48 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.

Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.

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

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. IRC UK IRC UK is part of the IRC global network, which has its global headquarters in New York. Our team in the UK works to raise profile, deliver policy and practice change, and increase funding to help restore health, safety, education, economic wellbeing and power to people devastated by conflict and disaster. Since 2021, IRC UK has also provided integration services directly to refugees in England. In Europe, the IRC also has offices in Berlin, Bonn, Brussels, Geneva and Stockholm. The Manager, International Philanthropy is part of the International Philanthropy team which focuses on raising gifts from individuals based outside of the U.S. and will support the activities of the team in managing donor accounts and coordinating day to day activities of the Senior Director and Director as required. Major Responsibilities • Collaborate with frontline fundraisers to implement strategies for high-net-worth individual donors and prospects within donor portfolios, bringing in critical revenue for the organization • Draft and edit donor-facing communications, including letters, emails, contact reports, and tailored correspondence supporting donor engagement. • Coordinate with internal teams to develop high-quality concept notes, proposals, presentations, and reports, managing drafts through final approval and formatting. • Prepare agendas, briefings, and materials for donor meetings, prospect conversations, and internal strategy discussions. • With fundraisers, act as the liaison between donors or prospects and field staff, ensuring both parties receive the most critical information and that it is communicated clearly and strategically reflective of its audience. • Collaborate closely with Prospect Research and Management teams as well as Analytics and operations staff to co-lead and track the entire donor cycle. • Support the planning and delivery of stewardship and cultivation events for international high-net-worth donors. • Update the donor database (Salesforce) to maintain portfolio assignments, draft and update giving proposals, request prospect research, monitor report requirements and submissions, track ongoing donor communication and activity as well as additional relationship management duties. • Support payment processing and ensure documentation complies with IRC and donor requirements. • Provide operational and administrative support to the Senior Director and Director, including scheduling, travel coordination, and preparation for board or leadership meetings. • Maintain teamwide systems, materials, and processes, support onboarding for new team members, and contribute to special projects as assigned. KEY WORKING RELATIONSHIPS Key contacts across IRC in UK and internationally: • International Philanthropy Team • USA Philanthropy • Communications team • Policy and Advocacy team • UK Finance team • President s Office and Executive Director of IRC- UK Person Specification Skills, Knowledge and Qualifications: • Knowledge and understanding of the principles and methods of philanthropy fundraising • Experience with Salesforce database or similar CRM system (Salesforce Administrator certification a plus) • Excellent project management skills with demonstrable ability to prioritize and organize own workload and meet conflicting deadlines • Excellent project management skills with demonstrable ability to prioritize and organize own workload and meet conflicting deadlines • Ability to establish and build relationships with donors, colleagues and senior stakeholders at all levels and from a variety of backgrounds, both externally and within IRC • Bachelor s Degree or higher, with professional fundraising certifications an advantage, or equivalent experience • Experience in the following markets preferred UK and US • Excellent communication skills and interpersonal skills, with the ability to inspire and enthuse, through the delivery of strong external and internal communication • Previous experience of working with high-net-worth individuals and their support functions i.e. EA s, wealth advisors and/or private offices; • Experience of supporting a team including the implementation of high-level events; • Excellent attention to detail • Excellent Microsoft Office software skills including Outlook, Excel, Word and PowerPoint • Ability to understand and demonstrate commitment to IRC s Equal Opportunities Policy and to ensure all activities are consistent with Equal Opportunities • HTML experience a plus, to help support website updates. • Passion for IRC s mission and demonstrable interest in fundraising.

Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .

Customer Care Advisor £24,784 plus overtime opportunity APRIL 13TH 2026 start date available. New Positions due to expansion and demand for customer service teams. Bradford Hybrid available or full-time office. My client is a little different to the usual Insurance businesses, rather than being part of a huge contact centre, here they have a more personable and welcoming team appeal. They encourage a positive result for all of their customers and on average process over 87% of their claims for customers. This Insurance company are part of an International Group and offer a 12-week training programme to onboard new people into the business and support all the way through the training, offering full engagement from trainers and senior advisors. 4 Weeks classroom training then 8 weeks live with a buddy to coach you through. The hours for the first 12 weeks are 09 00 fully office based. Hybrid can commence after this 12 week training period. Monday to Friday no early or late nights with the occasional one in six Saturday eventually required once every 6 weeks for 4 hours which is paid overtime. Monday to Friday with 3 alternate start times of 0830, 08.45 or 09.15 Eventually they will need you to accommodate one in six Saturday mornings only 09 00 paid at time and a half. Working in a smaller team of customer service professionals with all levels of customer support exposure and having the support of 12 administrators. Alongside you will be supporting the technical team of engineers which is a larger team of around 40. The company are looking to welcome people into the business that are looking for an office-based customer support role. I would welcome someone that has a wealth of customer service or telephone-based experience (salary can be discussed) that can offer support and leadership in the delivering a high standard of customer service to its clients, along with supporting and encouraging the others that are learning and wanting to train as experienced agents. You could have experience working within a busy customer service department, retail or contact centre as long as you are confident and love customer service, training is offered to develop you in your new career, you will be first point of contact with customers. Your customer service skills are key for this role, you will enjoy delivering and maintaining a high level of customer service to all existing customers Key requirements for the role: o You will need to have a professional and personable manner, have the ability to engage with customers, my client will encourage you to identify the customers specific claim requirements. o Fact find and transfer the call to the right contact if you cannot progress with the customer enquiry, provide full customer support, update all customer records accurately. o Advise customers with the next stage process and update any compliant administration. o Guide clients through the claims process on the portal. o Deliver excellent customer support under pressure and have the ability to problem solve. Superb Benefits Available: 25 days base holiday (plus bank holidays) with the option to buy 5 more or carry them over Up to 10 additional holiday days on top of your allowance Discounts on products and gym membership discounts through Gym Flex Free flu vouchers in winter, Christmas voucher, and free eye tests every 2 years Cycle to work scheme and a £625 bonus for referring a friend Excellent pension match benefits and private healthcare with Bupa Discounts at local retail outlets and opportunities to win tickets to events Free parking onsite For the customer care advisor role, you must be able to demonstrate a strong ability to work under pressure, customer service skills, a confident telephone manner and a reactive and positive attitude. I have immediate interviews available and look forward to receiving your application, thank you for taking the time to apply. Lisa Farr Associates. Recruitment Specialist

Compliance Administrator 17.58ph- 19.23ph Temp ASAP Start until May 2026 Financial Services Oxford Street Hybrid working 9.00am-5.00pm A wealth management firm with their head office in central London requires a Compliance Administrator to work closely with their HR & Operations team on a temp basis. The role: Assist with reviewing and checking details within employment contracts, ensuring accuracy and consistency Maintain compliance by keeping HR systems and employee records accurate and up to date Provide proactive, responsive support to the HR Manager across day-to-day activities Deliver general administrative support, including regular database checks and data validation Contribute to ad-hoc projects and collaborate closely with the wider operations team Experience required: Previous administrative experience or relevant university placements, ideally gained within Financial Services, Legal, or another professional services environment Exceptional attention to detail with strong organisational skills Proven experience handling high volumes of contracts and documentation accurately Comfortable working in a fast-paced, deadline-driven environment Enjoy working in a team or independently If you are an immediately available compliance administrator, please send your CV forward today. 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.

The starting salary for this full-time, permanent position is 30,647 per annum based on a 36 hour working week. We are excited to be hiring a new Senior Panel Administrator to join our fantastic Secretariat Team, our centre of excellence for meeting support and note taking, who arrange multi-agency panels to discuss care packages and costings for children and young people. The team are based at Woodhatch Place in Reigate and the role is open to hybrid working . As a team we split our time between collaborating with colleagues in the office for a minimum of 2 days per week, and working from home. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (plus bank holidays) Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role The Children, Families and Learning directorate provides a range of highly specialist services to vulnerable children and young people. Services are delivered directly to children and their families within extensive statutory frameworks, and staff working in these areas need specialist knowledge in order to deliver effective services to these high risk and high need groups. This role is based within our outstanding Business Support service, which underpins the work of frontline practitioners. In this role, you will work closely with senior management, supporting them with the information required to make decisions on the placement and care packages for our looked after children. Your key responsibilities as a Senior Panel Administrator will include: Planning and organising panels Liaising with professionals both within Social Care and external agencies Keeping track of information, updating and maintaining spreadsheets and databases Taking meeting notes and distributing to involved parties, ensuring timescales are met Providing performance information Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align withour behaviours: Evidence of efficient and accurate minute taking skills (using a laptop) Experience of organising complex meetings Experience of providing administrative services and awareness of working with confidential information Excellent customer service and communication skills, both written and spoken A confident, organised and proactive approach with the ability to meet sometimes challenging deadlines Excellent IT skills and proficiency in Microsoft Office applications To apply, we request that you submit a CV and answer following 4 questions: Please tell us about your previous administration experience. Minute taking support to meetings forms a large part of this role. Please tell us about, using examples of, your laptop minute taking experience. Please tell us about, using examples of, your experience arranging complex meetings Please tell us about any other relevant skills, experience or qualifications you have, related to this role. The job advert closes at 23:59 on 22/03/2026 with interviews to follow. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.

