85 jobs found

IFA Administrator Bradford £26,000 - £32,000 NJR Recruitment is delighted to be working exclusively with a highly respected, long-established professional services firm to recruit an Experienced IFA Administrator to join their growing Financial Planning team. This opportunity sits within a well-regarded accountancy practice that offers independent financial advice alongside its core services, providing a strong and consistent stream of high-quality referrals. The firm prides itself on professionalism, client care and long-term relationship building. The Role As an experienced IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth and compliant processing of new and existing business. Key responsibilities will include: Processing new business applications across pensions, investments and protection Preparing client valuations, review packs and illustrations Managing Letters of Authority and liaising with providers Handling fund switches, withdrawals and contribution updates Maintaining accurate records on back-office systems Acting as a key point of contact for clients and third parties Supporting advisers with pre- and post-meeting documentation About You To be considered, you will have: Previous experience within an IFA / Financial Planning environment Strong knowledge of pensions and investment products Experience using industry back-office systems and platforms Excellent attention to detail and organisational skills A professional and client-focused approach The ability to manage workloads effectively within a busy practice The Opportunity This is an excellent opportunity to join a stable, reputable firm offering: A supportive and collaborative team environment Hybrid working Annual bonus Comprehensive Pension Scheme Long-term career stability Competitive salary dependent on experience If you are an experienced IFA Administrator seeking a secure and professional environment where your contribution will be valued, we would be delighted to hear from you. For a confidential discussion, please contact NJR Recruitment quoting NJR16463

This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to £40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

If you're an experienced financial services administrator who thrives on accuracy, ownership and keeping a busy advice team running smoothly, this role will feel like a real step forward. My client is a highly respected, growing financial planning firm with a strong reputation for professionalism and client care. They're looking for a confident, proactive Administrator to join their Centralised Administration Team - someone who wants more than just "processing" and is ready to build a long-term career. What You'll Be Doing You'll be the engine behind the advisers, ensuring every client receives a seamless, high-quality experience. Your responsibilities will include: Managing end-to-end administrative tasks with precision Maintaining accurate client records and completing time-sensitive data entry Reviewing client reports to understand advice and context Preparing and submitting applications to providers Processing fund switches and updating valuations Managing LOAs and gathering detailed plan information Liaising with providers, clients and internal teams to progress cases Handling client queries when advisers are unavailable Preparing review packs and documentation for client meetings Overseeing the ongoing review process and ensuring compliance standards are met Completing review actions and supporting month-end reporting Owning your workflow and keeping your Team Lead informed Contributing to team meetings and continuous improvement Occasionally attending client meetings for administrative support Building your technical knowledge through structured training As your confidence grows, you'll begin taking on more technical and complex cases from year two onwards. What You'll Bring We're looking for someone who is already comfortable in a fast-paced financial services environment and wants to push their career further: 1-2 years' experience in financial administration Strong understanding of the financial advice process Knowledge of pensions, retirement planning and investment products Excellent accuracy, literacy and numeracy Confident communicator who enjoys working collaboratively Highly organised with strong attention to detail Positive, proactive and eager to develop Competent in Microsoft Word and Excel (Intelligent Office is a bonus) This role suits someone analytical, tenacious and motivated by delivering high-quality work. What You'll Get Clear, structured career progression Increased earning potential as you develop Supportive, sociable and professional team culture Ongoing training and technical development Opportunities to build strong client relationships If you're ready to take the next step in your financial services career and want to join a firm that genuinely values exceptional administration, I'd love to hear from you. Send your CV to Ursula at Financial Division

Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.

My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 28 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension

IFA Administrator Sheffield £27,000 - £30,000 An established and growing Independent Financial Adviser (IFA) firm in Sheffield is looking to recruit an IFA Administrator who is keen to develop their career into a Compliance-focused role over time. This is an excellent opportunity for someone with financial services administration experience who is interested in moving away from pure client administration and building a long-term career within risk, compliance, and governance . The Role Initially, the role will focus on providing high-quality administrative support to Financial Advisers and the wider planning team, while gradually introducing compliance responsibilities as part of a structured development pathway. Key Responsibilities Supporting advisers with end-to-end financial planning administration Processing new business and servicing existing clients Liaising with providers for policy information, valuations, and updates Preparing client documentation, review packs, and suitability paperwork Maintaining accurate records on CRM/back-office systems Supporting compliance processes such as file checks, audits, and monitoring (training provided) Assisting with regulatory documentation, procedures, and reporting as experience develops About You Experience in IFA / financial services administration Strong attention to detail and a methodical approach Interest in compliance, regulation, and governance within financial planning Confident communicator with a professional approach Comfortable working with CRM and back-office systems (Intelliflo experience beneficial but not essential) Keen to learn and progress within the business long term What's on Offer Genuinely competitive salary Annual bonus Free parking Ongoing training and development Study support towards CII Diploma Generous holiday allowance with the option to buy/sell days Flexible hours Company pension Private Health Cover Loads of social events This role would suit an IFA Administrator who enjoys detail, regulation, and process, and is looking for a less client-facing, more technical career path within financial planning. For further information please contact one of our specialist consultants quoting REF NJR16415

