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Financial Administrator (Financial Planning/Wealth Management) Sevenoaks, Kent Up to £42,000 plus bonus and excellent benefits The Opportunity Excellent opportunity to join a well established independent Wealth Management firm in central Sevenoaks. As they continue to grow, they are looking to appoint a capable and experienced Financial Administrator who is seeking a long-term career in financial services administration. The Role This is an exciting opportunity for a detail-oriented and proactive individual who enjoys supporting financial advisers and clients in a professional and client-focused environment. Your will play a key role in the smooth day-to-day running of the administrative functions, ensuring that client records are accurate, regulatory requirements are met, and service standards are consistently high. As an experienced Financial Administrator in Wealth Management Administrator, you duties will include (but are not limited to): • Providing full administrative support to the advisers and paraplanners., • Processing new business applications across pensions, investments, protection, and other financial products., • Liaising with product providers to obtain valuations, policy information, and track application progress., • Maintaining accurate and up-to-date client records on internal systems ( Intelligent Office, FE analytics, Genovo, selectapension)., • Handling client queries efficiently and professionally, both via email and telephone., • Preparing and managing documentation for client meetings and annual reviews., • Ensuring compliance with FCA regulations and internal procedures., • Support with general office tasks and contributing to a well-organised working environment. About you • You will posess a minimum 2 years’ experience in a financial services administration role (ideally within an IFA or financial planning firm)., • Strong understanding of financial products including pensions, ISAs, life insurance, and investments., • Excellent organisational and time management skills., • Strong attention to detail and accuracy., • Confident communicator, both written and verbal., • Comfortable working independently and as part of a close-knit team., • Proficiency in Microsoft Office and experience with financial planning software (Intelligent Office) desirable. In summary This position represents an excellent opportunity to join a well regarded boutique firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to

IFA/Client Services Administrator. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, essentially with Intelligent Office experience, to support their highly achieving chartered Advisers. As an experienced IFA Administrator you will possess the follo

This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firmYou will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of su

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.

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

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:Financial AdministratorLocation:StokenchurchSalary:£28,000 to £32,000 DOEBenefits:Professional industry exams paid for with study support25 days holiday (excluding Bank Holidays) plus Holiday Purchase schemeIn-House Trainin

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!

Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients.

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

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 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.

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.

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

As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. Must be an accomplished IFA Administrator.

A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows. Attention to detail and prior admin experience in an IFA/Wealth office are crucial, making you a key part of the team.

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

A reputable financial services organization in Central London is seeking an experienced Finance Administrator to join their centralised administration team.

We are urgently seeking an IFA Administrator to join the existing Administrative teams.

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.

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.

We are working with a growing financial services firm 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 t

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Proven experience in a financial services or IFA environment is essential.

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! 🚀. Join Our Team as an IFA Administrator! 🌟. As a Senior Administrator, you w

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. Minimum 2 years’ experience in an IFA Administrator role.

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.

Paraplanner/ IFA Administrator with complex cases. Day to day of the IFA Administrator. Requirements of the IFA Administrator.

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.

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,.

This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. IFA or financial planning/Wealth Management environment - Required. IFA) financial services organisation.

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

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

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

We are recruiting a Finance Administrator on behalf of our client, a well-established IFA financial services organisation based in Central London. IFA or financial planning/Wealth Management environment - Required. IFA or financial planning environment.

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

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

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

As a Care Home Administrator, you will have access to continuous training and development opportunities, paving the way for career advancement within the social care sector.

Receptionist(m/w/d) - Wandsbek.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 Team

Veterinary Receptionist - Sevenoaks.If you enjoy providing great service and working in a team, we have just the opportunity for you at our Sevenoaks practice.What your typical day will look like.Your focus is to provide an exceptional service to our clients and the best care possible to their pets