29 jobs found

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic

Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details

Our client is seeking a Financial Planner in Solihull area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus st click apply for full job details

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details

Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.

Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.

Job Title: Administrator Location: St Pauls, London Duration: Temporary - 6 weeks initially Working Hours: Monday to Friday, 9:00am - 5:00pm Pay Rate: 13.00 - 13.50 per hour About the Role We are seeking an Administrator to provide support to our clients Schools and Family Learning Department during a period of staff absence. This is a fully onsite role, supporting the smooth delivery of learning activities and administrative processes for visiting schools, families, and organisations. Key Responsibilities Administration of bookings, including daily updates to the Outlook calendar , online booking system, and Artifax internal booking system. Monitoring the Learning inbox, answering telephone calls, and responding to general internal and external enquiries via email and phone (e.g. missing or incorrect rota details). Liaising with teachers and visit organisers from schools, colleges, and other organisations via email and telephone. Liaising with the Finance Department regarding the invoicing of client schools. In-house printing and production of learning resources as directed by the Schools team. Providing general administrative support to the team as required. General filing and record keeping. Skills & Experience Previous administrative experience Must hold a valid Enhanced DBS check and on the update service Strong communication skills (written and verbal) Confident using Microsoft Outlook and booking systems High attention to detail and good organisational skills Ability to manage multiple tasks and respond to enquiries professionally Comfortable working onsite in a busy, people-facing environment Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: 28,000 - 34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.

IFA Administrator (Progression to Financial Advisor) 30,000 - 35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you an IFA Administrator looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The IFA Administrator plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role you will be supporting financial advisors with the administration of the wealth management process, preparing client documentation and processing new business and supporting advisers and assisting with client servicing. This role would suit a financial services administrator looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5:30pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role Level 4 Diploma qualified or working towards the qualification Commutable to Weston Super Mare Reference: BBBH24256A We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic

IP Administrator - Manchester - Hybrid We are seeking an enthusiastic and detail-oriented IP Administrator to join our Manchester office. This is an excellent opportunity to develop your experience within intellectual property, working as part of a supportive and knowledgeable team in a well-established firm. As an IP Administrator, you will play a key role in supporting the patent team by ensuring that applications and related documentation are prepared and filed accurately and on time. The role requires a high level of attention to detail, strong organisational skills, and the ability to manage multiple deadlines effectively. Key Responsibilities: You will prepare forms for filing patent applications with a strong focus on accuracy and compliance. You will prepare and submit supporting documentation to various Patent Offices using relevant online filing systems. The role also involves drafting documents and correspondence for clients and overseas agents, including technically detailed content. In addition, you will create and process invoices, including more complex billing matters, and review incoming workflow correspondence to prioritise urgent deadlines. You will work collaboratively across teams and provide general administrative support as required. Skills, Knowledge and Experience: The successful candidate will have strong administrative skills and a process-driven, detail-oriented approach. Experience in IP administration or patent formalities is advantageous but not essential. You should possess excellent analytical, organisational and time management skills, with the ability to produce high-quality work efficiently and to strict deadlines. You must be able to work independently while also contributing effectively as part of a collaborative team. What We Offer: We are large enough to offer strong career development prospects, yet small enough to provide a friendly and supportive working environment where individuals are recognised and valued. Benefits include a 34-hour working week (Monday to Friday), agile working arrangements, annual salary reviews, 25 days' annual leave plus bank holidays, a holiday purchase scheme, salary exchange options, life assurance, a healthcare cash plan and wellbeing app, group income protection, long service milestones, social events, seasonal vouchers, and charity initiatives. If you are highly organised, motivated to build a career in intellectual property, and looking to join a supportive and professional environment, we would be pleased to hear from you.

