Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team This is to join the Mortgage Team within a top Financial Advice team The client is happy to offer a base salary up to £26500 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the time-frame specified The travel to the office will be fully expensed If you are an experienced Mortgage Administrator looking for a new role then please apply Immediate start Base to £26500 plus benefits
Sep 04, 2025
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team This is to join the Mortgage Team within a top Financial Advice team The client is happy to offer a base salary up to £26500 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the time-frame specified The travel to the office will be fully expensed If you are an experienced Mortgage Administrator looking for a new role then please apply Immediate start Base to £26500 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team This is to join the Mortgage Team within a top Financial Advice team The client is happy to offer a base salary up to £26500 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the time-frame specified The travel to the office will be fully expensed If you are an experienced Mortgage Administrator looking for a new role then please apply Immediate start Base to £26500 plus benefits
Sep 04, 2025
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team This is to join the Mortgage Team within a top Financial Advice team The client is happy to offer a base salary up to £26500 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the time-frame specified The travel to the office will be fully expensed If you are an experienced Mortgage Administrator looking for a new role then please apply Immediate start Base to £26500 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team This is to join the Mortgage Team within a top Financial Advice team The client is happy to offer a base salary up to £26500 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the time-frame specified The travel to the office will be fully expensed If you are an experienced Mortgage Administrator looking for a new role then please apply Immediate start Base to £26500 plus benefits
Sep 04, 2025
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Mortgage and Protection Administrator to join their team This is to join the Mortgage Team within a top Financial Advice team The client is happy to offer a base salary up to £26500 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the time-frame specified The travel to the office will be fully expensed If you are an experienced Mortgage Administrator looking for a new role then please apply Immediate start Base to £26500 plus benefits
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
Sep 03, 2025
Full time
Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Sep 03, 2025
Full time
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
Sep 03, 2025
Full time
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 03, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Mortgage & Protection Administrator Location: Newport Salary: Up to £27,000 Duration: Permanent, Full time or Part Time Are you an organised and detail-oriented administrator with experience in financial services? We are looking for a Mortgage & Protection Administrator to join a growing IFA in Loughborough. About the Role As a Mortgage & Protection Administrator, you will provide essential administrative support to mortgage and protection advisers, ensuring a smooth and efficient process for clients. You will be responsible for: Processing mortgage and protection applications - usually all online Managing those applications, liaising / chasing providers Updating and maintaining client records in our back-office system and paper files. Liaising with mortgage and protection adviser Help in research / obtaining quotes Assisting with client reports and suitability letters Subject to workload helping out in other admin tasks to support the wider team Office duties, phone, maybe greeting clients, participating in the team tea rounds What We Offer Salary up to £27,000 Part time flexible working hours available Competitive benefits package Growth potential to move into Pension and Investment Administration If you are interested in the Mortgage & Protection Administrator position then please apply now. If suitable one of our consultants will be in touch with you within 24 hours! Mortgage & Protection Administrator, IFA, Mortgages, Insurance, wealth Management, Financial Planning, Financial Services
Sep 03, 2025
Full time
Mortgage & Protection Administrator Location: Newport Salary: Up to £27,000 Duration: Permanent, Full time or Part Time Are you an organised and detail-oriented administrator with experience in financial services? We are looking for a Mortgage & Protection Administrator to join a growing IFA in Loughborough. About the Role As a Mortgage & Protection Administrator, you will provide essential administrative support to mortgage and protection advisers, ensuring a smooth and efficient process for clients. You will be responsible for: Processing mortgage and protection applications - usually all online Managing those applications, liaising / chasing providers Updating and maintaining client records in our back-office system and paper files. Liaising with mortgage and protection adviser Help in research / obtaining quotes Assisting with client reports and suitability letters Subject to workload helping out in other admin tasks to support the wider team Office duties, phone, maybe greeting clients, participating in the team tea rounds What We Offer Salary up to £27,000 Part time flexible working hours available Competitive benefits package Growth potential to move into Pension and Investment Administration If you are interested in the Mortgage & Protection Administrator position then please apply now. If suitable one of our consultants will be in touch with you within 24 hours! Mortgage & Protection Administrator, IFA, Mortgages, Insurance, wealth Management, Financial Planning, Financial Services
Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Sep 02, 2025
Full time
Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