Time Appointments are working on behalf of a prestigious financial services establishment based in Ipswich, who are recruiting for a professional Financial Services Administrator to join their team. This is a fantastic opportunity to join one of the employers of choice in the area who truly value their staff, offer exceptional benefits, and continuously invest in both professional and personal development for their employees. Skills & Experience Required: Proven customer service or administrative experience gained from a professional regulated environment An understanding of anti-money laundering (AML) issues and ID verification processes, preferred but not essential Basic knowledge of trust law, income tax, capital gains tax, inheritance tax, preferred but not essential Ability to work under pressure and in a regulated environment Excellent IT skills including the use of Microsoft software A diligent worker with a high level of attention to detail Strong communication skills, written and verbal Key Duties & Responsibilities: Maintain trust databases and the HMRC Trust Register, ensuring records are accurate and up to date Open new trust accounts and reconcile trust bank accounts Review and check trust accounts, assisting with the preparation of trust accounts and tax returns Prepare and issue tax certificates Communicate with beneficiaries and co-trustees through emails and formal correspondence Raise invoices and process trust fees Monitor trust diaries to ensure annual reviews and regular beneficiary distributions are completed on time Liaise with internal teams, including Wealth Planning, regarding new trust business Provide general administrative support as required

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.

This role has a starting salary of 36,873 per annum, based on a 36 hour working week. We are excited to be hiring a Network Coordinator to join our fantastic Network Coordination team. Join our dynamic team in the Environment, Infrastructure and Growth (EIG) Directorate and be part of providing essential services that benefit every single resident, business, and visitor in Surrey! Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (prorated for part time staff) Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents. About the Team The Network Coordination Team consists of 1 Team leader, 3 Senior Network Co-ordinators, 8 Network Co-ordinators, 4 Assistant Network Co-ordinators and 2 Network Co-ordination administrators. The role and duty of the team is to manage Surrey Road network to ensure the expeditious movement of Traffic and reduce congestion as much as possible. The coordination team sits within the Street Works Team which consists of the Compliance Team and our Technical Support Team. About the Role As a Network Coordinator, you will be responsible for assessing incoming permit applications and road space requests for accuracy and potential breaches of the Acts and Scheme. You will discuss details with the works promoters where these do not comply and apply judgment as to any subsequent action, including the implementation of the Section 74 overrun process and fixed penalty notice (FPN) process, to drive improvement. This includes the potential for coordination, granting or refusing permit applications in line with the requirements of SEPS SLRS, and applying relevant conditions where applicable. You will undertake continuous monitoring of permit applications, major projects, and programmes to identify works clashes and collaboration opportunities. Based on system advice, experience, and local knowledge, you will proactively advise and negotiate with works promoters on alternative dates to ensure minimal disruption to the network, applying the Street Works Team Coordination policy and principles. Additionally, you will coordinate and challenge work promoters on their works arrangements, including timing, duration, location, and traffic management. You will negotiate to reach agreements between all parties that ensure compliance with NRSWA, TMA, SEPS, and SLRS, thus providing the best service to highway users in accordance with the Street Works Team procedure. Your Application To be considered for shortlisting for this position, your application will clearly evidence the following: A good knowledge of permitting systems and Traffic Management Experience of working within NRSWA/TMA, legislation, either for a Highway Authority or Utility Company An understanding of the Road Traffic Act and Highway Act An ability to work successfully as part of a team in a high-profile service area Adaptability and flexibility and able to work under pressure A Street Works Qualification Registration (SWQR) As part of your application you will be asked to upload your CV and answer the following 4 questions: Can you describe your experience with permitting systems? Please provide specific examples of how you have used these systems in your previous roles. What is your understanding of traffic management principles? How have you applied these principles in your work, particularly in relation to the New Roads and Street Works Act (NRSWA) and the Traffic Management Act (TMA)? Describe a situation where you had to ensure compliance with the Road Traffic Act and Highway Act. How did you handle any challenges that arose, and what was the outcome? Can you provide an example of a time when you had to adapt quickly to a challenging situation while working under pressure? How did you ensure successful collaboration with your team/ external partners? The job advert closes at 23:59 on 15/03/2026 with interviews planned to follow. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.