Job Title: Paraplanning Administrator (Senior Administrator) Industry: Financial Services Location: Weston Super Mare Salary: Up to £40,000 Reference Number: 10161 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanning Administrator to join a growing and ambitious firm in Weston Super Mare. This is a key role within a collaborative team, supporting advisers with both the technical and administrative aspects of the advice process. The successful candidate will be detail focused, organised and flexible in their approach, with a strong understanding of financial services and a commitment to delivering an excellent client experience. Duties include: Drafting suitability letters for advisers Ensuring back office systems are accurate and kept up to date, with all client service reminders in place and adhered to Managing and maintaining financial records in line with regulatory requirements Communicating with clients and internal teams to respond to queries and provide a high level of customer service Organising and scheduling meetings and preparing all required documentation in advance Analysing financial data to identify trends, discrepancies and opportunities for improvement Providing general financial administration support including filing, data entry and record management Working closely with other team members to ensure best practice and exemplary client service What's in it for you: Competitive salary between £30,000 and £40,000 depending on experience Pension, DIS, Private Medical, Discretionary bonus Exposure to both technical paraplanning and financial administration Supportive and collaborative team environment Ongoing training and development within financial services Long term career progression within the business Skills and Experience Required: Previous experience within financial services in a related role Level 4 qualification or working towards this is preferred Proficiency with Intelliflo desirable IT literate and able to manage varied tools/systems Excellent organisational skills with strong attention to detail Strong analytical skills and the ability to interpret financial data Professional written and verbal communication skills Client focused mindset with a commitment to delivering high quality service

Senior Financial Planning Administrator City of London (3 days a week in the office) Up to £35,000 A well-renowned, national Financial Planning firm is looking for an experienced Senior Financial Planning Administrator to join their growing team out of their London HQ. This is a fantastic opportunity for someone with strong IFA/Financial Planning administration experience who wants to take on more responsibility and play a key role in supporting busy Advisers on high net worth clients. They are looking for someone with like-for-like experience, within the IFA or Wealth Management industry. Ideally you will be working towards industry qualifications, which they can support with and help you develop. Benefits include: Hybrid working Private Medical Insurance 25 days of annual leave Enhanced parental leave Flexi benefits and cash plans Exam support If you're an experienced Administrator looking to step into a senior role with more responsibility and long term development, we'd love to hear from you.

Paraplanner Location: Aylesbury Salary: £40,000 - £50,000 DOE Duration: Permanent, Full time, Office-based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with an established financial services business who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators 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 be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation. Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future. What's on offer? Competitive base salary in line with experience and qualifications. 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week Study Support through financial planning exams Comprehensive insurance benefits Enhanced pension

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team. Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). Total Hours per week - 37.5 hours Main Responsibilities Summary of Role You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: - Scanning and filing relevant post Franking and preparing post out General Office Duties including: - Answering calls and taking messages Dealing with client queries Updating 'task' management system Updating my clients back-office system Welcoming visitors, making refreshments Managing adviser's appointments Adviser Support including: - Requesting and collating plan information Assisting in client meeting preparation Preparing client letters and illustrations Liaising with clients and providers Ongoing Client Reporting and Review Documentation including: - Producing and sending portfolio reports to clients Preparing review documents for adviser Preparing fund performance information Trading and New Business Processing including: - On-line submission of pension and investment applications Buying and selling trades on Investment Platforms Submitting client's income requirements Fund switch trading on investment platforms Checking completion of all trades Medical underwriting applications with clients for life cover Professional Qualifications: You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies. Qualification Requirement Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above. Desirable - A Levels - 2 subjects C or above or equivalent Minimum Experience The ideal candidate will need a minimum of 2 years' experience within a similar role. Desired skills and personal qualities Communication skills Attention to detail Problem solving skills Presentation skills Administrative skills Analytical skills Team working Patience Professional email/letter writing Benefits Package:- A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications) Bonus scheme Death in Service Pension Contributions 25 days holiday

Financial Planning Administrator Tring (3-4 days a week in the office) Onsite parking £30,000 - £40,000 depending on experience We're working with a well-established, client-focused independent financial planning firm that is looking to appoint a Financial Planning Administrator to work in a technical and well rounded role to support all teams across the business, and assist with some suitability report writing. This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You'll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality support. The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based. As a Financial Planning Administrator, you will work alongside the Senior Administrator, Paraplanners and the Office Manager to assist all staff across the business. This is a varied role and will give you exposure to all areas within the IFA back office, and increase your knowledge of the industry. They are looking for someone with a flexible attitude to work. They are open on the level of experience required, so you may be an Administrator at the start of your career in Financial Planning (can support with exams and training), or a more senior and experienced individual. The role and salary will be adapted accordingly. What they're looking for: Previous experience in an Administrator role within a financial planning / IFA environment Some exposure to templated suitability letter writing Good understanding of pensions, investments, protection and tax-based planning Experience using systems such as Intelligent Office Why join? Join a respected, relationship-driven financial planning firm with a local client base Exposure to genuinely holistic advice, not transactional sales Supportive team culture with strong adviser collaboration Opportunity to further develop technical skills and long-term career progression

