IFA Administrator Location: Holborn, London Salary: £35,000 - £45,000 DOE Working Pattern: Hybrid - typically 3-4 days per week in the office The Opportunity An established St James's Place practice based in Holborn is looking to appoint an experienced IFA Administrator / PSS Administrator to join its established support team. The practice currently has two advisers, two PSS back-office administrators and an experienced Practice Manager. This is a key hire for the business, with the successful candidate taking ownership of day-to-day administration and helping ensure advisers continue to receive a high level of support. The Role You will provide broad administrative support across the practice, with responsibilities including: Managing client servicing and ongoing administration. Preparing and submitting new business. Working with St James's Place systems and processes. Preparing basic suitability letters and supporting documentation. Managing client records and ensuring information is accurate and up to date. Liaising with providers, clients and advisers to progress cases. Taking ownership of tasks and working independently. Providing cover for key Practice Manager responsibilities during periods of annual leave. The practice currently outsources some PSS administration to a virtual firm, although the preference is to keep this to a minimum. The successful candidate will therefore have the opportunity to take greater ownership of the administration function. About You The ideal candidate will have: 2-3 years' experience within an IFA or wealth management environment. Strong knowledge of St James's Place systems and processes . Experience across client servicing, new business submissions and basic suitability letters. The confidence to work independently and take responsibility for their workload. Strong attention to detail and a proactive approach. Experience in a Practice Manager or similar position of responsibility would be advantageous. Industry qualifications are beneficial but not essential . Candidates with slightly less experience may also be considered where they can demonstrate strong St James's Place knowledge and relevant experience. The Practice The business is currently focused on providing an excellent service to its existing client base and ensuring the practice is operating efficiently before embarking on further growth. Longer term, there are plans to potentially add further advisers and support staff, but the practice is deliberately looking to remain a well-established, manageable-sized business rather than becoming a large corporate operation . The office is shared with other St James's Place businesses, providing a sociable working environment and opportunities to get involved in wider work-related and social events. Salary & Benefits £35,000 - £45,000 depending on experience End-of-year bonus Pension Relevant exams and training paid for Hybrid working, typically 3-4 days per week in the office Opportunity to take on additional responsibility and develop within the practice Interview Process The process will typically involve: Initial Teams interview Face-to-face interview Potential third stage if further checks or a practical assessment are required If you're an experienced PSS / IFA Administrator looking for a role where you can take ownership, work closely with advisers and play an important part in an established practice, this could be an excellent opportunity.
Sep 11, 2026
Full time
IFA Administrator Location: Holborn, London Salary: £35,000 - £45,000 DOE Working Pattern: Hybrid - typically 3-4 days per week in the office The Opportunity An established St James's Place practice based in Holborn is looking to appoint an experienced IFA Administrator / PSS Administrator to join its established support team. The practice currently has two advisers, two PSS back-office administrators and an experienced Practice Manager. This is a key hire for the business, with the successful candidate taking ownership of day-to-day administration and helping ensure advisers continue to receive a high level of support. The Role You will provide broad administrative support across the practice, with responsibilities including: Managing client servicing and ongoing administration. Preparing and submitting new business. Working with St James's Place systems and processes. Preparing basic suitability letters and supporting documentation. Managing client records and ensuring information is accurate and up to date. Liaising with providers, clients and advisers to progress cases. Taking ownership of tasks and working independently. Providing cover for key Practice Manager responsibilities during periods of annual leave. The practice currently outsources some PSS administration to a virtual firm, although the preference is to keep this to a minimum. The successful candidate will therefore have the opportunity to take greater ownership of the administration function. About You The ideal candidate will have: 2-3 years' experience within an IFA or wealth management environment. Strong knowledge of St James's Place systems and processes . Experience across client servicing, new business submissions and basic suitability letters. The confidence to work independently and take responsibility for their workload. Strong attention to detail and a proactive approach. Experience in a Practice Manager or similar position of responsibility would be advantageous. Industry qualifications are beneficial but not essential . Candidates with slightly less experience may also be considered where they can demonstrate strong St James's Place knowledge and relevant experience. The Practice The business is currently focused on providing an excellent service to its existing client base and ensuring the practice is operating efficiently before embarking on further growth. Longer term, there are plans to potentially add further advisers and support staff, but the practice is deliberately looking to remain a well-established, manageable-sized business rather than becoming a large corporate operation . The office is shared with other St James's Place businesses, providing a sociable working environment and opportunities to get involved in wider work-related and social events. Salary & Benefits £35,000 - £45,000 depending on experience End-of-year bonus Pension Relevant exams and training paid for Hybrid working, typically 3-4 days per week in the office Opportunity to take on additional responsibility and develop within the practice Interview Process The process will typically involve: Initial Teams interview Face-to-face interview Potential third stage if further checks or a practical assessment are required If you're an experienced PSS / IFA Administrator looking for a role where you can take ownership, work closely with advisers and play an important part in an established practice, this could be an excellent opportunity.
