic Planner - Desirable: Experience supporting financial advisers or paraplanners The Company This established chartered financial planning practice prides itself on delivering exceptional client service. With a close-knit team of professionals, they maintain high standards whilst fostering a supportive working environment where people want to stay and develop their careers. IFA Administrator Benefits - Salary from £30k dependent on experience - Private medical insurance - Pension scheme - Full-time employed position Location This IFA Administrator position is office-based in Tiverton. Candidates must be able to commute to the office daily. Ready to take the next step in your career? Apply today to discover more about this exciting IFA Administrator opportunity. 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.
Aug 18, 2026
Full time
Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation. As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment. What makes this IFA Administrator position special? - Join a boutique practice where all advisers are chartered - Work within a team-based environment with excellent dynamics - Receive training and support - talented, keen individuals will be developed - Flexibility around occasional work-from-home arrangements when needed - Be part of a forward-thinking firm with no legacy provider bias IFA Administrator Requirements -Essential: Client-facing administrative experience -Desirable: Financial Services background - Desirable: Familiarity with IO (back office), Dynamic Planner - Desirable: Experience supporting financial advisers or paraplanners The Company This established chartered financial planning practice prides itself on delivering exceptional client service. With a close-knit team of professionals, they maintain high standards whilst fostering a supportive working environment where people want to stay and develop their careers. IFA Administrator Benefits - Salary from £30k dependent on experience - Private medical insurance - Pension scheme - Full-time employed position Location This IFA Administrator position is office-based in Tiverton. Candidates must be able to commute to the office daily. Ready to take the next step in your career? Apply today to discover more about this exciting IFA Administrator opportunity. 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.
Bell Cornwall Recruitment
Sutton Coldfield, West Midlands
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
Aug 18, 2026
Full time
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
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
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.
Aug 18, 2026
Full time
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.
We are pleased to be working with an award winning SIPP provider and broader wealth management business who are seeking to further expand their team owing to further growth. Our client requires a further 2 experienced Pension Administrators to provide a comprehensive administration service to a portfolio of SIPP and SSAS clients. Responsibilities: You will manage the full administration process of a portfolio of SIPP and SSAS clients from inception. Be the main contact for clients, advisers and third parties whilst working closely with colleagues to deliver excellent client outcomes You will process contributions, investments, benefits and transfers whilst ensuring compliance with FCA, HMRC and TPR requirements Experience: Candidates will ideally have experience in administering a range of SIPP or SSAS schemes either within a provider or from within an IFA environment You will have strong communication and client service skills Candidates need to be highly organised and have a strong attention to detail In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package including enhanced pension, 26 days holiday (rising based on length of service) + bank holidays, full exam and study support etc.
Aug 18, 2026
Full time
We are pleased to be working with an award winning SIPP provider and broader wealth management business who are seeking to further expand their team owing to further growth. Our client requires a further 2 experienced Pension Administrators to provide a comprehensive administration service to a portfolio of SIPP and SSAS clients. Responsibilities: You will manage the full administration process of a portfolio of SIPP and SSAS clients from inception. Be the main contact for clients, advisers and third parties whilst working closely with colleagues to deliver excellent client outcomes You will process contributions, investments, benefits and transfers whilst ensuring compliance with FCA, HMRC and TPR requirements Experience: Candidates will ideally have experience in administering a range of SIPP or SSAS schemes either within a provider or from within an IFA environment You will have strong communication and client service skills Candidates need to be highly organised and have a strong attention to detail In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package including enhanced pension, 26 days holiday (rising based on length of service) + bank holidays, full exam and study support etc.
