Recruit UK are supporting a well-established financial planning firm based in Reading who are looking for an IFA Administrator to join their growing team. Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients. Key Responsibilities Managing client queries and maintaining accurate records on Intelliflo (iO) Processing new business, provider applications, and policy updates Obtaining quotes, illustrations, and product information Preparing documentation for client meetings and annual reviews Placing investment trades and processing fund switches Ensuring all activity meets FCA, AML, and GDPR requirements What we're looking for Minimum 1 year experience supporting advisers Previous IFA administration experience preferred Intelliflo (iO) experience beneficial but not essential Good knowledge of investments, pensions, and wealth planning High attention to detail and strong communication skills Confident user of Microsoft Office (including Excel) Benefits 25 days annual leave plus bank holidays Life cover (4x salary) and income protection Health, optical, dental cover and cash plan Flexible working hours and paid sick leave Length of Service and enhanced family leave benefits If you're interested in exploring this opportunity further, apply today!
Mar 17, 2026
Full time
Recruit UK are supporting a well-established financial planning firm based in Reading who are looking for an IFA Administrator to join their growing team. Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients. Key Responsibilities Managing client queries and maintaining accurate records on Intelliflo (iO) Processing new business, provider applications, and policy updates Obtaining quotes, illustrations, and product information Preparing documentation for client meetings and annual reviews Placing investment trades and processing fund switches Ensuring all activity meets FCA, AML, and GDPR requirements What we're looking for Minimum 1 year experience supporting advisers Previous IFA administration experience preferred Intelliflo (iO) experience beneficial but not essential Good knowledge of investments, pensions, and wealth planning High attention to detail and strong communication skills Confident user of Microsoft Office (including Excel) Benefits 25 days annual leave plus bank holidays Life cover (4x salary) and income protection Health, optical, dental cover and cash plan Flexible working hours and paid sick leave Length of Service and enhanced family leave benefits If you're interested in exploring this opportunity further, apply today!
Job Title: Paraplanning Administrator (Senior Administrator) Industry: Financial Services Location: Weston Super Mare Salary: Up to £40,000 Reference Number: 10161 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare. This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience. Duties include: Drafting suitability letters for advisers Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to Managing and maintaining financial records in line with regulatory requirements Communicating with clients and internal teams to respond to queries and provide a high level of customer service Organising and scheduling meetings and preparing all required documentation in advance Analysing financial data to identify trends, discrepancies and opportunities for improvement Providing general financial administration support including filing, data entry and record management Working closely with other team members to ensure best practice and exemplary client service What's in it for you: Competitive salary between £30,000 and £40,000 depending on experience Pension, DIS, Private Medical, Discretionary bonus Exposure to both technical paraplanning and financial administration Supportive and collaborative team environment Ongoing training and development within financial services Long term career progression within the business Skills and Experience Required: Previous experience within financial services in a related role Level 4 qualification or working towards this is preferred Proficiency with Intelliflo desirable IT literate and able to manage varied tools/systems Excellent organisational skills with strong attention to detail Strong analytical skills and the ability to interpret financial data Professional written and verbal communication skills Client focused mindset with a commitment to delivering high quality service
Mar 17, 2026
Full time
Job Title: Paraplanning Administrator (Senior Administrator) Industry: Financial Services Location: Weston Super Mare Salary: Up to £40,000 Reference Number: 10161 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare. This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience. Duties include: Drafting suitability letters for advisers Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to Managing and maintaining financial records in line with regulatory requirements Communicating with clients and internal teams to respond to queries and provide a high level of customer service Organising and scheduling meetings and preparing all required documentation in advance Analysing financial data to identify trends, discrepancies and opportunities for improvement Providing general financial administration support including filing, data entry and record management Working closely with other team members to ensure best practice and exemplary client service What's in it for you: Competitive salary between £30,000 and £40,000 depending on experience Pension, DIS, Private Medical, Discretionary bonus Exposure to both technical paraplanning and financial administration Supportive and collaborative team environment Ongoing training and development within financial services Long term career progression within the business Skills and Experience Required: Previous experience within financial services in a related role Level 4 qualification or working towards this is preferred Proficiency with Intelliflo desirable IT literate and able to manage varied tools/systems Excellent organisational skills with strong attention to detail Strong analytical skills and the ability to interpret financial data Professional written and verbal communication skills Client focused mindset with a commitment to delivering high quality service
Job Title: Paraplanner Industry: Financial Planning Location: Durham Salary: £36,000 - £50,000 Job reference: 10068 Recruit UK are working on an excellent opportunity for a Paraplanner in Durham to join a fast growing well-established Independent Financial Advice firm. They deal with mass affluent and high net worth private individuals and business clients. They have professional relationships with solicitors, accountants and insurance brokers across the region. They have a strong presence in the area and are expanding their IFA services through growth. They are a pensions specialist advice firm. The ideal candidate will need to have good paraplanning experience and ideally be level 4 diploma in financial planning qualified. You will be part of a paraplanning team, supporting Financial Advisers dealing with High Net Worth clients advising on all areas of financial advice. Providing full paraplanning services: Report writing, Research and Analysis. What's in it for you: Basic salary up to £50,000 + Bonuses Offices in Durham Join friendly paraplanning team Scope for personal development Office Based + Flexible Working 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Skills and experience required: 3 years+ Paraplanning Experience Ideally Level 4 Diploma (will consider pt qualified) 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 fast growing Independent Financial Advice Company in Durham on a Paraplanner role. 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.
Mar 17, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Durham Salary: £36,000 - £50,000 Job reference: 10068 Recruit UK are working on an excellent opportunity for a Paraplanner in Durham to join a fast growing well-established Independent Financial Advice firm. They deal with mass affluent and high net worth private individuals and business clients. They have professional relationships with solicitors, accountants and insurance brokers across the region. They have a strong presence in the area and are expanding their IFA services through growth. They are a pensions specialist advice firm. The ideal candidate will need to have good paraplanning experience and ideally be level 4 diploma in financial planning qualified. You will be part of a paraplanning team, supporting Financial Advisers dealing with High Net Worth clients advising on all areas of financial advice. Providing full paraplanning services: Report writing, Research and Analysis. What's in it for you: Basic salary up to £50,000 + Bonuses Offices in Durham Join friendly paraplanning team Scope for personal development Office Based + Flexible Working 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Skills and experience required: 3 years+ Paraplanning Experience Ideally Level 4 Diploma (will consider pt qualified) 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 fast growing Independent Financial Advice Company in Durham on a Paraplanner role. 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.
