Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Mar 17, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. Undertake property and land purchases and sales in accordance with internal procedures and guidelines. You will have: Experience of SSAS administration/managing a portfolio of clients Good personal organisational skills with the ability to prioritise their own workload. Works well under pressure maintaining attention to detail. Ability to work to prescribed deadlines. This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working is offered with this role, 2 days per week from home. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 17, 2026
Full time
Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. Undertake property and land purchases and sales in accordance with internal procedures and guidelines. You will have: Experience of SSAS administration/managing a portfolio of clients Good personal organisational skills with the ability to prioritise their own workload. Works well under pressure maintaining attention to detail. Ability to work to prescribed deadlines. This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working is offered with this role, 2 days per week from home. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Service Service Employment Agency Limited
Lowestoft, Suffolk
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Mar 17, 2026
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Mar 17, 2026
Full time
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Service Service Employment Agency Limited
Lowestoft, Suffolk
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking
Mar 17, 2026
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking
Service Service Employment Agency Limited
Norwich, Norfolk
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers. This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way. You'll be: Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes. Your role will involve: You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings. You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate. You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments. You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards. You will recommend and implement improvements to internal systems and processes to enhance client service delivery. You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review. About you: Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII's R0 exams or Group Risk specific qualifications). You will have at least 2 years' experience in a Financial Services administration role-preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes. A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential. Training & Development: You'll receive structured training, combining on-the-job learning with private study and professional qualifications. We'll support your technical growth while also developing your professional and client-facing skills. Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Mar 17, 2026
Full time
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers. This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way. You'll be: Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes. Your role will involve: You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings. You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate. You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments. You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards. You will recommend and implement improvements to internal systems and processes to enhance client service delivery. You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review. About you: Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII's R0 exams or Group Risk specific qualifications). You will have at least 2 years' experience in a Financial Services administration role-preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes. A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential. Training & Development: You'll receive structured training, combining on-the-job learning with private study and professional qualifications. We'll support your technical growth while also developing your professional and client-facing skills. Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Financial Planning Administrator Location - Redditch Salary £25,000 - £28,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £28,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with 2.30 finish on Fridays Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
Mar 17, 2026
Full time
Financial Planning Administrator Location - Redditch Salary £25,000 - £28,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £28,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with 2.30 finish on Fridays Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration
North Oak Recruitment Ltd
Leicester, Leicestershire
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary £25,000 - £28,000 benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 17, 2026
Full time
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary £25,000 - £28,000 benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning. Key duties You will write suitability reports for clients of the firm's advisers, these reports are sometimes of a technical nature You will conduct whole of market research You will carry out file reviews You will carry out ad hoc Project work You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met You will speak with insurance companies and investment companies to obtain specific information You will use my clients back office system to construct data records and obtain information for existing clients You will assist my clients advisers, ensuring business is processed efficiently and accurately You will comply with FCA rules and internal compliance procedures Key personal skills required for this role are: • Honesty • Integrity • Reliability • Ability to work well under pressure • Good knowledge and experience of using Microsoft office and Excel • Mathematics and English qualifications (grade C and above) • A good telephone manner • Experience within financial services, ideally within a holistic IFA firm Benefits: 25 days holiday Free Parking Home working one day per week Friday (hybrid) Annual bonus (ad hoc) Finance and support financial qualifications Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to. 9-5 - Monday to Friday (45 minutes for lunch) Experience: • Financial services: 2 years, ideally one year paraplanning (required)
