1004 jobs found

We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .

Ashley Rees Associates are currently working with an award-winning firm of Financial Planners and Accountants. Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team, The successful candidate will be responsible for providing technical support which is to include: Report writing / preparing client financial planning reports Ensure records are maintained and kept up to date New business application processing Preparing client files and reviews Managing online platform with attention to detail The successful candidate will ideally come from a financial services background. Our client is looking for an enthusiastic, self-motivated individual, who can work as part of a team and have a flexible approach.

Junior IFA Administrator - Brighton A well-established Financial Planning firm in Brighton is seeking a driven individual to join its Client Support team as a Junior Financial Planning Administrator. This is an excellent opportunity to develop your career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role is offering excellent training, exam support, and genuine career development opportunities. As a Junior IFA Administrator, you will soon be playing a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team. To be considered for this Junior IFA Admin position: At least 1 year's experience in financial services or a similar professional setting Strong administrative and organisational skills with excellent attention to detail Ability to manage workload effectively and prioritise client requests Eagerness to continue personal and professional development Benefits Up to £28,000 Private Medical Insurance Life Assurance (3x salary) Aegon pension (5% employer contribution, option to invest in company CIP) 25 days holiday + holiday purchase scheme (buy/sell up to 5 days) Full exam support Enhanced maternity/paternity pay Office-based role with supportive team culture Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the client.

Location: Derby Job Type: Full Time, Permanent Hours: 38 hours per week (Mon-Fri) Salary: £32,000 to £37,000 per annum (dependant on experience and skills) Benefits: Company Pension - matched contribution scheme, Westfield Health care plan - after 3 months. 25 days paid annual leave plus all UK Statutory Bank Holidays. We have kitchen facilities on our site and provide free tea and coffee for our employees. Do you want to continue your training and development? At RH Aero Systems (HYDRO Systems) we are committed to supporting you in your continuous technical andprofessional development to enable you to keep your skills and knowledge up to date and to support you in your advancement within the business. About RH Aero Systems: RH Aero Systems is setting the standard for aviation support equipment and services. Through our industry-leading businesses - Rhinestahl and HYDRO Systems - we deliver capability across custom-designed Ground Support Equipment, OEM-licensed engine and airframe tooling, 26 global service centers and innovative engineered solutions for OEMs, MROs and Operators worldwide. RH Aero Systems' global headquarters are in Mason, Ohio, USA, and Biberach, Germany. For further details visit our website.We take great pride in our Values and embody them in everything we do professionally. Reliable: We consistently deliver outstanding quality and performance. Our reliability builds trust and long lastpartnerships. You can count on us every step pf the way! Ready: We are always prepared, flexible and within reach - ready to act when it matters most. Relentless: We are determined to pursue our goals with unwavering passion, resilience, and the will to overcome any challengeOur UK facility is co located on the Rolls-Royce campus on Victory Road, Derby, our largest UK customer. We are close to the A50, M1 and M42 and within a short commute time from Derby, Nottingham and Leicester. About the role: This is a fantastic opportunity for an individual who wants to develop their skills working in an expanding and fast paced and skilled team. The primary role of Production Estimator will be responsible for the completion of estimates and quotation of enquiry, daily administrative support for UK Production, and to keep the ERP system up to date with relevant and accurate costings. Responsibilities: Respond to RFQ requests from Procurement and Service departments. Identify processing routes (make/ buy decision) from technical drawings and facility capabilities. Liaise with Procurement for costings and lead times for materials and bought out items. Create accurate manufacturing costings and lead times, input into the ERP system (SAP), and review/ validate past costings. Work closely with immediate colleagues (Production Manager, Production Planner and Machine Shop Operators) to understand capacities and any changes which may impact manufacture cost/ time. Develop good working relationships with stakeholders to be able to embed the company's control standards, systems and methods delivering accurate and quality project performance in a timely manner. Provide general administrative support to the Machine Shop including holiday cover where required. Any other reasonable duties as assigned by the management team. Expected Qualifications, Skills, Experience and Knowledge: Experience of business-related administration. Experience of manufacturing processes within a machining/ assembly environment, including knowledge & understanding of engineering drawings. Knowledge of materials and alternatives advantageous. Excellent computing skills across the Microsoft office suite and SAP production system. Ability to communicate effectively both written and oral. Attention to detail and ability to identify anomalies in data. Goal orientated and task driven, able to work to tight deadlines within a pressurised environment, while remaining customer focused and maintaining accuracy of data. Flexible and adaptable with the ability to work alone and unsupervised as well as part of a team Work with minimal supervision once trained. REF-227313

