41 jobs found

Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services teams. Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser. Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements. Study towards the Diploma in Regulated Financial Planning Experience / Qualifications: Strong written and verbal communication skills Customer focussed attitude. Time management and ability to work to deadlines. Organisational skills. Good attention to detail. Accurate and numerate. Drive and initiative to work on own and as part of a team. Working knowledge of computer-based applications such as Word and Excel. Aspirations to succeed and develop a rewarding career that can lead to significant personal progression. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement If you are interested in this Financial Services job opportunity, please click to apply. 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.

Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. 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 38k the benefits package is extensive, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review / increase, discretionary annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month, 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!

BCR/AB/32208 Data Entry Administrator Bromsgrove, Worcestershire 12.21p/h THIS IS A 3 MONTH CONTRACT WITH POTENTIAL TO BE EXTENDED Bell Cornwall Recruitment are pleased to be recruiting for a Data Entry Administrator for a wealth management business based in Bromsgrove, Worcestershire. If you are someone who has a keen eye for detail, good knowledge of excel and are comfortable with Data Entry Administration then this could be the role for you! Duties - Ensure client information is uploaded in the correct format Track progress on excel Update client information Skills required - Attention to detail Confident using excel Good written and verbal communication skills If you are interested in this Data Entry Administrator role and you are based in Bromsgrove please get in touch! 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 business. 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

Events Assistant We have a fantastic opportunity to join our team at The Army Benevolent Fund (ABF) for an Events Assistant to play a key role in supporting the planning, coordination and delivery of regional fundraising events. You will work closely with supporters, volunteers and colleagues to ensure events run smoothly, manage essential administrative processes, maintain accurate data and help deliver engaging fundraising activities across the region. If you ve also worked in the following roles, we d also like to hear from you: Fundraising Administrator, Events Administrator, Community Fundraising Coordinator, Volunteer Coordinator, Supporter Engagement Assistant SUPPORTING STATEMENT REQUIRED: A Supporting Statement is required with your CV to be considered for this vacancy. The supporting statement should highlight your skills and experience that are relevant to this role and explain why you would make an ideal candidate for this position. SALARY: £29,879 per annum + Benefits LOCATION: Hybrid working 2 days in the office in Catterick Garrison, North Yorkshire, and 3 days remote. This can involve working from home, but more likely attending events within the North East region. JOB TYPE: Full-Time, Permanent PLEASE NOTE: You will need a full Driving Licence and Access to a Vehicle JOB OVERVIEW We have a fantastic new job opportunity for an Events Assistant to support a regional fundraising team with event planning, supporter engagement and volunteer fundraising activities. As an Events Assistant, you will help coordinate fundraising events, maintain CRM and campaign data, respond to enquiries and support stakeholders, volunteers and supporters across the region. You will work collaboratively with a wide range of internal and external stakeholders, including colleagues, community groups and military-connected organisations such as Army units and Army Cadet Force units, helping to build strong relationships and maximise engagement across the region. The Events Assistant will also assist with regional engagement activity, event administration, fundraising materials and digital communications, while working closely with colleagues and external contacts to help deliver fundraising targets. This is a full-time permanent role based in Catterick Garrison, North Yorkshire, with hybrid working in place and flexibility required for some evening and weekend events. ABOUT US The Army Benevolent Fund (ABF) is the Army s national charity, supporting soldiers, veterans, and their immediate families in times of need. Founded in 1944, our purpose is to provide a lifetime of support to serving soldiers, former soldiers, and their families when they are in need, ensuring they can avoid hardship and enjoy independence and dignity. The Charity operates a regional structure across England, Scotland, Wales, and Northern Ireland, with its central office in London. DUTIES Your duties as the Events Assistant include: Database Management: Input, maintain and update supporter and campaign data using CRM and finance systems Event Administration: Support the smooth administration of fundraising events, including income batching, campaign updates and expenses processing Supporter Communication: Respond to enquiries and act as a key contact for supporters and volunteers across the region Event Coordination: Help plan, organise and deliver regional fundraising and engagement events Volunteer Support: Provide guidance and practical support to volunteer fundraisers and local networks Digital Promotion: Advertise future events online and make effective use of digital tools and fundraising platforms Stock And Materials: Maintain fundraising materials, merchandise and stock levels for regional activities Regional Representation: Attend briefings, presentations and external events to represent the organisation when required CANDIDATE REQUIREMENTS ESSENTIAL Flexible Approach: Ability to be flexible with working patterns, including occasional out-of-hours and weekend working Driving Licence: A full driving licence is essential Teamwork And Initiative: Able to work on own initiative and as part of a team Communication Skills: Effective communication and strong interpersonal skills Office Administration: Literate, numerate and experienced in good office practice Organisation Skills: Well organised with the ability to manage varied tasks and priorities Empathy: A strong empathy with the organisation s cause and beneficiaries DESIRABLE Digital Skills: IT literate with an understanding of social media tools CRM Knowledge: Previous experience with a fundraising CRM system would be advantageous Sector Awareness: An understanding of the British Army and the charity sector would be beneficial BENEFITS 30 days holidays, plus bank holidays Flexible and hybrid working (minimum two days per week in the office) Employee wellbeing and assistance programme (EAP) Annual Health Assessments via Healthshield Time off in lieu for volunteering at company events (TOIL) Perkbox benefits portal, offering a range of retail discounts, online perks and wealth of health and fitness resources (monthly points to use on the platform) Pension scheme, with matched employer contributions up to 8% after successful probation Income Protection 55% of salary after successful probation Death in Service 3x annual salary after successful probation Annual pay reviews Annual leave purchase scheme The Army Benevolent Fund (ABF) is an Equal Opportunities Employer NO AGENCIES PLEASE HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. JOB REF: AWDO-P14560 This job is being advertised by AWD online on behalf of The Army Benevolent Fund (ABF) AWD-IN-SPJ

