78 jobs found

Diploma-Qualified Technical Paraplanner Chartered IFA Firm Weybridge (Hybrid - 4 Days/Month) Join a prestigious, Chartered Independent Financial Advisory firm based in Weybrdige, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight. Salary up to £56,000 per annum (depending on experience) As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We're looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice. Key Responsibilities As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for: Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT Conducting detailed technical research and analysis to support complex advice recommendations Liaising with advisers and administrators to ensure seamless client service Preparing cashflow modelling using industry-standard tools Ensuring all reports and recommendations align with FCA compliance requirements Requirements We are looking for a Paraplanner who brings both depth of knowledge and attention to detail: Diploma in Regulated Financial Planning (Level 4 minimum) Experience in a paraplanning role within an IFA or Wealth Management firm Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts Familiarity with tools such as Intelliflo, FE Analytics, Truth/CashCalc Excellent written communication and analytical skills Benefits Salary up to £56,000 per annum (depending on experience) Hybrid working - just 4 office days/month in Weybridge 25 days holiday + bank holidays Company pension scheme Support with further qualifications (e.g., Chartered status) Inclusive, supportive working culture in a Chartered environment How to Apply If you're a detail-driven, technically minded Paraplanner ready to make an impact in a Chartered firm with flexible working, we'd love to hear from you.

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Based in modern offices in the heart of the City of London, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under LymeThe main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties: Processing new business Preparing valuation reports Preparing performance documentation for client review appointments Preparing review checklist for client appointments Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports Run risk profiler results via FE Analytics Ensuring that clients are advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports Ensure client authorisation received to complete switch in line with MIFID II requirements Processing and monitoring switch directly with provider or electronically via platform Preparing half yearly valuation reports for issue to client Provide post review summary reports to clients Completing withdrawal instructions on behalf of clients Ensuring any instructions received are confirmed in writing by client and authentication process is followed Previous experience in an IFA environment is essential.For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

HR Administrator needed, Paying up to 26k ( DOE) , Standard days - Monday to Friday, working for a renowned automotive company, which is highly reputable and drive to support and grow employees. The company have a strong reputation within the sector and are specialists with vehicles, equipment, and aftersales services for multiple industries which operate within the UK. The HR Administrator role is based in Elland Duties of the HR Administrator: Assist with HR queries from staff and management Manage holidays and staff sickness General administration Support with the recruitment process Record and update systems accordingly Answer incoming calls through the switchboard Comply and update company policies Any other duties to help support the business You would be an ideal candidate for the HR Administrator role if you are proficient with Microsoft software packages, e.g. Word Excel, PowerPoint, have operated teams before and experience within a HR environment. Benefits of the HR Administrator role: 25 days holiday + Bank Holidays Life insurance Auto-enrolment pension Medical cover and free health assessments Shopping discount If you are interested in the HR Administrator role , please give Maisie a call at E3 Recruitment to answer any questions you may have or progress further .

IFA Administrator Location: Ashbourne Salary up to £30,000 Our client is a well-established Wealth Management Firm based in the Derby area and because of their ongoing growth they now have an excellent opportunity for a for a Client Support Specialist to join their business based in the Derbyshire area. You will be working within a busy and vibrant team, the main function of the role will be providing administrative support to 2 Financial Planners, to assist them in delivering a first-class service to all clients. Benefits: 23 days holiday allowance, plus bank holidays, to rejuvenate and recharge. Your birthday day off (because why not?!). Free onsite parking. Wellness benefits including health and wellbeing programme. Hybrid work arrangements fostering a harmonious work-life balance. Target-linked early finishes each Friday, launching your weekends on a high note. Opportunities for professional growth and career advancement. An environment that prizes collaboration and inclusivity. Company pension. Responsibilities: Diary management Liaising with clients and resolving queries Prepare client meeting packs, documents and application forms Handling confidential information Deliver the highest standard of client care and customer service to clients and external individuals/companies Provide administrative support to Advisers and the back office Submit and chase through business applications Update and maintain client records and files on in house and CRM systems Answer inbound calls Make outbound calls to clients and external providers Essentials: Full understanding of back-office systems and processes Able to multitask and work to deadlines ensuring a high quality of work The ability to use own initiative and problem solve Excellent communication skills and attention to detail Positive and can-do attitude Professional appearance to maintain the company brand A willingness to work as a team member Commitment to personal development Advanced computer skills with knowledge of Microsoft packages Able to work under pressure Training/Development Opportunity: An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence. You will be expected to work towards the Business Administration Level 3 qualification, with support from your employer and the Chesterfield College Group. Rhodes Wealth Management Ltd are looking to offer a permanent full-time role within the business upon successful completion of this apprenticeship for the right person If this sounds like you, apply today or for more information please contact one of our specialist consultants and quote job reference NJR15790

