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Financial Planning Administrator / Wealth Management Administrator / IFA Administrator Remote/London Hybrid – London (Mostly Remote- 1 day per week in London) £35-£40,000 Career Progression | HNW Client Exposure An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients. This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m, supporting advisers delivering sophisticated and bespoke planning strategies. The role is hybrid based in London with significant remote working flexibility, making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working. The Role – Financial Planning Administrator As a Financial Planning Administrator / Wealth Management Administrator, you will support advisers and planners to deliver a high standard of client service within a professional financial planning environment. Key responsibilities include: • Processing new business across pensions, investments and protection, • Managing applications and provider correspondence with financial providers, • Coordinating communication between clients, advisers and providers, • Preparing documentation for client meetings and annual reviews, • Supporting complex cases including Inheritance Tax planning and retirement planning, • Completing provider paperwork including trust documentation and applications, • Maintaining accurate client records and compliance documentation, • Chasing providers to ensure cases progress smoothly, • Managing workflow and ensuring tasks are completed within deadlines, • Supporting advisers delivering Chartered level financial planning advice Because the firm provides bespoke financial planning solutions, this role offers exposure to complex client work and high-net-worth financial planning cases. Experience Required To be considered you should have previous experience as a: • Financial Planning Administrator, • Wealth Management Administrator, • IFA Administrator, • Financial Services Administrator Candidates should have: • Previous experience within wealth management or financial planning, • Experience working with financial providers and new business applications, • Strong organisational and workflow management skills, • Excellent communication skills with clients and providers, • Experience supporting advisers within a financial planning environment, • High attention to detail and ability to manage multiple cases Experience with financial planning software, analytics tools or cashflow modelling systems would be advantageous. Career Development This firm actively supports professional development and will provide support for industry qualifications including PFS or STEP for candidates wishing to progress within financial planning. This role offers the opportunity to develop within a top-tier specialist financial planning firm working with high-net-worth clients and complex planning strategies. Why Apply • Hybrid role with significant remote working flexibility, • Opportunity to work with high-net-worth clients, • Exposure to Inheritance Tax and complex financial planning cases, • Join a specialist Chartered financial planning firm, • Support with PFS / STEP qualifications, • Excellent long-term career development Apply For a confidential discussion or to apply please contact: Laura McKendry Financial Divisions Recruitment 📧 📞 07889 876 638 Keywords Financial Planning Administrator, Wealth Management Administrator, IFA Administrator, Financial Services Administrator, Wealth Management Support, Financial Planning Support, IFA Support, Hybrid Financial Planning Administrator, London Financial Planning Administrator, Chartered Financial Planning Firm.

Finance Administrator\n\nCentral London\n12 month fixed term | Full-time | Office-based\nSalary: £30,000-£35,000pa DOE\n\n1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required\n\nWe are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.\n\n The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.\n\n Key Responsibilities: \nMaintain accurate client records and manage all associated administration \nPrepare and submit applications in line with internal procedures and compliance standards \nProcess fund switches, valuations, LOAs and client review actions \nLiaise with product providers, advisers and clients, providing regular progress updates \nSupport advisers with review preparation and client documentation \nManage workflows, activity lists and contribute to month-end figures \nParticipate in team meetings and ongoing training \nAfter year one, progress to handling more technical cases and queries Skills & Experience Required: \n2-3+ years' experience within an IFA or financial planning environment. \nUnderstanding of the advice process and exposure to pensions, investments or retirement products \nStrong attention to detail, numeracy and literacy skills \nConfident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) \nHighly organised, discreet and able to work under pressure \nProactive, analytical and keen to develop a career in financial services What’s on Offer: \nClear career progression and increased earning potential \nCompany benefits and structured training \nSociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.\n\n Click apply below to be considered

Permanent | Full-time | Office-based.IFA or financial planning/Wealth Management environment - Required.IFA) financial services organisation.This role sits within a centralised administration team and will suit someone who enjoys working in a .The successful candidate will provide high-quality adm

IFA Administrator (Flexible / Financial Services). Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Stable Company + Parking + Flexible Hours. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday.

