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THE ROLE: Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Due to continued expansion and increasing client demand, they are now looking to recruit

BUPA private healthcare, free parking.We are seeking an organised and proactive.Wealth Management and Financial Planning company.You will provide essential administrative support to Financial Planners and play a key role in delivering a high standard of service to clients.This is a great opportunity

Specialist Recruiters in Financial Services.This is a fantastic opportunity to join a well-established financial planning firm with a strong client base and supportive team environment.You will be working closely with experienced advisers and supporting a busy, evolving client bank with a strong foc

Executive PA to Senior Advisor Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor • Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised., • Manage confidential and sensitive information with absolute discretion., • Prepare briefing documents, meeting packs, agendas and follow-up actions., • Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner., • Coordinate travel, meetings, events and key leadership engagements., • Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams., • Process LOAs and liaise with product providers., • Prepare valuations, portfolio comparison analytics and cashflow modelling inputs., • Manage attitude-to-risk questionnaires and support suitability documentation processes., • Produce and prepare client appointment packs for new and existing clients., • Carry out fund switches and no action suitability letters where required., • Manage adviser diary booking and scheduling for client meetings., • Process new business applications, ensuring accuracy and regulatory compliance., • Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor., • Handle death claims with professionalism, sensitivity and empathy., • Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures., • Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential)., • Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion., • Exceptional professionalism, confidentiality and judgement., • Highly organised, proactive and able to manage competing deadlines., • Confident communicator with excellent written and verbal skills., • Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage., • Able to work independently with minimal supervision while maintaining high accuracy., • Composed under pressure; able to navigate interruptions and shifting priorities., • Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.

A recruitment consultancy is seeking an experienced Senior IFA Administrator to deliver high-quality services to clients in Warwick.

A Chartered Financial Planning firm in Coventry seeks a Senior IFA Administrator to join their dedicated support team.

As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

This Senior Technical Administrator to IFA Senior Adviser job offers a rare opportunity for an experienced career administrator to step into a trusted, senior support role working directly with a highly established Independent Financial Adviser with high net worth clients. This position sits at the

A Wealth Management firm is seeking a Senior Administrator with IFA experience to provide high-level operational support in Bristol.

A leading recruitment agency in the UK seeks an experienced IFA Administrator to support Office Managers and Financial Planners.

A financial planning firm in Liverpool is seeking an Experienced Financial Services Administrator to support Financial Advisors with compliance administration, manage client information, and produce reports. Candidates must have essential experience in Financial Services administration, ideally with

Administrator in an IFA environment.

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

Our client is looking for a talented individual to join their.Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.Acting as the point of contact between advisers, clients and third party

A boutique financial planning firm in Essex is seeking a Graduate IFA Administrator to support its client services team.

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. Minimum 5 years' IFA administration experience.

A well-known financial services firm is seeking a Senior IFA Administrator in Taunton. This position requires over 5 years of IFA administration experience and knowledge of FCA regulations, with opportunities for career growth.

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to create change and improve processes!

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

Minimum 2 years’ experience in an IFA Administrator role.

Position: Senior IFA Administrator. We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

This is an excellent opportunity for an experienced IFA Administrator looking to join a supportive and growing firm where they can develop their technical skills and progress their career. IFA or financial planning firm.

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Clark James Recruitment are working with a professional and highly regarded IFA business. Previous experience within an administration role within an IFA firm and have a flexible approach during per

Join an established Chartered IFA, 15+ years trading. Minimum 2 years’ experience in an IFA or similar regulated environment.

We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you. Senior Administrator – IFA Experience Essential. Proven IFA/financial advisory experience (essential).

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,.

Join Our Team as an IFA Administrator! 🌟. If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀. As a Senior Administrator, you w

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, expe

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration.

A well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

A leading recruitment firm is seeking an experienced IFA Administrator to join a highly regarded IFA business. The ideal candidate has prior experience within an IFA firm and possesses strong communication skills.

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

A Chartered independent Financial Planning firm in Greater London is seeking an organised IFA Administrator to join their team. The role requires 1 - 2 years of experience within an IFA and a self-motivated attitude.

A dedicated employment agency is seeking an IFA Administrator for a temporary position in London. The role involves processing new business, managing client records, and supporting a team of administrators.

Carpet and Upholstery Cleaner - Lancashire.Full- Time / Part-Time / Seasonal.Join our One Great Team here at Haven as a Carpet & Upholstery Cleaner, where you'll help create spotless, welcoming spaces for our guests to enjoy their next adventure!.As a Carpet & Upholstery Cleaner, you'll be our exper

Receptionist (m/w/d) - Am Michel.M chtest du Teil von Europas f hrendem Premium - Ge sundheits - und Wellnesskonzern werden ?.Unsere Teammitglieder sind die Botschafter unseres Unternehmens und das Herzst ck unseres Handelns.Wir sind auf der Suche nach leidenschaftlichen Rezeptionist en f r unser Te

Type: Full-time / Part-Time / Seasonal.Join our One Great Team here at Haven as a Venue Cleaner, where you'll help create spotless, welcoming spaces for our guests to enjoy their next adventure!.We're seeking reliable, detail-oriented team members to keep our holiday park facilities shining.If you t

Senior Receptionist - Roodlane Medical - Wilmslow.Senior Receptionist - Private Healthcare GP Services, at The Wilmslow Hospital (GP Services).Shifts: Rotating between early and late shifts.Salary: 26900- 30800 depending on experience.Benefits: Competitive benefits package including private medical