Amour Recruitment is proud to be working in partnership with a fantastic company based just outside of Portsmouth who due to continuous growth is seeking Pensions Administrators. You will be joining a small but busy team who assist with the pensions administration processes. Responsibilities: Processing transfers in & out (both as cash and in specie) Processing contributions Processing member drawdown benefits (income and PCLS payments) Pension payroll Annual and monthly reporting Undertaking morning and afternoon banking tasks Requirements: Exceptional attention to detail Excellent communication skills, both written and verbal A keen listener and capable of following instructions Calm and positive under pressure Proficient IT skills Pension/Wealth management/Finance administration (not accounts!) is essential Hours: Monday to Friday - Suggested hours are (Apply online only) with 30mins lunch, however specific hours can be agreed with the Team Manager. They are also open to offering hybrid working after successfully completing training/probation. Salary: 27,000 - 35,000 (salary is negotiable depending on relevant experience) For more information, apply now or call Amour Recruitment on (phone number removed).

We are seeking an experienced and commercially minded Group Reward Lead to oversee and shape our growing financial services clients Group end-to-end total reward strategy. This is a high-impact role, responsible for designing, implementing, and managing reward frameworks that attract, retain, and motivate talent across the business. You will play a pivotal role in developing the reward agenda during a period of growth and transformation, including the rollout of new incentive structures and benefits platforms. This position offers significant exposure to senior leadership, including regular interaction with the RemCo. The Group Operate nationally with regional hubs across the UK. This is a remote 1st role with travel occasionally to London, and regional hubs as required. Key Responsibilities Total Reward Strategy & Delivery Lead the development and execution of a comprehensive total reward strategy aligned to business objectives Oversee annual pay review processes, ensuring robust governance, market alignment, and fairness Partner with senior stakeholders to provide expert advice on reward matters across the organisation Incentive & Equity Schemes Take ownership of the growing management incentive plan Manage the design, implementation, and ongoing administration of equity-based reward schemes Work closely with external providers to ensure effective delivery, compliance, and participant experience Financial Planner Remuneration Own and evolve financial planner remuneration framework, navigating its complexity with a commercial and analytical approach Bring market insight from the financial planning / wealth management sector to ensure competitiveness and alignment Benefits & Wellbeing Lead the rollout and ongoing management of a new flexible benefits platform across regional business units Drive a programme of benefits harmonisation, balancing local needs with a consistent group-wide approach Ensure benefits offerings remain competitive, cost-effective, and aligned with employee needs Governance, Benchmarking & RemCo Manage relationships with external benchmarking providers and reward advisors Deliver robust market analysis and insights to inform decision-making Prepare high-quality papers and present confidently at RemCo meetings About You Significant experience in a senior reward role within a complex, multi-entity organisation Strong expertise in equity and incentive schemes, including working with third-party administrators Experience managing large-scale reward programmes with broad employee participation Deep understanding of compensation structures within financial planning and/or wealth management Proven track record of managing benefits frameworks, including flex benefits platforms and harmonisation initiatives Strong analytical capability with the ability to translate data into actionable insights Excellent stakeholder management skills, with confidence engaging and influencing at executive level Experience preparing and presenting materials for Board or RemCo audiences Artis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy: (url removed)

