70 jobs found

Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic

Job Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an 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 Advisors 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, provide support to Directors and Advisors 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. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.

My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases & project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming clients & confirming meetings Sending and updating LOAs. Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required Educated to GCSE's / A Levels or Equivalent Some work experience within an office environment is ideal Excellent telephone manner and customer service skills Strong IT Skills and typing skills Experienced in Word, Excel and Outlook Must be able to work independently and show initiative Professional manner, positive attitude and well presented Be organised and proactive Have an excellent work ethic Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices near the Gherkin. Successful team who enjoy sharing each other s success and fostering a collaborative approach

IP Administrator - Manchester - Hybrid We are seeking an enthusiastic and detail-oriented IP Administrator to join our Manchester office. This is an excellent opportunity to develop your experience within intellectual property, working as part of a supportive and knowledgeable team in a well-established firm. As an IP Administrator, you will play a key role in supporting the patent team by ensuring that applications and related documentation are prepared and filed accurately and on time. The role requires a high level of attention to detail, strong organisational skills, and the ability to manage multiple deadlines effectively. Key Responsibilities: You will prepare forms for filing patent applications with a strong focus on accuracy and compliance. You will prepare and submit supporting documentation to various Patent Offices using relevant online filing systems. The role also involves drafting documents and correspondence for clients and overseas agents, including technically detailed content. In addition, you will create and process invoices, including more complex billing matters, and review incoming workflow correspondence to prioritise urgent deadlines. You will work collaboratively across teams and provide general administrative support as required. Skills, Knowledge and Experience: The successful candidate will have strong administrative skills and a process-driven, detail-oriented approach. Experience in IP administration or patent formalities is advantageous but not essential. You should possess excellent analytical, organisational and time management skills, with the ability to produce high-quality work efficiently and to strict deadlines. You must be able to work independently while also contributing effectively as part of a collaborative team. What We Offer: We are large enough to offer strong career development prospects, yet small enough to provide a friendly and supportive working environment where individuals are recognised and valued. Benefits include a 34-hour working week (Monday to Friday), agile working arrangements, annual salary reviews, 25 days' annual leave plus bank holidays, a holiday purchase scheme, salary exchange options, life assurance, a healthcare cash plan and wellbeing app, group income protection, long service milestones, social events, seasonal vouchers, and charity initiatives. If you are highly organised, motivated to build a career in intellectual property, and looking to join a supportive and professional environment, we would be pleased to hear from you.

Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details

Our client is seeking a Financial Planner in Solihull area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus st click apply for full job details

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details

Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.

Call Quality Coordinator / Business Improvement Administrator Part-Time 30 hours per week 4 days Salary 26,000 pro rata 3 days in the office 1 day WFH after probation 5% Pension 23 Days Holiday (pro rata) We are looking for a detail-focused and proactive Business Improvement Administrator to join a Business Improvement team for a growing business in Halifax. This is an excellent opportunity for someone who enjoys analysing information, improving processes and working collaboratively across departments. You will play a key role in supporting quality assurance activity and driving continuous improvement across the organisation. The Role Working closely with the Business Improvement Manager, you will conduct quality audits, analyse findings and support teams to implement meaningful improvements. Your work will directly contribute to raising service standards, improving operational efficiency and strengthening overall performance. Key Responsibilities Quality Assurance & Reporting Conduct audits across call quality, CRM data and client meetings Analyse findings and present clear, actionable insights Share feedback with managers and support corrective actions Track actions through to completion and maintain accurate QA records Support the creation of dashboards and performance reports Process Improvement Contribute to the development and refinement of QA processes Expand QA coverage across departments Support training and staff development linked to QA outcomes Identify opportunities to enhance quality standards and reduce failure rates Collaboration & Projects Act as a point of contact for QA-related queries Build strong working relationships across teams Provide administrative support to business improvement projects Track milestones and flag delays where necessary Compliance & Documentation Ensure QA activities align with internal policies and regulations Support audit readiness and compliance reviews Maintain clear, up-to-date QA procedures About You Analytical mindset with excellent attention to detail Confident presenting findings to different audiences Proficient in Microsoft Office, particularly Excel Experience with CRM systems beneficial Experience in Quality checking calls, administration or Learning and Development Please click apply or call Rachel for more info on (phone number removed) Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic click apply for full job details

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.

