Exchange Street Claims & Financial Services
Milton Keynes, Buckinghamshire
Not every admin role moves you forward - s ome just keep you busy. This one is different. You'll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it. More importantly, you'll join a business that backs its people properly. They're employee-owned through an EOT, which means: No surprise sale to a consolidator. No PE exit pressure. No short-term decision making. After 12 months you'll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm. And you'll actually have a voice in how it operates. THE JOB You'll take over from a long-standing colleague who is retiring. You'll get a proper handover and join a settled team of three. You'll: Be front and centre of client relationships Prepare paperwork for client meetings Carry out product research Submit new business Work closely with highly qualified paraplanners and planners Contribute to delivering genuinely high-quality client outcomes It's structured. It's organised. It's professional. And you won't be firefighting chaos at 6pm. WHAT'S IN IT FOR YOU? £29,000 - £32,000 starting salary A consistent four-figure company bonus (paid every year) Tax-free EOT bonus after 12 months Annual salary reviews Private medical insurance Death in service Holidays rising to 27 days Support with exams and professional memberships Bonuses for passing exams Yes you'll work from the office. But people leave at 5. Regularly. And that's because this is a business that takes work-life balance seriously. The office itself? On-site gym, pizza oven and countryside views that don't hurt either. You'll leave the office energised not exhausted. HERE'S WHAT YOU'LL NEED Experience as a financial planning/IFA administrator Conscientious, organised, and comfortable working to high standards Keen to learn and improve Experience with Intelliflo and Transact is helpful but not essential. This isn't a "stepping stone" firm. It's the sort of place people build long careers because they're looked after, developed properly and treated like adults. If that sounds like a better way to work, click apply. CV not up to date? Don't worry. Send us what you have and we sort the rest later. Everyone receives a response.
Mar 19, 2026
Full time
Not every admin role moves you forward - s ome just keep you busy. This one is different. You'll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it. More importantly, you'll join a business that backs its people properly. They're employee-owned through an EOT, which means: No surprise sale to a consolidator. No PE exit pressure. No short-term decision making. After 12 months you'll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm. And you'll actually have a voice in how it operates. THE JOB You'll take over from a long-standing colleague who is retiring. You'll get a proper handover and join a settled team of three. You'll: Be front and centre of client relationships Prepare paperwork for client meetings Carry out product research Submit new business Work closely with highly qualified paraplanners and planners Contribute to delivering genuinely high-quality client outcomes It's structured. It's organised. It's professional. And you won't be firefighting chaos at 6pm. WHAT'S IN IT FOR YOU? £29,000 - £32,000 starting salary A consistent four-figure company bonus (paid every year) Tax-free EOT bonus after 12 months Annual salary reviews Private medical insurance Death in service Holidays rising to 27 days Support with exams and professional memberships Bonuses for passing exams Yes you'll work from the office. But people leave at 5. Regularly. And that's because this is a business that takes work-life balance seriously. The office itself? On-site gym, pizza oven and countryside views that don't hurt either. You'll leave the office energised not exhausted. HERE'S WHAT YOU'LL NEED Experience as a financial planning/IFA administrator Conscientious, organised, and comfortable working to high standards Keen to learn and improve Experience with Intelliflo and Transact is helpful but not essential. This isn't a "stepping stone" firm. It's the sort of place people build long careers because they're looked after, developed properly and treated like adults. If that sounds like a better way to work, click apply. CV not up to date? Don't worry. Send us what you have and we sort the rest later. Everyone receives a response.
