Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!
Sep 05, 2025
Full time
Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!
Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 05, 2025
Full time
Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : 30,000 to 35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Sep 05, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : 30,000 to 35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
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
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
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
Sep 04, 2025
Full time
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
Sep 04, 2025
Full time
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
Synchronicity Group
Newcastle Upon Tyne, Tyne And Wear
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 .
Sep 04, 2025
Full time
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
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.
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
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
