1213 jobs found

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.

Junior Paraplanner / Senior Technical Administrator Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £42k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Administrator/Junior Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, helping with onboarding new business and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

An award winning, highly successful multi-office Wealth Manager requires an experienced New Business Administrator to join it's vibrant and friendly team based in North London. Competitive base, comprehensive benefits, exam support, and progression New Business Administrator - Job Description The New Business Administrator role will support the onboarding, submission, and servicing of all different forms of financial plans and policies as required. This role involves coordinating with Advisers, Paraplanners, and clients to ensure seamless processing of new business cases, accurate data management, and timely communication. The main duties and responsibilities of this role are as follows (this list is not exhaustive, but a guide): New Business Administrator - Key Responsibilities New Business Processing Submit all forms of new business following company procedures, including: Business submission Create CommPay lodgements for revenue expectations Set up fund accounts and initial investments with full account details (e.g., account type, mandate) Create and update New Business Events based on case status (on risk, NTU'd, declined, deferred) Ensure cases progress to transfer/completion and plans are placed on risk Implement fund switches and Bed & ISA transactions as required Ensure any fees due are received Update all relevant details and fields within the back-office system to ensure data remains current Communication & Coordination Liaise with Advisers, Paraplanners and clients to keep them informed on timescales Email application summaries, contract notes, and transaction histories to Advisers and Paraplanners Send client communications once plans are implemented and/or notify the Adviser to action Coordinate medical appointments with clients when required Revenue & Data Management Confirm receipt of first revenue payments Match initial and ongoing revenue in CommPay with the Finance Team Check, link, and refresh data feeds to ensure policy alignment Quality Assurance & Compliance Ensure four-eyes checks are conducted on all case submission and trades Verify application completeness before submission Attach and categorise all documentation/emails in Xplan against correct plans Check all data input into Xplan for continuous data accuracy and integrity System & Record Maintenance Download and save contract notes to client records Update Xplan with full plan details and CommPay lodgements Monitor and complete tasks in Xplan promptly Maintain accurate time recording Adviser Support & Projects Perform any project-based tasks to support adviser functions and ongoing servicing as required APPLY TODAY or call Robert ASAP!

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

Senior Financial Planning Administrator Leeds £32,000 - £37,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team in Leeds. What's in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Full Study Support and Career Development Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business Duties will include: Ensuring that the CRM system is fully updated To support the Adviser by dealing effectively with the day-to-day administration Dealing with pre and post meeting tasks Processing new applications Speaking with product providers Mentoring junior team members General office administration What we need from you? Previous experience in a similar role is essential Strong knowledge of financial products Ideally a 2:1 or above in a finance related degree, e.g Economics Solid communication skills and a good telephone manner Good attention to detail and an analytical mind For more information, please contact NJR Recruitment quoting NJR16515

Fleet Administrator Job Type: Temporary, Full-timeLocation: Nottingham We are seeking a highly motivated Fleet Administrator to join a Healthcare Company in Nottingham. This temporary ongoing, full-time role will be office-based and involves reporting to the Lead Fleet Controller to ensure efficient management and operation of the vehicle fleets. Day to Day of the Role: Support the Lead Fleet Controller as part of the wider fleet team.Allocate and process transport costs accurately and within business deadlines.Assist in processing high-value Fleet invoices.Contribute to the continuous improvement of processes within the Fleet Administration function.Validate supplier invoices to ensure accuracy.Perform general data entry tasks and maintain fleet records.Required Skills & Qualifications: Self-motivated with a focused approach to meeting deadlines and attention to detail.Excellent analytical and problem-solving skills.Ability to thrive in a fast-paced environment.Strong interpersonal and communication skills. Benefits: Competitive benefits package for all temporary workers.Weekly pay with online timesheet and pay management.Free eye test vouchers.Holiday pay and sick pay.Pension scheme.Health Cash Plan.Access to various retailer discounts. To apply for this Fleet Administrator position click APPLY TODAY or call Nottingham

