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My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

IFA Administrator role - leading Wealth practice! Leading, well established, Wealth practice in Ewloe, are looking to augment their successful team, by recruiting an IFA Administrator, to join their office. You'll be supporting the team of Financial Planners, with preparing valuations, factfinds, documents & general admin support. A competitive salary is on offer with this office based role of up to 29k, depending on experience, plus benefits. Ideally you'll have experience within Administration in a Wealth/IFA firm and enjoy giving a good service of admin, within a busy Financial Planning office! Click and apply ASAP for this role, as my client is keen to secure the right candidate

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

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

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

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

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

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

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

Funding your financial services qualifications alongside direct salary increases gives this central London IFA Administrator role a clear competitive edge. Based in Covent Garden, Greater London, with a starting salary of up to 36,000 plus flexible progression, you will play a central administrative and client liaison role within a collaborative wealth management boutique. Where you fit in As an IFA Administrator, you will drive the core day-to-day operations supporting clients and advisers across full financial planning cases. The position exists to provide high-calibre administrative workflow and liaison support, managing product provider interactions and ensuring efficient business processing. Whether you wish to remain a career administrator or eventually step into technical paraplanning or advisory work, structured study support is actively encouraged. A typical week Processing Letters of Authority and submitting new business applications to product platforms. Chasing pension, investment, and life assurance providers to resolve case delays proactively. Acting as a main liaison point for client queries, updates, and documentation. Maintaining back-office CRM systems, client records, and core compliance files. Producing accurate valuation statements and preparing paperwork ahead of client review meetings. IFA Administrator Requirements Proven administration experience within a financial services or wealth management environment (essential) Strong experience communicating directly with financial product providers and platforms (essential) Professional communication skills with a confident approach to client liaison (essential) Industry qualifications or active study toward financial planning diplomas (desirable) Proficiency in standard back-office software and Microsoft Office applications (essential) The culture explained A vibrant, growing independent wealth management practice operating from modern Covent Garden offices. The close-knit team champions open collaboration, high professional standards, and rewarding individual initiative. IFA Administrator Benefits - Base salary of up to 36,000 (dependent on experience) - Full-time working hours with hybrid flexibility (3 days office and 2 days remote) - 25 days annual leave, plus the option to purchase up to 10 additional days - employee pension contribution - Exam reimbursement programme - Long-term progression routes available What happens next, call to action Your application comes directly to Premier Jobs UK. Our team reviews every submission and personally replies to every applicant, ensuring you receive clear feedback. If your background aligns with the client brief, we schedule a consultation to understand your career aspirations before discussing next steps. Nothing is shared with the hiring firm without your explicit permission. Apply today to explore this IFA Administrator position in Covent Garden, Greater London. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.

IFA Administrator Lincoln, Full Time, Permanent Up to £28,000 per annum DOE + discretionary bonus We are seeking an IFA Administrator to join our Lincoln based client on a full time, permanent basis. You ll be providing administration support to senior members of the team ensuring the company is represented in a professional and courteous manner. THE ROLE As an IFA Administrator , your key duties will be the following: Always comply with the Financial Services and Markets Act 2000 and the relevant FCA rules, as well as, regulatory requirements and company policies Comply with the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times Keep up to date with all relevant product, legislative and technical changes Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date in SharePoint, scanning and printing, keeping detailed file notes Maintaining accurate client data, policy information, and critical records using a back-office system Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Occasionally providing administration support for local marketing initiatives THE CANDIDATE The ideal IFA Administrator will possess the following experience & knowledge: Excellent communication skills, a good understanding of Word, Excel, Outlook and Teams Previous understanding of investments, pensions and protection or working within a financial services environment The ability to learn and understand the firm s record keeping requirements and compliance procedures Good understanding of the major platforms and providers and up to date knowledge of their websites and forms Being self-motivated, efficient, thorough and forward thinking The ability to multi-task and manage several cases at once Self-organised and able to prioritise workload to meet agreed deadlines Proactive, high standards of accuracy and attention to detail THE BENEFITS As an IFA Administrator , you will receive the following benefits: 25 days annual leave, increasing with length of service + birthday off Company pension Death in service Sick Pay Employee assistance plan Study leave Cycle to work scheme Thank you for your interest in this vacancy and good luck with your application. If you have not heard from a member of the Future Prospects team within 7 days from your application, please assume that your application has not been successful on this occasion. Unfortunately, due to the high volume of applications we receive, we are unable to provide individual feedback. The services of Future Prospects are those of an Employment Agency.

Joining a supportive team, this IFA Administrator opportunity based in Meriden offers a salary of 28,000 - 30,000 plus hybrid working. You will be working closely with experienced Financial Advisors, supporting them with the administration of pensions, investments and protection cases while developing your knowledge within financial services. Where you fit in As an IFA Administrator, you will play an important part in supporting advisors and ensuring client cases progress smoothly. This is a varied role where you will be involved in all aspects of the client journey, from processing new business through to preparing review documentation A typical week - Process new business applications across various investment platforms and pension providers - Request, track, and chase letters of authority to ensure timely case progression - Prepare comprehensive client review packs and valuation documentation ahead of adviser meetings - Updating and maintaining accurate client records and valuations on internal back-office systems - Liaise directly with product providers, platforms, and clients to resolve administrative enquiries IFA Administrator Requirements - Financial services administration experience would be beneficial but is not an essential requirement -Excellent organisational skills with meticulous attention to detail (Essential) -Genuine interest in building a long-term career within financial planning (Essential) - Familiarity with retail investment platforms and provider portals (Desirable) - Working knowledge of personal pensions, investments, and protection products (Desirable) Who you'd be joining You will join an established private-client financial planning practice with a collaborative, team-oriented culture that actively invests in staff development and client outcomes. IFA Administrator Benefits - Starting salary of 28,000 to 30,000, with flexibility for industry experienced candidates - Hybrid working pattern of four days office-based and one day working from home - Full financial support and study leave for professional industry qualifications - 8% employer pension contribution following successful probation - BUPA private healthcare cover post-probation - Free onsite parking - Structured internal training and defined progression routes within wealth management What happens next Your application comes directly to Premier Jobs UK. Our team reviews every submission and replies to every candidate, so you will always receive a response. Where your background fits, we will arrange a call to explore what you are looking for in your next move. We never submit your details to our client without your explicit agreement. To discuss this IFA Administrator role in Meriden, apply today with your CV. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.

Location: Successful candidates can work from either of our offices, located in Barnsley and Kirk Ella (Hull). Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role. Key Responsibilities New Business Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests Provider Liaison Communicate with providers and platforms to obtain information, resolve queries and progress cases Client Review Packs Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings Workflow Management Monitor and progress client cases, ensuring actions are completed within agreed timescales Greet clients when they attend the office Answer telephone calls, sort and distribute inbound correspondence Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list. Requirements and Key Skills Have a minimum of one year of experience working as a financial services administrator Genuine desire to produce a high standard of work and provide a quality service to clients Excellent communication skills and confident telephone manner Ability to work as part of a team Excellent accuracy and attention to detail Ability to multi-task and prioritise effectively Good knowledge of the Office 365 suite Experience working with Intelliflo back-office desirable

Are you an experienced IFA Administrator seeking your next job within a fast-paced, high-performing financial planning environment? This IFA Administrator opportunity in Arundel and Borehamwood offers the chance to work in a dynamic office supporting multiple Financial Planners within a growing national business that values resilience and strong work ethic click apply for full job details

IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 39k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!

Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!

Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.

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

IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787