IFA Administrator role - leading Wealth practice! Leading, well established, Wealth practice in Ewloe, are looking to augment their successful team, by recruiting an IFA Administrator, to join their office. You'll be supporting the team of Financial Planners, with preparing valuations, factfinds, documents & general admin support. A competitive salary is on offer with this office based role of up to 29k, depending on experience, plus benefits. Ideally you'll have experience within Administration in a Wealth/IFA firm and enjoy giving a good service of admin, within a busy Financial Planning office! Click and apply ASAP for this role, as my client is keen to secure the right candidate
Aug 25, 2026
Full time
IFA Administrator role - leading Wealth practice! Leading, well established, Wealth practice in Ewloe, are looking to augment their successful team, by recruiting an IFA Administrator, to join their office. You'll be supporting the team of Financial Planners, with preparing valuations, factfinds, documents & general admin support. A competitive salary is on offer with this office based role of up to 29k, depending on experience, plus benefits. Ideally you'll have experience within Administration in a Wealth/IFA firm and enjoy giving a good service of admin, within a busy Financial Planning office! Click and apply ASAP for this role, as my client is keen to secure the right candidate
Gordon Yates Recruitment Consultancy
Bath, Somerset
Finance Administrator within IFA Bath Permanent Full-time Salary: £30,000-£32,000 per annum (Dependent on Experience) (note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client) 1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV. Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and processing follow-up actions Maintaining workflow and task lists to ensure service standards are met Assisting with reporting and month-end administration Attending team meetings and training to support your professional development Developing technical knowledge with the opportunity to handle more complex cases after your first year About You We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You'll ideally have: 1-2 years' recent experience within an IFA or Financial Planning environment Previous Financial Services or Financial Planning experience advantageous An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV. Excellent organisational, communication and interpersonal skills Strong attention to detail with excellent literacy and numeracy skills Good working knowledge of Microsoft Word and Excel The ability to prioritise workloads and work accurately under pressure A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential. What's on Offer? Salary of £30,000-£32,000 DOE Permanent opportunity Excellent training and development Clear career progression within Financial Services Increased earning potential as your knowledge develops Company benefits package Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector. Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged. Apply today to be considered.
Aug 25, 2026
Full time
Finance Administrator within IFA Bath Permanent Full-time Salary: £30,000-£32,000 per annum (Dependent on Experience) (note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client) 1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV. Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and processing follow-up actions Maintaining workflow and task lists to ensure service standards are met Assisting with reporting and month-end administration Attending team meetings and training to support your professional development Developing technical knowledge with the opportunity to handle more complex cases after your first year About You We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You'll ideally have: 1-2 years' recent experience within an IFA or Financial Planning environment Previous Financial Services or Financial Planning experience advantageous An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV. Excellent organisational, communication and interpersonal skills Strong attention to detail with excellent literacy and numeracy skills Good working knowledge of Microsoft Word and Excel The ability to prioritise workloads and work accurately under pressure A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential. What's on Offer? Salary of £30,000-£32,000 DOE Permanent opportunity Excellent training and development Clear career progression within Financial Services Increased earning potential as your knowledge develops Company benefits package Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector. Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged. Apply today to be considered.