This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technic click apply for full job details

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) 24,000 - 30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include: Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research - carrying out in depth analysis of many different types of financial contracts. Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system - keeping back office system up to date with client info and provider contacts. Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews - producing detailed review reports and portfolio valuations for client review meetings. Benefits of this role include: A competitive salary ( 24,000- 30,000 dependant on experience) Generous holiday entitlement (25 + 8 bank holidays) Hybrid working arrangement (work from home 1 day per week) Pension scheme Progressive career opportunities Easily accessible location with public transport links Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients. As a Senior IFA Administrator , you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance. This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits. You will be responsible for: Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service Serving as a point of contact for clients, handling queries professionally and proactively Maintaining and updating back-office systems and client records Processing new business, applications, transfers and ongoing servicing requests Preparing meeting documentation, valuations and supporting paperwork Liaising with product providers and third parties to obtain required information Drafting suitability reports across a broad range of advice areas Undertaking technical research, including product and fund analysis Carrying out regular file checks and spot checks on team output What we are looking for: Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers Ideally Diploma Level 4 qualified, or actively working towards this qualification Strong technical knowledge of pensions and investment products Experience using financial platforms to generate illustrations and related documentation Confident user of Microsoft Word, Excel and Outlook Thorough understanding of Intelligent Office or similar back-office systems What s on offer: Competitive salary Company pension scheme Free on-site parking This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

We are looking for an experienced Senior Administrator to support a small team of financial advisers. You'll manage client communications, assist with new business processing, and ensure all administrative tasks are completed efficiently and accurately. Key Responsibilities: Provide administrative support to advisers and management Handle client inquiries and maintain confidentiality Prepare and follow up on client meetings and documentation Ensure compliance and maintain accurate records Support client onboarding and new business processing Requirements: 2+ years experience in an IFA office or financial services environment Strong organisational and problem-solving skills Proficiency in financial services software and MS Office Team player with a proactive approach Base salary up to £45,000 per year 10% non-contributory pension Flexible working: up to 2 days remote after 6 months Prestigious central London offices Location: London, UK Salary: Up to £45,000 per annum (depending on experience & qualifications) Hours: Full-time If you're interested, please get in touch and apply to

Investment Administrator - Leicester £(phone number removed)K Hybrid - following completion of initial training/induction Why this role? We are currently recruiting for an Investment Administrator, to work within a well-established Chartered firm of Financial Planners. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Open new accounts by preparing and submitting new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. Maintain awareness of the Investment Strategy of the Investment Committee, including the investment products and recommended portfolios. Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo. Keep up to date with the global investment markets, the different contracts and investment funds available and changes in taxation. Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors. Issue Client Meeting Notes and undertake action points. Invoice clients in accordance with Client Agreements. Produce bespoke documents as and when needed / requested. Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation. Calculations Calculate money weighted return of portfolios for client review packs. Support the Investment Manager with the assessment of the Capitals Gains Tax position, where applicable Perform other sundry calculations. Relationship with other roles Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Work on joint projects or tasks with other members of the Investment Department, Pensions Department or wider business. Some initial and ongoing training and supervision will be conducted by the Compliance Manager. Essential Skills required; Knowledge of the services that the firm provides to clients Knowledge of investments and associated products Good technical knowledge of investments and their use in Financial Planning IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc Ability to create and maintain accurate computer-based records Knowledge of Data Protection legislation Ability to work within level of authority and to refer work when appropriate Desirable Experience as an IFA administrator with some investment experience would be an advantage Good, broad, knowledge of Financial Services in general Knowledge of IT systems and programmes relevant to role (Intelliflo, Pershing, Quilter, Aviva, Virtual Cabinet, Adobe, Excel) Knowledge of different investment wrappers (General Investment Account, ISA, Investment Bond, Pension) Knowledge of different investment contracts (Unit Trusts/OEICs, Exchange Traded Funds) Knowledge of different asset types (Equity (UK & Global), Fixed Interest, Property, Commodities) Knowledge of money laundering procedures relevant to role and individual responsibilities in this area Knowledge of other Financial Services legislation relevant to role Pay and Benefits Salary £28,000 to £33,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to considered for this exciting role, please email your cv to (url removed) or contact her on (phone number removed).

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we d love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We re Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. 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.

IFA Administrator £24,000 - £30,000 Wimborne Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want! This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / IFA administration experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable wealth management environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.