Administrator Team Leader Skipton £37,000 - £42,000 NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function. This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team. You will manage a team of five Financial Planning Administrators , ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment. Key Responsibilities Lead and manage a team of five Financial Planning Administrators Allocate and manage workloads across the team to ensure efficiency and service levels are maintained Review and check work completed by the administration team to ensure accuracy and compliance Monitor workloads and ensure all tasks are completed within agreed deadlines Motivate, mentor and support team members to maintain high performance Identify and implement improvements to processes and procedures Ensure consistent standards across new business processing, client servicing and provider liaison Work closely with advisers, paraplanners and management to support operational efficiency Maintain high standards of compliance within an FCA-regulated environment About You The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills. Key Skills & Experience: Previous experience within an IFA / financial planning environment Strong knowledge of pensions, investments and estate planning products Experience mentoring, supervising or leading an administration team Highly process-driven with strong organisational skills Exceptional attention to detail and quality control Ability to prioritise workloads and ensure deadlines are met Confident communicator who can motivate and support a team What's on Offer Opportunity to step into a leadership role within a growing financial planning firm Supportive and collaborative team environment 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Long-term career progression opportunities If you are an experienced IFA Administrator looking to take the next step into team leadership , or already managing a team and looking for a new challenge, we would love to hear from you. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516
Mar 19, 2026
Full time
Administrator Team Leader Skipton £37,000 - £42,000 NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function. This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team. You will manage a team of five Financial Planning Administrators , ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment. Key Responsibilities Lead and manage a team of five Financial Planning Administrators Allocate and manage workloads across the team to ensure efficiency and service levels are maintained Review and check work completed by the administration team to ensure accuracy and compliance Monitor workloads and ensure all tasks are completed within agreed deadlines Motivate, mentor and support team members to maintain high performance Identify and implement improvements to processes and procedures Ensure consistent standards across new business processing, client servicing and provider liaison Work closely with advisers, paraplanners and management to support operational efficiency Maintain high standards of compliance within an FCA-regulated environment About You The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills. Key Skills & Experience: Previous experience within an IFA / financial planning environment Strong knowledge of pensions, investments and estate planning products Experience mentoring, supervising or leading an administration team Highly process-driven with strong organisational skills Exceptional attention to detail and quality control Ability to prioritise workloads and ensure deadlines are met Confident communicator who can motivate and support a team What's on Offer Opportunity to step into a leadership role within a growing financial planning firm Supportive and collaborative team environment 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Long-term career progression opportunities If you are an experienced IFA Administrator looking to take the next step into team leadership , or already managing a team and looking for a new challenge, we would love to hear from you. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516
Administrator Team Leader Leeds £37,000 - £42,000 NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function. This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team. You will manage a team of five Financial Planning Administrators , ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment. Key Responsibilities Lead and manage a team of five Financial Planning Administrators Allocate and manage workloads across the team to ensure efficiency and service levels are maintained Review and check work completed by the administration team to ensure accuracy and compliance Monitor workloads and ensure all tasks are completed within agreed deadlines Motivate, mentor and support team members to maintain high performance Identify and implement improvements to processes and procedures Ensure consistent standards across new business processing, client servicing and provider liaison Work closely with advisers, paraplanners and management to support operational efficiency Maintain high standards of compliance within an FCA-regulated environment About You The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills. Key Skills & Experience: Previous experience within an IFA / financial planning environment Strong knowledge of pensions, investments and estate planning products Experience mentoring, supervising or leading an administration team Highly process-driven with strong organisational skills Exceptional attention to detail and quality control Ability to prioritise workloads and ensure deadlines are met Confident communicator who can motivate and support a team What's on Offer Opportunity to step into a leadership role within a growing financial planning firm Supportive and collaborative team environment 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Long-term career progression opportunities If you are an experienced IFA Administrator looking to take the next step into team leadership , or already managing a team and looking for a new challenge, we would love to hear from you. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516
Mar 19, 2026
Full time
