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.
Payroll & HR Manager Halifax £45,000 - £50,000 Full Time Permanent Monday - Friday 8:00am - 5:00pm Flexible Fully Office Based The Opportunity JGA are exclusively partnering with an established multi-site organisation seeking an experienced Payroll & HR Manager to take full ownership of the payroll function whilst overseeing day-to-day HR operations. This is a hands-on, standalone role suited to a confident payroll professional with strong HR knowledge who thrives in a fast-paced, operational environment. Key Responsibilities Payroll Manage end-to-end monthly payroll processing Oversee weekly payroll (processed by Payroll Administrator) and provide holiday cover Maintain payroll records including starters, leavers, pay changes and deductions Process statutory payments (SSP, SMP, SPP, SAP) Administer pension contributions and auto-enrolment compliance Complete RTI submissions (FPS, EPS) and year-end processes (P60, P45, P11D) Reconcile payroll reports with Finance Ensure compliance with HMRC regulations, NMW, NI and UK legislation Manage payroll queries professionally and confidentially HR Oversee the full employee lifecycle Draft contracts, offer letters and employment documentation Maintain HR records and personnel files Support managers with absence, performance, disciplinary and grievance matters Ensure HR policies remain compliant with current employment legislation Track leave, sickness and attendance records Coordinate right-to-work checks and compliance documentation Reporting & Compliance Ensure GDPR compliance for employee data Prepare payroll and HR reports for senior leadership Support annual pay reviews and payroll budgeting Stay up to date with payroll and employment law changes The Ideal Candidate Minimum 3 years' experience running end-to-end payroll independently Expert knowledge of Sage Payroll (essential) CIPD Level 5 (essential) Strong understanding of UK payroll legislation and employment law Advanced Microsoft Excel skills Experience within a fast-paced or multi-site environment advantageous Highly organised, detail-focused and professional Full UK Driving Licence What's on Offer £45,000 - £50,000 salary Casual dress Cycle to Work scheme Free on-site parking Referral programme Stable, long-term opportunity within a growing organisation Interested? - Contact Liam today JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
Mar 17, 2026
Full time
Payroll & HR Manager Halifax £45,000 - £50,000 Full Time Permanent Monday - Friday 8:00am - 5:00pm Flexible Fully Office Based The Opportunity JGA are exclusively partnering with an established multi-site organisation seeking an experienced Payroll & HR Manager to take full ownership of the payroll function whilst overseeing day-to-day HR operations. This is a hands-on, standalone role suited to a confident payroll professional with strong HR knowledge who thrives in a fast-paced, operational environment. Key Responsibilities Payroll Manage end-to-end monthly payroll processing Oversee weekly payroll (processed by Payroll Administrator) and provide holiday cover Maintain payroll records including starters, leavers, pay changes and deductions Process statutory payments (SSP, SMP, SPP, SAP) Administer pension contributions and auto-enrolment compliance Complete RTI submissions (FPS, EPS) and year-end processes (P60, P45, P11D) Reconcile payroll reports with Finance Ensure compliance with HMRC regulations, NMW, NI and UK legislation Manage payroll queries professionally and confidentially HR Oversee the full employee lifecycle Draft contracts, offer letters and employment documentation Maintain HR records and personnel files Support managers with absence, performance, disciplinary and grievance matters Ensure HR policies remain compliant with current employment legislation Track leave, sickness and attendance records Coordinate right-to-work checks and compliance documentation Reporting & Compliance Ensure GDPR compliance for employee data Prepare payroll and HR reports for senior leadership Support annual pay reviews and payroll budgeting Stay up to date with payroll and employment law changes The Ideal Candidate Minimum 3 years' experience running end-to-end payroll independently Expert knowledge of Sage Payroll (essential) CIPD Level 5 (essential) Strong understanding of UK payroll legislation and employment law Advanced Microsoft Excel skills Experience within a fast-paced or multi-site environment advantageous Highly organised, detail-focused and professional Full UK Driving Licence What's on Offer £45,000 - £50,000 salary Casual dress Cycle to Work scheme Free on-site parking Referral programme Stable, long-term opportunity within a growing organisation Interested? - Contact Liam today JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.
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.