Mar 17, 2026
Full time
My client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning. Key duties You will write suitability reports for clients of the firm's advisers, these reports are sometimes of a technical nature You will conduct whole of market research You will carry out file reviews You will carry out ad hoc Project work You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met You will speak with insurance companies and investment companies to obtain specific information You will use my clients back office system to construct data records and obtain information for existing clients You will assist my clients advisers, ensuring business is processed efficiently and accurately You will comply with FCA rules and internal compliance procedures Key personal skills required for this role are: • Honesty • Integrity • Reliability • Ability to work well under pressure • Good knowledge and experience of using Microsoft office and Excel • Mathematics and English qualifications (grade C and above) • A good telephone manner • Experience within financial services, ideally within a holistic IFA firm Benefits: 25 days holiday Free Parking Home working one day per week Friday (hybrid) Annual bonus (ad hoc) Finance and support financial qualifications Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to. 9-5 - Monday to Friday (45 minutes for lunch) Experience: • Financial services: 2 years, ideally one year paraplanning (required)
Our client is a successful established and award winning Financial Planning firm and are currently looking for an experienced Financial Services Administrator to join the team This role is a Mon to Friday, 9-5 role in a busy firm Base has been positioned at £38-40000 plus bonus for this role and we are looking for a Level 4 Diploma qualified Administrator The company will also provide a strong benefits package and share options in the company This is a rare opportunity with a flexible company looking for someone who may want to become an adviser down the line For more details feel free to call Jason at Astral
Mar 17, 2026
Full time
Our client is a successful established and award winning Financial Planning firm and are currently looking for an experienced Financial Services Administrator to join the team This role is a Mon to Friday, 9-5 role in a busy firm Base has been positioned at £38-40000 plus bonus for this role and we are looking for a Level 4 Diploma qualified Administrator The company will also provide a strong benefits package and share options in the company This is a rare opportunity with a flexible company looking for someone who may want to become an adviser down the line For more details feel free to call Jason at Astral
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: Experience within a professional services or regulated financial environment Strong IT skills, ideally with exposure to FCA regulations A keen eye for detail and a client-first mindset Key Responsibilities: Handling telephone enquiries General admin duties such as scanning, printing, and document management Administration of workplace pensions, group risk, and private medical schemes Submission of new business Attending meetings to support Financial Advisers where applicable Assisting the Employee Benefits team with ad hoc projects Processing non-technical client changes, e.g. updating address details with providers Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: Be highly organised and able to manage multiple tasks simultaneously Have experience working within workplace pension and group risk administration Possess a solid understanding of the financial services industry Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Mar 17, 2026
Full time
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: Experience within a professional services or regulated financial environment Strong IT skills, ideally with exposure to FCA regulations A keen eye for detail and a client-first mindset Key Responsibilities: Handling telephone enquiries General admin duties such as scanning, printing, and document management Administration of workplace pensions, group risk, and private medical schemes Submission of new business Attending meetings to support Financial Advisers where applicable Assisting the Employee Benefits team with ad hoc projects Processing non-technical client changes, e.g. updating address details with providers Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: Be highly organised and able to manage multiple tasks simultaneously Have experience working within workplace pension and group risk administration Possess a solid understanding of the financial services industry Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protection scheme experience Working with team to develop proposals that meets client's needs and concerns General Admin and Compliance checks - new and existing business Database administration, maintenance and consolidation Sticking to deadlines You will have: Organised with the ability to multi-task. Can do attitude Working knowledge of the regulated Financial Services Industry Previously worked in a Financial Services admin role so have some familiarity with the terms used. Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 17, 2026
Full time
Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protection scheme experience Working with team to develop proposals that meets client's needs and concerns General Admin and Compliance checks - new and existing business Database administration, maintenance and consolidation Sticking to deadlines You will have: Organised with the ability to multi-task. Can do attitude Working knowledge of the regulated Financial Services Industry Previously worked in a Financial Services admin role so have some familiarity with the terms used. Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
North Oak Recruitment Ltd
Leicester, Leicestershire
IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 17, 2026
Full time
IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Pertemps Network Group are seeking an experienced and compassionate Deputy Manager to support the leadership and day-to-day operations of a specialist Adult Day Centre supporting individuals with Learning Disabilities, Autism and Physical Disabilities . Working closely with the Service Manager, you will play a key role in delivering high-quality, person-centred support , ensuring service users are empowered to develop independence, confidence and life skills. This includes supporting individuals to access education, employment opportunities, apprenticeships and independent living pathways . Location: London Salary: up to £29.50 PAYE/ £38 Umbrella Contract: Full-Time Sector: Adult Social Care / Learning Disabilities You will also take operational responsibility for the centre in the absence of the Service Manager , ensuring the service continues to run effectively, safely and in line with statutory regulations. Key Responsibilities Support the day-to-day management of the day centre and ensure high standards of care and service delivery. Provide direct support to adults with Learning Disabilities, Autism and complex needs , promoting independence and wellbeing. Supervise and support a team of staff (approximately 6 staff including agency workers). Assist with staff supervision, performance reviews, team meetings and training development . Ensure services are person-centred and tailored to individual needs . Lead on the development and delivery of meaningful activities that support life skills, confidence and community engagement. Work with external partners including social workers, carers, supported living providers and commissioners . Support the implementation of Positive Behaviour Support (PBS) plans where required. Maintain health and safety compliance , safeguarding procedures and service standards. Assist with budget monitoring, administrative processes and performance reporting . Ensure all records and service user documentation are accurate, compliant and up to date . About You We are looking for a motivated professional who is passionate about improving the lives of vulnerable adults and supporting teams to deliver high-quality services. You will have: Minimum 5 years' experience working with adults with Learning Disabilities, Autism or Physical Disabilities. At least 2 years' management or supervisory experience within a care or support environment. Strong experience in safeguarding vulnerable adults (including Section 42) . Experience supporting individuals with behaviours that challenge . Excellent communication, leadership and organisational skills . Ability to manage workloads, solve problems and make sound decisions. Strong IT skills including Microsoft Teams and Outlook . Experience writing reports, incident documentation and service plans . Qualifications ( Essential) Level 3 Diploma in Health & Social Care (or equivalent experience) Desirable Level 5 Diploma in Health & Social Care Management qualification Additional Knowledge Understanding of Health & Safety, Risk Assessments, Manual Handling and Fire Safety procedures . Knowledge of budget monitoring and financial administration within a service environment. Ability to coordinate structured activity programmes (e.g. wellbeing sessions, creative workshops, community activities). Why Apply? This is an excellent opportunity to join a supportive adult social care service , making a real difference to the lives of people with complex needs while developing your leadership career in a rewarding environment.
Mar 17, 2026
Full time
Pertemps Network Group are seeking an experienced and compassionate Deputy Manager to support the leadership and day-to-day operations of a specialist Adult Day Centre supporting individuals with Learning Disabilities, Autism and Physical Disabilities . Working closely with the Service Manager, you will play a key role in delivering high-quality, person-centred support , ensuring service users are empowered to develop independence, confidence and life skills. This includes supporting individuals to access education, employment opportunities, apprenticeships and independent living pathways . Location: London Salary: up to £29.50 PAYE/ £38 Umbrella Contract: Full-Time Sector: Adult Social Care / Learning Disabilities You will also take operational responsibility for the centre in the absence of the Service Manager , ensuring the service continues to run effectively, safely and in line with statutory regulations. Key Responsibilities Support the day-to-day management of the day centre and ensure high standards of care and service delivery. Provide direct support to adults with Learning Disabilities, Autism and complex needs , promoting independence and wellbeing. Supervise and support a team of staff (approximately 6 staff including agency workers). Assist with staff supervision, performance reviews, team meetings and training development . Ensure services are person-centred and tailored to individual needs . Lead on the development and delivery of meaningful activities that support life skills, confidence and community engagement. Work with external partners including social workers, carers, supported living providers and commissioners . Support the implementation of Positive Behaviour Support (PBS) plans where required. Maintain health and safety compliance , safeguarding procedures and service standards. Assist with budget monitoring, administrative processes and performance reporting . Ensure all records and service user documentation are accurate, compliant and up to date . About You We are looking for a motivated professional who is passionate about improving the lives of vulnerable adults and supporting teams to deliver high-quality services. You will have: Minimum 5 years' experience working with adults with Learning Disabilities, Autism or Physical Disabilities. At least 2 years' management or supervisory experience within a care or support environment. Strong experience in safeguarding vulnerable adults (including Section 42) . Experience supporting individuals with behaviours that challenge . Excellent communication, leadership and organisational skills . Ability to manage workloads, solve problems and make sound decisions. Strong IT skills including Microsoft Teams and Outlook . Experience writing reports, incident documentation and service plans . Qualifications ( Essential) Level 3 Diploma in Health & Social Care (or equivalent experience) Desirable Level 5 Diploma in Health & Social Care Management qualification Additional Knowledge Understanding of Health & Safety, Risk Assessments, Manual Handling and Fire Safety procedures . Knowledge of budget monitoring and financial administration within a service environment. Ability to coordinate structured activity programmes (e.g. wellbeing sessions, creative workshops, community activities). Why Apply? This is an excellent opportunity to join a supportive adult social care service , making a real difference to the lives of people with complex needs while developing your leadership career in a rewarding environment.