Administrator Team Leader Leeds £37,000 - £42,000 NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function. This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team. You will manage a team of five Financial Planning Administrators , ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment. Key Responsibilities Lead and manage a team of five Financial Planning Administrators Allocate and manage workloads across the team to ensure efficiency and service levels are maintained Review and check work completed by the administration team to ensure accuracy and compliance Monitor workloads and ensure all tasks are completed within agreed deadlines Motivate, mentor and support team members to maintain high performance Identify and implement improvements to processes and procedures Ensure consistent standards across new business processing, client servicing and provider liaison Work closely with advisers, paraplanners and management to support operational efficiency Maintain high standards of compliance within an FCA-regulated environment About You The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills. Key Skills & Experience: Previous experience within an IFA / financial planning environment Strong knowledge of pensions, investments and estate planning products Experience mentoring, supervising or leading an administration team Highly process-driven with strong organisational skills Exceptional attention to detail and quality control Ability to prioritise workloads and ensure deadlines are met Confident communicator who can motivate and support a team What's on Offer Opportunity to step into a leadership role within a growing financial planning firm Supportive and collaborative team environment 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Long-term career progression opportunities If you are an experienced IFA Administrator looking to take the next step into team leadership , or already managing a team and looking for a new challenge, we would love to hear from you. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516
Anderson Recruitment Ltd
Cheltenham, Gloucestershire
Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career. Responsibilities: -Processing applications via different provider platforms -Maintaining and updating database with relevant policy information -Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) -Issuing documents to clients -Producing and updating client reports -Drafting suitability reports for advisers -Ensuring all records are kept up to date and compliant -Handling incoming queries and outgoing calls to other providers and clients Candidate Attributes: -Experience working within a similar IFA support role -Excellent administration skills -Strong attention to detail -Ability to work solely or as part of a team -Good time management skills Hours: Monday - Friday, 9am - 5pm Salary: Up to £30,000 per annum, depending on experience
Mar 19, 2026
Full time
Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career. Responsibilities: -Processing applications via different provider platforms -Maintaining and updating database with relevant policy information -Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) -Issuing documents to clients -Producing and updating client reports -Drafting suitability reports for advisers -Ensuring all records are kept up to date and compliant -Handling incoming queries and outgoing calls to other providers and clients Candidate Attributes: -Experience working within a similar IFA support role -Excellent administration skills -Strong attention to detail -Ability to work solely or as part of a team -Good time management skills Hours: Monday - Friday, 9am - 5pm Salary: Up to £30,000 per annum, depending on experience
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 19, 2026
Full time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Job Title: Senior IFA Administrator Industry: Financial Services Location: Worcester (Office-based initially, hybrid post-probation) Salary: Up to £37,500 DOE Reference Number: 10237 Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service. Responsibilities: Processing new business applications and liaising with providers to ensure timely and accurate completion Coordinating client meetings, preparing valuations and meeting packs, and managing advisers' diaries effectively Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards Supporting the training and quality checking of work completed by junior team members, as required What's in it for you: Competitive salary up to £37,500 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: A minimum of 2 years' experience (or equivalent) in a Senior Administrative role within Financial Services Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel A strong understanding of FCA regulations and compliance requirements Experience using Xplan or Voyant is highly advantageous Get in touch or apply online to find out more about this opportunity! 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. 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.
Mar 19, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Worcester (Office-based initially, hybrid post-probation) Salary: Up to £37,500 DOE Reference Number: 10237 Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service. Responsibilities: Processing new business applications and liaising with providers to ensure timely and accurate completion Coordinating client meetings, preparing valuations and meeting packs, and managing advisers' diaries effectively Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards Supporting the training and quality checking of work completed by junior team members, as required What's in it for you: Competitive salary up to £37,500 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: A minimum of 2 years' experience (or equivalent) in a Senior Administrative role within Financial Services Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel A strong understanding of FCA regulations and compliance requirements Experience using Xplan or Voyant is highly advantageous Get in touch or apply online to find out more about this opportunity! 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. 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.
Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong technical knowledge across pensions, investments, ISAs, bonds and trusts Excellent communication skills and meticulous attention to detail Confidence managing workloads and supporting a busy adviser team Experience using iO, Transact or similar platforms Why this role stands out You'll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact. If you're proactive, organised and passionate about delivering outstanding client service, we'd love to hear from you.
Mar 19, 2026
Full time
Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong technical knowledge across pensions, investments, ISAs, bonds and trusts Excellent communication skills and meticulous attention to detail Confidence managing workloads and supporting a busy adviser team Experience using iO, Transact or similar platforms Why this role stands out You'll join a respected, people-focused firm with a brilliant culture, hybrid working, and a genuine commitment to professional development. Expect a supportive environment, high standards, and the chance to make a real impact. If you're proactive, organised and passionate about delivering outstanding client service, we'd love to hear from you.
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: £28,000 - £34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.
Mar 19, 2026
Full time
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: £28,000 - £34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.