Job Description: Mobile Advice Administrator - (MAC) Overview Our Client is seeking a dedicated and passionate Mobile Advice Administrator (MAC) to join their Advice team on a fixed-term basis (up to 6 months). In this role, you will play a key part in delivering tailored energy efficiency advice and broader support to energy consumers, primarily via the Mobile Advice Centre (MAC) van. This position involves both office-based and site-based work across the North West/West Yorkshire region, with occasional site-based coverage required for sickness or annual leave. As a Mobile Advice Administrator, you will have the opportunity to positively impact the lives of vulnerable individuals and families by helping them reduce energy bills and increase energy efficiency. This role is perfect for someone who thrives in a dynamic and collaborative environment, is committed to providing top-tier service, and is passionate about making a meaningful difference in the community. Salary Scale : G5, including 5% pension contribution, 23 days holiday (pro-rata), childcare vouchers, 37 hours per week. Location : West Yorkshire/North West region and office-based, with occasional site-based work in Halifax. Reports to : Advice Team Manager Responsibilities Key Responsibilities Provide tailored, high-impact energy-saving advice to individuals and families through the Mobile Advice Centre (MAC) van and digital channels. Conduct comprehensive needs assessments for customers and deliver relevant, practical guidance on energy-efficient behavior, low-cost interventions, and utility measures. Identify and connect individuals with available financial assistance for energy efficiency upgrades, including regional or national funding programs. Make referrals for additional financial support (e.g., income maximisation opportunities). Support operational delivery by managing administrative tasks and performing advice calls when events are not scheduled. Monitor and meet Key Performance Indicators (KPIs), particularly in relation to productivity, client engagement, and service quality. Stakeholder Engagement Establish and maintain relationships with stakeholders and partner organizations, fostering opportunities for collaborations and shared events. Represent the organization positively at events and venues to promote support services and build strong local connections. Team Contribution & Development Collaborate with colleagues to allocate resources efficiently and ensure seamless project delivery. Recommend process improvements and assist in implementing organizational changes. Support training initiatives for team members, enhancing collective knowledge and expertise. Reporting & Data Management Maintain meticulous records on CRM systems, documenting customer engagements, advice provided, and observed outcomes (e.g., energy savings). Support in internal and external reporting of project results. Transportation Requirements Safely handle the operation of a Peugeot Boxer Floor Cab Van as part of MAC duties. Provide your own vehicle for travel to the vehicle depot in Elland and other required sites, with mileage expenses reimbursed (business insurance must be maintained). Qualifications Essential - Non Negotiables Valid UK Driving License (no violations/endorsements) and access to a personal vehicle. Proven ability to effectively provide advice and support, both verbally and in writing, with high levels of empathy and professionalism. Strong IT proficiency with the ability to learn new systems quickly (training provided). Demonstrated customer service skills, with the ability to engage effectively with individuals from diverse backgrounds. Comfort working towards measurable performance indicators (KPIs) and managing competing priorities efficiently. Ability to collaborate within a team while contributing to shared objectives in high-pressure or changing environments. Desirable Previous experience in providing energy efficiency advice or supporting vulnerable communities. Knowledge of energy efficiency measures, funding schemes, or benefits that support income maximization. Day-to-Day Morning Duties : Begin operations or prepare the Mobile Advice Centre (MAC) for daily activities, including organizing resources, reviewing appointments, and ensuring the MAC van is ready for deployment. Client Engagement : Travel to pre-planned sites to provide in-depth energy advice and assistance tailored to varying needs, maintaining a professional and empathetic approach. Administrative Support : Handle administrative tasks such as data entry, report generation, and CRM updates when not scheduled for on-site events. Collaborative Work : Participate in team meetings to discuss performance metrics, service improvements, and customer feedback. Travel & Logistics : Drive the MAC van to designated locations or use your own vehicle as required for site visits; ensure all client interactions are logged appropriately. Customer Support : Handle phone calls or follow up on inquiries, providing timely and accurate energy efficiency advice. Feedback & Reporting : Analyze service delivery outcomes and provide comprehensive reports as required. Equality, Diversity, and Inclusion Our Client values diversity and is dedicated to creating an inclusive environment for all employees. They welcome applicants from all backgrounds and encourage individuals from underrepresented groups to apply. Accommodations and adjustments will be made available during the recruitment process upon request to ensure fairness and accessibility for all candidates. Our Client hopes you're excited about applying for the Mobile Advice Administrator role and joining a team driven by a mission to improve lives through energy advice and support services. If you want your work to have a genuine impact, this role is an opportunity to make a difference. Apply now and help create a sustainable, energy-efficient future for all!

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

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary ( 24,000- 30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport links 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.

Job Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.