Project Manager - 6-Month Fixed-Term Contract (Hybrid) Location: London or Southampton (2 days in the office/3 days remote) Salary: Up to 81,500 (pro rata) A leading financial services organisation is seeking an experienced Project Manager to join its Change function on a 6-month fixed-term contract. The successful candidate will lead change projects for a specific business unit, working closely with stakeholders to ensure delivery aligns with agreed milestones, standards, and budget. Responsibilities include defining project structures, managing resources, monitoring risks and issues, and ensuring project outcomes meet objectives. The role also involves coaching and developing team members and contributing to improved ways of working within the Change community. Key Skills & Experience: Strong stakeholder management at all levels Ability to manage programme structures with workstream-specific elements Structured approach to planning, with clear critical paths and dependencies Experience managing small programmes, including multiple workstreams Experience working closely with subject matter experts to assess impacts and prioritise tasks Experience delivering projects involving external parties Industry experience in Investment Management or Wealth Management operations, including Third Party Administrators, Transfer Agents, Brokers, Counterparties, Custodians, and Depositories Platform experience (client money, settlement operations, Transfer Agency) Demonstrated experience in regulatory-change initiatives Exposure to US T+1 settlement changes (desirable) Benefits (pro rata): 26 days holiday, life insurance, healthcare Ready to make an impact? Step into a fast-paced environment where your expertise will drive meaningful change and help deliver successful business outcomes from day one. Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd acts as an Employment Business in relation to this vacancy.

Our client is a dynamic, progressive law practice, committed to delivering high-quality and practical legal services for individuals and businesses alike. Their team of lawyers cover a wide range of legal work, including corporate and commercial law, commercial litigation, commercial and residential property, insolvency, wealth management, private client, family law, and criminal matters. They are seeking an experienced Executive Assistant / HR Administrator with hands on experience of working within a legal environment to support the Managing Director and ensure the smooth running of the HR administration. Responsibilities: This position will involve, but will not be limited to: Managing the MD's calendar, scheduling meetings, prioritising commitments to ensure smooth daily operations aligned with business goals Handle confidential correspondence and sensitive information with discretion and professionalism HR admin support: liaising with recruiters and candidates, ensuring employee data is kept up to date and accurate, logging attendance and organising inductions Draft correspondence and prepare minutes of meetings Other: Hours: 9.30 am to 5.30 pm Monday to Friday - 9.30 am to 5.30 pm Salary 35- 38k Role: Permanent 51256JR INDHRR Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.