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Mar 17, 2026
Full time
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with: Producing suitability reports for new business and writing client review letters using in-house templates Investment and product research Putting together client review packs Processing new business Investment switches/withdrawals/top ups etc Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows Diary management, LOA's etc Dealing with clients by email and telephone Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm. Benefits Salary of £28,000-£32,0000 p.a. dependent on experience Annual bonus Pension scheme, Death in Service and Private Medical Insurance 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).
Mar 17, 2026
Full time
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with: Producing suitability reports for new business and writing client review letters using in-house templates Investment and product research Putting together client review packs Processing new business Investment switches/withdrawals/top ups etc Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows Diary management, LOA's etc Dealing with clients by email and telephone Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm. Benefits Salary of £28,000-£32,0000 p.a. dependent on experience Annual bonus Pension scheme, Death in Service and Private Medical Insurance 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).
Location: Central London Salary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients. The Role As a Financial Planning Administrator , you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include: Handling core administrative tasks to ensure smooth client service. Assisting with detailed and technically challenging cases. Engaging in some client-facing activities. This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development. Who They're Looking For Applications are welcomed from individuals at varying levels of experience: Graduates with at least one year of relevant experience in financial services. Experienced Administrators with two or more years of relevant expertise. Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator. Why Join? The firm is committed to creating a supportive and dynamic work environment. They offer: Hybrid Working: Split your week between office (3 days) and home (2 days). Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell. What's on Offer? Competitive salary: £35,000-£40,000 (flexible for experienced candidates). Performance-based bonus and a comprehensive benefits package. Ongoing professional development and progression opportunities. If you're looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.
Mar 17, 2026
Full time
Location: Central London Salary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients. The Role As a Financial Planning Administrator , you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include: Handling core administrative tasks to ensure smooth client service. Assisting with detailed and technically challenging cases. Engaging in some client-facing activities. This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development. Who They're Looking For Applications are welcomed from individuals at varying levels of experience: Graduates with at least one year of relevant experience in financial services. Experienced Administrators with two or more years of relevant expertise. Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator. Why Join? The firm is committed to creating a supportive and dynamic work environment. They offer: Hybrid Working: Split your week between office (3 days) and home (2 days). Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell. What's on Offer? Competitive salary: £35,000-£40,000 (flexible for experienced candidates). Performance-based bonus and a comprehensive benefits package. Ongoing professional development and progression opportunities. If you're looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year) You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client You will complete due diligence for all new business, following the new business checklist. You will generate platform calculators to outline the costs. Highlight any queries with your line manager You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible. Liaise with the Lead Support or Senior Financial Planner Support if you require assistance In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded You will involvement in projects and specific tasks to support your development Essential Skills Attention to detail/accuracy Computer literate and data management Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to identify and raise any issues or errors Ability to follow rules and procedures Experience Providing accurate and timely financial services administrative support (essential) Good IT skills (essential) Development of others (desirable) Writing suitability letters (desirable) Management of client complaints (desirable) Knowledge Mandatory compliance training (essential) Knowledge of pensions and investments (essential) Knowledge of products and services (desirable) Platform functionality (desirable) Use of Intelligent Office (desirable) Skills Attention to detail/accuracy (essential) Computer literate and data management (essential) Analytical (essential) Good organisational and prioritisation skills (essential) Time management (essential) Team working (essential) Ability to build and maintain relationships (essential) Communication - written and verbal (essential) Ability to train others (essential) Ability to raise any issues or errors and challenge where necessary (essential) Coaching (desirable) Mentoring (desirable) Leadership skills - motivating and inspiring others (desirable) Decision making & problem solving (desirable) Team building (desirable) Ability to work pro-actively & on own initiative (desirable) Creativity and innovation (desirable) Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve (essential) Willing to help and support the wider team Willing to listen to constructive feedback & have open and honest conversations Commercial awareness Genuine interest in people Development All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (after 1 year) Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme
Mar 17, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year) You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client You will complete due diligence for all new business, following the new business checklist. You will generate platform calculators to outline the costs. Highlight any queries with your line manager You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible. Liaise with the Lead Support or Senior Financial Planner Support if you require assistance In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded You will involvement in projects and specific tasks to support your development Essential Skills Attention to detail/accuracy Computer literate and data management Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to identify and raise any issues or errors Ability to follow rules and procedures Experience Providing accurate and timely financial services administrative support (essential) Good IT skills (essential) Development of others (desirable) Writing suitability letters (desirable) Management of client complaints (desirable) Knowledge Mandatory compliance training (essential) Knowledge of pensions and investments (essential) Knowledge of products and services (desirable) Platform functionality (desirable) Use of Intelligent Office (desirable) Skills Attention to detail/accuracy (essential) Computer literate and data management (essential) Analytical (essential) Good organisational and prioritisation skills (essential) Time management (essential) Team working (essential) Ability to build and maintain relationships (essential) Communication - written and verbal (essential) Ability to train others (essential) Ability to raise any issues or errors and challenge where necessary (essential) Coaching (desirable) Mentoring (desirable) Leadership skills - motivating and inspiring others (desirable) Decision making & problem solving (desirable) Team building (desirable) Ability to work pro-actively & on own initiative (desirable) Creativity and innovation (desirable) Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve (essential) Willing to help and support the wider team Willing to listen to constructive feedback & have open and honest conversations Commercial awareness Genuine interest in people Development All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (after 1 year) Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme
Pensions Consultant, Trustee Governance, DB Pensions London, Manchester, Glasgow or Belfast with hybrid working I'm working with a well-established trusteeship business that is investing heavily in its ongoing trustee services. This is a proper "engine room" governance role where you sit close to Trustees and senior client leads, owning meeting cycles, actions, budgets and scheme governance across a portfolio of DB arrangements. If you enjoy being the person who keeps everything tight, timely, and regulator ready, while still building strong relationships with advisers and sponsors, this is likely to land well. What you will be doing day to day Running the governance calendar across your schemes so nothing slips, including statutory deadlines and internal reporting Partnering with the Client Manager to keep business plan actions moving and documented properly Owning Trustee meeting logistics end to end, including agenda planning and producing clear packs Writing crisp minutes and actions that stand up to scrutiny, then chasing actions through to closure Keeping scheme spend under control, supporting budgets, checking invoices, and making sure approvals and payment processes are followed Handling member queries in a way that is responsive and confident Pulling together information for Trustee discretions so decisions are well supported and evidenced Keeping stakeholders aligned across administrators, advisers, sponsors, and Trustee boards What I am looking for Solid experience in DB scheme governance, trustee secretariat support, or pensions administration with a governance focus Around five years plus in a similar role, where you have owned meeting cycles and action logs rather than just supporting them Strong written output, especially minutes and action tracking Confident juggling multiple schemes, competing deadlines, and senior stakeholders A good working understanding of DB operations and governance expectations Nice to have, not essential Degree or relevant professional qualifications, but experience wins here What you get in return This team's pitch is simple. They want people to have interesting, healthy careers, with flexibility that actually works in practice. They back that up with a strong benefits package, typically including: Competitive salary and bonus approach Flexible holiday offering Hybrid or remote working options depending on location and preference Matched pension contributions Life assurance and income protection Health cash plan, dental cover, and employee assistance support Annual health screening Car leasing and cycle to work options Season ticket support and charity giving options If you send me a CV or a quick outline of your current remit, I will come straight back with the scheme mix, seniority level, and what "good" looks like in the first six months.
