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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

Company provides financial advice to Private High Net Worth individuals and successful SMES.

A growing financial services firm in Farnborough is seeking a Business Support New Business Administrator to join their administration and client servicing team. Key responsibilities include processing new business, managing pipelines, and supporting advisers.

Paraplanning Team Leader Salary: £50,000-£52,000 Reports to: Paraplanner Manager Location: Farnborough/Remote (1 day in the office per quarter) About the Role Are you an experienced paraplanner ready to lead and inspire a team? This is a fantastic opportunity to step into a Team Leader role where you will blend technical expertise with leadership, overseeing the day-to-day running of a high-performing paraplanning team. You’ll play a key role in ensuring advice is clear, compliant, and aligned with client needs all while helping paraplanners grow and succeed in their careers. Key Responsibilities This role is split into two core areas: Leadership & Team Management (Approx. 60%) Oversee daily workflow, ensuring timely case progression and effective case distribution. Monitor and report on team performance, supporting individuals to meet their targets. Mentor and support new starters and trainees to reach competency within agreed timelines. Deliver technical training and peer reviews to maintain high standards. Identify and drive process improvements, contributing to wider change initiatives. Maintain strong relationships with internal stakeholders (e.g., Compliance, Business Quality Unit). Act as a role model for best practice, deputising for the Paraplanner Manager when needed. Paraplanning & Technical Delivery (Approx. 40%) Review fact finds to ensure client needs are accurately captured and documented. Conduct thorough analysis using tools such as TVAS and annuity break-even analysis. Prepare high-quality, compliant draft suitability reports for adviser approval. Liaise with advisers and providers to gather information and clarify advice requirements. Work closely with the Business Quality Unit to ensure report accuracy and compliance. Skills & Experience Strong background in paraplanning, including Defined Benefit (DB) advice report writing (min. 1 year). Previous experience within an IFA environment is essential. Proven leadership, mentoring or training experience. Strong communication, analytical, and interpersonal skills. Knowledge & Qualifications In-depth knowledge of pensions, especially DB transfers. Solid understanding of FCA regulations, KYC, and suitability requirements. Familiarity with whole-of-market financial products and providers. Level 4 Diploma in Financial Planning (essential). Working towards Chartered status (desirable). Benefits Private Medical Insurance (self cover) Income Protection (75% salary for 3 years) Life Assurance (4x salary) Critical Illness (£50,000 lump sum) Pension (6%)

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

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies.This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communic

A prestigious wealth management firm is seeking highly skilled Level 4 qualified advisers to join their dynamic team.This role offers the opportunity to serve clients across various offices, ensuring flexibility in location.Candidates with a proven track record in building a client base, a minimum o

Working closely with the Director and leadership team, the Practice Manager will help oversee the day-to-day running of the practice, ensuring that people, systems and processes operate smoothly.This is a broad and varied role suited to someone who enjoys taking ownership, improving processes, and s

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.

Previous experience within financial services, IFA or provider environment. 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.

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

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.

Position: Senior IFA Administrator.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

IFA/Client Servicing Administrator.

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

IFA Administrator role within a large national Financial Planning business. Recruit Wealth are representing a significant national client, seeking an experienced IFA Administrator to join a regional office as part of a thriving network across the UK. This role will suit an individual with existing e

A leading cremation service provider in Cannock Chase is seeking a Head of Strategic Partnerships to shape new revenue channels and build relationships with Independent Financial Advisers (IFAs).

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.

IFA or financial planning firm. 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.

The successful candidate will be confident talking about financial markets and Saltus investment products to Independent Financial Advisers (IFAs). Have clearly demonstrated an ability to manage IFA relationships and generate strong sales numbers. IFA Relationship Manager / Product Specialist.

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm.

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Kettering. At least 12 months experience in an IFA administration or Financial Services support role.

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in thei

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 leading fintech company in the UK is looking for a Head of IFA Partnerships to spearhead their IFA strategy and drive revenue growth.

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.

A financial services firm is seeking Wealth Managers for their Moscow-based role, which requires relocation.The position emphasizes building client relationships and delivering personalized financial advice.Applicants should possess a degree in finance or a related field and have a minimum of three

Integro Partners in the Coventry area is looking for a Hybrid IFA Administrator / Paraplanner to join their team.

A prominent funeral service provider based in West Midlands is seeking an experienced Senior Business Development Manager to lead growth through strategic partnerships in the insurance and financial services sector.The role involves building new revenue channels, negotiating agreements, and working

A growing wealth management group in Kettering is seeking an IFA Administrator for its Client Support team.

Proven IFA/financial advisory experience (essential). 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.

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. The ideal candida

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

A progressive investment firm in the UK seeks an Internal Business Development Executive/Manager to enhance client relationships and achieve sales targets.The ideal candidate will show exceptional customer service skills, ideally with experience in a phone-based sales environment, and a strong under

A leading financial planning firm in Liverpool is seeking a Financial Administrator to support Financial Advisors with compliance and administration tasks.The ideal candidate will have experience in financial services and ideally be working towards a Diploma in Financial Planning.This role offers a

A leading digital media organisation in Greater London seeks a Business Development Manager to drive growth in the Wealth Management sector.This hybrid position requires a sales-oriented professional with strong relationship-building skills.Responsibilities include securing new business and managing

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their high-performing team in Braintree, Essex.

Prestige IFA are seeking a highly skilled and motivated Remote International Financial Advisor,.

Our client, a sustainable, rewarding, and award-winning company dedicated to enhancing clients’ lives and financial well-being, is seeking Wealth Managers for their Moscow-based role, requiring relocation.They invite individuals who aspire to join them on their journey of continued growth.In addit

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a n

This role involves selling Aviva Investors’ products, developing relationships with Independent Financial Advisers (IFAs), and meeting sales targets across various asset classes. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge of the UK IFA land

Penfold’s strategy, growth, and commercial performance across the IFA channel. You’ll be responsible for converting IFAs into active Penfold advocates — helping them understand how and why Penfold is the right solution for their clients — while also leading the team that supports this channe

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

A financial services recruitment agency is offering a Paraplanner role in Gloucestershire.This position allows for more autonomy and is ideal for candidates looking for a part-time opportunity.The successful applicant will have at least two years of Paraplanner experience and will work closely with