Payroll Administrator Halifax Full Time / Part Time £25,000 - £30,000 FTE Our client is a firm of professional Chartered Accountants based in Halifax, West Yorkshire. They provide a wide range of advisory services tailored to each client's needs, supporting them through various stages of their personal financial and business journey click apply for full job details
Aug 25, 2026
Full time
Payroll Administrator Halifax Full Time / Part Time £25,000 - £30,000 FTE Our client is a firm of professional Chartered Accountants based in Halifax, West Yorkshire. They provide a wide range of advisory services tailored to each client's needs, supporting them through various stages of their personal financial and business journey click apply for full job details
Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator , to join the team, either on a 1 year contract Full time, or Permanently on a part time basis. Please note, existing experience within Financial Services is required. Typical working hours are Monday to Friday between 9am-5pm. Flexibility available. Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. Provide administrative and technical support to Advisers, accurately managing administration tasks and client records Ensure compliance protocols are followed and assisting with compliance tasks Responsible for business submission using inhouse software Supporting with diary management and coordinating appointments Preparation of meeting documentation and follow up client meeting notes Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. There could be opportunities to progress within this firm for the right candidate. A generous package is on offer, including: Salary between 26,000- 32,000 dependant on experience Between 23-25 days annual leave plus bank holidays Opportunity to earn more holiday through time in lieu Potential for study support 10% employer contribution Health Cash Plan Employee Assistance Programme Life Assurance in Service Free Parking Onsite Eye Test Contribution Sick Pay Scheme Opportunities for development if interested Paid Volunteering days A supportive, friendly and motivating team and more Please apply online with your updated CV as soon as possible if you're interested in this great opportunity. Contact Talent Partners for more information. Financial Services IFA Estate Planning Wealth Administration Client Services
Aug 25, 2026
Full time
Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator , to join the team, either on a 1 year contract Full time, or Permanently on a part time basis. Please note, existing experience within Financial Services is required. Typical working hours are Monday to Friday between 9am-5pm. Flexibility available. Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. Provide administrative and technical support to Advisers, accurately managing administration tasks and client records Ensure compliance protocols are followed and assisting with compliance tasks Responsible for business submission using inhouse software Supporting with diary management and coordinating appointments Preparation of meeting documentation and follow up client meeting notes Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. There could be opportunities to progress within this firm for the right candidate. A generous package is on offer, including: Salary between 26,000- 32,000 dependant on experience Between 23-25 days annual leave plus bank holidays Opportunity to earn more holiday through time in lieu Potential for study support 10% employer contribution Health Cash Plan Employee Assistance Programme Life Assurance in Service Free Parking Onsite Eye Test Contribution Sick Pay Scheme Opportunities for development if interested Paid Volunteering days A supportive, friendly and motivating team and more Please apply online with your updated CV as soon as possible if you're interested in this great opportunity. Contact Talent Partners for more information. Financial Services IFA Estate Planning Wealth Administration Client Services
Artemis Clarke Ltd. is seeking a Senior Recruiter specialising in Financial Services to join our growing team and take ownership of a high-performing FS desk. You will recruit for Paraplanners, Financial Advisers, IFA Administrators and Wealth Managers, managing the full cycle, building client relationships, and expanding the candidate network within the FS sector in a hybrid work environment.
Aug 25, 2026
Full time
Artemis Clarke Ltd. is seeking a Senior Recruiter specialising in Financial Services to join our growing team and take ownership of a high-performing FS desk. You will recruit for Paraplanners, Financial Advisers, IFA Administrators and Wealth Managers, managing the full cycle, building client relationships, and expanding the candidate network within the FS sector in a hybrid work environment.
Senior Recruiter We are seeking an experienced Senior Recruitment Consultant to join our growing team, specialising in the Financial Services market. This is a key hire within the business and an excellent opportunity for an established recruiter who already has experience within financial services recruitment and is looking to take ownership of a high-performing desk. You will work with established clients across the IFA, wealth management, and financial planning sectors, recruiting roles such as Paraplanners, Financial Advisers, IFA Administrators, and Wealth Managers. Key Responsibilities Manage the full 360 recruitment cycle across the Financial Services market. Develop and expand relationships with both existing and new clients. Win new business and grow your own client portfolio. Source, screen, and place high-quality candidates across financial planning roles. Manage end-to-end recruitment processes including offer negotiation and placement. Write and advertise targeted job adverts across job boards and LinkedIn. Build and maintain a strong candidate pipeline within the FS sector. Work towards and exceed individual revenue and performance targets. About You Proven experience as a Recruitment Consultant within Financial Services recruitment (essential). Strong understanding of the IFA / wealth management / financial planning market. Track record of successful 360 recruitment and consistent billing. Confident business developer with the ability to win and grow client relationships. Self-motivated, target-driven, and commercially aware. What We Offer Competitive basic salary (DOE) Hybrid working model (following onboarding period) Senior-level autonomy over your desk and market Strong existing client base within Financial Services Clear progression opportunities within a growing business