Sales Progressor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. As one of the UKs leading housebuilding companies, we know that selling new homes is a long and carefully co-ordinated process. It begins when each new homes development is still a twinkle in the eye of our Directors, and runs through until after the last home has been sold and the buyers have moved in. At every stage, our expert sales teams keep the customers happy and the process moving along. We have a vacancy open for a Sales Progressor to join our North West Region, based in Holmes Chapel Regional Office . As Sales Progressor in our regional office, you will assist with managing the sales databases for progress chasing on all plots. This position would be ideal for someone with previous experience of new homes sales, with knowledge of the industry and its processes involved. Not only will you be doing this for one of the largest privately-owned house-building groups in the UK, but youll also be part of a family-owned business where we value you, your contribution and your ideas. MAIN DUTIES Progress chasing on all plots, (from our purchasers, down to full length of chains) to ensure monthly targets are met for the regional office. Live Progress reports kept up to date. Providing administrator support and customer support Implementing and maintaining relationships with Solicitors, Estate Agents, financial advisors and other relevant external companies daily as well liaising with various departments internally; Ensuring KPIs are met and improved upon with the tracking of all sales from reservation to completion. Attend Monday weekly Managers & Directors meeting to provide in depth updates on plots Assisting Live Sites with database management as and when required. Managing customer database for coming soon developments as and when required. Attending meetings that maybe necessary in the performance of your duties including arranging monthly meetings with IFA, Solicitors and Site Set up Meetings. Effectively liaising with internal teams to respond to specific customer enquiries regarding timing site and plot level details Updating PX Report and managing re-sale properties. Checking Home Buyer Reports (as and when necessary) Updating the Sales Director and Sales Manager on a daily basis with any concerns or issues that need to be raised. Setting up the legal framework for new developments. This will include input into legal contracts and liaising with management companies. When required will be required to fulfil other roles within the Sales Department. This will include Sales Administration. Answering general sales calls into the Regional office. Maybe required to attend events and launches at the weekend. Attending meetings that may be necessary in the performance of your duties. Complying with and uphold company policies and procedures. Undertaking any additional tasks as may reasonably be required from time to time. ESSENTIAL SKILLS / ATTRIBUTES Full Driving Licence. Experience in a Sales Progressor with a background in new house building market or estate agency. Outstanding people/customer service skills. Understanding of the legal process to progress a sale through to exchange and completion. Ability to effectively and efficiently liaise with a variety of third parties including solicitors, agents, developers, and mortgage advisors Effective negotiation skills Positivity and target driven with good self-motivation. Experience in conveyancingis preferable. COMPANY BENEFITS Scottish Widows Pension Scheme 33 days holiday entitlement (including bank holidays) Group Staff Discount at Triumph Motorcycles ltd. Competitive discount on our homes (dependent upon the property and location) So, if you're looking for a rewarding role, share our belief in excellence, take as much pride in your work as we do, and want a future not just a job, then get in touch today. TPBN1_UKTJ

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journeyAs an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertakin

Executive PA to Senior Advisor Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. 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 xcunqrw you. My client is an established yet growing and forward-thinking Independent Weal...

IFA Admin Team Leader Requirements You should have experience of leading a team You should have previous experience as an IFA Administrator You should have desire to be part of a growing team and take an active role in delivering growth for the business You should have experience of designing proces

Overview Are you an experienced IFA Administrator looking for a senior, hands-on role where you can take ownership, work with clients, and support a small team? An established Independent Financial Advisory firm is seeking a Senior Financial Administrator to lead core administration, manage investme

IFA Administrator (Progression to Financial Advisor) £30,000 - £35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you an IFA Administrator looking to join a collaborative wealth management firm which w

This role is being advertised to build a talentpool for upcoming and future opportunities within our team.By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us.The Client Administrator w

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent.SJP Practice based in Beckenham.This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison.The role will require use of differ

A boutique financial planning practice in London seeks a Senior IFA Administrator to support Senior Advisers in a collaborative team environment.

A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks.

Financial Services Administrator. IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework. Our client has been established for over 40 years, providing outstanding professional financial planning services to its clients for personal and business goal.

A boutique, and well-renowned Chartered independent Financial Planning practice is looking for a Senior IFA Administrator to directly support Senior Advisers on a pod team basis. Financial Planning Administrator (or Senior IFA Administrator) role.

Type of Position: Financial Administrator (IFA) - London, Harrow. The Administrator will help provide admin support to both the office manager and financial adviser. Experience of working within financial services preferable.

A wealth management firm in London is seeking a Part-Time IFA Administrator to support the Advisers and Paraplanners.

Part-Time IFA Administrator (3 Days a Week) | Wealth Management Support. Prior experience working in an IFA, Financial Planning, or Wealth Management setting (essential).

