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We are recruiting for this well regarded financial planner in Reigate who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: \n\n • A minimum of two years of experience working in a financial planning services administration role.\n, • Strong IT skills\n, • IHT Experience\n, • Excellent attention to detail.\n, • Good communication and people skills.\n, • Able to work under pressure if required and with minimal supervision.\n, • Able to analyse data.\n, • Highly organised, methodical and disciplined with a good eye for detail.\n, • Able to work within defined business processes\n\n This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. \n Core Duties and Responsibilities: \n\n • Deal effectively with queries from clients and other parties through effective communication.\n, • Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.\n, • Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client’ and company policy and ensure all the required compliance documentation is present and correct.\n, • Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.\n, • Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.\n, • Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.\n, • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.\n, • Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.\n

Senior Financial Services Administrator \n Gatwick \n Hybrid Working \n £35,000 to £42,000 \n NJR Recruitment is delighted to be working with a well-established and highly regarded financial planning firm that is looking to appoint an experienced Senior Financial Services Administrator to join their growing team. \n This is an excellent opportunity for an accomplished Financial Services Administrator looking to take the next step in their career. Offering hybrid working, free parking and the chance to work alongside experienced Financial Advisers and Paraplanners, this role is ideal for someone who enjoys delivering exceptional client service while supporting the development of colleagues and contributing to continuous business improvement. \n The Role \n As a Senior Financial Services Administrator, you will provide high-quality administrative, operational and client servicing support across a wide range of financial planning activities. Acting as a technical point of contact within the team, you will play a key role in ensuring clients receive an efficient, accurate and professional service. \n Key responsibilities include: \n\n • Providing comprehensive administrative support to Financial Advisers and Paraplanners.\n, • Preparing client documentation, correspondence and meeting packs.\n, • Processing new business, top-ups, fund switches and investment transactions through provider platforms.\n, • Managing Letters of Authority and liaising with providers to obtain client information.\n, • Supporting investment and pension administration, ensuring work is completed accurately and within agreed service levels.\n, • Coordinating annual review processes, including meeting preparation and follow-up actions.\n, • Maintaining accurate client records using Intelligent Office (Intelliflo) and ensuring regulatory compliance.\n, • Producing fee expectations, invoices and finance-related documentation.\n, • Assisting with report writing and client servicing activities.\n, • Supporting platform migration projects and continuous process improvements.\n, • Providing guidance, training and day-to-day support to less experienced administrators.\n, • Working collaboratively across teams while maintaining exceptional standards of client service.\n\n About You \n To be successful in this role, you will have: \n\n • Previous experience within an IFA or Financial Planning administration role.\n, • Strong working knowledge of Intelligent Office (Intelliflo).\n, • Experience processing pensions, investments and new business through provider platforms.\n, • Excellent organisational skills with the ability to manage multiple priorities.\n, • Exceptional attention to detail and a commitment to accuracy.\n, • Strong communication and relationship-building skills.\n, • Confidence working independently while supporting colleagues when required.\n, • A proactive and adaptable approach with a passion for delivering excellent client outcomes.\n\n What's on Offer? \n\n • Salary up to £42,000\n, • Hybrid working\n, • Free on-site parking\n, • A supportive and collaborative team environment\n, • Opportunity to work with experienced advisers and paraplanners\n, • Long-term career development within a growing financial planning business\n\n Apply today via NJR Recruitment or call quoting the reference NJR16882 \n Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Senior IFA Administrator \n \n Location: Gatwick \n Salary: £35,000 - £42,000 per annum \n Job Type: Full-Time, Permanent \n Senior Administrator – Financial Services \n Are you an experienced Financial Services Administrator looking to take the next step in your career? \n We are recruiting on behalf of a well-established and growing financial planning business for an experienced Senior Administrator to join their Operations team. This is an excellent opportunity for someone with strong technical administration experience within an Independent Financial Adviser (IFA) environment who enjoys delivering exceptional client service while supporting advisers and paraplanners. \n The Role \n As a Senior Administrator, you will play a key role in providing high-quality administrative and operational support across investments, pensions and client servicing. You'll work closely with Financial Advisers and Paraplanners, ensuring client work is completed accurately, efficiently and in line with regulatory requirements. \n You will also act as a technical point of contact within the administration team, helping to improve processes and supporting colleagues where required. \n Key Responsibilities \n\n • Provide comprehensive administrative support to Financial Advisers and Paraplanners.\n, • Process new business applications, top-ups, fund switches and pension/investment transactions.\n, • Manage Letters of Authority and liaise with providers to obtain client information.\n, • Prepare client documentation, correspondence and meeting packs.\n, • Coordinate annual client reviews and follow up on outstanding actions.\n, • Maintain accurate client records and back-office systems.\n, • Produce fee information and support finance-related administration.\n, • Support ongoing process improvements and platform migration projects.\n, • Assist with training and mentoring junior administrators where appropriate.\n, • Ensure all work is completed in accordance with FCA regulations and internal compliance procedures.\n\n About You \n You'll already have experience within a Financial Planning or IFA environment and be confident managing a varied workload with excellent attention to detail. \n You'll ideally have: \n\n • Previous experience in a Senior Financial Services Administration role.\n, • Strong knowledge of investments, pensions and new business processing.\n, • Experience using Intelligent Office (Intelliflo) or similar back-office systems.\n, • Excellent organisational and communication skills.\n, • A proactive approach with the ability to prioritise workloads effectively.\n, • Confidence working with provider platforms and liaising with third parties.\n, • A collaborative attitude and a commitment to delivering excellent client service.\n\n What's on Offer \n\n • Salary of £35,000 - £42,000, depending on experience.\n, • Permanent full-time position.\n, • Friendly and supportive working environment.\n, • Opportunity to join a growing and successful financial planning business.\n, • Career development and ongoing training opportunities.\n\n If you're an experienced Financial Services Administrator looking for a new opportunity in the Gatwick area, we'd love to hear from you. Apply today for a confidential discussion.

Admin Secretary - Immediate Start Location: Crawley - Full Time Onsite Contract: Temp 3 months Hours: Part-time 12 hours a week over 3 days Salary: £14p/h Parish Administrator We are seeking an organised, professional and proactive Administrator to provide comprehensive support within a busy and community-focused organisation. This is a varied role requiring excellent administrative, communication and organisational skills, with responsibility for supporting daily operations, record management and stakeholder engagement. Key Responsibilities: Provide professional administrative and secretarial support, managing correspondence, email enquiries, telephone calls and appointment scheduling. Maintain accurate records, databases, filing systems and statutory registers, ensuring all information is current, organised and compliant. Coordinate diary management and bookings, including appointments, events, ceremonies and external contractor visits. Support financial administration, including maintaining financial records, processing supplier payments, monitoring expenditure and preparing regular returns and reports. Produce and distribute internal communications, newsletters and documentation, ensuring information is accurate and issued in a timely manner. Liaise with a range of stakeholders including members of the community, suppliers, contractors and external agencies, providing a professional and welcoming point of contact. Assist with compliance and governance activities, including health and safety administration, risk assessments, property inspections and the maintenance of relevant policies and records.About You Previous experience in an administrative, office management or secretarial position. Excellent organisational skills with the ability to manage multiple priorities and deadlines. Strong communication skills, both written and verbal. High level of attention to detail and discretion when handling confidential information. Proficient in Microsoft Office applications and general office systems. Friendly, approachable and able to work independently as well as part of a team.This is an excellent opportunity for an experienced administrator looking for a varied and rewarding role where they can make a meaningful contribution to a well-established organisation. NEXT STEPS: Apply today - interviews and start date will be ASAP Please submit your application with an up-to-date CV If you experience any issues applying, please send your CV, along with the name of the role you are applying for, to (url removed)Office Angels is an equal opportunities employer and is acting as a recruitment agency for this vacancy. Please note that due to the high volume of applications we receive, only shortlisted candidates will be contacted. If you have not heard from us within 5 working days of your application, unfortunately your application has not been successful on this occasion. Please visit (url removed) to view our latest vacancies. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

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