Mar 17, 2026
Full time
Pensions Consultant, Trustee Governance, DB Pensions London, Manchester, Glasgow or Belfast with hybrid working I'm working with a well-established trusteeship business that is investing heavily in its ongoing trustee services. This is a proper "engine room" governance role where you sit close to Trustees and senior client leads, owning meeting cycles, actions, budgets and scheme governance across a portfolio of DB arrangements. If you enjoy being the person who keeps everything tight, timely, and regulator ready, while still building strong relationships with advisers and sponsors, this is likely to land well. What you will be doing day to day Running the governance calendar across your schemes so nothing slips, including statutory deadlines and internal reporting Partnering with the Client Manager to keep business plan actions moving and documented properly Owning Trustee meeting logistics end to end, including agenda planning and producing clear packs Writing crisp minutes and actions that stand up to scrutiny, then chasing actions through to closure Keeping scheme spend under control, supporting budgets, checking invoices, and making sure approvals and payment processes are followed Handling member queries in a way that is responsive and confident Pulling together information for Trustee discretions so decisions are well supported and evidenced Keeping stakeholders aligned across administrators, advisers, sponsors, and Trustee boards What I am looking for Solid experience in DB scheme governance, trustee secretariat support, or pensions administration with a governance focus Around five years plus in a similar role, where you have owned meeting cycles and action logs rather than just supporting them Strong written output, especially minutes and action tracking Confident juggling multiple schemes, competing deadlines, and senior stakeholders A good working understanding of DB operations and governance expectations Nice to have, not essential Degree or relevant professional qualifications, but experience wins here What you get in return This team's pitch is simple. They want people to have interesting, healthy careers, with flexibility that actually works in practice. They back that up with a strong benefits package, typically including: Competitive salary and bonus approach Flexible holiday offering Hybrid or remote working options depending on location and preference Matched pension contributions Life assurance and income protection Health cash plan, dental cover, and employee assistance support Annual health screening Car leasing and cycle to work options Season ticket support and charity giving options If you send me a CV or a quick outline of your current remit, I will come straight back with the scheme mix, seniority level, and what "good" looks like in the first six months.
Today, 12 children and young people will be diagnosed with cancer. We ll stop at nothing to make sure they get the right care and support at the right time. Change lives in a life-changing career When a child or young person is diagnosed with cancer, their whole world can feel like it s falling apart. Independence is taken and confidence is stolen. Stability no longer exists. The future suddenly feels uncertain. The impact of cancer on young lives is more than medical. And that impact can be felt by entire family. That s why we exist. Our specialist social workers help children and young people with cancer and their families navigate the emotional and practical impact of cancer. We remove barriers, solve problems and prioritise wellbeing. And we stop at nothing to make their voices heard and their unique needs understood, so they can get the right care and support at the right time About the role We re looking for an Operations Team Leader with supervisory and process improvement experience to join our Income Operations Team. This role sits at the core of our income and fundraising operations, ensuring the systems and processes that underpin our supporters journeys are efficient, accurate and high quality. You ll be responsible for keeping central income workflows running smoothly from processing and reconciling income, to managing supporter data, Gift Aid compliance, fulfilment, and other essential activities that enable our fundraising teams to succeed and our supporters to have a great experience. You ll work closely with the Operations Manager to drive continuous improvement, helping identify challenges, shape solutions and embed better ways of working across the charity. As someone who champions best practice, compliance and operational excellence, you ll support colleagues in understanding upcoming business requirements