142 jobs found

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

Administrator - Wayleave Department Stockton-on-Tees, TS18 3TU Full-Time, Permanent Competitive Salary & Benefits Summary We're looking for an Administrator to join our busy Wayleave Department in Stockton on Tees. This is a fantastic opportunity to be part of a team responsible for managing over 60,000+ landowner consents and delivering high-quality customer service to both internal and external stakeholders. This role offers excellent development potential through a pay-point based framework linked to competence, performance, and experience. You'll be rewarded for continuous improvement and great performance, with full training provided. Some of the key deliverables in this role will include: Responding to customer and landowner enquiries via phone and email. Completing simple legal agreements and processing compensation payments. Conducting landownership and environmental searches. Supporting Wayleave Officers by updating customers and landowners on project progress. Managing workflow tasks and assisting with planning submissions and payment reassessments. What we're looking for: If you're an experienced Administrator with a strong customer service background, excellent organisational skills, and the ability to thrive in a fast-paced environment, this role is for you. Competent in Microsoft Word and Excel Excellent communication and customer service skills Attention to detail, highly organised and analytical Previous customer service experience Ability to handle multiple enquiries efficiently Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Salary Sacrifice EV Car Scheme Pension with a leading provider and employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program (including counselling and legal advice) Flexible benefits including Dental Insurance, Gym Memberships, Travel Insurance, Tax-Free Bikes Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. You will be working as part of a team where we are committed to creating a culture where we treat each other fairly and with respect, recognising everyone as an individual. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be. inploi flow: 1 posting: eucj category: administration

Remote, home based role Between £28-£30,000 (depending on experience) Year one OTE £50k+ Year two OTE £75k + As a Mortgage and Protection Advisor at Scout Financial Services, you will be responsible for building great relationships with our customers whilst providing accurate and up-to-date advice on our range of regulated products and services. The Role In this role you will be responsible for the following: Conducting sales opportunity calls with customers, building relationships and advising on our range of regulated products and services including Mortgages, Life Insurance, Critical Illness Cover and Income Protection. Building strong relationships within our estate agency partner Yopa to motivate them to refer their buyers and sellers to you and ensure your diary is always full of quality leads. Working with your administrator to proactively manage the customer experience from application to completion to ensure they receive exceptional service and come back for a re-mortgage and recommend us to their family and friends Looking for referral opportunities to be sent over to our specialist partners in conveyancing, buildings & contents, commercial finance, equity release, investment and pension advice. About You The role requires you to have proven skills and experience in the following areas: Certificate in Mortgage Advice and Practice (CeMAP) or Mortgage Advice Qualification (MAQ) and previous experience in advising customers on mortgage and protection products. You will be self-motivated and used to working in a home-based role and dealing with estate agents. You'll have been a top performer in a leading mortgage brokerage. Previous experience in a customer-facing role, with excellent customer service skills and the ability to build strong relationships with customers, peers and more senior individuals. A good understanding of the mortgage and protection markets and to be able to demonstrate a passion for the sector. Strong communication skills, both written and verbal, and excellent interpersonal skills with the ability to overcome challenges. Life at Scout Dedicated training and development Service discounts - for you your family and friends! Sickness & mental health support - to provide you with peace of mind Refer-a-friend bonus scheme - if you recommend us as a place to work Hybrid working - to support flexibility Wellbeing discounts - across food, retail and travel Generous holiday allowance - to switch off and relax Performance bonus' - to increase earning potential Company socials - to get away from the everyday and celebrate our successes This role is deemed as a Certified role under the UK PRA & Financial Conduct Authority - Individual Accountabilities Regulations and following training, will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Finance Administrator - Freedom Group Wakefield (Office-Based, 5 Days a Week)£26,000 - £30,000 + Flexible Benefits Freedom Group have a great opportunity for a Finance Administrator to join our Network Services team based in Wakefield. This full-time, office-based role is focused on supporting the Northern Powergrid Cable Engineering Services Contract, specifically managing traffic management costs and ensuring accurate financial processing. This role is well-suited to someone who values consistency, enjoys working in a structured environment, and is looking for a stable position with clearly defined responsibilities. You'll be part of a supportive team, collaborating closely with project managers and the central hire desk to ensure financial accuracy and timely submissions. Some of the key deliverables in this role will include: Processing traffic management costs and ensuring accurate recharging to specific jobs. Liaising with the central hire desk and project managers to verify invoice costings. Uploading documents to client systems for timely application submissions. Managing purchase and sales ledger tasks. Supporting monthly financial reporting. Raising purchase orders and handling enquiries for long-lead items. Assisting with general administrative duties and internal communications. Supporting the finance team with additional tasks related to the contract. What we're looking for: We're looking for a reliable and detail-oriented individual with a background in finance administration. Ideally, you'll have: Experience in finance administration (e.g. payroll, accounts payable, credit control, finance assistant). Understanding of purchasing and procurement processes. Experience handling high volumes of invoicing. Familiarity with work management systems and purchase order processing. Good IT literacy and numeracy skills. A team-oriented approach and strong communication skills. Knowledge of CIS scheme and Reverse Charge VAT (desirable). Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Salary sacrifice car scheme (Hybrid/Electric Vehicle) Pension with a leading provider and up to 8% employer contribution Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program to support mental health and well-being (including counselling sessions and legal advice) Flexible benefits to suit from Dental Insurance, Gym Memberships, Give As You Earn, Travel Insurance, Tax Free Bikes Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. You will be working as part of a team where we are committed to creating a culture where we treat each other fairly and with respect, recognising everyone as an individual. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.

