136 jobs found

Financial Planning Support - Basic to £37,000 + Bonus, Benefits, Flexi & Hybrid working. A high quality and award winning Chartered Financial Planning Practice is looking for an additional support administrator to join their business. Working alongside an established Wealth Management team, key responsibility will be to support the Wealth Managers and their Clients. Duties will include system and database management, technical support, Client relationship management, business processing and administration. Full exam and personal development support will be provided alongside a range of development opportunities. Financial Planning administration experience and sound technical knowledge is required alongside excellent communication skills, strong literacy and numeracy skills.

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

Technical Administrator / Paraplanner Location: Knutsford Salary: Up to £40,000 (dependent on experience) Contract: Permanent Role Purpose An exciting opportunity has arisen for an experienced Technical Administrator / Paraplanner to join a professional financial planning practice in Knutsford. This role is focused on delivering high-quality technical paraplanning support to ensure clients receive robust, compliant and well-structured financial strategies, plans and recommendations. You will work closely with Advisers to support the full client journey, from new business through to ongoing reviews. Key Responsibilities Provide comprehensive technical paraplanning support to the Practice Collaborate with Advisers to identify and deliver suitable financial planning solutions Construct and maintain financial strategies across investment, retirement, tax and estate planning Support advice with cashflow modelling and detailed written reports Produce compliant, client-focused suitability reports and recommendations Act as a key technical contact for Advisers throughout the client lifecycle Prepare review documentation including cashflow updates and investment performance analysis Obtain and analyse product information, illustrations and quotes to support comparisons Assist with tax calculations where required Liaise with clients and third parties to progress cases efficiently Support preparation for and attend client meetings where necessary Maintain up-to-date knowledge of templates, regulatory changes and best practice Knowledge & Experience Essential: Previous paraplanning experience within an IFA or Wealth Management environment Strong understanding of financial planning principles and FCA regulatory requirements Experience producing suitability reports and cashflow models Desirable: Level 4 Diploma qualified or working towards (or FPC with significant experience) Experience in pension transfers Experience administering IHT and/or investment products Familiarity with research and planning systems such as Voyant and Analytics Skills & Behaviours Exceptional attention to detail and accuracy Strong analytical and numeracy skills Confident using templated suitability letters and structured report frameworks Highly organised with the ability to manage multiple deadlines Clear and professional written and verbal communication Strong Microsoft Office skills, particularly Word and Excel Ability to work independently while contributing to team objectives Calm, resilient and adaptable Positive and client-focused approach Core Competencies Quality Focus - Takes ownership of delivering accurate and timely work Teamwork - Collaborates effectively to achieve shared goals Embracing Change - Adapts positively to evolving processes Developing Self & Others - Committed to professional growth Communication - Tailors communication style appropriately Planning & Organising - Manages time and priorities effectively Client Care - Delivers consistently high service standards Apply today via NJR Recruitment or call quoting the reference NJR16509 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

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

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

We're partnered with a respected London-based IFA who are looking for a Financial Administrator to join their centralised administration team. This is a great opportunity for someone with a strong eye for detail who's looking to develop their career within financial services. The Role Maintain accurate client records and update systems Submit applications, process fund switches and LOAs Liaise with product providers, advisers, and clients Prepare review packs and support adviser meetings Manage the client review process and resolve queries Over time, take on more technical administration and progress your skills About You 1-2 years' experience in financial services administration Knowledge of pensions, investments, and the advice process Strong IT, organisational, and communication skills Detail-oriented, proactive, and keen to build a career in wealth management What's on Offer Salary up to £32,000 DOE Hybrid working from London office Career progression, training, and excellent company benefits Friendly, supportive team environment If you're an ambitious administrator ready to take the next step in financial services, we'd love to hear from you. Contact Jo at Financial Divisions.

Manage an established HNW client portfolio A well-regarded Chartered independent wealth planning firm with offices across Kent is looking to appoint a Chartered Financial Planner to take over an existing portfolio of high-net-worth clients from a retiring adviser. This is a servicing role, not a cold-start position. The firm provides whole-of-market advice to HNW retirees, accumulators, families and SME owners across Kent, Sussex and London. The client bank consists of around 1,000 relationships, with assets typically ranging between £200k and £5m. Advice areas include pensions, investments, tax planning, retirement strategies, cashflow modelling, protection and occasional VCT/EIS work. The business has built an excellent reputation locally, winning industry awards and maintaining strong links within the community and charitable sector. Client retention is exceptionally high, with many relationships spanning more than two decades. Advisers are supported by a pooled team of experienced Administrators and Paraplanners across two offices, alongside a dedicated Compliance Manager - allowing you to focus on delivering quality advice. The role will suit a Chartered Financial Planner (or someone close to achieving Chartered status) with experience handling complex cases within an independent wealth planning environment. You will inherit a well-maintained book of clients and be responsible for ongoing advice and relationship management. This is an opportunity to join a stable, client-focused firm where the emphasis is on long-term relationships and high standards of advice - not aggressive sales targets. For a confidential discussion, please contact Jo at Financial Divisions.