IFA Administrator Warwick Hybrid working Up to £35k This role is ideal for experienced administrators working in an IFA or financial planning environment who enjoy supporting advisers and helping clients receive an exceptional service. You'll be joining a team that values professionalism and offers flexible working, structured support, and genuine progression opportunities within financial services. The Business This directly authorised, client-focused financial planning firm operates across the UK and delivers holistic advice in pensions, investments, protection, and estate planning. They have a collaborative team structure, supportive management, and a clear dedication to compliance and doing the right thing for clients. The business uses modern systems and invests in its people. The Role You'll provide dedicated administrative support to financial advisers and paraplanners, helping ensure that advice is implemented efficiently and accurately. A typical day involves processing new business, updating client records, liaising with providers, preparing review packs, booking appointments, chasing outstanding documentation, and actioning adviser instructions. You'll also play a key role in ensuring a smooth client experience-communicating professionally and proactively, managing expectations, and keeping everything compliant and well-documented. You'll be part of a professional and friendly team who work together to deliver high-quality service. Benefits Salary up to £35k Hybrid working 28 days Holiday Bank Holidays (Rising to 30) Employer pension contributions Discretionary bonus Income Protection Life Assurance Medicash plan Support with qualifications and career development How to apply Click "Apply Now" to submit your CV-it's quick and easy. The interview process includes an initial virtual meeting followed by a practical discussion with the operations team. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 02, 2025
Full time
IFA Administrator Warwick Hybrid working Up to £35k This role is ideal for experienced administrators working in an IFA or financial planning environment who enjoy supporting advisers and helping clients receive an exceptional service. You'll be joining a team that values professionalism and offers flexible working, structured support, and genuine progression opportunities within financial services. The Business This directly authorised, client-focused financial planning firm operates across the UK and delivers holistic advice in pensions, investments, protection, and estate planning. They have a collaborative team structure, supportive management, and a clear dedication to compliance and doing the right thing for clients. The business uses modern systems and invests in its people. The Role You'll provide dedicated administrative support to financial advisers and paraplanners, helping ensure that advice is implemented efficiently and accurately. A typical day involves processing new business, updating client records, liaising with providers, preparing review packs, booking appointments, chasing outstanding documentation, and actioning adviser instructions. You'll also play a key role in ensuring a smooth client experience-communicating professionally and proactively, managing expectations, and keeping everything compliant and well-documented. You'll be part of a professional and friendly team who work together to deliver high-quality service. Benefits Salary up to £35k Hybrid working 28 days Holiday Bank Holidays (Rising to 30) Employer pension contributions Discretionary bonus Income Protection Life Assurance Medicash plan Support with qualifications and career development How to apply Click "Apply Now" to submit your CV-it's quick and easy. The interview process includes an initial virtual meeting followed by a practical discussion with the operations team. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Sep 02, 2025
Full time
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Sep 02, 2025
Full time
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Accounts Receivable Administrator Fully onsite in Halifax, West Yorkshire Manufacturing industry Salary up to 27,000 p.a. Benefits include free onsite parking, profit share scheme and staff discounts Simpson Judge are seeking a proactive and enthusiastic Credit Control Administrator, to support our client's Accounts Receivable function with a variety of transactional finance and administrative tasks. As a key member of the team, you will report directly into and work closely with the Credit Control Manager to support both the AR function and wider Finance departments. Key Responsibilities will include: Managing transactional activities within sales ledger Investigating customer queries and ensuring they are monitored, reviewed, and resolved in a timely manner Setting up new customer accounts Chasing customers for payments Reconciling intercompany balances between the companies Assisting with daily banking and allocating customer receipts Skills, Knowledge, and Personal Attributes: Minimum of 3 year's accounts and administration knowledge Experience on SAP would be an added advantage Disciplined and organised with the ability to work to tight deadlines Microsoft Office skills (Outlook & Excel including VLOOKUPs, Pivot Tables) Excellent interpersonal skills and capable of building effective relationships Positive and committed approach to continuous improvements An enthusiastic and motivated team player This is an excellent opportunity to join a cohesive and collaborative team, as part of a well established and very highly regarded local manufacturing business
Sep 02, 2025
Full time
Accounts Receivable Administrator Fully onsite in Halifax, West Yorkshire Manufacturing industry Salary up to 27,000 p.a. Benefits include free onsite parking, profit share scheme and staff discounts Simpson Judge are seeking a proactive and enthusiastic Credit Control Administrator, to support our client's Accounts Receivable function with a variety of transactional finance and administrative tasks. As a key member of the team, you will report directly into and work closely with the Credit Control Manager to support both the AR function and wider Finance departments. Key Responsibilities will include: Managing transactional activities within sales ledger Investigating customer queries and ensuring they are monitored, reviewed, and resolved in a timely manner Setting up new customer accounts Chasing customers for payments Reconciling intercompany balances between the companies Assisting with daily banking and allocating customer receipts Skills, Knowledge, and Personal Attributes: Minimum of 3 year's accounts and administration knowledge Experience on SAP would be an added advantage Disciplined and organised with the ability to work to tight deadlines Microsoft Office skills (Outlook & Excel including VLOOKUPs, Pivot Tables) Excellent interpersonal skills and capable of building effective relationships Positive and committed approach to continuous improvements An enthusiastic and motivated team player This is an excellent opportunity to join a cohesive and collaborative team, as part of a well established and very highly regarded local manufacturing business
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!