Senior Paraplanner - Level 4 Woking, Surrey Office-based Up to £50,000 DOE + benefits If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements. The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work. The Role Working closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate planning strategies. Your work will cover areas including: Retirement and pension planning Investments and portfolio reviews Cashflow modelling and scenario analysis Inheritance Tax planning Trust and estate planning Protection planning Complex high-net-worth client cases You will analyse fact finds, meeting notes and existing arrangements, undertake product and provider research, and prepare suitability reports and supporting documentation. You will also support advisers around client meetings, with the opportunity to attend meetings where appropriate, while ensuring recommendations meet regulatory and compliance requirements. Alongside individual casework, you will keep your technical knowledge current and contribute to the firm's Investment Committee and wider technical planning work. What they are looking for You will need: A minimum Level 4 Diploma in Financial Planning At least three years' dedicated Paraplanning experience within an IFA, financial planning or wealth management business Strong technical knowledge across pensions, investments, protection, trusts, tax planning and Inheritance Tax Proven experience producing detailed suitability reports Experience with back-office systems, wrap platforms and financial planning software Strong research and analytical skills Excellent attention to detail and written communication The ability to manage multiple cases and prioritise your workload effectively Experience working with high-net-worth clients would be beneficial, as would experience using Intelliflo, FE Analytics and cashflow modelling software. Benefits Salary up to £50,000 , depending on experience Discretionary annual bonus 25 days' annual leave plus bank holidays Company pension scheme Death in Service benefit Support for professional qualifications and career development Exposure to technically challenging and complex financial planning work Free on-site parking This is a full-time, office-based position, so you will need to live within a reasonable commuting distance of Woking. Applying If you are an experienced Paraplanner looking for greater exposure to complex planning work within an established independent practice, apply today or contact Finlink for a confidential conversation.
Aug 18, 2026
Full time
Senior Paraplanner - Level 4 Woking, Surrey Office-based Up to £50,000 DOE + benefits If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements. The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work. The Role Working closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate planning strategies. Your work will cover areas including: Retirement and pension planning Investments and portfolio reviews Cashflow modelling and scenario analysis Inheritance Tax planning Trust and estate planning Protection planning Complex high-net-worth client cases You will analyse fact finds, meeting notes and existing arrangements, undertake product and provider research, and prepare suitability reports and supporting documentation. You will also support advisers around client meetings, with the opportunity to attend meetings where appropriate, while ensuring recommendations meet regulatory and compliance requirements. Alongside individual casework, you will keep your technical knowledge current and contribute to the firm's Investment Committee and wider technical planning work. What they are looking for You will need: A minimum Level 4 Diploma in Financial Planning At least three years' dedicated Paraplanning experience within an IFA, financial planning or wealth management business Strong technical knowledge across pensions, investments, protection, trusts, tax planning and Inheritance Tax Proven experience producing detailed suitability reports Experience with back-office systems, wrap platforms and financial planning software Strong research and analytical skills Excellent attention to detail and written communication The ability to manage multiple cases and prioritise your workload effectively Experience working with high-net-worth clients would be beneficial, as would experience using Intelliflo, FE Analytics and cashflow modelling software. Benefits Salary up to £50,000 , depending on experience Discretionary annual bonus 25 days' annual leave plus bank holidays Company pension scheme Death in Service benefit Support for professional qualifications and career development Exposure to technically challenging and complex financial planning work Free on-site parking This is a full-time, office-based position, so you will need to live within a reasonable commuting distance of Woking. Applying If you are an experienced Paraplanner looking for greater exposure to complex planning work within an established independent practice, apply today or contact Finlink for a confidential conversation.
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
Aug 18, 2026
Full time
Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 18, 2026
Full time
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Senior Financial Planning Administrator Leicester Salary: £28,000 - £35,000 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a boutique and growing Financial Planning business to recruit an experienced Financial Planning Administrator to join their team based in the Leicester area. This is an excellent opportunity for someone with previous Financial Planning administration experience who is looking for a varied role with exposure to advisers, providers, clients and a wide range of financial planning activities. You'll play a key role in supporting the Advisers and ensuring the smooth running of the firm's day-to-day administration, with the opportunity to develop your technical knowledge and gain further exposure to financial planning. What's on Offer? " Salary of £28,000 - £35,000, depending on experience. " Monday to Friday, 8:00am - 4:00pm. " Office-based role in Leicester. " 3-month probationary period. " 28 days' annual leave including bank holidays. " Additional holiday for each completed year of service, up to 5 additional days. " Workplace pension with 5% employee and 3% employer contributions. " Free gym membership. " Discretionary quarterly team bonus awards. " Bupa Private Medical Insurance following probation. " Employee and client referral scheme. " A varied role with excellent exposure to Financial Planning and Adviser support. " Supportive team environment with opportunities to develop your career. The Role Working as part of the wider support team, you'll provide comprehensive administrative assistance to Financial Advisers, helping to ensure client cases are progressed efficiently and all necessary information is available ahead