Job Title: IFA Administrator Industry: Financial Services Location: Loughborough Salary: £26,000 - £30,000 Job Reference: 10208 Job Description: Recruit UK are looking for an IFA administrator for our client based in north Leicestershire. This company is extremely client driven, focusing on delivering what is important to their clients. Thriving on creating a financial plan that makes their clients feel comfortable and secure. Our client also invests in their employees. They heavily invest in their employees, supporting talent from within to keep progressing and reach their potential. As a financial planning administrator, you will play a vital role in the client's experience. You will prepare documentation for client meetings, build relationships with your clients, process business and help bring the client's financial plan to reality. Benefits: 26 days holiday plus bank holidays Plus holiday purchase scheme Pension Salary ranging from £26,000 - £30,000 Employee Assistance Program Flexible home/office working A chance to join a friendly and supportive team Income protection Exam support Professional development opportunities Fantastic culture and long-term progress Skills and Experience required: 2 years' experience as a financial planning administrator Excellent attention to detail Able to articulate complex ideas with ease 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 an Independent Financial Advice firm based in Loughborough on an IFA Administrator 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.

Executive Assistant/HR Administrator Location: Stoke-on-Trent Salary: £30,000Permanent Are you a highly organised and personable Executive Assistant or HR Administrator who enjoys a varied role where no two days are the same? This is a unique opportunity to play a key role at the heart of the organisation, providing support to senior leaders, helping coordinate the office environment and supporting the People Team with HR administration. The business is looking for someone with a mature outlook, strong organisational skills and a positive, helpful attitude who enjoys working with people and takes pride in keeping things running smoothly. The Role This is a varied and hands-on role with three key areas of responsibility: Executive support to the Directors Oversight of reception and the office environment HR administrative support for the People Team You'll work closely with the Head of People and senior leaders, ensuring the smooth coordination of key activities while helping create a professional and welcoming environment for colleagues and visitors. Key Responsibilities Coordinate travel arrangements for Directors, including flights, trains and accommodation Manage and process expenses Prepare Board and senior leadership meeting packs Oversee the reception area and visitor management Act as a professional first point of contact for the business Maintain and update employee records, ensuring accuracy and confidentiality Prepare HR documentation and support recruitment administration Respond to employee queries relating to payroll or benefits by liaising with relevant teams Provide support with general HR queries where appropriate About You We're looking for someone who enjoys supporting others and brings a practical, proactive approach to their work. Previous experience in an Executive Assistant, Office Administrator or HR Administrator role Strong organisational and time management skills Excellent attention to detail and accuracy A friendly, approachable and professional manner Good IT skills including Microsoft Office and HR systems Most importantly, you'll be someone who is helpful, positive and happy to support wherever needed, whether that's assisting a Director, welcoming visitors or helping a colleague with a HR query. A driving licence is required for this role. Why Join This is a fantastic opportunity to join a stable and well-established UK business where you'll play an important role supporting senior leaders and the wider People team. If you're an organised and personable Executive Assistant/HR Administrator who enjoys a busy and varied role, we'd love to hear from you so apply today to find out more!