Sep 01, 2025
Full time
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!
IFA Administrator Annual Salary: up to £30k Location: Warwick or Edgbaston Job Type: Full-time Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Warwick or Edgbaston . This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans. Day-to-day of the role: Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery. Process new business applications and communicate effectively with clients and providers. Ensure all documentation is compliant with industry standards. Assist with research and the preparation of basic reports. Update and maintain accurate back-office information. Required Skills & Qualifications: Preferably 2 years' experience as an IFA Administrator. Strong understanding of financial services and compliance requirements. Excellent communication and interpersonal skills. Proficiency in using financial planning software and tools. Ability to work effectively in a team and independently. Benefits: Competitive salary range of up to £30,000, dependent on experience. 31 days annual leave, including bank holidays. Income protection from day one. Life insurance. Employee assistance program. Support for financial and personal well-being. Access to virtual GP appointments. Company sick pay. To apply for this IFA Administrator position, please apply below, or contact me directly at . Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 01, 2025
Full time
IFA Administrator Annual Salary: up to £30k Location: Warwick or Edgbaston Job Type: Full-time Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Warwick or Edgbaston . This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans. Day-to-day of the role: Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery. Process new business applications and communicate effectively with clients and providers. Ensure all documentation is compliant with industry standards. Assist with research and the preparation of basic reports. Update and maintain accurate back-office information. Required Skills & Qualifications: Preferably 2 years' experience as an IFA Administrator. Strong understanding of financial services and compliance requirements. Excellent communication and interpersonal skills. Proficiency in using financial planning software and tools. Ability to work effectively in a team and independently. Benefits: Competitive salary range of up to £30,000, dependent on experience. 31 days annual leave, including bank holidays. Income protection from day one. Life insurance. Employee assistance program. Support for financial and personal well-being. Access to virtual GP appointments. Company sick pay. To apply for this IFA Administrator position, please apply below, or contact me directly at . Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Join a forward-thinking financial advice firm as Financial Planning Administrator Location - North Aberdeenshire Area Are you highly organised, detail-oriented, and committed to delivering exceptional client service? Our client, a dynamic and growing financial advice firm, is seeking a Financial Planning Administrator to support their expert advisers in guiding clients toward smarter financial decisions. Your key responsibilities will include: Processing new business applications and maintaining accurate client records Assisting advisers with trades and platform-related tasks Managing client queries and documentation with precision and care Collaborating across teams to ensure a seamless client experience What we're looking for: Previous experience working with financial products in a similar role Excellent communication and organisational skills A proactive, team-oriented approach Familiarity with Intelligent Office (desirable but not essential) What's in it for you: Competitive salary up to £30,000 plus discretionary bonus Hybrid and flexible working arrangements 26 days annual leave + bank holidays + your birthday off Comprehensive benefits package including pension, DIS, income protection and PMI Be part of a supportive team serving both personal and corporate clients across savings, investments, and retirement planning If you're ready to take the next step in your financial services career with a progressive, independent firm, we'd love to hear from you. To apply or find out more, contact Pauline Low at Reed on for a confidential chat.
Sep 01, 2025
Full time
Join a forward-thinking financial advice firm as Financial Planning Administrator Location - North Aberdeenshire Area Are you highly organised, detail-oriented, and committed to delivering exceptional client service? Our client, a dynamic and growing financial advice firm, is seeking a Financial Planning Administrator to support their expert advisers in guiding clients toward smarter financial decisions. Your key responsibilities will include: Processing new business applications and maintaining accurate client records Assisting advisers with trades and platform-related tasks Managing client queries and documentation with precision and care Collaborating across teams to ensure a seamless client experience What we're looking for: Previous experience working with financial products in a similar role Excellent communication and organisational skills A proactive, team-oriented approach Familiarity with Intelligent Office (desirable but not essential) What's in it for you: Competitive salary up to £30,000 plus discretionary bonus Hybrid and flexible working arrangements 26 days annual leave + bank holidays + your birthday off Comprehensive benefits package including pension, DIS, income protection and PMI Be part of a supportive team serving both personal and corporate clients across savings, investments, and retirement planning If you're ready to take the next step in your financial services career with a progressive, independent firm, we'd love to hear from you. To apply or find out more, contact Pauline Low at Reed on for a confidential chat.
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766
Sep 01, 2025
Full time
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766