of client meetings and annual reviews. Key Responsibilities " Answer incoming telephone calls and deal with enquiries professionally. " Liaise with providers and proactively chase outstanding information. " Keep FCA Daybooks and adviser records up to date. " Process Letters of Authority and obtain relevant policy information. " Sort, organise and maintain client documentation following adviser meetings. " Process and review information received from providers. " Produce Defaqto risk reports. " Prepare Financial Express Analytics fund research. " Produce CashCalc cashflow modelling reports. " Prepare documentation for annual client reviews, including: o Portfolio valuations. o Fund information and performance data. o Cashflow reports where required. " Submit new business through the firm's systems. " Complete straightforward online applications and submissions. " Support Advisers with client meeting preparation. " Attend client meetings alongside Advisers where required. " Manage outgoing post and general office administration. " Provide additional administrative support across the business as required. About You The successful candidate will ideally have: " Previous experience within Financial Services administration, ideally within an IFA or Financial Planning environment. " Strong organisational and time management skills. " Excellent attention to detail and accuracy. " Confident written and verbal communication skills. " The ability to manage multiple priorities and meet deadlines. " A professional and client-focused approach. " Good IT skills and confidence learning new systems. " A proactive approach to chasing outstanding information and progressing cases. " The ability to work independently while contributing positively to a team. Experience with systems such as CashCalc, Defaqto and Financial Express Analytics would be advantageous, although training can be provided for the right candidate. If you're an experienced Financial Services Administrator looking for a varied role where you can broaden your technical knowledge and play an important part in supporting Advisers and clients, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16916 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Aug 18, 2026
Full time
Senior Financial Planning Administrator Leicester Salary: £28,000 - £35,000 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a boutique and growing Financial Planning business to recruit an experienced Financial Planning Administrator to join their team based in the Leicester area. This is an excellent opportunity for someone with previous Financial Planning administration experience who is looking for a varied role with exposure to advisers, providers, clients and a wide range of financial planning activities. You'll play a key role in supporting the Advisers and ensuring the smooth running of the firm's day-to-day administration, with the opportunity to develop your technical knowledge and gain further exposure to financial planning. What's on Offer? " Salary of £28,000 - £35,000, depending on experience. " Monday to Friday, 8:00am - 4:00pm. " Office-based role in Leicester. " 3-month probationary period. " 28 days' annual leave including bank holidays. " Additional holiday for each completed year of service, up to 5 additional days. " Workplace pension with 5% employee and 3% employer contributions. " Free gym membership. " Discretionary quarterly team bonus awards. " Bupa Private Medical Insurance following probation. " Employee and client referral scheme. " A varied role with excellent exposure to Financial Planning and Adviser support. " Supportive team environment with opportunities to develop your career. The Role Working as part of the wider support team, you'll provide comprehensive administrative assistance to Financial Advisers, helping to ensure client cases are progressed efficiently and all necessary information is available ahead of client meetings and annual reviews. Key Responsibilities " Answer incoming telephone calls and deal with enquiries professionally. " Liaise with providers and proactively chase outstanding information. " Keep FCA Daybooks and adviser records up to date. " Process Letters of Authority and obtain relevant policy information. " Sort, organise and maintain client documentation following adviser meetings. " Process and review information received from providers. " Produce Defaqto risk reports. " Prepare Financial Express Analytics fund research. " Produce CashCalc cashflow modelling reports. " Prepare documentation for annual client reviews, including: o Portfolio valuations. o Fund information and performance data. o Cashflow reports where required. " Submit new business through the firm's systems. " Complete straightforward online applications and submissions. " Support Advisers with client meeting preparation. " Attend client meetings alongside Advisers where required. " Manage outgoing post and general office administration. " Provide additional administrative support across the business as required. About You The successful candidate will ideally have: " Previous experience within Financial Services administration, ideally within an IFA or Financial Planning environment. " Strong organisational and time management skills. " Excellent attention to detail and accuracy. " Confident written and verbal communication skills. " The ability to manage multiple priorities and meet deadlines. " A professional and client-focused approach. " Good IT skills and confidence learning new systems. " A proactive approach to chasing outstanding information and progressing cases. " The ability to work independently while contributing positively to a team. Experience with systems such as CashCalc, Defaqto and Financial Express Analytics would be advantageous, although training can be provided for the right candidate. If you're an experienced Financial Services Administrator looking for a varied role where you can broaden your technical knowledge and play an important part in supporting Advisers and clients, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16916 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