Financial Planning Administrator Newcastle Upon Tyne, 2 days a week Up to £30,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role or similar is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, Financial Advice, Advisory, Adviser Support

Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant forms for client meetings. Updating stocks of compliance forms for use, as and when required. Submitting new business, as and when required; Processing new business applications, tracking and managing new business pipeline. Setting up model portfolios. Investing funds, switching funds, setting up regular buys/sells Preparing Valuations/Review Packs, as and when required; Liaising with Product Providers via telephone, email and online portals to obtain plan information. carrying out post review rebalances of portfolios, as and when required. Maintain a client database/CRM system (Curo). Assisting Paraplanning Team, as and when required. Skills required: Good written and oral communication skills. Good methodical and organisational skills. Accurate with good attention to detail. Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook. Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential. This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.

Location - City of London Salary - £40,000 plus Package Role - Financial Planning Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration. Responsibilities; Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls Acting as a key contact point for all internal and external administrative queries Provide email, diary administration; communication support including pre and post meeting preparation and actions Track all client documentation and data entry ensuring client records are maintained, accurate and in good order Ensure all administration follows Wealth Managements regulatory and procedural processes Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank's Values and Commitments as the business grows Management of account opening and closure paperwork, and fee invoicing administration Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations Client phone/email contact Compliance and other internal departments Do you have; High net worth Wealth Management administration experience Strong organisational and administrative skills A responsive and proactive attitude Understand the importance of and can deliver accuracy Effective written and verbal communication skills Qualifications; Suitable Wealth Management planning qualifications achieved or are working towards On Offer; Flexible working Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Income Protection scheme Discretionary bonus Market leading maternity/paternity and menopause policies Flexible benefits Does this sound like it could be your next move? Please apply or get in touch for more information

We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first class service to their clients. You'll also need to understand and add value when it comes to their client's needs - looking at constant improvement and innovation. Onboarding - providing full administrative support for the onboarding of new clients. Data management - maintaining and updating client data in a secure environment. Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. Relationship Building - liaison with clients by telephone, letter, email. Proposition delivery - Delivering service proposition within agreed service levels and timescales Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan. What they are looking for They are looking for someone who has been an IFA Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services

Our client is a successful and established IFA firm with this office based in Cobham and they are currently looking for an experienced IFA Administrator to join their team The company is an established IFA firm offering full Financial Planning to their clients This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits package If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply or call Jason at Astral to discuss

Financial Planning Central Administrator Location: Peterborough (Hybrid - 3 days office based) Salary to £28,000 Excellent benefits, including 30 days holidays + Bank Holidays! We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service. The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike. The Role The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance. Key Responsibilities Administrative Support Provide accurate and timely administrative support across client servicing and internal processes Maintain and update client records and CRM systems in line with regulatory and company requirements Assist with client onboarding, document preparation and data entry Operational Delivery Complete tasks to a high standard within agreed service level timeframes Support the wider administration team with operational targets, including suitability report packaging Flag complex cases or issues to senior team members Monitor and manage incoming and outgoing post Compliance & Governance Follow internal policies and FCA/AML requirements at all times Assist with documentation for internal reviews and audits Maintain confidentiality and data integrity Escalate complaints, breaches or losses promptly in line with internal procedures Team Collaboration Work closely with colleagues across regional teams to ensure consistent support Participate in team meetings and contribute to continuous improvement initiatives Undertake additional duties as reasonably required Stakeholder Interaction Respond professionally to queries from advisers and internal teams Maintain a client-focused approach in all communications Escalate complex queries where appropriate Skills & Experience Essential Strong attention to detail and organisational skills Excellent communication and interpersonal abilities Ability to manage multiple tasks and prioritise effectively Consistently produce accurate, high-quality work Proficient in Microsoft Office and CRM systems Desirable Understanding of financial planning and wealth management products Knowledge of the annual review process Willingness to work towards financial services or CII qualifications Qualifications Educated to GCSE/A-Level standard Further professional or administrative qualifications beneficial Values & Culture Client-focused and principled Acts with integrity, fairness and professionalism Team-oriented with a commitment to high standards and continuous improvement Apply today via NJR Recruitment quoting the reference NJR16477 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported

My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The purpose of this role is to support the Financial Planning Partners with providing back-office support where required, whilst working within the administration team. The Role: The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients You will be providing technical and administrative support to the Partner and the firms Advisers You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office You will be responsible for business submission using bespoke software; due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner Your role will involve day-to-day use and management of the Practice's CRM database You will need to keep the back-office system updated maintaining live files and case notes You will be responsible for the preparation of meeting documentation and follow up client meeting notes You will be providing additional support for the Partner as and when required The Person: To be considered for this exciting role you will need: Proven work experience as an Administrator or within an office support role Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential Excellent customer service and the ability to build rapport and manage client relationships You are a self-starter and able to work with little supervision Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software Excellent literacy, numeracy and communication skills Strong attention to detail as well as the ability to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported

Package: £28,000 - £35,000 (DOE) + Excellent Benefits & Progression Location: Office-Based - Northwest London Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.