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.

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The role is a full time and permanent job. Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team. Job Description Provide administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration Duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Previous experience: 100% Must have experience of working within a financial advisor practice Knowledge of investments, pensions and protection products preferred Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills. Must be educated to GCSE standard to include English and Maths PLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN AN FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY ! Salary will be decided after interview based on experience Please send CV to Colleen Farquharson via the apply link or call (phone number removed) for a confidential chat Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Wealth Management Administrator Permanent Dunfermline Competitive Annual Salary Your new company You'll be joining a well established, independent professional services firm that has grown significantly over recent years. The organisation supports a wide range of clients across multiple sectors and is known for its strong values, collaborative culture, and commitment to developing its people. With a supportive environment, smaller team structures, and a focus on personal relationships, the firm places great importance on training, progression, and delivering high quality client service. Your new role As a Wealth Management Administrator, you will play a key role in supporting financial advisers and paraplanners to ensure clients receive an exceptional service. This is a fast paced, structured role ideal for someone who enjoys organisation, problem solving, and building strong working relationships. Act as a primary point of contact for client queries and ongoing service needs Prepare and issue review packs, valuations, fact finds, and meeting documentation Process new business applications across pensions and investments Liaise with product providers to obtain information and track application progress Maintain accurate client records and ensure all documentation meets compliance standards Support advisers and paraplanners with workflow, information gathering, and meeting preparation Manage diaries, schedule client review meetings, and coordinate administrative tasks What you'll need to succeed To be successful in this highly visible role, you will have: Highly organised, methodical, and detail focusedStrong communication skills and a proactive, positive attitude.Ability to manage multiple tasks and work well under pressure.Enjoys working collaboratively within a team.Experience in administrative or financial services roles is essential.Familiarity with financial planning systems and provider platforms is beneficial.Confident using Microsoft Office applications.Understanding of financial products is helpful, though full training will be provided. What you'll get in return Competitive salary Workplace pension and life cover. Access to an Employee Assistance Programme, including virtual GP services. Discounts through employee reward platforms. Access to wellbeing and fitness resources. Regular one to one meetings to support personal development. Client and staff referral bonuses. Opportunities to participate in wellbeing or ESG focused groups. A supportive, friendly working environment within a strong team culture. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or wealth management essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

IFA Administrator (Progression to Financial Advisor) 30,000 - 35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you an IFA Administrator looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The IFA Administrator plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role you will be supporting financial advisors with the administration of the wealth management process, preparing client documentation and processing new business and supporting advisers and assisting with client servicing. This role would suit a financial services administrator looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5:30pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role Level 4 Diploma qualified or working towards the qualification Commutable to Weston Super Mare Reference: BBBH24256A We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Paraplanner (Progression to Financial Advisor) 35,000 - 40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role, you will provide key back-office support to the advisers, ensuring the smooth and efficient running of the financial planning process. Your responsibilities will include preparing draft suitability letters and supporting documentation, maintaining accurate and up-to-date client records on back-office systems, and ensuring all client service tasks and reminders are correctly logged and followed up. You will organise and prepare documentation for client meetings, liaise with clients, providers and internal team members to resolve queries, and ensure all records are maintained in line with regulatory requirements. The role will also involve reviewing financial data for accuracy and working closely with the team to maintain high standards of administration and client service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The role: Preparing and drafting suitability letters and documentation for advisers Maintaining accurate back-office systems and client records Ensuring client service reminders and ongoing service tasks are completed and tracked The person: Experience working in a Financial Administrator or Paraplanner role within financial services Experience using Intelliflo, Timeline, CRM systems and Microsoft Office Comfortable managing back-office systems and documentation Commutable to Weston-Super-Mare Reference: BBBH24256B We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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.