Marlow, Buckinghamshire Hybrid Working (3 Days Office, 2 Days Home) Competitive Salary + Benefits Join a Leading Chartered Financial Planning Firm An award-winning Chartered Financial Planning firm in Marlow is seeking an experienced Senior Administrator to support its team of Advisers and Paraplanners. This firm is part of a growing national independent financial advice group, dedicated to delivering values-driven, client-centric financial planning that empowers individuals to achieve financial security and freedom. With a strong reputation for excellence and a highly qualified team, the firm offers a collaborative, professional, and flexible working environment where employees are supported in their career growth and development. Why Join? Prestigious Chartered Firm - Committed to the highest industry standards and technical excellence. Flexible & Supportive Culture - A hybrid working model (3 office days, 2 home days) that promotes work-life balance. Client-Focused Approach - Providing tailored financial solutions for high-net-worth (HNW) clients. Career Development - Opportunities for technical training, professional qualifications, and long-term progression. The Role The Senior Administrator will play a key role in ensuring the smooth operation of financial planning services, supporting Advisers and Paraplanners with administrative and client-related tasks. Responsibilities include: Liaising with clients, product providers, and third parties. Preparing documentation for client meetings, including valuations. Obtaining illustrations, quotations, and fund/transfer values. Managing information requests and ensuring accurate record-keeping within CURO . The Ideal Candidate Similar Wealth Management or Financial Planning administration role. Proactive, detail-oriented, and highly organised. Excellent communication and problem-solving skills. Benefits Package Competitive salary up to £50,000 Hybrid working - 3 office days, 2 remote days. 25 days holiday + bank holidays. Death in Service (up to £200k). Cash Plan for healthcare support. This is an excellent opportunity to join a highly respected firm that genuinely values its employees , offering a professional yet flexible working environment with a strong emphasis on development and career progression.
Mar 19, 2026
Full time
Marlow, Buckinghamshire Hybrid Working (3 Days Office, 2 Days Home) Competitive Salary + Benefits Join a Leading Chartered Financial Planning Firm An award-winning Chartered Financial Planning firm in Marlow is seeking an experienced Senior Administrator to support its team of Advisers and Paraplanners. This firm is part of a growing national independent financial advice group, dedicated to delivering values-driven, client-centric financial planning that empowers individuals to achieve financial security and freedom. With a strong reputation for excellence and a highly qualified team, the firm offers a collaborative, professional, and flexible working environment where employees are supported in their career growth and development. Why Join? Prestigious Chartered Firm - Committed to the highest industry standards and technical excellence. Flexible & Supportive Culture - A hybrid working model (3 office days, 2 home days) that promotes work-life balance. Client-Focused Approach - Providing tailored financial solutions for high-net-worth (HNW) clients. Career Development - Opportunities for technical training, professional qualifications, and long-term progression. The Role The Senior Administrator will play a key role in ensuring the smooth operation of financial planning services, supporting Advisers and Paraplanners with administrative and client-related tasks. Responsibilities include: Liaising with clients, product providers, and third parties. Preparing documentation for client meetings, including valuations. Obtaining illustrations, quotations, and fund/transfer values. Managing information requests and ensuring accurate record-keeping within CURO . The Ideal Candidate Similar Wealth Management or Financial Planning administration role. Proactive, detail-oriented, and highly organised. Excellent communication and problem-solving skills. Benefits Package Competitive salary up to £50,000 Hybrid working - 3 office days, 2 remote days. 25 days holiday + bank holidays. Death in Service (up to £200k). Cash Plan for healthcare support. This is an excellent opportunity to join a highly respected firm that genuinely values its employees , offering a professional yet flexible working environment with a strong emphasis on development and career progression.