HR Administrator - Part-Time Location: Stoke-on-Trent Salary: £30,000 pro rata Part-Time: 25 hours per week Are you an organised and people-focused HR Administrator looking for your nextstep?We're delighted to be supporting a well-established UK industrial business inStoke-on-Trent as they look to appoint a People Administrator on a part-timebasis to join their growing People Team.This is a fantastic opportunity to become part of a collaborative and supportiveHR function where you'll play a key role in ensuring the smooth running ofpeople processes while contributing ideas to improve how things are done.This HR Administrator role offers the chance to work within a forward-thinking People team,supporting the employee lifecycle and acting as a first point of contact forcolleagues across the business. The Role As People Administrator, you'll support the day-to-day operations of the PeopleTeam, providing high-quality administrative support while ensuring employeedata, documentation and processes are managed with accuracy and confidentiality.You'll work closely with colleagues across HR and the wider business, supportinga range of activities including recruitment administration, employee queries, HRsystems management and People initiatives.This role is 25 hours per week to be worked of your own choosing offering agreat level of work/life balance.Key Responsibilities Maintain and update employee records, ensuring accuracy Prepare employment contracts, offer letters and other employee documentation. Assist with recruitment administration, supporting hiring activity up tocontract stage. Support the administration of employee benefits. Respond to payroll and benefits queries by liaising with relevantdepartments. Act as a first point of contact for People-related queries. Provide guidance on policies and processes or escalate when appropriate. Support training and development coordination when required. Contribute ideas and support People Team projects aimed at improving employeeexperience and engagement. About You Previous experience in an HR or People Administration role A friendly, approachable style with strong customer service skills Experience using HR systems and Microsoft Office Strong attention to detail and excellent organisational skills A positive and proactive approach to problem solving The ability to handle sensitive information with discretion(A CIPD Level 3 qualification would be beneficial but is not essential.)If you're an HR Administrator who enjoys working with people, improvingprocesses and being part of a positive team environment, we'd love to hear fromyou. Apply today to find out more about this part-time opportunity!

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

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

HR Administrator Location: Office-based -Bedfordshire Salary: £30,000 per annum Hours: 40 hours per week, Monday to Friday, 8:00 am - 5:00 pm We are currently recruiting on behalf of our client for an experienced HR Administrator to join a busy and supportive People team. This is a fantastic opportunity for an organised and detail-oriented HR professional who is passionate about delivering a high standard of service and ensuring smooth, compliant HR operations across the business. As an HR Administrator, you will play a key role in supporting the full employee lifecycle while acting as a central point of contact for HR systems, processes, and queries. You will ensure accuracy, compliance, and efficiency across all core HR activities. Key Responsibilities Act as the People team's Workday champion, ensuring all employee lifecycle changes, including starters, leavers, and contractual amendments, are processed accurately and reported as required. Monitor compliance and accuracy across key HR processes, including pre-employment checks, onboarding, probation reviews, inductions, and leaver procedures. Serve as the subject matter expert for Workday processes, providing guidance and support to managers and the wider People team. Maintain accurate and up-to-date employee records using Workday and SharePoint in line with GDPR and data protection requirements. Administer employee leavers, including producing associated documentation and monitoring completion of exit interviews. Manage and respond to queries received through the HR inbox, ensuring timely and professional communication. Support the People team with the preparation of Employee Relations documentation as required. Skills and Experience Proven experience within an HR administration role, with a solid understanding of core HR processes across the full employee lifecycle. Strong written and verbal communication skills, with the ability to produce clear, accurate, and professional documentation. Highly organised with the ability to prioritise workload and manage multiple tasks in a fast-paced environment. Able to work collaboratively within a team whilst also demonstrating initiative and the ability to work independently. Professional and discreet, with confidence in handling sensitive and confidential information. Proficient in Microsoft Office, including Word, Excel, Outlook, and Teams. Experience of using HR systems is essential, with Workday experience highly desirable. This is an excellent opportunity for an HR professional looking to develop their career within a structured and values-driven environment, where accuracy, ownership, and continuous improvement are highly valued.

A well-established and growing independent financial planning firm in Bath seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include: Providing day-to-day administrative support to Financial Planners Obtaining information from providers regarding clients' existing financial arrangements Preparing client valuations and review packs ahead of meetings Processing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office system Managing your own caseload of client work and tasks Handling client and provider correspondence Acting as a point of contact for client queries Ensuring all files meet FCA and compliance requirements To be considered: Ideally at least 1 years' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook) Knowledge of financial services systems and processes An understanding of the financial planning advice process and FCA requirements Excellent organisational skills and attention to detail Strong written and verbal communication skills The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working. You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to). If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.