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 - Norwich Salary: £25,000 - £29,000 (negotiable depending on knowledge, skills, experience & qualifications) Hours: 37.5 hours per week, Monday - Friday 08:30 - 17:00 (1 hour lunch) We are currently working with a highly regarded and growing wealth management firm to recruit an experienced IFA Administrator to join their Norwich office. This is an excellent opportunity for someone with at least two years' experience within financial services administration who is looking to join a professional and supportive client services team. The Role Reporting to the Head of Client Services, you will provide dedicated administrative support to designated Financial Planners, helping them deliver holistic financial planning advice while ensuring all client servicing is handled accurately and efficiently. Key Responsibilities: Providing high-quality administrative support to Financial Planners Maintaining accurate and up-to-date client records using iO systems Acting as a key point of contact for clients when Financial Planners are unavailable Handling enquiries, logging queries, and managing effective follow-ups Liaising with clients, introducers, and platform providers Assisting with the administration of more complex client cases There is some flexibility around start and finish times, with occasional home working available following successful completion of induction and training. About You Minimum two years' experience in a client services support role within financial services Strong understanding of financial services administration processes Excellent written and verbal communication skills Highly organised with strong time management skills Able to work independently and as part of a team Strong interpersonal skills and relationship-building ability Numerate with good problem-solving capability Strong IT skills including Excel, Word, Outlook and PowerPoint Experience using Intelliflo Office (advantageous) What's on Offer Competitive salary Excellent benefits package Supportive, professional working environment Genuine development pathways into more technical roles If you are seeking your next opportunity in Ipswich within a respected wealth management firm, we would be pleased to hear from you.

IFA ADMINISTRATOR - Ipswich Location: Ipswich Salary: £25,000 - £29,000 (negotiable depending on knowledge, skills, experience & qualifications) Hours: 37.5 hours per week, Monday - Friday 08:30 - 17:00 (1 hour lunch) We are currently working with a highly regarded and growing wealth management firm to recruit an experienced IFA Administrator to join their Ipswich office. This is an excellent opportunity for someone with at least two years' experience within financial services administration who is looking to join a professional and supportive client services team. The Role Reporting to the Head of Client Services, you will provide dedicated administrative support to designated Financial Planners, helping them deliver holistic financial planning advice while ensuring all client servicing is handled accurately and efficiently. Key Responsibilities: Providing high-quality administrative support to Financial Planners Maintaining accurate and up-to-date client records using iO systems Acting as a key point of contact for clients when Financial Planners are unavailable Handling enquiries, logging queries, and managing effective follow-ups Liaising with clients, introducers, and platform providers Assisting with the administration of more complex client cases There is some flexibility around start and finish times, with occasional home working available following successful completion of induction and training. About You Minimum two years' experience in a client services support role within financial services Strong understanding of financial services administration processes Excellent written and verbal communication skills Highly organised with strong time management skills Able to work independently and as part of a team Strong interpersonal skills and relationship-building ability Numerate with good problem-solving capability Strong IT skills including Excel, Word, Outlook and PowerPoint Experience using Intelliflo Office (advantageous) What's on Offer Competitive salary Excellent benefits package Supportive, professional working environment Genuine development pathways into more technical roles If you are seeking your next opportunity in Ipswich within a respected wealth management firm, we would be pleased to hear from you.

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!