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.

Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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

Insurance Administration 10 Months FTC Your new company Hays are recruiting for a part-time, 10-month fixed-term assistant to deliver full administrative assistance, supporting the team's clients and managers. This role is based in the Manchester city centre office, 21 hours per week on Tuesday, Wednesday and Thursday. Your new role You will assist in the preparation and review of client portfolio reports and investment summaries.Maintain accurate records of client holdings and transactionsSupport the onboarding of new clients, including documentation and compliance checksLiaise with custodians and third-party providers to ensure timely execution of trades and updatesMonitor market news and assist in compiling research for investment meetingsProvide administrative support to portfolio managers and financial advisors What you'll need to succeed Previous experience in financial services, investment operations, or wealth management preferredStrong attention to detail and excellent organisational skillsProficiency in Microsoft Excel and portfolio management software Ability to work independently and manage multiple tasks efficientlyA genuine interest in financial markets and investment strategiesProfessional communication skills and a client-first mindset What you'll get in return This role is part-time 3 days a week, paying the equivalent of £28,000 pro rata. 10 months FTC, excellent benefits and the potential to go permanent or extend for the right candidate. 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. #

We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry. Key Responsibilities Provide full administrative support to financial advisers and clients Handle client queries and maintain regular client contact Manage documentation, reports, and client records with accuracy and professionalism Assist with preparation of client meetings and follow-up actions Requirements Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred Good understanding of financial services and ambition to build a long-term career in the sector Ambitious graduates seeking their first role in financial services will also be considered Strong communication, organisational, and administrative skills What's on Offer Competitive salary up to £26,000 plus discretionary bonus Hybrid working arrangement (2 days in the office, 3 days from home) Full training and support for market exams Clear career progression opportunities with a company known for internal promotions Generous benefits package This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.

How would you like to be paid for five days but only work four ? At Outcomes First Group, we believe in better work/life balance - and we're putting wellbeing first. We're proud to be taking part in a 4-Day Working Week Trial, meaning you could work one day less a week (or equivalent hours), while still receiving your full-time pay. 4DWW will be rolled out within our school, when we have a full complement of staff - so there's never been a more exciting time to join us ! Job Title: Pupil Administrator / Exams Officer Location: The Grange Therapeutic School, Knossington, Oakham LE15 8LY Salary: £20,906.25 per annum Hours: 37.5 hours per week, Monday to Friday Rota: Monday to Thursday 8.30am - 4.30pm, Friday 8.30am - 4.00pm Contract: Permanent, Term Time Only Start Date: October 2025 UK applicants only. This role does not offer sponsorship. As part of our continued growth, we now have a fantastic opportunity for a Pupil Administrator / Exams Officer to join our close-knit team at The Grange Therapeutic School, part of Acorn Education. Purpose of Role To plan, organise and provide administrative support to the Headteacher and Senior Leadership Team in an efficient, effective and timely way and in compliance with the requirements of Outcomes First Group Education and Care. To be responsible for the efficient and effective running of the administration of all internal and external examinations within the school, including liaising with staff, pupils, invigilators and examination boards, adhering to national regulations and guidelines. To maintain all pupil records and communication to a high standard. Administrative Contribution to Ofsted Inspections Assist in the collation and printing of the termly student magazine and end of term school reporting cycle Transport/Taxi Liaison To handle incoming calls to the service, taking detailed and accurate messages and relaying them promptly to the appropriate person To welcome visitors in a professional and courteous manner and promptly ensure that the appropriate person is informed of their arrival, arranging refreshments as required To ensure that identification is seen and verified for all visitors to the site Duties and Responsibilities Provide word processing, administrative and clerical services in a professional and confidential manner to ensure correspondence is handled in a timely and appropriate manner and that good relations are maintained with parents, Local Authorities and other bodies Plan and support internal and external enquiries, a reception of visitors and a busy switchboard Co-ordinate and support responses to emails, letters and telephone enquiries in a professional and sensitive manner Support and assist in the preparation of routine and monthly reports where necessary Liaise with Senior Leadership Team and Heads of Departments to support them in fulfilling their roles and ensure compliance with school procedures Reception, answering telephone calls, taking messages To be responsible for managing the effective and efficient management and administration of external examinations in accordance with the Joint Council for Qualifications (JCQ) regulations (on behalf of the JCQ member awarding bodies) and/or awarding body rules for exams administration in a consistent and secure fashion, thereby helping to maintain the integrity and security of the assessment process To ensure all pupil records are kept up to date on both internal and external systems. For a full list of Duties and Responsibilities, please see the Job Description About Us The Grange Therapeutic School is an independent school for students aged 8 -18 years with social, emotional and mental health difficulties. Our school is based in a Victorian country house near Oakham with stunning views and fantastic facilities to develop not only the educational, but also the social and emotional needs of our pupils. With access to woods and lakes on site, the school has an ethos about delivering a personalised curriculum tailored to, and driven by, the individuals. Behaviour is currently rated as "Outstanding" by Ofsted. We need hardworking, pupil centred staff who are resilient and willing to go the extra mile. In return we offer significant investment in your professional development, a supportive staff group and opportunities for progression. Acorn Education is the UK's leading independent provider of specialist education. As part of Outcomes First Group, we are leading our sector in setting and delivering new approaches that provide measurable outcomes for those in our care. We are really proud to say that in 2024, Outcomes First Group were officially certified as a 'Great Place to Work' for the fifth year running. Why join Acorn Education? We place the outcomes of the pupils and vulnerable young adults in our services at the heart of everything we do, so you'll wake every day in the knowledge that your role will have a significant positive impact on the lives of others. We are committed to safeguarding and promoting the welfare of pupils and young people. All applicants will be subject to social media checks and successful applicants to a fully enhanced DBS. Benefits Your health and wellbeing are important to us, so you'll get an exceptional reward package including: Life Assurance Pension scheme with options to increase your contributions "Your Wellbeing Matters" - access to a wide range of first-class mental health support services and physical health checks And a market-leading benefit offering through our Flexible Benefits Platform, Vista, enables you to choose the package that's right for you, including: A wide range of health, wellbeing, and insurance benefits 100's of discount options valid in the UK and abroad Cycle to Work Schemes Electric Car Purchase Scheme Critical illness cover Family Growth Support - inclusive benefits package covering enhanced maternity and paternity leave, along with paid fertility treatment support. We reserve the right to close the vacancy early if we receive a high volume of suitable applications. You'll work 80% of your contractual hours for 100% of your pay, giving you more time to do the things that make you happy. 4DWW is subject to successful completion of probation and is not a contractual benefit Outcomes First Group is committed to carrying out a fair, thorough and efficient recruitment process in line with Keeping Children Safe in Education. Whilst we aim to keep applicants informed throughout, Outcomes First Group does not accept liability for any loss of earnings or other associated costs incurred by applicants as a result of delays or changes in the compliance process. All stages of the compliance process are subject to necessary safeguarding checks and compliance with statutory requirements, which may affect timescales.

Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment

We are currently recruiting for a Financial Planning practice in the City of London who are looking to recruit a Financial Planning Administrator with 2 years+ experience. The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees. The firm sets itself apart from its competitors by having the following strategic differences: • Bringing together strategic financial planning with global investment advice • Net worth performance reporting • Using fixed fees and hourly rates to eliminate conflicts of interest Job Purpose • To provide first class administration to the client services team • To support the firm in delivering high quality, independent advice to clients Job responsibilities Gathering data and preparing client valuations each month Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan) Ensuring client files are up to date, complete and tidy (and include current AML documentation) Assisting with the preparation of client's tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income) Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies) Ensuring reports are bound and dispatched to clients in a timely manner Managing the team diary for client and prospect meetings and supporting meeting preparation as required Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures Gaining an understanding of and adhering to the ethos, culture, and purpose of the company Undertake appropriate professional development and training The ideal candidate will have financial services experience and the competencies listed below: • Excellent attention to detail • Highly organised, methodical, disciplined • Able to prioritise • Proactive approach • Able to work under pressure and to tight timescales • Team player and able to work under own initiative • Enquiring mindset • Flexible, driven and determined • Excellent communication skills • Business and commercial awareness • IT Skills (Outlook, Word, Excel)

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!

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.