Aug 25, 2026
Full time
Senior Recruiter We are seeking an experienced Senior Recruitment Consultant to join our growing team, specialising in the Financial Services market. This is a key hire within the business and an excellent opportunity for an established recruiter who already has experience within financial services recruitment and is looking to take ownership of a high-performing desk. You will work with established clients across the IFA, wealth management, and financial planning sectors, recruiting roles such as Paraplanners, Financial Advisers, IFA Administrators, and Wealth Managers. Key Responsibilities Manage the full 360 recruitment cycle across the Financial Services market. Develop and expand relationships with both existing and new clients. Win new business and grow your own client portfolio. Source, screen, and place high-quality candidates across financial planning roles. Manage end-to-end recruitment processes including offer negotiation and placement. Write and advertise targeted job adverts across job boards and LinkedIn. Build and maintain a strong candidate pipeline within the FS sector. Work towards and exceed individual revenue and performance targets. About You Proven experience as a Recruitment Consultant within Financial Services recruitment (essential). Strong understanding of the IFA / wealth management / financial planning market. Track record of successful 360 recruitment and consistent billing. Confident business developer with the ability to win and grow client relationships. Self-motivated, target-driven, and commercially aware. What We Offer Competitive basic salary (DOE) Hybrid working model (following onboarding period) Senior-level autonomy over your desk and market Strong existing client base within Financial Services Clear progression opportunities within a growing business
As a Part Time Payroll Administrator, your main duties and responsibilities will include the following: End to end payroll processing for your own portfolio of clients (approx 80 clients) Client relationship management CIS Payroll / Director payroll / varied other payrolls to process - lots of variation between each payroll Processing new starters, leavers etc. SSP, SMP, Pensions payments Adhoc payroll responsibilities In return for your work as a Part Time Payroll Administrator, you will receive the following company benefits: Competitive salary of 30,000 - 32,000 FTE. Hybrid working (3 days in the office 2 days from home) Flexible working hours and days Company pension scheme Free secure on site car parking 25 days holiday + bank holidays (pro rata'd down) 52170KP2R2 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
Aug 24, 2026
Full time
As a Part Time Payroll Administrator, your main duties and responsibilities will include the following: End to end payroll processing for your own portfolio of clients (approx 80 clients) Client relationship management CIS Payroll / Director payroll / varied other payrolls to process - lots of variation between each payroll Processing new starters, leavers etc. SSP, SMP, Pensions payments Adhoc payroll responsibilities In return for your work as a Part Time Payroll Administrator, you will receive the following company benefits: Competitive salary of 30,000 - 32,000 FTE. Hybrid working (3 days in the office 2 days from home) Flexible working hours and days Company pension scheme Free secure on site car parking 25 days holiday + bank holidays (pro rata'd down) 52170KP2R2 INDPAYN The Portfolio Group are acting on behalf of our client in recruiting for this position.
End Date Friday 11 September 2026 Salary Range £72,702 - £80,780 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Tax Manager - Investment Taxes - Group Tax SALARY: £72,702 - £80,780 LOCATION(S): Edinburgh, Bristol, Halifax & Leeds HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites. About this opportunity At Lloyds Banking Group we're driven by a clear purpose: to help Britain prosper. Our colleagues are focused on making a difference to customers, businesses and communities. Finance is key to that success, by securing and building the financial strength and performance of the Bank. But we need talented people like you if we're to continue to innovate and adapt to the meet the ongoing needs of our customers. Join us and you can make a real difference. Could you help us make this possible? The Operational Taxes Team is part of Group Tax and is responsible for the oversight of the Operational Tax risks of Lloyds Banking Group as a whole. This role involves working as part of a team and would provide informative, high quality, sophisticated output, advice and mentorship tailored to senior partner needs, operating as an Operational Tax specialist. The main focus of the role will be on Investment Taxes for the Insurance & Wealth business. We are looking to appoint a Tax Manager. Your role will be to provide oversight of tax processes, completed by appointed Custodians, including receipt of overseas investment income net of treaty withholding tax rates, tax reporting and tax compliance processes for UK OEICs and investment funds. These processes are undertaken by third party outsourcers, and the oversight work ensures that they are