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.You will be responsible for processing and monitoring technical business, both new and existing.You will have the opportunity to work in a supportive team environment where progression is strongly supported.In addition, you will be provided with study support for CII qualifications and a competitive salary.Candidates MUST have previous experience within a Financial Planning role and a professional communication manner.Working towards your diploma in financial services is desired. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

RecruitUK are working with an expanding Independent Financial Planning company based in Fareham. They offer bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they're looking to grow their back-office team to ensure everyone is given an exceptional level of service. This exciting opportunity can see you developing your Administration career. You will be working closely in an experienced team of IFA Administrators, supporting both the Paraplanners and Financial Advisers. There are endless opportunities to progress your career with this company, whether it's senior level administration, paraplanning, management, or financial advice. Duties: Preparing client files and document for annual reviews and new business meetings Submitting new business Supporting with basic reports following client meeting Keeping back-office system up to date Liaising with clients and product advisers Ad-Hoc administration duties Benefits: Competitive salary of up to £36,000! Hybrid working structure Incredible progression opportunities A constantly growing business with consistent acquisitions in the pipeline Minimum of 33 days holiday Private medical insurance 5% pension contribution Exam support and funding Annual salary reviews and uplifts based on exam performance Sleek office building with free parking Skills and experience required: At least 1-2 years within Wealth Management Client Servicing Good knowledge of financial products and processes Drive to progress and develop career

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities: Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate software (iO) is continuously kept up to date Ensuring client-facing documents are accurate and appropriate for the client Obtaining information from third-party providers Speaking to clients on the phone and communicating via email Leverage your investment and pension knowledge to assist with client portfolios Be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances Making sure the implementation of solutions is completed accurately and in good time Ensuring timely processing of transactions and static data updates To succeed in this role you will: Previous experience in an IFA environment Display enthusiasm, energy and positivity Proactively take responsibility for clients' needs Have a good knowledge financial services and products Pride yourself on your organisational skills Be willing to complete relevant industry qualifications Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) Collaborate well with other teams WHY JOIN US? 25 days of holiday + bank holidays Contributory pension scheme Employee Referral Scheme Hybrid and flexible work opportunities NHS Top Up scheme Wide range of retail discounts Regular social and charity events held in our office Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills Opportunity to be part of an employee-owned business which values employee involvement and commitment We are serious about our commitment to Net Zero Required professional membership fees paid for Opportunity to win quarterly CORE Awards Long service awards Our values are foundations of what and how we do things here For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

This IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as an IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team D iary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Senior Financial Planning Administrator Location: Leicester Salary: £28,000 - £35,000 Duration: Permanent, Full time or Part Time, Hybrid work (1-2 days a week from home) We are working with an Financial planning firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Senior Financial Planning Administrator Location - Warwick Salary £30,000 - £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Senior Financial Planning Administrator Location - Edgbaston, Birmingham Salary £26,000 - £32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £32,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Job Title: IFA Administrator Industry: Financial Services Location: Sale, Manchester Salary: Up to £32,000 Reference Number: 9922 Job Description: IFA Administrator Recruit UK are working on an excellent opportunity in Sale near Manchester to join a well-established Financial Advice company as a Financial Planning (IFA) Administrator. My client are renowned for building long-term client relationships founded on dependable, specialist support has deep technical knowledge and provides high-calibre service to their clients. They have a clear focus on technology and innovation backed by a strong set of values, they evolve their services to ensure their offering is as robust tomorrow as it is today. This is an IFA Administrator role supporting experienced Financial Advisers and their clients. Role: IFA Administrator Data entry into the back-office system - (Intelligent Office) Management/maintenance of the back-office system (Intelliflo) Consolidation of adviser fee income Collate Provider statements Letters of Authority (LOAs) Maintaining Client Folders Manage New Business Register Arranging client meetings Dealing with Client enquiries Process new business paperwork Obtain relevant Personal Illustrations Client review paperwork Manage, prepare Suitability Reports What's in it for you: IFA Administrator IFA Administrator position - Sale, Manchester Basic Salary up to £32,000+ Negotiable Home based working pt week (After probation period) Pension, PMI, DIS, Company events (summer, winter) Study support to towards profession qualifications Career progression. Excellent Opportunity to join friendly team Skills and experience required: IFA Administrator Financial Services Administration Experience Financial Planning Administration experience - Ideally, Intelligent Office (Intelliflo) Dynamic Planner, Platforms (ideally Transact & AJ Bell Investcentre) About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Advice Company in Sale near Manchester on an IFA Administrator position. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own.They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.The job holder will be handling all the back office administration for a busy Financial Adviser, dealing with recommendations and liaising with clients and providers using the best of research tools.Candidates must have 1 yrs + IFA admin experience and possess good knowledge of wealth planning products. Our client will support either a "career administrator" or somebody that wishes to progress to paraplanning/advising over time. This is a full time role offering a long term career path of your choice. Hybrid/flexible working will be supported Lovely local business where you will have a chance to make a difference. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