including the implementation of D365 as our new CRM. People leadership is also central to the role. You ll share responsibility for managing and developing the Operations team, supporting their daily workflow, training and professional growth. With regular collaboration across teams and stakeholders, you ll play an important role in ensuring our systems, processes and controls remain robust, fit for purpose and capable of supporting the charity s mission. What will I be doing? No two days are the same at Young Lives vs Cancer. So, summarising your day to day isn t easy. Here are some of the main things you ll be doing, but you ll find more details in the job description. Lead and develop the Operations Administrators, setting clear objectives/KPIs, maintaining high performance standards, and ensuring audit ready processes. Manage and reconcile all income flows, ensuring bank receipts, Direct Debits, Gift Aid, and multi channel donations are accurately processed and recorded in the CARE database. Oversee core operational processes, including data preparation, mass data imports, coding structure administration, receipts/acknowledgements, and Gift Aid declaration compliance. Monitor quality and drive continuous improvement, ensuring efficiency, accuracy, and strong risk management practices across all operational outputs. Act as a key collaborator with internal teams, helping to design robust income and data systems and supporting responses to queries and audits. Build strong relationships and communicate effectively, ensuring stakeholders are informed of issues, risks, and operational challenges. What do I need? Diverse perspectives and unique skillsets are at the heart of Young Lives vs Cancer. If you're passionate about making a positive impact and eager to learn, we encourage you to apply, even if you don't meet the criteria and person specification fully. Your potential is what matters most to us, and we re committed to fostering an inclusive and supportive work environment to help you develop. The key skills we re looking for in this role are: Experience managing or supervising others Ability to effectively manage multiple priorities and deadlines at the same time. Strong consultative and listening skills to build a rapport with stakeholders and gain key information. Understanding of financial and fundraising compliance and controls What will I gain? For people to reach their full potential, they need the right environment. As a member of Team Young Lives, you ll be made to feel supported, valued and appreciated. Here s how we do it: Flexible working: we re open to working hours outside of 9 - 5 and we can talk through your flexibility requirements at interview stage Wellbeing, Thinking & Growth Days: four days a year to to step back from the day-to-day and focus on your own learning and development Generous annual leave allowance Great family/caring leave entitlements Enhanced pension Access to our employee savings scheme To find out more about our benefits package, have a look on our website. Our commitment to Diversity, Equity, Inclusion and Belonging At Young Lives vs Cancer, we recognise that opportunities for too many people remain a condition of their sex, ethnicity, class, gender identity, disability, sexual orientation or a combination. This has never been acceptable to us as an organisation. We don t just accept difference, we value it, celebrate it, nurture it and we thrive because of it. We re on a journey to be reflective of the diverse children, young people and families we support. We know we aren t there yet, and we re passionately committed to taking actions and making changes to be a truly diverse, inclusive and equitable organisation. This includes taking anti-oppressive action and removing barriers in our recruitment practices. We particularly welcome applications from members of minoritised communities. Our Diversity, Inclusion, Equity and Belonging strategy will tell you more. We operate an anonymised shortlisting process in our commitment to diversity, equity, inclusion and belonging. CVs can be uploaded, but we won't be able to view them until we invite you for an interview. Instead, we ask you to fully complete the work history sections of the online application form for us to be able to assess you quickly, fairly and objectively. Accessibility We re committed to providing reasonable adjustments throughout our recruitment process and we ll always aim to be as accommodating as possible. Please let us know in your application form of any adjustments or access requirements we could make to help you with the application process and interview. To arrange an informal chat, please contact please contact David Lewis.