Events Assistant We have a fantastic opportunity to join our team at The Army Benevolent Fund (ABF) for an Events Assistant to play a key role in supporting the planning, coordination and delivery of regional fundraising events. You will work closely with supporters, volunteers and colleagues to ensure events run smoothly, manage essential administrative processes, maintain accurate data and help deliver engaging fundraising activities across the region. If you ve also worked in the following roles, we d also like to hear from you: Fundraising Administrator, Events Administrator, Community Fundraising Coordinator, Volunteer Coordinator, Supporter Engagement Assistant SUPPORTING STATEMENT REQUIRED: A Supporting Statement is required with your CV to be considered for this vacancy. The supporting statement should highlight your skills and experience that are relevant to this role and explain why you would make an ideal candidate for this position. SALARY: £29,879 per annum + Benefits LOCATION: Hybrid working 2 days in the office in Telford, Shropshire, and 3 days remote. This can involve working from home, but more likely attending events within the West Midlands region. JOB TYPE: Full-Time, Permanent PLEASE NOTE: You will need a full Driving Licence and Access to a Vehicle JOB OVERVIEW We have a fantastic new job opportunity for an Events Assistant to support a regional fundraising team with event planning, supporter engagement and volunteer fundraising activities. As an Events Assistant, you will help coordinate fundraising events, maintain CRM and campaign data, respond to enquiries and support stakeholders, volunteers and supporters across the region. You will work collaboratively with a wide range of internal and external stakeholders, including colleagues, community groups and military-connected organisations such as Army units and Army Cadet Force units, helping to build strong relationships and maximise engagement across the region. The Events Assistant will also assist with regional engagement activity, event administration, fundraising materials and digital communications, while working closely with colleagues and external contacts to help deliver fundraising targets. This is a full-time permanent role based in Telford, Shropshire, with hybrid working in place and flexibility required for some evening and weekend events. ABOUT US The Army Benevolent Fund (ABF) is the Army s national charity, supporting soldiers, veterans, and their immediate families in times of need. Founded in 1944, our purpose is to provide a lifetime of support to serving soldiers, former soldiers, and their families when they are in need, ensuring they can avoid hardship and enjoy independence and dignity. The Charity operates a regional structure across England, Scotland, Wales, and Northern Ireland, with its central office in London. DUTIES Your duties as the Events Assistant include: Database Management: Input, maintain and update supporter and campaign data using CRM and finance systems Event Administration: Support the smooth administration of fundraising events, including income batching, campaign updates and expenses processing Supporter Communication: Respond to enquiries and act as a key contact for supporters and volunteers across the region Event Coordination: Help plan, organise and deliver regional fundraising and engagement events Volunteer Support: Provide guidance and practical support to volunteer fundraisers and local networks Digital Promotion: Advertise future events online and make effective use of digital tools and fundraising platforms Stock And Materials: Maintain fundraising materials, merchandise and stock levels for regional activities Regional Representation: Attend briefings, presentations and external events to represent the organisation when required CANDIDATE REQUIREMENTS ESSENTIAL Flexible Approach: Ability to be flexible with working patterns, including occasional out-of-hours and weekend working Driving Licence: A full driving licence is essential Teamwork And Initiative: Able to work on own initiative and as part of a team Communication Skills: Effective communication and strong interpersonal skills Office Administration: Literate, numerate and experienced in good office practice Organisation Skills: Well organised with the ability to manage varied tasks and priorities Empathy: A strong empathy with the organisation s cause and beneficiaries DESIRABLE Digital Skills: IT literate with an understanding of social media tools CRM Knowledge: Previous experience with a fundraising CRM system would be advantageous Sector Awareness: An understanding of the British Army and the charity sector would be beneficial BENEFITS 30 days holidays, plus bank holidays Flexible and hybrid working (minimum two days per week in the office) Employee wellbeing and assistance programme (EAP) Annual Health Assessments via Healthshield Time off in lieu for volunteering at company events (TOIL) Perkbox benefits portal, offering a range of retail discounts, online perks and wealth of health and fitness resources (monthly points to use on the platform) Pension scheme, with matched employer contributions up to 8% after successful probation Income Protection 55% of salary after successful probation Death in Service 3x annual salary after successful probation Annual pay reviews Annual leave purchase scheme The Army Benevolent Fund (ABF) is an Equal Opportunities Employer NO AGENCIES PLEASE HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. JOB REF: AWDO-P14530 This job is being advertised by AWD online on behalf of The Army Benevolent Fund (ABF) AWD-IN-SPJ

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.