Are you an experienced Accounts Payable Administrator, who is looking to work in a fast paced, global, market leading company? Here at Innovative Technology, we have an excellent opportunity for an Accounts Payable person to join our talented office-based Finance team at our global head office in Oldham, Greater Manchester. The Accounts Payable Administrator role overview: We are looking for a detail-oriented finance professional to manage the end-to-end purchase ledger process. You will be responsible for ensuring all supplier invoices are accurately matched, coded, and paid, while maintaining strong relationships with both internal and external partners. Your Responsibilities: Manage the full invoice lifecycle from receipt to payment using Syspro ERP, ensuring all invoices are matched Complete daily reconciliations for GBP, EUR, and USD accounts; investigate anomalies and post cash book journals and pro-forma payments Arrange and complete manual payment via NatWest Bankline Maintain accurate payments log and audit trail Act as the first point of contact for the accounts mailbox, resolving supplier queries and working with the Purchasing team to settle price variances or discrepancies. Drafting and updating department SOPs, uploading centrally to the BMS. Your Skills & Experience: Minimum 2 years' experience preferably in a manufacturing environment Exceptional attention to detail and the ability to prioritise tasks in a fast-paced environment Demonstrates strong analytical ability and the initiative to resolve discrepancies independently Proficient in Microsoft Office (Excel, Word, Outlook) and ERP software Your Package & Perks: A competitive salary Flexible working hours 32 days holiday, (including public Holidays) plus the opportunity to earn up to an extra 13 days holiday each year Enhanced maternity/paternity/adoption leave & pay Enhanced Pension Contribution Healthcare Insurance (including dental) Wellbeing support Life Insurance Income Protection Insurance Educational Sponsorship Electric Car Scheme Free secure parking Onsite electric car charging points Cycle to Work Scheme Informal dress code Paid breaks, with free premium hot drinks We're Innovative Trading for over 30 years here at Innovative Technology, where we now have offices on five continents and employ around 400 people, with over 170 based from our state-of-the-art R&D hub. From self-service checkouts to arcade machines, we provide our retail, banking, kiosk, vending, gaming and amusement customers with products and services that help them securely accept automated payments, with our industry-leading technology keeping us at the forefront of our sector. We also provide facial analysis technology for age estimation and control access for some of the world's leading companies. By being true to our values of Innovation, Collaboration, Respect and Drive we've seen significant growth and won numerous domestic and international awards, whilst offering outstanding career opportunities and great benefits. You'll find us on the edge of the Pennines and less than half an hour from central Manchester, with modern offices, free parking and excellent transport links. We are a disability-confident employer, as such we will shortlist all candidates meeting our minimum criteria (as specified in the job description) who state they have a disability within their application. What's next? If you're experienced in Accounts Payable and want to join our award-winning team working on the latest cutting-edge technology, we want to hear from you. A better way Through our people, drive and commitment we push boundaries to deliver innovative products and services. This is a two-part interview process, starting with a brief telephone screening followed by a formal site-based interview.
Mar 17, 2026
Full time
Are you an experienced Accounts Payable Administrator, who is looking to work in a fast paced, global, market leading company? Here at Innovative Technology, we have an excellent opportunity for an Accounts Payable person to join our talented office-based Finance team at our global head office in Oldham, Greater Manchester. The Accounts Payable Administrator role overview: We are looking for a detail-oriented finance professional to manage the end-to-end purchase ledger process. You will be responsible for ensuring all supplier invoices are accurately matched, coded, and paid, while maintaining strong relationships with both internal and external partners. Your Responsibilities: Manage the full invoice lifecycle from receipt to payment using Syspro ERP, ensuring all invoices are matched Complete daily reconciliations for GBP, EUR, and USD accounts; investigate anomalies and post cash book journals and pro-forma payments Arrange and complete manual payment via NatWest Bankline Maintain accurate payments log and audit trail Act as the first point of contact for the accounts mailbox, resolving supplier queries and working with the Purchasing team to settle price variances or discrepancies. Drafting and updating department SOPs, uploading centrally to the BMS. Your Skills & Experience: Minimum 2 years' experience preferably in a manufacturing environment Exceptional attention to detail and the ability to prioritise tasks in a fast-paced environment Demonstrates strong analytical ability and the initiative to resolve discrepancies independently Proficient in Microsoft Office (Excel, Word, Outlook) and ERP software Your Package & Perks: A competitive salary Flexible working hours 32 days holiday, (including public Holidays) plus the opportunity to earn up to an extra 13 days holiday each year Enhanced maternity/paternity/adoption leave & pay Enhanced Pension Contribution Healthcare Insurance (including dental) Wellbeing support Life Insurance Income Protection Insurance Educational Sponsorship Electric Car Scheme Free secure parking Onsite electric car charging points Cycle to Work Scheme Informal dress code Paid breaks, with free premium hot drinks We're Innovative Trading for over 30 years here at Innovative Technology, where we now have offices on five continents and employ around 400 people, with over 170 based from our state-of-the-art R&D hub. From self-service checkouts to arcade machines, we provide our retail, banking, kiosk, vending, gaming and amusement customers with products and services that help them securely accept automated payments, with our industry-leading technology keeping us at the forefront of our sector. We also provide facial analysis technology for age estimation and control access for some of the world's leading companies. By being true to our values of Innovation, Collaboration, Respect and Drive we've seen significant growth and won numerous domestic and international awards, whilst offering outstanding career opportunities and great benefits. You'll find us on the edge of the Pennines and less than half an hour from central Manchester, with modern offices, free parking and excellent transport links. We are a disability-confident employer, as such we will shortlist all candidates meeting our minimum criteria (as specified in the job description) who state they have a disability within their application. What's next? If you're experienced in Accounts Payable and want to join our award-winning team working on the latest cutting-edge technology, we want to hear from you. A better way Through our people, drive and commitment we push boundaries to deliver innovative products and services. This is a two-part interview process, starting with a brief telephone screening followed by a formal site-based interview.
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.
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.
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.