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
Mar 19, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
Senior Financial Planning Administrator Chester, (1 day WFH per week) Up to £42,500 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 Senior Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting the wider Administrator team, and the Client Services Manager, working with several highly successful advisers and their HNW clientele. The role is for someone with either management experience who has looked after other Administrators in Wealth Planning or Financial Services, or someone with extensive experience looking for a step up. 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. Management role responsibilities include: Dealing with queries from the Administrator team Providing support to ensure day to day operations run smoothly Quality checking of work, highlighting training gaps Assist the team with complex calculations Work to specified SLAs Ongoing client communications alongside standard Administrator support tasks Company benefits include: 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 managing Administrators within a Financial Planning environment OR extensive Financial Planning Administration experience 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
Mar 19, 2026
Full time
Senior Financial Planning Administrator Chester, (1 day WFH per week) Up to £42,500 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 Senior Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting the wider Administrator team, and the Client Services Manager, working with several highly successful advisers and their HNW clientele. The role is for someone with either management experience who has looked after other Administrators in Wealth Planning or Financial Services, or someone with extensive experience looking for a step up. 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. Management role responsibilities include: Dealing with queries from the Administrator team Providing support to ensure day to day operations run smoothly Quality checking of work, highlighting training gaps Assist the team with complex calculations Work to specified SLAs Ongoing client communications alongside standard Administrator support tasks Company benefits include: 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 managing Administrators within a Financial Planning environment OR extensive Financial Planning Administration experience 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
Senior Financial Planning Administrator Location - Leicester Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 1 day a week work from home 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Mar 19, 2026
Full time
Senior Financial Planning Administrator Location - Leicester Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 1 day a week work from home 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Senior Financial Planning Administrator Location - A;trincham (Hybrid) Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Altrincham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 Hybrid work model (2 days a week from home) 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Mar 19, 2026
Full time
Senior Financial Planning Administrator Location - A;trincham (Hybrid) Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Altrincham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 Hybrid work model (2 days a week from home) 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Senior Financial Planning Administrator Location - Chorley (hybrid) Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Chorley who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 Hybrid working model (2 days a week from home) 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Mar 19, 2026
Full time
Senior Financial Planning Administrator Location - Chorley (hybrid) Salary; Up to £35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Chorley who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £35,000 Hybrid working model (2 days a week from home) 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Senior Financial Planning Administrator Coventry Hybrid Working (2 days from home ) £33,000- £40,000 + Excellent Benefits Full-Time Permanent Are you passionate about delivering outstanding client service and ready to take the next step in your Wealth Management career? This is a fantastic opportunity to join a highly regarded Wealth Management practice that provides tailored advice to Private Clients, Business Owners, Trustees, and Sports Professionals. Known for their professionalism, integrity, and commitment to personal development, they're now seeking an ambitious Wealth Management Executive to play a key role within their growing team. You'll work directly alongside the Principal Partner and leading Advisers, providing hands-on technical and administrative support while helping to nurture long-term relationships with high-net-worth clients. Hybrid working for genuine work-life balance Involvement in high-value, complex client cases Clear career progression & professional development support Collaborative, supportive, and forward-thinking culture Your Key Responsibilities " Support the Advisers with research, analysis, and report preparation " Prepare and process new business files and client review documents " Liaise directly with clients, providers, and internal teams " Maintain accurate client records and ensure FCA compliance " Assist in client meetings and help deliver an exceptional client experience " Provide proactive support to help clients achieve their financial goals What You'll Bring " Experience within Wealth Management, IFA, or Financial Planning " Ideally Diploma qualified (or working towards Level 4) " Excellent organisational and communication skills " Strong technical understanding of pensions, investments, and protection " A genuine passion for helping clients and building lasting relationships If you're a motivated, detail-driven professional looking to progress your career in a firm that truly values its people - this could be your perfect next move. Apply today or contact us for more details, quoting Ref: NJR16480
Mar 19, 2026
Full time
Senior Financial Planning Administrator Coventry Hybrid Working (2 days from home ) £33,000- £40,000 + Excellent Benefits Full-Time Permanent Are you passionate about delivering outstanding client service and ready to take the next step in your Wealth Management career? This is a fantastic opportunity to join a highly regarded Wealth Management practice that provides tailored advice to Private Clients, Business Owners, Trustees, and Sports Professionals. Known for their professionalism, integrity, and commitment to personal development, they're now seeking an ambitious Wealth Management Executive to play a key role within their growing team. You'll work directly alongside the Principal Partner and leading Advisers, providing hands-on technical and administrative support while helping to nurture long-term relationships with high-net-worth clients. Hybrid working for genuine work-life balance Involvement in high-value, complex client cases Clear career progression & professional development support Collaborative, supportive, and forward-thinking culture Your Key Responsibilities " Support the Advisers with research, analysis, and report preparation " Prepare and process new business files and client review documents " Liaise directly with clients, providers, and internal teams " Maintain accurate client records and ensure FCA compliance " Assist in client meetings and help deliver an exceptional client experience " Provide proactive support to help clients achieve their financial goals What You'll Bring " Experience within Wealth Management, IFA, or Financial Planning " Ideally Diploma qualified (or working towards Level 4) " Excellent organisational and communication skills " Strong technical understanding of pensions, investments, and protection " A genuine passion for helping clients and building lasting relationships If you're a motivated, detail-driven professional looking to progress your career in a firm that truly values its people - this could be your perfect next move. Apply today or contact us for more details, quoting Ref: NJR16480
Ellis James Partners Limited
Coventry, Warwickshire
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.