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Planning Administrator (Full-Time) Location: Loughborough - Hybrid Salary: Up to £30,000. Why Join Us? We're looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. You'll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities. Benefits: 34 days holiday including bank holidays, increasing at 3 & 5 years Option to buy or sell up to 5 days per year Pension auto-enrolment with enhanced contributions Life insurance (4x salary) and income protection (60% salary) Employee assistance program - 24-hour confidential support Flexible working, including homeworking Support for professional development and exam funding Friendly and collaborative team environment About the Role: As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently. Key Responsibilities: Deliver exceptional client service as part of a three-person team Implement clients' financial plans and manage ongoing service Liaise with clients via telephone and email; prepare meetings and packs Gather, input, and maintain accurate client data Perform AML checks and maintain compliance records Process applications and Letters of Authority (LOA) Support advisors and paraplanners with administrative and compliance tasks What We're Looking For: Minimum 3 years' experience as a Financial Planning Administrator or similar role in wealth management/IFA environment Strong attention to detail and accuracy Comfortable with technology and multiple platforms, including IO Excellent communication and active listening skills Self-motivated, organised, and adaptable Team player with a "can-do" attitude and willingness to learn Desirable Skills: Awareness of financial services legislation, GDPR, AML, Treating Customers Fairly Experience supporting vulnerable clients Knowledge of compliance processes and structured financial plan implementation How to Apply: Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful.

We are seeking a highly organised Senior Pensions Administrator to join our clients award winning professional team. This role offers an excellent opportunity for individuals with strong SIPP & pension background to join a business that is well respected. The ideal candidate will possess excellent computer literacy, organisational abilities, and a proactive approach to managing administrative tasks efficiently. Experience in SIPP Pensions is essential. Duties Creation and maintenance of data for all new and existing SIPP clients Transfers in and out of SIPP accounts in a timely manner Creation and maintenance of all clients in drawdown Authorise journals and quality check Administrators output Respond to Pension related queries in a timely manner Providing support to Wealth Planning and Investment Managers on all aspects of Pension administration Dealing with some of the more complicated Pension transfer cases to ensure they are correctly processed. Respond to client inquiries and concerns in a professional and timely manner, ensuring positive client experiences. Be a senior in the team, and showing a great example to new recruits Experience Proven office experience with a strong background in SIPP Pensions Demonstrable clerical experience with data entry and document management Excellent organisational skills with the ability to prioritise tasks effectively Strong typing skills for efficient document preparation and correspondence Good phone etiquette and communication skills for liaising with clients, vendors, and internal teams

IFA Administrator - Whole of Market Wealth Firm, Newcastle An Opportunity for an Experienced IFA Administrator Seeking More Variety and Market Exposure. A well-established, whole of market financial advice firm in Newcastle is looking to appoint an experienced IFA Administrator to support its new business focused IFA's. Salary up to £33,000 + hybrid working 3 days in the office and 2 form home. This role will appeal to administrators who enjoy working across multiple provider platforms, value technical variety, and want to be part of a busy, professional advice environment where no two cases look the same. Unlike restricted models, this firm operates on a whole of market basis - offering broad product access and diverse planning solutions. For an administrator, this means greater exposure, wider platform knowledge and more interesting day-to-day work. Responsibilities include: Processing new business and top-up submissions across a range of provider platforms, ensuring full compliance requirements are met Updating back-office systems and maintaining accurate documentation records Managing fund switches, purchases, sales and client payment requests Supporting asset migration activity, including platform transfers Liaising directly with providers and platforms to track and progress cases Booking annual review meetings and preparing client meeting packs Assisting Advisers in gathering documentation and information ahead of client meetings Why This Role May Appeal This opportunity is particularly attractive to IFA Administrators in Newcastle who: Want to work within a whole of market firm rather than a restricted model Enjoy platform work and technical processing Want exposure to a wide range of providers and investment solutions The role offers the chance to deepen platform expertise and broaden industry exposure within a supportive and structured team. The successful individual will have: Experience within the IFA / financial advice sector Strong experience dealing with provider platforms Excellent organisational and time management skills The ability to prioritise effectively in a busy office The Opportunity This is an excellent opportunity for an experienced IFA Administrator based in Newcastle who wants to join a whole of market advice firm offering genuine variety in platform and product exposure. It represents a stable and long-term career move within a professional, growing financial planning environment. Applications are welcomed from administrators seeking their next step within a dynamic advisory practice.