My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities * Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. * CRM System updates - including uploading and updating client information into our system. * Assisting in regulatory and compliance matters * Providing general support to senior staff and administrative team regarding cases & project work * Sending off paperwork to providers and chasing them for updates. * Contacting clients to request information and providing updates. * Analysing and summarising policy information * Welcoming clients & confirming meetings * Sending and updating LOAs. * Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required * Educated to GCSE's / A Levels or Equivalent * Some work experience within an office environment is ideal * Excellent telephone manner and customer service skills * Strong IT Skills and typing skills * Experienced in Word, Excel and Outlook * Must be able to work independently and show initiative * Professional manner, positive attitude and well presented * Be organised and proactive * Have an excellent work ethic Work Life * Full Time * Monday to Thursdays office based - option to work from home on a Friday * Flexible start time * Encouragement & support towards professional qualifications and personal development for each member of their team * Based in prestigious London offices near the Gherkin. * Successful team who enjoy sharing each other’s success and fostering a collaborative approach

Join Our Team as an IFA Administrator! Are you passionate about providing exceptional support in the financial services sector? Our client, located in the Chancery Lane, is seeking a dedicated IFA Administrator for a temporary contract. As a Senior Administrator, you will play a vital role in delivering high-quality operational support to advisers and clients. Your responsibilities will include: Processing New Business: Accurately manage new business on Curo, ensuring all data meets the required standards. Monitor Progress: Track the progress of new business, ensuring timely follow-ups and resolutions of outstanding actions. Client Records: Update and maintain client information on Curo, ensuring system accuracy through diligent data cleansing. Transaction Management: Handle a range of transactions including withdrawals, contributions, drawdowns, and other essential processes. Meeting Coordination: Schedule and coordinate annual client review meetings, producing high-quality review packs for adviser meetings. Team Support: Provide guidance and mentorship to other Administrators, promoting best practices and maintaining high standards of compliance and client service. What We're Looking For: To thrive in this role, you should possess the following skills and experience: Proven experience within Financial Services, specifically in an IFA environment. A strong understanding of financial products and terminology. Exceptional attention to detail and a commitment to high-quality output. Excellent communication skills, both written and verbal. Strong organizational and time management abilities. A collaborative team player with a proactive attitude. Familiarity with Curo is preferred, and working towards or achieving a Level 4 relevant industry qualification is desirable. A solid understanding of compliance requirements within an IFA setting. Why Join Us? Dynamic Environment: Work in a supportive and energetic team where your contributions truly matter. Convenient Location: Enjoy the perks of working in the heart of London, with easy access to public transport. Growth Opportunities: Gain valuable experience and knowledge in the financial services sector. 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! How to Apply: Please submit your CV and a brief cover letter outlining your relevant experience. We can't wait to meet you! Note: This is a temporary position with the potential for further opportunities. Your passion and professionalism can lead to great things! Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. 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

This is a most unusual opportunity for a FRENCH speaking Junior Paraplanner who is looking for their next step and is keen to use language skills. You will join a stable and well-respected IFA boutique working across clients in France and the UK. The company creates completely bespoke, personalised benefits advice for its well-known corporate clients and trusted by the HR Benefits teams they work for. The role is interesting and varied and you will have direct impact on the success of both your clients business, (specifically their staff retention rates) and on this IFA's business too. You will also have the invaluable opportunity to learn from someone who is already at the top-of-their game and who you can learn from in order to develop your career long term Title: Junior French Paraplanner /Benefits Administrator Languages: French (good conversational level) Salary : to £35,000 per annum + benefits Location: London's west end Work style: Hybrid (4 days in the office and 1 day wfh) Role in a nutshell: B2B advisory support role looking after the company benefits schemes of clients in France and the UK. DUTIES Speak to B2B clients Liaising directly with the clients in France and the UK Developing a good understanding of client concerns and business aims Work on a caseload from the start to completion Chase benefits providers for any relevant additional informationGet quotations. Renew Benefits Check for the renewal dates of various employee benefits and insurance policies Advise the client for upcoming renewals , prices or any changes that need to be made Add new joiners or remove former employees from the benefit schemes . Research new quotes from benefits providers Research the market for any new benefits that may be relevant to the client REQUIREMENTS Good spoken French Actively working towards paraplanner qualifications (CII, CISI, or equivalent). Financial services or HR Benefits background

My client is currently looking for an experienced IFA Administrator to join their team in Stoke on Trent. Previous experience in an IFA environment is essential.

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team.This will be on a full time, permanent basis from their bright and welcoming offices in Chelt

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Staffordshire (Office-based with some flexibility)Salary:£27,000 £29,000 (based on 35 hours, depending on experience)Benefits:Pension (3% employer / 5% employee contribution)20 days holiday + bank

IFA Administrator (With Paraplanner Progression). Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. The role would ideally suit an individual who already has some experience working within an IFA firm and

A financial services firm in North East England is looking for an experienced IFA Administrator.

A recruitment consultancy is seeking an experienced IFA Administrator in England to support Office Managers and Financial Planners by managing client files and processing new business.

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 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

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. Role: Senior IFA Administrator. 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 crea

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.

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. Previous experience within financial services, IFA or provider environment. We are working with a growing

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers.

Administrator in an IFA environment.

A Chartered Financial Planning firm on the outskirts of Durham is seeking an Administrator to support their Administration and Financial Planning teams.

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 recruitment agency is seeking an experienced IFA Administrator to join a close-knit team in Maidstone.

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

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

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 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