PA - Financial Services Wakefield - Office Based Up to £28,000 + Benefits NJR Recruitment is working in partnership with a well-established independent financial advice firm in Wakefield, who are now looking to recruit an IFA Administrator / PA to provide high-quality support to a senior adviser. This is a fantastic opportunity for an organised and detail-focused professional who enjoys working in a varied role with responsibility, and who takes pride in delivering excellent client service. The Role: As an IFA Administrator / PA, you'll be responsible for: Providing day-to-day administrative support to the Financial Adviser Preparing client review packs, valuations, and documentation for meetings Processing new business applications and maintaining accurate records Liaising with providers and clients, chasing information where required Managing diaries, correspondence, and ensuring the Adviser is fully supported Acting as the first point of contact for client queries, ensuring a professional service at all times About You: We are looking for candidates who can demonstrate: Previous experience in an IFA, wealth management, or financial planning firm (essential) Good understanding of pensions, investments, and protection administration Excellent organisational skills and strong attention to detail A professional and proactive approach, with confidence communicating with clients Ability to work independently, as well as part of a small, friendly team What's on Offer: Salary up to £28,000 depending on experience 25 days holiday + Bank Holidays Bonus Scheme Free Parking Supportive independent practice with a loyal client base Opportunity to work closely with the adviser in a trusted, responsible position Long-term stability and career progression within financial services This is an excellent opportunity for a career administrator or PA with financial planning experience who is looking to join a professional and supportive firm where your contribution will really make a difference. For more information apply now or contact NJR Recruitment today quoting NJR16094

Client Relationship Manager - Wealth Management Location: Hove (Hybrid: 3 days office / 2 days home) Salary: Up to £32,000 + bonus + benefits We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice Prepare meeting packs, process new business, and liaise with product providers and platforms Maintain accurate client data and ensure compliance with KYC/AML requirements Provide mentorship to junior staff and contribute to operational improvements What We're Looking For: Previous experience within an IFA or Wealth Management environment Strong understanding of investments, pensions, and protection products Confident using CRM/back-office systems (Intelliflo, Xplan, or similar) Excellent communication and organisational skills A proactive, client-focused approach and strong attention to detail Package & Benefits: Salary up to £32,000 p.a. Hybrid working - 3 days office / 2 days home Discretionary annual bonus Supportive, collaborative team environment Clear progression opportunities within a growing national firm If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships. Apply today to find out more.

Senior IFA Administrator - Droitwich (Office Based) Salary: Up to £30,000 (potentially negotiable depending on experience) Location: Droitwich, Worcestershire Type: Full-time, permanent An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £30,000 , depending on experience and qualifications. 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position. Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.

My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers. This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way. You'll be: Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes. Your role will involve: You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings. You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate. You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments. You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards. You will recommend and implement improvements to internal systems and processes to enhance client service delivery. You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review. About you: Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII's R0 exams or Group Risk specific qualifications). You will have at least 2 years' experience in a Financial Services administration role-preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes. A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential. Training & Development: You'll receive structured training, combining on-the-job learning with private study and professional qualifications. We'll support your technical growth while also developing your professional and client-facing skills. Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events