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
May 23, 2026
Full time
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
Operations Administrator - Bury St Edmunds - Up to £30,000 My client who are a Chartered IFA in East-Anglia are looking for an Operations administrator to assist with back office support, the delivery of special projects and IT and systems. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds. What's needed to be considered? Data analysis and reporting. Maintaining and developing CRM or back-office systems. Contributing or managing small-scale projects. Strong University Qualification or similar. Previous experience within financial services would be desirable. Strong administration skills and a willingness to learn. Benefits: Flexible working after probation. Study support and exams paid for with paid study leave. Free parking on site. 29 days holiday + Bank Holidays + Christmas Closure. Subsidised private healthcare Income Protection + Healthcare Scheme Paid Study leave Volunteering days What's next? Apply today to be considered for this Operations administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator
May 22, 2026
Full time
Operations Administrator - Bury St Edmunds - Up to £30,000 My client who are a Chartered IFA in East-Anglia are looking for an Operations administrator to assist with back office support, the delivery of special projects and IT and systems. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds. What's needed to be considered? Data analysis and reporting. Maintaining and developing CRM or back-office systems. Contributing or managing small-scale projects. Strong University Qualification or similar. Previous experience within financial services would be desirable. Strong administration skills and a willingness to learn. Benefits: Flexible working after probation. Study support and exams paid for with paid study leave. Free parking on site. 29 days holiday + Bank Holidays + Christmas Closure. Subsidised private healthcare Income Protection + Healthcare Scheme Paid Study leave Volunteering days What's next? Apply today to be considered for this Operations administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator
Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
May 21, 2026
Full time
Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.
May 20, 2026
Full time
IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.
IFA / Independent Financial Adviser - Existing Client Bank (Henley & Marlow Area) £50,000-£60,000 + 30% Bonus Remote / Field-Based A growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank. This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects. The Opportunity £50,000-£60,000 base salary (flexible for the right person) + 30% bonus Immediate client allocation: 15 households transferred on day one 60-client Reading book being acquired by year-end Senior adviser with 200+ households for longer-term succession Field-based / remote role - meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area. Work closely with a senior adviser providing hands-on guidance and mentoring Straightforward planning work: ISAs, pensions, bonds, retirement planning, IHT Clear runway to take over retiring advisers' books as the firm continues to grow About the Firm Medium-sized IFA practice with 8 advisers Fully remote admin/support structure No central office (small garden offices are available if preferred) Strong inflow of clients via adviser retirements and regulated takeovers Culture centred on simplicity, long-term client relationships, and high-quality ongoing servicing What You'll Be Doing Managing and servicing an existing HNW client bank Conducting annual reviews and ensuring ongoing advice obligations are met Meeting clients across Henley, Marlow, Reading and surrounding areas Working under the guidance of a senior adviser while still operating autonomously Providing clear, simple, client-friendly financial advice What We're Looking For Level 4 Diploma + CAS (essential) Someone early-career, ambitious, and hungry to grow with the business A relationship-builder, not a cold-hunter Comfortable working remotely and travelling to client meetings Professional, personable, and committed to long-term progression Why This Role? Warm clients, zero cold-hunting Clear succession plan and long-term security Strong mentoring and development from senior advisers Flexibility in working style Opportunity to step into a large legacy client bank over time Apply Now If you're a Level 4/CAS adviser looking for a long-term home, the chance to inherit quality clients, and a supportive firm that invests in your growth, we'd love to hear from you.