Cambridge (Hybrid) Salary: £35,000 + benefits A well-established and highly regarded wealth management firm in Cambridge is looking to recruit a Wealth Planning Assistant to support its team of Financial Planners and Paraplanners. This is a fantastic opportunity for someone with experience in financial services administration or wealth management support who is looking to build a long-term career within financial planning. The Role As a Wealth Planning Assistant, you will play a key role in supporting advisers and paraplanners with the administration and coordination of client work, ensuring a smooth and efficient client journey. Your responsibilities will include: Providing day-to-day administrative support to Financial Planners and Paraplanners Preparing documentation and packs for client meetings and financial reviews Liaising with providers to obtain policy information and updates Processing new business applications and tracking cases through to completion Maintaining accurate and up-to-date client records within internal systems Assisting with client onboarding and compliance documentation Supporting the preparation of reports and financial planning documentation About You Previous experience within financial planning, wealth management, or financial services administration Strong organisational skills and excellent attention to detail Confident communicating with clients, advisers, and providers Experience using CRM systems and provider platforms A proactive approach with the ability to manage multiple priorities Desirable Working towards CII financial planning qualifications Experience supporting Financial Planners or Paraplanners within a wealth management firm What's on Offer Salary of £35,000 Hybrid working Supportive and collaborative team environment Opportunity to develop your career within wealth management and financial planning Support with professional qualifications If you have experience in financial services administration and are looking for your next step within a respected wealth management firm in Cambridge, we would love to hear from you.

Job Title: Paraplanner Industry: Financial Planning Location: Stanstead Salary: £40-55,000 (DOE and qualifications) Job Reference: 10203 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm. Our client is a well respected and growing financial planning firm who specialises in high net worth client management across the South East. They truly care about clients and their employees, ensuring they have a strong ratio of client to back office staff so that clients are well looked after, and employees well being and work life balance. As their client base and adviser team continues to expand, they are looking to bring on a Paraplanner to join their back office team. Duties: Attend client meetings with the Advisers to maintain and build strong relationships Manage paraplanning tasks such as suitability reports and product research Build and refine cash flow modelling Accurately maintain the back office system and work closely with the administration team Benefits: Competitive salary of £40,000 - £60,000 (depending on experience and qualifications) Discretionary bonus Hybrid working (3 office, 2 home) 25 days holiday + birthday off Paid exams study leave and exam support 5% pension contribution Private medical insurance Continued professional development Advice opportunities, if desired Free on site parking Skills and experience required: Experience working in a Paraplanning position Level 4 diploma (required), ideally working towards Chartered Strong knowledge of UK pensions, tax regulations, investment products and planning tools

IFA Administrator Majority remote with monthly meet-up in Gerrards Cross 35 hours per week, last Friday of every month off Salary - £30,000 A growing independent financial planning firm is looking to appoint a IFA Administrator to support its team of Financial Planners and Technical Specialists. The business provides bespoke life and financial planning to individuals and families, helping clients build, manage and preserve their wealth through tailored long-term strategies. This is a primarily remote role with one in-person team day each month in Gerrards Cross. Key responsibilities Processing new and existing business Supporting the onboarding of new clients Managing client review processes Responding to queries from clients, providers and colleagues Liaising with clients to arrange meetings Maintaining accurate client records using the back-office system Working closely with Financial Planners, Technical Specialists and providers to ensure a smooth client journey Assisting with suitability letters and reports Requirements Ideally 2+ years' experience within an IFA or wealth management environment Strong organisational skills and attention to detail Strong written and verbal communication skills Good IT skills Package 12 additional wellness days (last Friday of every month off) Annual bonus based on personal and company performance Private medical insurance Life assurance Pension contributions Remote working with monthly team meet-ups in Gerrards Cross Fully funded training towards professional qualifications 28 days holiday including three days over Christmas/New Year Regular team incentives, development days and social events