carried out to the required high standards and timescales as detailed in service level agreements, so that the funds' tax position is fully understood and controlled in an efficient manner. You would also review withholding tax processes for territories and rates not covered by the outsourcing arrangements. This means you'll work closely with project teams, advisory teams and external advisors on developments affecting the investment portfolio, to grow our service and add value for our customers by improving their return on investment. What you'll be doing: Help oversee double taxation treaty work completed by Custodians. Complete and supply double taxation treaty documentation, supplementary information to external parties. Ensure tax work by external Custodians and Fund Administrators is completed per terms of Service Level Agreements, provide feedback to relevant parties on the service received. Collaborate with external advisors to file withholding tax recovery claims, where countries / rates aren't supported by Custodians, to increase the OEICS return on investments. Work with LBG tax colleagues on projects and initiatives including OEIC closures and adopting automated solutions to increase efficiency and enhance risk management. Keep abreast of foreign market tax developments and provide input on Audit enquiries. Why join us? We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone. What we're looking for: Specialist Investments Tax knowledge including overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs) and other collective investments. Proven track record of working in the tax function of a large corporate group or professional accounting organisation, preferably in the Financial Services sector. Experience of providing oversight of outsourced withholding tax and OEIC tax compliance processes including the appointment of overseas tax agents. Experience of attaining global double taxation treaty rates, via relief at source, reclaims and completion of associated tax documentation. Understanding of withholding tax accounting policies. A tax or accounting qualification is preferable. A natural when it comes to relationship management skills, with a proven ability to analyse, challenge and influence. As an Advisory role, experience in managing different partner relationships. Strong communication skills and ability to work with a range of stakeholders. Ability to see the bigger picture and think commercially. You will be joining an experienced Operational Taxes team that advise the Group on all Operational Taxes matters including Pensions tax reporting and all customer tax reporting including Bank & Building Society Interest (BBSI), Other Interest (OI), ISAs, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) etc. For this role, it's the Investment Tax experience that is key. This is a great opportunity to use your knowledge to add value to our investment funds and grow your experience to help you shape an exciting career! We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. This is a place for you We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future. Should you wish to contact us for any reason, please email us at: For more Flexible Working Options please use the free text search, e.g. job sharing, variable hours, to identify relevant matches.
Aug 24, 2026
Full time
End Date Friday 11 September 2026 Salary Range £72,702 - £80,780 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Tax Manager - Investment Taxes - Group Tax SALARY: £72,702 - £80,780 LOCATION(S): Edinburgh, Bristol, Halifax & Leeds HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites. About this opportunity At Lloyds Banking Group we're driven by a clear purpose: to help Britain prosper. Our colleagues are focused on making a difference to customers, businesses and communities. Finance is key to that success, by securing and building the financial strength and performance of the Bank. But we need talented people like you if we're to continue to innovate and adapt to the meet the ongoing needs of our customers. Join us and you can make a real difference. Could you help us make this possible? The Operational Taxes Team is part of Group Tax and is responsible for the oversight of the Operational Tax risks of Lloyds Banking Group as a whole. This role involves working as part of a team and would provide informative, high quality, sophisticated output, advice and mentorship tailored to senior partner needs, operating as an Operational Tax specialist. The main focus of the role will be on Investment Taxes for the Insurance & Wealth business. We are looking to appoint a Tax Manager. Your role will be to provide oversight of tax processes, completed by appointed Custodians, including receipt of overseas investment income net of treaty withholding tax rates, tax reporting and tax compliance processes for UK OEICs and investment funds. These processes are undertaken by third party outsourcers, and the oversight work ensures that they are carried out to the required high standards and timescales as detailed in service level agreements, so that the funds' tax position is fully understood and controlled in an efficient manner. You would also review withholding tax processes for territories and rates not covered by the outsourcing arrangements. This means you'll work closely with project teams, advisory teams and external advisors on developments affecting the investment portfolio, to grow our service and add value for our customers by improving their return on investment. What you'll be doing: Help oversee double taxation treaty work completed by Custodians. Complete and supply double taxation treaty documentation, supplementary information to external parties. Ensure tax work by external Custodians and Fund Administrators is completed per terms of Service Level Agreements, provide feedback to relevant parties on the service received. Collaborate with external