Financial Services Co-ordinator Sheffield A Role for an Experienced IFA Administrator Ready to Take the Next Step An established and growing wealth management practice in Sheffield is seeking an experienced IFA Administrator / Financial Services Co-ordinator to join its expanding support team. Salary up to £29,000 & hybrid working 3 days in the office and 2 from home. This position plays a central role in supporting Financial Advisers and Paraplanners, ensuring clients receive a seamless, professional and highly organised service at every stage of their journey. It would suit an individual who already has experience within investment or wealth management administration and is looking for a stable, long-term opportunity within a structured and supportive environment. The Role The Financial Services Co-ordinator will provide comprehensive administrative and operational support, including: Assisting with the preparation of annual review reports, updating back-office systems and compiling documentation Coordinating client communications, including review invitations and meeting confirmations Scheduling adviser activities and client meetings (First Appointments, Presentations and Annual Reviews) and maintaining accurate system records Supporting new business submissions, tracking applications and ensuring accurate updates Handling inbound and outbound queries from clients, internal teams and third-party providers Assisting with ongoing servicing work, including recommendation reports and withdrawal processing Liaising with providers regarding letters of authority, policy information, fund switches and transfers Contributing to operational improvements, service enhancements and compliance initiatives Supporting and, in time, supervising colleagues and assisting with training new team members The role requires someone comfortable managing a high volume of work while maintaining accuracy and professionalism. The Person The successful candidate will: Have proven Financial Services Administration experience within an IFA, investment or wealth management environment Possess strong compliance and regulatory awareness Be highly organised with the ability to prioritise effectively The Opportunity This is an excellent opportunity for an experienced IFA Administrator seeking a structured and professional environment where their contribution will be valued. The firm offers stability, team collaboration and the chance to play a meaningful role within a growing advice practice. Applications are welcomed from individuals looking to build a long-term career within financial services administration.

Client Relationship Manager A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester. This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service. The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly. Saaalry up to £33,000 & hybrid working 3 days in the office and 2 from home. Role Objective To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage. Key Responsibilities Client Servicing Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person). Organise meetings for existing and prospective clients. Proactively manage Financial Advisers' diaries and workload where required. Liaise with clients regarding administrative queries. Manage client expectations to ensure high levels of satisfaction. Diarise and action follow-ups resulting from client meetings. New Business Processing Prepare comprehensive meeting packs, including new business documentation. Complete, submit, and follow up on applications in a timely and compliant manner. Check documentation for accuracy and completeness. Request required documentation from clients and issue policy documents. Obtain quotes and policy information for advisers. Ensure fund switches, rebalances, and trades are processed accurately within agreed timescales. Client Reviews Organise client review meetings in line with the firm's Review Process. Prepare client valuation reports and review documentation. Maintain client files in accordance with compliance requirements. Ensure follow-up correspondence is issued promptly. Implement agreed actions efficiently and accurately. Additional Responsibilities Provide general administrative support including scanning, photocopying, letter writing, and related duties. Maintain accurate client records using Intelligent Office (back-office system). Upload file notes following client or company contact. Process surrender requests, death claims, and related servicing tasks. Provide holiday and sickness cover for colleagues. Escalate significant risk issues to the Operations Manager where appropriate. Contribute positively to team development and continuous improvement. Proactively enhance industry knowledge through internal and external learning. Candidate Profile Have proven experience within an IFA / wealth management environment. Demonstrate strong knowledge of new business processing and client servicing. Be highly organised with exceptional attention to detail. Possess strong communication skills and a professional telephone manner. Be confident managing adviser diaries and prioritising workload. Have experience using back-office systems (Intelligent Office preferred). Show initiative, reliability, and a proactive mindset.

IFA Administrator Sheffield NJR Recruitment are representing a highly regarded Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. What's in it for you? Genuinely competitive salary Annual bonus Free parking Ongoing training and development Study support towards CII Diploma Generous holiday allowance with the option to buy/sell days Flexible hours Company pension Private Health Cover Loads of social events Due to expansion, our Client is looking to recruit an experienced IFA Administrator to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and other financial product as well as delivery of first class service to Clients and Consultants. Responsibilities will include Diary management Updating client records on Intelligent Office (IO) Obtaining information from clients and providers Dealing with the post Processing new business Dealing with Letters of Authority General office Admin What do we need from you? Previous experience in the industry is desirable Good knowledge on a range of pensions, investment and other financial products Excellent communication skills Those offering industry qualifications would be of most interest This is a great opportunity for an experienced financial planning administrator to join a thriving company that can offer excellent training and development into paraplanning in the future. For further information please contact one of our specialist consultants quoting REF NJR16499

Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. This role will provide support to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. The role is onsite - 5 days a week - out of the Kettering office, 9am to 5pm - Monday to Friday Responsibilities Helping advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any 'OneNote packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month's IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent. Titan expected behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity- we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme And lots of flexible benefits to choose from! At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.