Mar 17, 2026
Full time
Today, 12 children and young people will be diagnosed with cancer. We ll stop at nothing to make sure they get the right care and support at the right time. Change lives in a life-changing career When a child or young person is diagnosed with cancer, their whole world can feel like it s falling apart. Independence is taken and confidence is stolen. Stability no longer exists. The future suddenly feels uncertain. The impact of cancer on young lives is more than medical. And that impact can be felt by entire family. That s why we exist. Our specialist social workers help children and young people with cancer and their families navigate the emotional and practical impact of cancer. We remove barriers, solve problems and prioritise wellbeing. And we stop at nothing to make their voices heard and their unique needs understood, so they can get the right care and support at the right time About the role We re looking for an Operations Team Leader with supervisory and process improvement experience to join our Income Operations Team. This role sits at the core of our income and fundraising operations, ensuring the systems and processes that underpin our supporters journeys are efficient, accurate and high quality. You ll be responsible for keeping central income workflows running smoothly from processing and reconciling income, to managing supporter data, Gift Aid compliance, fulfilment, and other essential activities that enable our fundraising teams to succeed and our supporters to have a great experience. You ll work closely with the Operations Manager to drive continuous improvement, helping identify challenges, shape solutions and embed better ways of working across the charity. As someone who champions best practice, compliance and operational excellence, you ll support colleagues in understanding upcoming business requirements including the implementation of D365 as our new CRM. People leadership is also central to the role. You ll share responsibility for managing and developing the Operations team, supporting their daily workflow, training and professional growth. With regular collaboration across teams and stakeholders, you ll play an important role in ensuring our systems, processes and controls remain robust, fit for purpose and capable of supporting the charity s mission. What will I be doing? No two days are the same at Young Lives vs Cancer. So, summarising your day to day isn t easy. Here are some of the main things you ll be doing, but you ll find more details in the job description. Lead and develop the Operations Administrators, setting clear objectives/KPIs, maintaining high performance standards, and ensuring audit ready processes. Manage and reconcile all income flows, ensuring bank receipts, Direct Debits, Gift Aid, and multi channel donations are accurately processed and recorded in the CARE database. Oversee core operational processes, including data preparation, mass data imports, coding structure administration, receipts/acknowledgements, and Gift Aid declaration compliance. Monitor quality and drive continuous improvement, ensuring efficiency, accuracy, and strong risk management practices across all operational outputs. Act as a key collaborator with internal teams, helping to design robust income and data systems and supporting responses to queries and audits. Build strong relationships and communicate effectively, ensuring stakeholders are informed of issues, risks, and operational challenges. What do I need? Diverse perspectives and unique skillsets are at the heart of Young Lives vs Cancer. If you're passionate about making a positive impact and eager to learn, we encourage you to apply, even if you don't meet the criteria and person specification fully. Your potential is what matters most to us, and we re committed to fostering an inclusive and supportive work environment to help you develop. The key skills we re looking for in this role are: Experience managing or supervising others Ability to effectively manage multiple priorities and deadlines at the same time. Strong consultative and listening skills to build a rapport with stakeholders and gain key information. Understanding of financial and fundraising compliance and controls What will I gain? For people to reach their full potential, they need the right environment. As a member of Team Young Lives, you ll be made to feel supported, valued and appreciated. Here s how we do it: Flexible working: we re open to working hours outside of 9 - 5 and we can talk through your flexibility requirements at interview stage Wellbeing, Thinking & Growth Days: four days a year to to step back from the day-to-day and focus on your own learning and development Generous annual leave allowance Great family/caring leave entitlements Enhanced pension Access to our employee savings scheme To find out more about our benefits package, have a look on our website. Our commitment to Diversity, Equity, Inclusion and Belonging At Young Lives vs Cancer, we recognise that opportunities for too many people remain a condition of their sex, ethnicity, class, gender identity, disability, sexual orientation or a combination. This has never been acceptable to us as an organisation. We don t just accept difference, we value it, celebrate it, nurture it and we thrive because of it. We re on a journey to be reflective of the diverse children, young people and families we support. We know we aren t there yet, and we re passionately committed to taking actions and making changes to be a truly diverse, inclusive and equitable organisation. This includes taking anti-oppressive action and removing barriers in our recruitment practices. We particularly welcome applications from members of minoritised communities. Our Diversity, Inclusion, Equity and Belonging strategy will tell you more. We operate an anonymised shortlisting process in our commitment to diversity, equity, inclusion and belonging. CVs can be uploaded, but we won't be able to view them until we invite you for an interview. Instead, we ask you to fully complete the work history sections of the online application form for us to be able to assess you quickly, fairly and objectively. Accessibility We re committed to providing reasonable adjustments throughout our recruitment process and we ll always aim to be as accommodating as possible. Please let us know in your application form of any adjustments or access requirements we could make to help you with the application process and interview. To arrange an informal chat, please contact please contact David Lewis.
