My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Mar 13, 2026
Full time
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Mar 10, 2026
Contractor
Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.
Mar 09, 2026
Full time
Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.
