99 jobs found

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

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

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

IFA Administrator - Employee Benefits & Private Client Support Location: Burnley Area Salary: Up to £26,000 DOE, Private Medical Insurance, Pension Contribution + Full-Time Permanent NJR Recruitment is delighted to be representing a 50-year family-owned financial services business with a proud history of long-serving employees and a supportive, positive team culture. Due to continued success, the firm is now looking for an Administrator to join their growing Employee Benefits and Private Client team. This is an excellent opportunity for someone looking to develop a career in financial services within a stable, people-focused environment. The Role As an Administrator, you will have core involvement in Employee Benefits schemes - particularly Group Death in Service - while also supporting private clients with valuations, compliance registers, and meeting arrangements. This is a varied role where no two days are the same, offering the chance to gain broad experience and potentially progress into paraplanning with study support if desired. Key Responsibilities Administer and renew Group Death in Service schemes Prepare quotes and progress new enquiries with providers and clients Handle death claims and mid-year policy events with care and professionalism Liaise with insurers, corporate clients, and colleagues in related business areas Provide private client support including valuations, arranging meetings, and maintaining compliance registers Assist with income reconciliation and general office administration Contribute to a collaborative team environment What We're Looking For Previous experience in financial services administration preferred Strong organisational skills and attention to detail Confident communicator, able to liaise professionally with providers and clients Team player with a proactive and adaptable approach Interest in developing a long-term career, with opportunities to progress towards paraplanning if desired What's on Offer Salary up to £25,000 depending on experience 25 days holiday bank holidays Private Medical Insurance Death in Service cover Company pension (3% contribution) Free on-site parking Annual performance bonus (recent years around 10% ) Supportive and family-oriented team culture with long-term career development Apply Now If you're looking to join a long-established financial services firm with a family feel, strong values, and a supportive working environment, apply today via NJR Recruitment . NJR16044

Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals

IFA Administrator, Newcastle. Up to £30,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services. The role: You'll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers Preparing client meeting packs General administration and maintenance of client files Processing new business applications using various platforms Ensuring that financial transactions are completed correctly & compliantly Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings Liaising with product and system providers To apply: You must have previous experience gained in Financial Services preferably within an IFA. Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Financial Services exams a distinct advantage (they offer full support towards these) Customer focused. Ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel & Outlook. For further information about this and many other great opportunities in Financial Services , please contact Synchronicity Wealth .

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

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

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.

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

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

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.