advisors to file withholding tax recovery claims, where countries / rates aren't supported by Custodians, to increase the OEICS return on investments. Work with LBG tax colleagues on projects and initiatives including OEIC closures and adopting automated solutions to increase efficiency and enhance risk management. Keep abreast of foreign market tax developments and provide input on Audit enquiries. Why join us? We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone. What we're looking for: Specialist Investments Tax knowledge including overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs) and other collective investments. Proven track record of working in the tax function of a large corporate group or professional accounting organisation, preferably in the Financial Services sector. Experience of providing oversight of outsourced withholding tax and OEIC tax compliance processes including the appointment of overseas tax agents. Experience of attaining global double taxation treaty rates, via relief at source, reclaims and completion of associated tax documentation. Understanding of withholding tax accounting policies. A tax or accounting qualification is preferable. A natural when it comes to relationship management skills, with a proven ability to analyse, challenge and influence. As an Advisory role, experience in managing different partner relationships. Strong communication skills and ability to work with a range of stakeholders. Ability to see the bigger picture and think commercially. You will be joining an experienced Operational Taxes team that advise the Group on all Operational Taxes matters including Pensions tax reporting and all customer tax reporting including Bank & Building Society Interest (BBSI), Other Interest (OI), ISAs, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) etc. For this role, it's the Investment Tax experience that is key. This is a great opportunity to use your knowledge to add value to our investment funds and grow your experience to help you shape an exciting career! We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. This is a place for you We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers. Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future. Should you wish to contact us for any reason, please email us at: For more Flexible Working Options please use the free text search, e.g. job sharing, variable hours, to identify relevant matches.
Health and Safety Administrator (Manufacturing) £28,000 - £30,000 + Company benefits + Training + Monday - Friday + Early Friday Finish Halifax, West Yorkshire Are you a Health and Safety Administrator or similar looking for a varied role within a specialist manufacturer offering in-house training, a supportive environment, and a split between office- and factory-based work? For over 40 years, this click apply for full job details
Aug 24, 2026
Full time
Health and Safety Administrator (Manufacturing) £28,000 - £30,000 + Company benefits + Training + Monday - Friday + Early Friday Finish Halifax, West Yorkshire Are you a Health and Safety Administrator or similar looking for a varied role within a specialist manufacturer offering in-house training, a supportive environment, and a split between office- and factory-based work? For over 40 years, this click apply for full job details
Junior Systems & Build Engineer (244lw) Defence Tech Midlands - £40,000.00 - £45,000 + Benefits Are you a Linux Systems Administrator, Infrastructure Engineer or Build Engineer looking to develop your career beyond traditional systems administration? DUE TO THE NATURE OF THIS RECRUITMENT CONSULTANCY, WE ARE ONLY ABLE TO REPRESENT INDIVIDUALS WHO ARE EX MILITARY. We are working with an established technology organisation seeking a Junior Systems & Build Engineer to join its engineering team. This is an excellent opportunity for someone who enjoys solving technical problems and wants to develop specialist skills across Linux, infrastructure, software builds and deployment within a technically challenging Defence technology environment. You'll work closely with engineering teams supporting the systems, infrastructure and tooling required to develop, build and deliver software products. Your responsibilities will include Supporting the build, deployment and delivery of software products. Administering and maintaining Linux-based development and build infrastructure. Supporting configuration and version-control systems. Maintaining build machines, development environments and associated infrastructure. Responding to infrastructure and engineering support requests. Investigating technical issues and providing effective diagnostic support. Supporting business continuity and disaster recovery activities. Contributing to technical documentation and training materials. Supporting research and improvements to engineering processes and ways of working. Contributing to technical design and wider engineering activities. Developing your skills across infrastructure, automation and build technologies. Essential 2+ years' experience in systems administration or a similar infrastructure role. Strong Linux administration skills, ideally Red Hat or similar. Bash scripting. Experience with yum/dnf or equivalent package management. Desirable - Terraform Ansible Jenkins Build tools such as Conan Artifactory Coverity Additional Linux/infrastructure certifications. You'll be - Curious and keen to learn. Interested in developing into more advanced infrastructure, build, DevOps or engineering responsibilities. A relevant professional qualification, degree, apprenticeship or equivalent practical experience would be considered. Security - The role operates within a secure Defence technology environment, so you may be required to obtain security clearance. This is a great opportunity to broaden your technical skillset across Linux, automation, build systems, infrastructure and DevOps, with exposure to a range of technically interesting projects. The role is particularly suited to someone who wants to progress beyond traditional systems administration and develop a more specialised engineering career. Please send a copy of your CV with a note outlining why this would be the ideal opportunity for you to Liz Walsh at Ex-Mil Recruitment Ltd
