15 jobs found

Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm? Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately. Main Responsibilities: Handle full case management from paraplanning through to business submission Produce detailed suitability reports once trained on internal systems Liaise directly with the MD and provide high quality client communication throughout Manage client queries, valuations and documentation in a timely and organised manner Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided) Maintain accurate records within Intelligent Office Prioritise tasks independently and ensure cases are progressed efficiently Support wider technical and administrative tasks as required Follow internal processes to ensure compliance and accuracy on all client work Skills and Experience: Previous experience in IFA administration, paraplanning or a technical support role Strong report writing experience is essential Good understanding of CGT, chargeable events and tax planning Confident communicator with the ability to liaise professionally with clients and the MD Robust, focused and able to manage your own workload without close supervision Excellent attention to detail and strong organisational skills Competent user of Microsoft Word, Excel and Outlook Familiarity with Intelligent Office is desirable though not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break Salary growth and internal progression based on performance and contribution Not suitable for someone looking to progress into advising within the next 4 years Supportive and focused team culture If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information:

A reputable Independent Financial Advice firm in Stratford-upon-Avon is seeking a Senior IFA Administrator or Paraplanner to manage cases from paraplanning to business submission. Candidates should have experience in IFA administration, strong report writing skills, and a good understanding of CGT and tax planning. The role offers an office-based position with opportunities for salary growth and internal progression within a supportive team environment. Ideal for those who enjoy autonomy and client interaction.

Overview An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Responsibilities Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Qualifications Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits Competitive salary up to £32,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Overview My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate software (iO) is continuously kept up to date Ensuring client-facing documents are accurate and appropriate for the client Obtaining information from third-party providers Speaking to clients on the phone and communicating via email Leverage your investment and pension knowledge to assist with client portfolios Be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances Making sure the implementation of solutions is completed accurately and in good time Ensuring timely processing of transactions and static data updates To succeed in this role you will Previous experience in an IFA environment Display enthusiasm, energy and positivity Proactively take responsibility for clients' needs Have a good knowledge financial services and products Pride yourself on your organisational skills Be willing to complete relevant industry qualifications Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) Collaborate well with other teams Why join us? 25 days of holiday + bank holidays Contributory pension scheme Employee Referral Scheme Hybrid and flexible work opportunities NHS Top Up scheme Wide range of retail discounts Regular social and charity events held in our office Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills Opportunity to be part of an employee-owned business which values employee involvement and commitment We are serious about our commitment to Net Zero Required professional membership fees paid for Opportunity to win quarterly CORE Awards Long service awards Our values are foundations of what and how we do things here For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. This role involves processing new business, preparing compliance documents, and maintaining accurate client data. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills. Hybrid work arrangement is available.

Idex Consulting is working with a leading National IFA firm in Edinburgh who are looking to recruit an Senior IFA Administrator. Responsibilities Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by: Providing all necessary paperwork timeously for new and review planning meetings eg: core engagement documents, agendas, valuations, performance information, charges, expression of wish, trust forms and any other documents pertinent to remaining compliant with up-to-date legislation Adopting a good client-first culture and ensuring that every client interaction is a positive one Efficiently obtaining all necessary information about a client's existing products using Letters of Authority, preparing illustrations and submitting all new business including that of a more complex nature Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc. Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms, phased income and any other transactions, as necessary Identifying clients due for review and following workflow to completion in line with Co process Ensuring all client records across various softwares (ie: iO, Papercloud, Moneyinfo, Truth) are set up and accurately maintained in line with inhouse processes and regulatory requirements Using iO as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience Supporting the operations and compliance functions by ensuring that all management information is accurate and readily accessible whether via iO or general Registers Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team and by providing guidance and training to more junior members of staff Supporting the Client Services Manager by leading as a systems expert on iO, Moneyinfo and cashflow modelling software Supporting the Client Services Manager by deputising/stepping up in her absence to ensure smooth ongoing work and office management across the team Carrying out any other activities or ad hoc project duties for the team including progress towards full simplification and harmonisation Completing all mandatory learning within the deadlines and adhering to conduct rules at all times Working closely with paraplanning team to maximise the effectiveness of operating procedures Skills and experience Previous background working within a IFA or financial services organisation Good working knowledge of Intelligent Office (iO) and Excel Good knowledge of using Microsoft Office packages in particular Excel and Word Strong verbal and written communications skills Excellent interpersonal skills with individuals at all levels, internally and externally The ability to work on own initiative and also work as part of a team is desirable Benefits Group pension scheme Healthcare Death in service Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Senior Administrator page is loaded Senior Administratorlocations: Worthing - Highdown Housetime type: Full timeposted on: Posted Todayjob requisition id: R16334Management LevelHJob DescriptionEquiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ Role Summary EQInvest are seeking candidate's with administration skills to join our team in Worthing. This is an ideal role for someone who thrives on working in a busy office environment, and it will provide you with opportunities to learn new skills and the potential to progress with the company.If you have administration experience ideally within the Financial Industry and can demonstrate the following skills, experience and behaviours, then this is a great opportunity for you to join the team at Equiniti. Business Function EQInvest provides the tools investors need to access the market and buy, sell and hold investments in a cost-effective way. The team in Lancing comprises of approximately 40 staff. Core Duties / Responsibilities Meeting targets for accuracy, quality and volume and agreed service levels Achievement of agreed business objectives/service standards Proactively contributing to the success of the team Identifies opportunities to develop business and meet customer needs Takes personal responsibility for resolving customer concerns When required provide project support ensuring own deliverables are on time and to specification Skills, Capabilities and Attributes Excellent IT skills Self-motivated Applies skill, effort and judgement to get the job done Ability to learn new tasks with minimal supervision Strives to exceed customer expectations Ability to plan tasks and keep to timescales Excellent communication skills (both written and oral) Excels as a Team Player as well as an individualWe are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to £35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!

A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.