May 16, 2026
Full time
IFA / Independent Financial Adviser - Existing Client Bank (Henley & Marlow Area) £50,000-£60,000 + 30% Bonus Remote / Field-Based A growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank. This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects. The Opportunity £50,000-£60,000 base salary (flexible for the right person) + 30% bonus Immediate client allocation: 15 households transferred on day one 60-client Reading book being acquired by year-end Senior adviser with 200+ households for longer-term succession Field-based / remote role - meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area. Work closely with a senior adviser providing hands-on guidance and mentoring Straightforward planning work: ISAs, pensions, bonds, retirement planning, IHT Clear runway to take over retiring advisers' books as the firm continues to grow About the Firm Medium-sized IFA practice with 8 advisers Fully remote admin/support structure No central office (small garden offices are available if preferred) Strong inflow of clients via adviser retirements and regulated takeovers Culture centred on simplicity, long-term client relationships, and high-quality ongoing servicing What You'll Be Doing Managing and servicing an existing HNW client bank Conducting annual reviews and ensuring ongoing advice obligations are met Meeting clients across Henley, Marlow, Reading and surrounding areas Working under the guidance of a senior adviser while still operating autonomously Providing clear, simple, client-friendly financial advice What We're Looking For Level 4 Diploma + CAS (essential) Someone early-career, ambitious, and hungry to grow with the business A relationship-builder, not a cold-hunter Comfortable working remotely and travelling to client meetings Professional, personable, and committed to long-term progression Why This Role? Warm clients, zero cold-hunting Clear succession plan and long-term security Strong mentoring and development from senior advisers Flexibility in working style Opportunity to step into a large legacy client bank over time Apply Now If you're a Level 4/CAS adviser looking for a long-term home, the chance to inherit quality clients, and a supportive firm that invests in your growth, we'd love to hear from you.
Financial Planning Administrator Bristol Up to 32k A respected and growing independent financial advisory firm based in Bristol is looking to recruit a Financial Planning Administrator to join their team. This is a great opportunity for someone with 1-2 years' experience in financial services administration, ideally within an IFA environment. You'll be joining a small, collaborative team where you'll play a key role in supporting advisers and delivering a high standard of service to clients. Key Responsibilities: Maintain accurate client records and prepare files for meetings Manage provider correspondence, including letters of authority Act as a key contact for clients and providers Process applications, payments, and ensure compliance checks (AML) Produce valuations, reports, and keep clients updated Support advisers with post-meeting administration and follow-ups Liaise with third parties, including legal professionals Skills & Experience (Essential): Previous experience in a financial services or IFA administration role Strong written and verbal communication skills Excellent organisational and time management abilities High attention to detail and accuracy Self-motivated with the ability to work independently Good IT skills and ability to learn new systems Team-oriented with a positive attitude Understanding of the financial planning process Desirable: Experience with back-office systems such as Intelliflo Working towards Level 4 Diploma in Financial Planning Relevant financial services qualifications (e.g. CF1) What's on Offer: Salary: £28,000 - £32,000 (depending on experience) Bonus structure Exam/study support Full-time (35 hours per week) Part-time (4 days per week) considered Hybrid working available post-probation Supportive and friendly team environment This is an excellent opportunity for a Administrator looking to join a professional and supportive firm with a strong reputation in the market. Apply now for further details.
May 02, 2026
Full time
Financial Planning Administrator Bristol Up to 32k A respected and growing independent financial advisory firm based in Bristol is looking to recruit a Financial Planning Administrator to join their team. This is a great opportunity for someone with 1-2 years' experience in financial services administration, ideally within an IFA environment. You'll be joining a small, collaborative team where you'll play a key role in supporting advisers and delivering a high standard of service to clients. Key Responsibilities: Maintain accurate client records and prepare files for meetings Manage provider correspondence, including letters of authority Act as a key contact for clients and providers Process applications, payments, and ensure compliance checks (AML) Produce valuations, reports, and keep clients updated Support advisers with post-meeting administration and follow-ups Liaise with third parties, including legal professionals Skills & Experience (Essential): Previous experience in a financial services or IFA administration role Strong written and verbal communication skills Excellent organisational and time management abilities High attention to detail and accuracy Self-motivated with the ability to work independently Good IT skills and ability to learn new systems Team-oriented with a positive attitude Understanding of the financial planning process Desirable: Experience with back-office systems such as Intelliflo Working towards Level 4 Diploma in Financial Planning Relevant financial services qualifications (e.g. CF1) What's on Offer: Salary: £28,000 - £32,000 (depending on experience) Bonus structure Exam/study support Full-time (35 hours per week) Part-time (4 days per week) considered Hybrid working available post-probation Supportive and friendly team environment This is an excellent opportunity for a Administrator looking to join a professional and supportive firm with a strong reputation in the market. Apply now for further details.