Cambridge (Hybrid) Opportunities also available across the UK £60,000 - £62,000 + benefits (depending on experience) A well-regarded and growing wealth management firm is looking to appoint an experienced Chartered Paraplanner to support its team of Financial Planners. This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning advice to clients. While the immediate focus is supporting the Cambridge office, the firm also has opportunities across the UK for the right individuals. The Role You will play a key role in supporting Financial Planners by providing detailed research, technical analysis and high-quality suitability reports across a range of financial planning areas including pensions, investments and tax planning. Responsibilities will include: Producing detailed suitability reports and recommendation documents Conducting technical research across pensions, investments and protection solutions Supporting advisers with client strategy and financial planning analysis Reviewing client portfolios and identifying planning opportunities Assisting with cashflow modelling and financial planning projections Ensuring all work is completed in line with FCA and compliance requirements What We're Looking For Chartered Financial Planner status (CII) - essential Minimum 3 years' experience within a wealth management or financial planning firm Strong technical knowledge of pensions, investments and financial planning strategies Experience producing high-quality suitability reports Strong attention to detail and analytical skills What's on Offer Competitive salary and benefits package Hybrid working Supportive and collaborative adviser team Opportunity to work with high-quality clients and complex cases Long-term career progression within a respected wealth management firm

Your new company An excellent job opportunity has arisen for a Financial Adviser within a well-established and progressive financial advisory company. The company has continued to grow year-on-year in the last 5 years through a combination of promoting from within and acquiring IFA firms with established client banks. Flexible working culture. Your new role Employed role servicing and developing an existing client bank providing advice both online and face-to-face across the full range of financial planning. You will be provided with a broad range of clients to work with to continue building upon existing relationships. Paraplanning and administration support provided. Flexibility to manage your own diary. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have proven experience as an adviser, strong client relationship skills, the ability to build trust and retain clients. What you'll get in return Employed package offering a highly competitive basic salary, a generous bonus scheme (no validation), plus a good benefits package which includes company pension contribution, health insurance, and up to 30 days holiday. Advisers also have the opportunity to further increase basic salary linked to AUM. 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, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. 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 hays.co.uk

Job Title: Paraplanner Industry: Financial Planning Location: Nottingham (Hybrid working) Salary: up to £65,000 (higher salary negotiable dependent on qualifications and experience) Job Reference: 10233 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Nottingham. Join a supportive, close-knit team and gain hands-on experience in the financial planning profession. You will work closely with the Managing Director of another firm, learning directly from their experience while attending client meetings both in person and online to see financial planning in action. Alongside providing technical support, you will gradually build your confidence in client-facing responsibilities and develop a strong understanding of the financial planning market and regulatory environment. With dedicated administrative support in place, you can focus on learning, developing your expertise, and working with clients rather than routine paperwork. Benefits: Salary up to £65,000 (dependent on qualifications and experience) 8% employer pension contribution (between you and the employer) Private Medical Insurance Performance based annual bonus Life cover Up to 26 days' annual leave, plus Bank Holidays Option to buy additional annual leave Hybrid home and office working Referral bonus for introducing new clients Financial study support and time for professional qualifications Social events throughout the year Skills and experience required: 2+ years experience in Paraplanning Chartered status would be preferable (Level 4 may be considered if strong enough technical knowledge) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner. Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing

Not every admin role moves you forward - s ome just keep you busy. This one is different. You'll join one of the most respected financial planning firms in the UK. Not because they shout about it but because people in the profession quietly acknowledge it. More importantly, you'll join a business that backs its people properly. They're employee-owned through an EOT, which means: No surprise sale to a consolidator. No PE exit pressure. No short-term decision making. After 12 months you'll receive a tax-free bonus of up to £3,600 each year because you share in the success of the firm. And you'll actually have a voice in how it operates. THE JOB You'll take over from a long-standing colleague who is retiring. You'll get a proper handover and join a settled team of three. You'll: Be front and centre of client relationships Prepare paperwork for client meetings Carry out product research Submit new business Work closely with highly qualified paraplanners and planners Contribute to delivering genuinely high-quality client outcomes It's structured. It's organised. It's professional. And you won't be firefighting chaos at 6pm. WHAT'S IN IT FOR YOU? £29,000 - £32,000 starting salary A consistent four-figure company bonus (paid every year) Tax-free EOT bonus after 12 months Annual salary reviews Private medical insurance Death in service Holidays rising to 27 days Support with exams and professional memberships Bonuses for passing exams Yes you'll work from the office. But people leave at 5. Regularly. And that's because this is a business that takes work-life balance seriously. The office itself? On-site gym, pizza oven and countryside views that don't hurt either. You'll leave the office energised not exhausted. HERE'S WHAT YOU'LL NEED Experience as a financial planning/IFA administrator Conscientious, organised, and comfortable working to high standards Keen to learn and improve Experience with Intelliflo and Transact is helpful but not essential. This isn't a "stepping stone" firm. It's the sort of place people build long careers because they're looked after, developed properly and treated like adults. If that sounds like a better way to work, click apply. CV not up to date? Don't worry. Send us what you have and we sort the rest later. Everyone receives a response.

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

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

Administrator Team Leader Skipton £37,000 - £42,000 NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function. This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team. You will manage a team of five Financial Planning Administrators , ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment. Key Responsibilities Lead and manage a team of five Financial Planning Administrators Allocate and manage workloads across the team to ensure efficiency and service levels are maintained Review and check work completed by the administration team to ensure accuracy and compliance Monitor workloads and ensure all tasks are completed within agreed deadlines Motivate, mentor and support team members to maintain high performance Identify and implement improvements to processes and procedures Ensure consistent standards across new business processing, client servicing and provider liaison Work closely with advisers, paraplanners and management to support operational efficiency Maintain high standards of compliance within an FCA-regulated environment About You The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills. Key Skills & Experience: Previous experience within an IFA / financial planning environment Strong knowledge of pensions, investments and estate planning products Experience mentoring, supervising or leading an administration team Highly process-driven with strong organisational skills Exceptional attention to detail and quality control Ability to prioritise workloads and ensure deadlines are met Confident communicator who can motivate and support a team What's on Offer Opportunity to step into a leadership role within a growing financial planning firm Supportive and collaborative team environment 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Long-term career progression opportunities If you are an experienced IFA Administrator looking to take the next step into team leadership , or already managing a team and looking for a new challenge, we would love to hear from you. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Administrator Team Leader Leeds £37,000 - £42,000 NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function. This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team. You will manage a team of five Financial Planning Administrators , ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment. Key Responsibilities Lead and manage a team of five Financial Planning Administrators Allocate and manage workloads across the team to ensure efficiency and service levels are maintained Review and check work completed by the administration team to ensure accuracy and compliance Monitor workloads and ensure all tasks are completed within agreed deadlines Motivate, mentor and support team members to maintain high performance Identify and implement improvements to processes and procedures Ensure consistent standards across new business processing, client servicing and provider liaison Work closely with advisers, paraplanners and management to support operational efficiency Maintain high standards of compliance within an FCA-regulated environment About You The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills. Key Skills & Experience: Previous experience within an IFA / financial planning environment Strong knowledge of pensions, investments and estate planning products Experience mentoring, supervising or leading an administration team Highly process-driven with strong organisational skills Exceptional attention to detail and quality control Ability to prioritise workloads and ensure deadlines are met Confident communicator who can motivate and support a team What's on Offer Opportunity to step into a leadership role within a growing financial planning firm Supportive and collaborative team environment 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Long-term career progression opportunities If you are an experienced IFA Administrator looking to take the next step into team leadership , or already managing a team and looking for a new challenge, we would love to hear from you. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516