Aug 21, 2026
Full time
Junior Systems & Build Engineer (244lw) Defence Tech Midlands - £40,000.00 - £45,000 + Benefits Are you a Linux Systems Administrator, Infrastructure Engineer or Build Engineer looking to develop your career beyond traditional systems administration? DUE TO THE NATURE OF THIS RECRUITMENT CONSULTANCY, WE ARE ONLY ABLE TO REPRESENT INDIVIDUALS WHO ARE EX MILITARY. We are working with an established technology organisation seeking a Junior Systems & Build Engineer to join its engineering team. This is an excellent opportunity for someone who enjoys solving technical problems and wants to develop specialist skills across Linux, infrastructure, software builds and deployment within a technically challenging Defence technology environment. You'll work closely with engineering teams supporting the systems, infrastructure and tooling required to develop, build and deliver software products. Your responsibilities will include Supporting the build, deployment and delivery of software products. Administering and maintaining Linux-based development and build infrastructure. Supporting configuration and version-control systems. Maintaining build machines, development environments and associated infrastructure. Responding to infrastructure and engineering support requests. Investigating technical issues and providing effective diagnostic support. Supporting business continuity and disaster recovery activities. Contributing to technical documentation and training materials. Supporting research and improvements to engineering processes and ways of working. Contributing to technical design and wider engineering activities. Developing your skills across infrastructure, automation and build technologies. Essential 2+ years' experience in systems administration or a similar infrastructure role. Strong Linux administration skills, ideally Red Hat or similar. Bash scripting. Experience with yum/dnf or equivalent package management. Desirable - Terraform Ansible Jenkins Build tools such as Conan Artifactory Coverity Additional Linux/infrastructure certifications. You'll be - Curious and keen to learn. Interested in developing into more advanced infrastructure, build, DevOps or engineering responsibilities. A relevant professional qualification, degree, apprenticeship or equivalent practical experience would be considered. Security - The role operates within a secure Defence technology environment, so you may be required to obtain security clearance. This is a great opportunity to broaden your technical skillset across Linux, automation, build systems, infrastructure and DevOps, with exposure to a range of technically interesting projects. The role is particularly suited to someone who wants to progress beyond traditional systems administration and develop a more specialised engineering career. Please send a copy of your CV with a note outlining why this would be the ideal opportunity for you to Liz Walsh at Ex-Mil Recruitment Ltd
Your new company An established and professional financial services business is seeking an Administrative Assistant to join its office-based team in Cheadle. This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly. The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered. Your new role Support advisers and colleagues with the smooth running of client administration processes. Maintain accurate client records and ensure information is updated across internal systems. Assist with onboarding new clients and processing new business applications. Build positive relationships with clients, providers and third parties, acting as a key point of contact. Help coordinate the collection and management of client and provider documentation. Support regulatory and compliance activities to ensure records remain accurate and up to date. Produce professional correspondence and documentation for clients and providers. Contribute to a collaborative office environment by supporting wider administrative and operational activities. Use business systems and databases to manage information efficiently and accurately. What you'll need to succeed Previous experience within a professional services environment. Experience within an IFA, wealth management or financial planning firm would be highly advantageous. Knowledge of Intelliflo Office would be beneficial but is not essential. Excellent organisational skills with the ability to manage multiple tasks and priorities effectively. Strong communication skills and confidence when dealing with clients, providers and colleagues. Comfortable using business systems, databases and Microsoft Office applications. High level of accuracy and attention to detail when handling client information and records. A proactive and professional approach, with the ability to work independently and as part of a team. Positive attitude, strong work ethic and willingness to support different areas of the business. What you'll get in return You will receive a permanent opportunity with a salary of 30,000+, dependent on experience. The role is fully office-based in Cheadle, with flexible start times between 8:00am and 9:30am, as well as on-site parking. This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Aug 07, 2026
Full time