Hire Administrator Flannery Plant Hire is a leading provider of plant hire and specialist attachments to the construction industry across the UK and Ireland. With a comprehensive fleet of innovative machinery, we pride ourselves on delivering exceptional customer service and meeting our clients' project requirements. We are seeking a highly organised, efficient, and detail-oriented individual to join our team as a Hire Administrator. In this role, you will be responsible for managing all aspects of the hire process using our Syrinx software system. Hire Administrator Responsibilities Efficiently manage the end-to-end hire process using Syrinx software, from initial booking through to off-hire and sale or return charges. Maintain accurate and up-to-date records of all plant and equipment, including availability, status, and movements within the software system. Coordinate with the operations team to ensure smooth delivery and collection of hired equipment at customer sites, ensuring accurate and timely communication. Collaborate closely with the sales team to understand customer requirements, provide accurate quotations, and process orders effectively. Respond promptly to customer and internal inquiries, providing exceptional service and resolving any issues or concerns related to the hire process. Generate hire agreements, purchase orders, and other necessary documentation accurately and efficiently using the software system. Work closely with the Finance department to ensure accurate and timely invoicing. Maintain a high level of data accuracy and integrity within the Syrinx software system, ensuring all information is entered and updated correctly. Collaborate with other team members to identify opportunities for process improvements and enhancements within the hire administration function. Stay up-to-date with industry trends, regulations, and best practices related to plant hire operations to ensure compliance and provide knowledgeable support to customers. Contribute to projects and initiatives aimed at improving overall efficiency, customer satisfaction, and profitability within the hire administration function. Qualifications and Experience: Previous experience in a similar hire administration or rental processing role, preferably within the construction or plant hire industry. Proficiency in using Syrinx software or other similar plant hire management systems is desirable but not essential. Excellent organisational skills with a strong ability to prioritize and multi-task effectively in a fast-paced environment. Exceptional attention to detail and accuracy, with a commitment to maintaining high-quality records and documentation. Strong communication and interpersonal skills, with the ability to build positive relationships with both internal teams and external customers. Proactive problem-solving skills, with the ability to identify and resolve problems quickly. Strong computer literacy, including proficiency in Microsoft Office Suite (Word, Excel, Outlook). Knowledge of plant and construction equipment, including terminology and specifications, would be beneficial. Ability to work independently and as part of a team, with a positive and collaborative attitude. Flexibility to adapt to changing priorities and handle multiple tasks simultaneously. Willingness to learn and stay updated with new software features and functionalities. What We Offer: Competitive Salary: We offer a highly competitive salary and package that reflects your skills and experience. Generous Leave: Enjoy 24 days plus bank holiday annual leave and personal leave to maintain a healthy work life balance. Professional Development: Take advantage of training programs, workshops, and seminars to enhance your skills and advance your career. Employee Assistance Program: Access to free, confidential support services for personal and work-related issues. Environmental and Safety Commitment: Join a company that prioritises safety and sustainability, ensuring a safe and Eco-friendly working environment. Modern Equipment: Work with the best and latest plant and machinery in the industry. Team Oriented Culture: Be part of a supportive and collaborative team that values each member s contribution. Recognition Programs: Acknowledge and reward outstanding performance and dedication with various recognition programs. Equal Opportunities At Flannery Plant Hire, we flourish by embracing differences, whether they stem from social backgrounds, ethnicity, disability, gender identity or expression, age, religion, sexual orientation, or any other protected characteristic. We recognize that diversity unleashes a wealth of innovative thinking, which is integral to building successful and high-performing teams. We call it "Empowering Everyone."

Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.

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.

Up to £35,000 plus excellent bonus and benefits Hybrid working available Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management. Duties of the Investment Administrator to include: Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently. Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information. Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy. Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement. Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings). Requirements for the successful Investment Administrator: Prior assistant or administrative experience working within financial services, investment, or wealth management role. Knowledge of relevant regulatory frameworks. High attention to details, levels of accuracy and organisational skills This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions