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IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 £35,000 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of fi... ZIPC1_UKTJ

We are working with a growing financial advice firm in Farnborough looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment. You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion. Key Responsibilities: • Processing new business including investments, pensions and protection, • Managing pipelines and seeing cases through to completion, • Booking annual review meetings, • Raising invoices and handling new business queries, • Supporting advisers, clients and providers with administrative requests, • Ensuring all work is completed accurately and within agreed service levels About You: • Previous experience within financial services, IFA or provider environment, • Strong administration and organisational skills, • High attention to detail and accuracy, • Confident communicator with the ability to build client rapport, • Proficient in Microsoft Office, particularly Word and Excel, • Able to work under pressure and manage multiple priorities Benefits: • Private Medical Insurance, • Income Protection, • Life Assurance, • Critical Illness cover, • Competitive pension, • Supportive and collaborative team environment

📍 Farnham | 🏡 Hybrid working – 3 days in office | 💼 £28,000-33,000pa DOE | 🕒 Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility, • Learning about Saltus Core Values and products/services, • Effectively and efficiently onboarding new clients and service the existing clients, • Building effective relationships with customers, advisers and paraplanners in your immediate POD, • Positively contribute to the team morale and energy, be a great team player, • Communicating to clients effectively through various mediums (e.g. telephone, email etc), • Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. • Knowledge of investment products ISAs, GIAs, Pensions, Bonds, • Experience of using CRM systems, • Be a good team player, • Experience of challenging the status quo in respect of processes, • A strong passion for delivering excellent customer service, • A self-starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 500+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!

Business Support Administrator.Our client, based in Farnborough, is seeking a highly organised and customer-focused Administrator to join their Business Support team.This role is ideal for someone with strong administrative and customer service experience, preferably within Financial Services, who t

An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. You may be an experienced Practice Manager or a Senior Administrator looking to further develop your skills and knowledge. The Role: Practice Manager (Financial Services).

We are working with a long standing, established Financial Services firm who are looking to expand their team.We need someone with previous Financial Services experience ideally within a Life and Pensions environment.Working collaboratively as part of a team it is integral you are a good communicato

Financial Services Administrator. We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team.

Key responsibilities include: * Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients * Booking annual review meetings * Raising new business invoices * Managing the pipeline efficiently and o

IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 – £35,000 + excellent benefits Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team.This is a fantast

Business Support Administrator Farnborough, Hampshire | £27,000-£35,000 | Full-Time Permanent Looking for a role where you can build a career in Financial Services, be part of a supportive team, and make a real impact behind the scenes? This could be for you. You'll join a friendly, centralised Bu

One Ten Associates Ltd is seeking a candidate with Financial Services experience for a role in Crookham Village, UK.

Our client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough. Working as part of our Business Support Centre, you will support consultants and clients through

Practice Manager (Financial Services) Location: Farnham / Guildford area (office based) Salary: £40,000 - £50,000 (DoE) Working as part of the team at an Appointed Representative of St. James’s Place Plc. An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. You will be managing the operational needs of this busy practice. You may be an experienced Practice Manager or a Senior Administrator looking to further develop your skills and knowledge. You will be looking for a role where you can work closely with a small team to ensure the smooth delivery of all business processes and client servicing requirements. The Role: Practice Manager (Financial Services) • Reporting to the Partner, as Practice Manager you will manage all operational aspects of the Practice on a daily basis, • You will be managing the admin support team to effectively deal with all new business and client servicing requirements, • You will oversee all the operational aspects of the business on a daily basis, • This will include a review of current processes and where appropriate, introducing change within the business, • Providing an outstanding level of service to your colleagues and clients will be of upmost importance to you, as a natural leader you will inspire this quality in your team, • You will coordinate communication with clients and third-party providers and deliver regular updates to the Partner and Advisers, • You will ensure that all activity is tracked through the CRM systems and will provide Management Information to the senior management team The Person: Practice Manager (Financial Services) • You will have previous experience in a similar role within a professional office environment, ideally in financial services, • You will have experience of managing and developing others, • You will have a good understanding of how you can add value to this business, and you enjoy working as part of a team, • You are used to using IT systems and have used Salesforce, • You will be a confident professional with excellent communication skills and the ability to motivate others. You have common sense, influencing skills and enjoy problem solving If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application. 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 £216.94bn. 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

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. Previous experience within financial planning or the wider financial services sector. You will be joining a collaborative and high-performing team, p

For this Trainee Administrator opening, you must be either a recent graduate with a relevant degree, alternatively our client will consider strong ‘A’ Level school leavers and potentially those with relevant basic Financial Services admin experience who want to work within a business where you c

Financial Services Administrator. Are you looking to start a career in financial services with real progression opportunities? We’re offering an excellent entry point into the industry at a growing firm in Guildford. Interest in financial services and long-term career development.

The Senior Financial Planning Administrator will provide Client Services Support to Financial Planners and Directors, maintaining high standards that they offer their clients - arranging meeting packs for client meetings. The Senior Financial Planning Administrator will provide general administratio

A leading accountancy and business advisory firm in Greater London seeks a Finance Administrator to assist the Financial Services SBU Finance Manager. The role involves managing financial performance on a daily basis, supporting financial analysis and reporting, and ensuring efficient Working Capita

This is a great opportunity for someone looking to kickstart their career within financial services, where you will gain hands on experience and the chance to progress within a supportive business. Our client is looking for a proactive and organised Administrator to join their team in Guildford.

Wise May are looking for a HR Administrator to join a busy and thriving Financial Services company. HR Administrator skills required:. HR Administrator duties include:.

We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning. You will be joining an established Liverpool based financial services team. This Financial Services role will involve:.

Financial Administrator for a Growing Financial Services Firm. An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the upd

Graduate Financial Services Administrator. This is a great opportunity for someone looking to kickstart their career within financial services, where you will gain hands on experience and the chance to progress within a supportive business. Our client is looking for a proactive and organised Adminis

Team Support Group Ltd in South Staffordshire is looking for a Client Services Administrator to handle business processing for financial advisors.

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bristol. Previous experience within financial planning or the wider financial services sector. You will be joining a collaborative and high-performing team, pro

Our client is a mid-size financial services firm which is a. Systems Administrators are responsible for the workstations and servers of our rapidly expanding trading operations. In addition to all systems work both on the desktops and in the data centres, Systems Administrators frequently interact w

The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manager. Responsibilities*** Provide support to the Finance Manager and SBU to Champion Workday, ensuring the system is being used consistently and efficiently across the financial ser

Financial Administrator for a Growing Financial Services Firm. An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Job role: Client Services Administrator | Contract Type: Perm | Location: City of London | Salary: £25,000 - £30,000

This full-time role involves providing comprehensive administrative support to financial advisors, managing client onboarding, and ensuring smooth operations of financial services. A global financial services firm is seeking a highly organized Senior IFA Administrator to join their team in Greater L

Previous experience as an Administrator within an IFA, Financial Services or Wealth Management regulated environment. As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within o

Provide care and support to service users within a very sheltered housing facility.There are 2 positions available:.Care and Support Worker position will be working 5 shifts a week.Mixture of early and late shifts.Salary will be: £26,864 to £27,631.Care and Support Worker position with be working

Must hold an SVQ in Social Services (Children & Young People) at SCQF Level 6 (or an alternative SSSC recognised equivalent qualification).

Financial wellbeing support and salary drawdown via Wagestream.

Although a qualification is not essential to apply for this post you should have relevant experience with children and/or young people and demonstrate a commitment and ability to undertake a qualification as stipulated in SSSC guidelines for support workers employed in day care services for children

GP services, for you and your immediate family.

Must hold an SVQ in Social Services (Children & Young People) at SCQF Level 6 (or an alternative SSSC recognised equivalent qualification).

Provide support to maximise financial wellness.

If you feel you have skills, experience, and confidence to help us continue to deliver these services, we would like to hear from you. Must hold an SVQ in Social Services (Children & Young People) at SCQF Level 6 (or an alternative SSSC recognised equivalent qualification).

Autism Specific Services in Bolton.

The successful candidate will be required to work 37.Temporary cover is required for approximately 3 months.In this position, you will be expected to;- Hold a caseload of 8 key clients and conduct regular key working sessions resulting in agreed Support Plans which are reviewed regularly- Ensure the

Childrens Support Worker Location: Essex Settings: Childrens Residential Homes Pay: From GBP15.Shifts: Long days & waking nights available About the Role We are recruiting Childrens Support Workers to work across different childrens residential homes across Essex.You will be supporting vulnerabl

We are looking for Female Support Workers to join our team at the South Manchester Mental Health service in Fallowfield.The role will be supporting adult females who have enduring mental health diagnosis.The service provides 24-hour support, which includes a waking night team.The ideal candidate wi

You are able to provide guidance by keeping yourself fully up-to-speed with the practice services and any additional services available.

Would you like to join Europe's leading premium health and wellness group?.Our team members are the ambassadors of our business and the heart of what we do.W e are on the look out for a passionate Receptionist to join our team!.As a Receptionist , you will welcome our members and provid e a premium

You can provide guidance by keeping yourself fully up-to-speed with the practice services and any additional services available.

We are looking for a passionate.As a Senior you will lead a team of support workers to deliver a high standard of care at all times.You recognise that the role is to help support service users maximise their choices, rights and decisions.The successful candidate must have;.NVQ Level 3 in Residential