Your new company An established and professional financial services business is seeking an Administrative Assistant to join its office-based team in Cheadle. This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly. The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered. Your new role Support advisers and colleagues with the smooth running of client administration processes. Maintain accurate client records and ensure information is updated across internal systems. Assist with onboarding new clients and processing new business applications. Build positive relationships with clients, providers and third parties, acting as a key point of contact. Help coordinate the collection and management of client and provider documentation. Support regulatory and compliance activities to ensure records remain accurate and up to date. Produce professional correspondence and documentation for clients and providers. Contribute to a collaborative office environment by supporting wider administrative and operational activities. Use business systems and databases to manage information efficiently and accurately. What you'll need to succeed Previous experience within a professional services environment. Experience within an IFA, wealth management or financial planning firm would be highly advantageous. Knowledge of Intelliflo Office would be beneficial but is not essential. Excellent organisational skills with the ability to manage multiple tasks and priorities effectively. Strong communication skills and confidence when dealing with clients, providers and colleagues. Comfortable using business systems, databases and Microsoft Office applications. High level of accuracy and attention to detail when handling client information and records. A proactive and professional approach, with the ability to work independently and as part of a team. Positive attitude, strong work ethic and willingness to support different areas of the business. What you'll get in return You will receive a permanent opportunity with a salary of 30,000+, dependent on experience. The role is fully office-based in Cheadle, with flexible start times between 8:00am and 9:30am, as well as on-site parking. This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Aug 03, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Jul 30, 2026
Contractor
Job Title: Database Administrator (AWS, Aurora and RDS) Rate: 500 - 565 Clearance required: BPSS + SC (It needs to be an active SC with a government agency used within the last 6 months) Location: London, Croydon - 2/3 days on site Job Description: Senior Database Administrator (DBA) - SIFA G7 Equivalent (Contingent Worker) Role Overview We are seeking a highly experienced Senior DBA with deep expertise in AWS Aurora, Amazon RDS and PostgreSQL to lead the design, operation, optimisation, resilience, and recovery of critical database platforms. The successful candidate will be a hands-on technical expert, actively involved in architecture decisions, database design, performance tuning, data reconciliation, and operational support. Key Responsibilities Lead the architecture, design, and implementation of enterprise database solutions on AWS. Design and maintain database schemas, data models, indexing strategies, and database standards. Drive database resilience, high availability, disaster recovery, and business continuity capabilities. Define, implement, and test backup, recovery, failover, and disaster recovery processes. Actively participate in architecture reviews, technical governance, and design authority decisions. Optimise database performance through query tuning, execution plan analysis, indexing, and configuration improvements. Provide hands-on troubleshooting and resolution of complex production issues. Perform data reconciliation, integrity validation, and root cause analysis of data discrepancies. Manage database upgrades, patching, security, monitoring, and capacity management. Work closely with architects, developers, cloud engineers, and operational teams to deliver scalable and resilient solutions. Produce and maintain technical documentation, standards, and operational procedures. Essential Skills & Experience Expert knowledge of: o AWS Aurora o Amazon RDS o PostgreSQL Strong database architecture and solution design experience. Proven experience designing highly available and resilient database platforms. Extensive SQL development, query optimisation, and performance tuning expertise. Strong knowledge of database schema design, indexing, and data modelling. Experience with database backup, recovery, replication, failover, and disaster recovery. Hands-on experience troubleshooting large-scale production database environments. Experience leading data reconciliation and data quality activities. Strong understanding of AWS services including IAM, CloudWatch, KMS, VPC, and Secrets Manager. Experience with Infrastructure as Code (Terraform/CloudFormation) and CI/CD practices. Strong stakeholder management, communication, and leadership skills. Desirable AWS Database Specialty or AWS Solutions Architect certification. Experience with MySQL, SQL Server, MongoDB, or Redis. Experience working in highly regulated or public sector environments. Candidate Profile The successful candidate will be a recognised database SME who combines strategic architecture leadership with strong hands-on technical delivery. They will drive resilience and recovery capabilities, influence architecture decisions, and ensure database platforms are secure, scalable, performant, and operationally robust. 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
Jun 01, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
May 31, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded. Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly. What You ll Bring Knowledge Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal Attributes Proficient IT skills, basic spread sheet and database knowledge. Good planning and effective organisational skills. Honesty and integrity. Methodological approach to work. Strong written and verbal English literacy skills are essential. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Get Staffed Online Recruitment Limited
Chester, Cheshire
Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.