Mar 19, 2026
Full time
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.
IFA Administrator/Junior Paraplanner - quick progression into full Paraplanner role Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office) Salary: £28,000 - £37,000- more for experienced/senior administrators Are you a Wealth Planning Administrator, looking to progress into a Paraplanner or Adviser? We're hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currenely standing at around 25 employees, and steadily expanding due to continued growth of client bank. The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills They are now looking for an Administrator to join them, and one that is keen to progress steadily through to Paraplanning as their medium term goal - with full support in place to achieve this and go beyond this through to Adviser as well. Why this role? Career Progression & Exam Support Looking for personal development? Our client offers a clear progression structurethrough to either Paraplanner or Adviser You'll also be mentored by experienced professionals, ensuring that you continue to grow and develop Full exam support and pay rises for exams achieved in place. Key Requirements: Experience in financial services or wealth management administration Strong organisational skills and keen attention to detail A proactive and motivated mindset, committed to excellent client service Ability to manage workloads effectively and work independently What's in It for You? Hybrid working options with Monday and Friday from home if desired. Comprehensive exam and study support Career progression in a growing firm A chance to work with high-calibre clients and a supportive team environment Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday. free parking If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we'd love to hear from you. Apply now!
Mar 19, 2026
Full time
IFA Administrator/Junior Paraplanner - quick progression into full Paraplanner role Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office) Salary: £28,000 - £37,000- more for experienced/senior administrators Are you a Wealth Planning Administrator, looking to progress into a Paraplanner or Adviser? We're hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currenely standing at around 25 employees, and steadily expanding due to continued growth of client bank. The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills They are now looking for an Administrator to join them, and one that is keen to progress steadily through to Paraplanning as their medium term goal - with full support in place to achieve this and go beyond this through to Adviser as well. Why this role? Career Progression & Exam Support Looking for personal development? Our client offers a clear progression structurethrough to either Paraplanner or Adviser You'll also be mentored by experienced professionals, ensuring that you continue to grow and develop Full exam support and pay rises for exams achieved in place. Key Requirements: Experience in financial services or wealth management administration Strong organisational skills and keen attention to detail A proactive and motivated mindset, committed to excellent client service Ability to manage workloads effectively and work independently What's in It for You? Hybrid working options with Monday and Friday from home if desired. Comprehensive exam and study support Career progression in a growing firm A chance to work with high-calibre clients and a supportive team environment Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday. free parking If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we'd love to hear from you. Apply now!
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Candidate Requirements: Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits: Competitive salary up to £35,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 19, 2026
Full time
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Candidate Requirements: Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits: Competitive salary up to £35,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Senior Paraplanner Vacancy £50k - £60k basic salary plus bonuses Chartered IFA firm with offices across Kent Route to Adviser longer term My client are a Chartered independent wealth planning firm in Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in either of their offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will working on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Adviser on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. If this role sounds of interest or any other roles I am working on please get in touch.
Mar 19, 2026
Full time
Senior Paraplanner Vacancy £50k - £60k basic salary plus bonuses Chartered IFA firm with offices across Kent Route to Adviser longer term My client are a Chartered independent wealth planning firm in Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in either of their offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will working on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Adviser on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. If this role sounds of interest or any other roles I am working on please get in touch.
Blakemore Recruitment
Welwyn Garden City, Hertfordshire
IFA Administrator Location: Welwyn Garden City Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Mar 19, 2026
Full time
IFA Administrator Location: Welwyn Garden City Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