A well-established and growing independent financial planning firm on the outskirts of Exeter are seeking to recruit an additional IFA Administrator to join their supportive and professional team. Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include: Providing day-to-day administrative support to Financial Planners Obtaining information from providers regarding clients' existing financial arrangements Preparing client valuations and review packs ahead of meetings Processing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office system Managing your own caseload of client work and tasks Handling client and provider correspondence Acting as a point of contact for client queries Ensuring all files meet FCA and compliance requirements To be considered: Ideally at least 1 years' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook) Knowledge of financial services systems and processes An understanding of the financial planning advice process and FCA requirements Excellent organisational skills and attention to detail Strong written and verbal communication skills The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working. You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to). If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.

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.

An established and highly respected pensions provider is seeking an experienced New Business Pension Administrator to join its growing technical administration team. Operating for over 25 years, the business works closely with regulated financial advisers across the UK, delivering specialist pension solutions supported by strong technical expertise, innovative technology and a collaborative team culture. This is an excellent opportunity for someone with SIPP administration experience who is looking to join a business where their expertise will be valued and where they can further develop their technical knowledge within the pensions sector. The Opportunity Consider this role as an entry point to their specialist SIPP administration team, supporting advisers and clients by processing new business applications and ensuring pension transactions are completed accurately and efficiently. The role offers exposure to a broad range of pension administration activities and the opportunity to work alongside experienced team members within a supportive and professional environment. You will regularly liaise with financial advisers, investment providers and internal teams, ensuring requests are handled efficiently while maintaining the highest standards of service, accuracy and regulatory compliance. Key Responsibilities: Processing new SIPP business applications from submission through to completion Managing pension transfers and investment applications Processing payments to investment providers and financial advisers Handling investment withdrawals and related pension transactions Completing pension administration tasks including LOAs, FSCS claims, DSARs and agency changes Liaising with financial advisers and clients to resolve queries and provide updates Tracking requests through to completion within service level agreements Supporting wider SIPP administration where required, including property-based pensions Maintaining high standards of accuracy, compliance and risk management Contributing to internal projects and continuous improvements within the administration team What We're Looking For: Minimum 1 years' experience in pensions administration Strong working knowledge of SIPP administration Good understanding of pension rules and investment transactions Strong attention to detail and organisational skills Excellent communication skills with the ability to liaise confidently with advisers and clients Comfortable working with pension calculations and numerical data Proficiency in Microsoft Office, particularly Excel You will also bring a proactive mindset, strong teamwork and a commitment to delivering excellent client service. Why Join? This is an opportunity to join a well-established pension provider where you will work within a collaborative team focused on delivering high-quality service and expertise to advisers and their clients. The business offers a supportive culture, strong technical exposure and opportunities for ongoing professional development within the pensions industry. An attractive salary alongside comprehensive benefits are all available. Hybrid working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.

Employee Benefits Administrator Location: London Salary: £40,000-£45,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What's on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual

To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 23297 The Skills You'll Need: Mandarin and English fluent, experience in account service within banking Your New Salary: Competitive + Bonus + Benefits Fully office based Permanent Office based: London Start: ASAP Reports to: Team Head Account Service Administrator (Banking) - What You'll be Doing: Handle account service operations, including account opening and closing, FX, Remittance, internal account transfer, E-banking maintenance and static data updates in internal systems. Maintain accurate client information and documentation in accordance with internal policies and regulatory requirements. Handle customer inquiries related to account services and E-banking products and resolve issues in a timely manner. Assist with internal and external reporting requirements and support operational reporting as required. Support compliance-related activities, including AML reviews, SCV, data governance and other actions in accordance with policies. Participate in product testing activities, particularly for E-banking products and follow-up work for other related projects, including system upgrades, regulatory-driven changes and process improvements. Account Service Administrator (Banking) - The Skills You'll Need to Succeed: Proficiency in Mandarin and English language (writing and speaking) Good Microsoft Office skills Good organizational ability and attention to detail Good interpersonal skills with the ability to communicate with people of different departments The ability to priorities tasks and delegate when necessary Accurate reporting skills Good team player Please follow us on Linkedin: people-first-team-china We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.