May 30, 2026
Full time
Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.
Location: Teesside (Office Based) Salary: Competitive, dependent on experience Job Type: Full-time, Permanent The Role Reed Financial Services are working with a well-established, family-owned firm of Independent Financial Advisers who are looking to recruit a Pensions Administrator due to continued growth. This is a varied and client-focused role, supporting advisers and clients across a broad range of pension arrangements. The business prides itself on long-term relationships, high-quality advice and a supportive working culture. Key Responsibilities Administering a range of pension products in line with FCA requirements Processing pension contributions, transfers, retirements and benefit payments Maintaining accurate client records and pension documentation Acting as a point of contact for pension-related queries via phone and email Liaising with pension providers, platforms and insurers to progress cases Preparing pension information and valuations for adviser meetings Supporting wider investment and insurance administration when required Keeping up to date with pension and tax legislation The Person Previous experience in pensions administration , ideally within an IFA or financial planning environment Good working knowledge of pension products and processes Strong attention to detail and organisational skills Confident using Microsoft Office and pension administration systems Excellent written and verbal communication skills Able to manage multiple tasks and work to deadlines What's on Offer Competitive salary based on experience Supportive, close-knit and professional working environment Long-term career stability within a respected independent firm Exposure to a broad range of pension cases
May 29, 2026
Full time
Location: Teesside (Office Based) Salary: Competitive, dependent on experience Job Type: Full-time, Permanent The Role Reed Financial Services are working with a well-established, family-owned firm of Independent Financial Advisers who are looking to recruit a Pensions Administrator due to continued growth. This is a varied and client-focused role, supporting advisers and clients across a broad range of pension arrangements. The business prides itself on long-term relationships, high-quality advice and a supportive working culture. Key Responsibilities Administering a range of pension products in line with FCA requirements Processing pension contributions, transfers, retirements and benefit payments Maintaining accurate client records and pension documentation Acting as a point of contact for pension-related queries via phone and email Liaising with pension providers, platforms and insurers to progress cases Preparing pension information and valuations for adviser meetings Supporting wider investment and insurance administration when required Keeping up to date with pension and tax legislation The Person Previous experience in pensions administration , ideally within an IFA or financial planning environment Good working knowledge of pension products and processes Strong attention to detail and organisational skills Confident using Microsoft Office and pension administration systems Excellent written and verbal communication skills Able to manage multiple tasks and work to deadlines What's on Offer Competitive salary based on experience Supportive, close-knit and professional working environment Long-term career stability within a respected independent firm Exposure to a broad range of pension cases
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
May 29, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners click apply for full job details
May 29, 2026
Full time
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners click apply for full job details
IFA Administrator £28,000 to £32,000 plus benefits A highly successful firm of Wealth Managers is seeking an experienced Financial Services Administrator to join its team. The business is well-established and recognised locally for providing high-quality advice to High-Net-Worth clients across investments, tax planning, cashflow modelling, retirement planning and protection. Working closely with the Financial Planners, you will provide comprehensive administrative and client support, including: Processing new business applications Servicing existing client work Conducting research Preparing documentation for meetings Managing client contact, including arranging appointments Ensuring compliance requirements are met Preparing reports and packs for client meetings Producing valuations Maintaining accurate client and database records You will have previous experience supporting Financial Advisers or Planners, strong administrative capability, excellent communication skills and a proactive, client-focused approach. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit.
May 28, 2026
Full time
IFA Administrator £28,000 to £32,000 plus benefits A highly successful firm of Wealth Managers is seeking an experienced Financial Services Administrator to join its team. The business is well-established and recognised locally for providing high-quality advice to High-Net-Worth clients across investments, tax planning, cashflow modelling, retirement planning and protection. Working closely with the Financial Planners, you will provide comprehensive administrative and client support, including: Processing new business applications Servicing existing client work Conducting research Preparing documentation for meetings Managing client contact, including arranging appointments Ensuring compliance requirements are met Preparing reports and packs for client meetings Producing valuations Maintaining accurate client and database records You will have previous experience supporting Financial Advisers or Planners, strong administrative capability, excellent communication skills and a proactive, client-focused approach. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit.