IFA Administrator Chesterfield £28,000 - £32,000 NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team. This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services. The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service. The Role Providing full administrative support to Financial Advisers Processing new business across pensions, investments and protection Preparing client review and meeting packs Obtaining valuations, illustrations and policy information Managing Letters of Authority and liaising with providers Processing applications and monitoring cases through to completion Maintaining accurate client records and updating CRM systems Liaising with clients, providers and third parties Supporting ongoing client servicing and annual review processes Ensuring all administration is completed accurately and within agreed timescales Working in line with FCA regulations and internal procedures About You Previous IFA / Financial Planning Administration experience is essential Good understanding of pensions, investments and protection Excellent attention to detail and organisational skills Strong written and verbal communication skills Professional and confident when dealing with clients and providers Able to manage multiple priorities and work to deadlines Good IT and Microsoft Office skills A proactive and team-focused approach Experience with Intelliflo or other financial planning back-office systems would be advantageous. What's on Offer? Competitive salary depending on experience Professional and supportive working environment Opportunity to work within an established IFA practice Varied client administration Long-term career development opportunities Ongoing training and support This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875
Aug 18, 2026
Full time
IFA Administrator Chesterfield £28,000 - £32,000 NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team. This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services. The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service. The Role Providing full administrative support to Financial Advisers Processing new business across pensions, investments and protection Preparing client review and meeting packs Obtaining valuations, illustrations and policy information Managing Letters of Authority and liaising with providers Processing applications and monitoring cases through to completion Maintaining accurate client records and updating CRM systems Liaising with clients, providers and third parties Supporting ongoing client servicing and annual review processes Ensuring all administration is completed accurately and within agreed timescales Working in line with FCA regulations and internal procedures About You Previous IFA / Financial Planning Administration experience is essential Good understanding of pensions, investments and protection Excellent attention to detail and organisational skills Strong written and verbal communication skills Professional and confident when dealing with clients and providers Able to manage multiple priorities and work to deadlines Good IT and Microsoft Office skills A proactive and team-focused approach Experience with Intelliflo or other financial planning back-office systems would be advantageous. What's on Offer? Competitive salary depending on experience Professional and supportive working environment Opportunity to work within an established IFA practice Varied client administration Long-term career development opportunities Ongoing training and support This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875
Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below
Aug 17, 2026
Full time
Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below
Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol. This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you'll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm's high standards of service. Duties: Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company procedures What's on offer: Salary: £25,000 - £30,000 (higher for experienced candidates) 4 days in the office, 1 day working from home (office based initially) 21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year) Exam funding & professional development support Free parking 4x Death in Service & Critical Illness Cover Workplace pension 5% About you: Previous experience in administration (financial services experience) Excellent attention to detail and organisational skills Strong written and verbal communication skills Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office) A proactive, can-do attitude with the ability to manage your own workload Professional, reliable, and committed to delivering excellent client service This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service
Aug 17, 2026
Full time
Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol. This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you'll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm's high standards of service. Duties: Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company procedures What's on offer: Salary: £25,000 - £30,000 (higher for experienced candidates) 4 days in the office, 1 day working from home (office based initially) 21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year) Exam funding & professional development support Free parking 4x Death in Service & Critical Illness Cover Workplace pension 5% About you: Previous experience in administration (financial services experience) Excellent attention to detail and organisational skills Strong written and verbal communication skills Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office) A proactive, can-do attitude with the ability to manage your own workload Professional, reliable, and committed to delivering excellent client service This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service
Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients. As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you'll build strong relationships whilst maintaining fully compliant client records on back office systems. This New Business Administrator position offers: - Variety across ISAs, bonds, investment accounts, pensions and protection - Autonomy in managing your workload to agreed service levels - The chance to spot opportunities and contribute to business growth - A collaborative team environment where you'll support colleagues New Business Administrator Requirements: Essential: - Financial services administration experience in life, pensions or investment products - Experience processing new business or working within an IFA, provider or similar environment - Experience liaising with advisers, paraplanners or product providers Desirable: - Strong understanding of maintaining compliant client records - Confident working with back office systems and Microsoft Office The Company You'll be joining a highly professional financial services business providing personalised advice to private clients. Their central support teams ensure advisers and clients receive an efficient, compliant and friendly service throughout the advice process, with a supportive culture offering long-term progression potential. New Business Administrator Benefits: - Salary: £27,000 - £32,000 - Company pension - Life assurance - Holiday entitlement - Additional employee benefits package - Hybrid working: 4 days office, 1 day home Location This role is based in Farnborough, Hampshire. Ready to take the next step in your career? Apply today to become our New Business Administrator! Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 17, 2026
Full time
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.
