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Are you experienced in pensions and looking to specialise in an area that’s growing rapidly across the industry?. Designing and implementing efficient pensions processes. Ideal for those from a pensions admin, actuarial, IFA or consulting background.

We are keen to speak with financial planning administrators who take pride in their work and who want to be part of a high-quality business.

Looking to lead integration for one of the UK’s fastest-growing IFA consolidators?. They’re now looking for a Change Manager to take the lead on end-to-end M&A integration, bringing structure, consistency, and clarity across the entire business as new firms join the group. Interested in learning

Our prestigious central London based client is looking for an experienced IFA Administrator with at least 2/3 years track record in wealth management, to join one of their Adviser teams.

An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role.This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service.Prepare annual cli...

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. Financial Planning Manager Requirements. As the role entails T&C supervision, it is important you hav

IFA Administrator (9-Month Maternity Cover).

My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. Candidates should have at least 2 years of experience in Wealth Management as an IFA Administrator ...

Are you a seasoned professional with.My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced.Independent Financial Advisory (IFA) team.With a strong focus on building lasting client relationships, the firm provides a full range...

My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers.

Managing a team of administrators.

Chartered Financial Planner – London Hybrid – Up to £75k + Bonus.Join an award-winning Chartered IFA with an exceptional reputation and a strong commitment to client excellence.We’re offering an outstanding opportunity for a Chartered Financial Planner to take over a retiring adviser’s esta

Senior IFA Administrator – Annual Review Pack Specialist | Wealth Management. As part of their continued growth, they’re seeking a Senior IFA Administrator to take ownership of the annual review pack process – ensuring advisers are fully supported with accurate, timely, and compliant documenta

Financial Administrator - Chartered IFA. I have met the Directors and placed several staff into the business including administrators, paraplanners, advisers and mortgage professionals. A vacancy has come available for a Financial Administrator with 1 year of experience who can administer all the...

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial P...

The Admin Manager is seeking a Client Services Administrator/IFA Administrator who will work within their Centralised function amongst other administrators and paraplanners. You will have support from a dedicated Administration Manager and team of experienced administrators.

Award-Winning Independent IFA | Excellent Market Reputation.Our award-winning London-based client has built an exceptional reputation for delivering.Join a dynamic team that values expertise, integrity, and innovation.Work closely with experienced advisers to craft comprehensive financial plans.G...

We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.

Base to £45000 plus benefits package.

A highly respected, successful IFA practice in London have been acquired by a leading regional firm.As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients.AUM to manage with most clients across all ages/life phases.All paraplanning and administrati...

An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role.This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service.Prepare annual cli...

The Admin Manager is seeking a Client Services Administrator/IFA Administrator who will work within their Centralised function amongst other administrators and paraplanners. Client Services Administrator/IFA Administrator.

A well-established and highly reputable IFA practice, offering holistic financial planning advice is seeking an additional person to join their team.The successful candidate will be working closely with Advisers, Compliance Manager and MD of the business in building template-based reports.Investm...

An exciting opportunity has arisen for an experienced and dynamic Independent Financial Advisor (IFA) to join a rapidly growing financial services firm in Southeast London. Independent Financial Advisor (IFA) to manage retiring Advisers client bank. We are looking for a self-motivated, results-dr...

My client is an independent IFA in London who are looking for a Financial Planning Assistant to join their team.

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join.

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a pr...

An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA.

This Senior IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planne...

ePeople is recruiting on behalf of a leading and progressive financial advisory and wealth management firm for an experienced Financial Advisor to join their expanding team. This is a hybrid role offering the flexibility to work from home while attending occasional in-person client meetings and t...

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administratio. We are working with an IFA firm based in Finchley who are looking to bring on a Senior Financial Planning Administrator. This is a great opportunity for a Career Ad...

Job Title: Client Service Executive.Industry: Investment Management.Only apply if you have IFA Admin experience supporting Financial Advisers or Investment Managers.We are working with a longstanding and highly successful investment management firm, who are also pioneers in the ethical investment...

Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast mov...

This IFA Client Services Associate role is within a national IFA firm and is ideal for individuals with experience of undertaking the preparation work for Financial Advisers, ahead of client’s financial planning reviews. IFA Client Services Associate Requirements. The preparation work will includ...

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Are you a skilled Sales Support Administrator with experien...

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager. Are you a skilled Administrator with experience gained within an IFA/Wealth...

Award-Winning Wealth Management Practice.Are you an experienced Paraplanner looking for your next professional challenge? Want to join a progressive, highly respected firm where your expertise is genuinely valued and your career can flourish? If so, this could be the opportunity you’ve been waiti...

We are currently recruiting for a Financial Planning practice in the City of London who are looking to recruit an IFA Administrator with 2 years+ experience.

Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals. We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base. As a Financial Adviser, you wi...

IFA Administrator (Bespoke Firm) £35,000-£40,000 + Bonus + Company Benefits City of London Are you an IFA Administrator or similar looking for a varied and exciting role within a bespoke, tight-knit Firm who pride themselves on looking after and developing their staff in a role offeri

⭐️ Senior Paraplanner 📍 London (Hybrid) 💰 Very competitive salary Are you an experienced Paraplanner, ideally Chartered or working towards Chartered status, looking to join a highly respected and forward-thinking IFA firm in the heart of London? Our client is a client-focused, independen...

Eminent Financial Limited offers a comprehensive financial planning service for all its clients including protection, pension, investment, and estate planning needs. They are currently looking for a Practice Manager to support with the growth and development of the business. About the Role ...

My client are a dynamic IFA who believe great financial planning can change lives.Their mission is to help everyone live happy and fulfilled lives through the wonder of financial planning.Join a team that’s redefining financial services for the modern client—where creativity meets technical prec

IFA Administrator – Support for Financial Advisers. Are you an experienced administrator with a passion for financial services? My client is looking for a proactive and detail-oriented. As an IFA Administrator, you’ll play a key role in supporting Financial Advisers with the preparation and proc

This hybrid-based IFA Administrator job in Central London is available within a respected financial planning business.You will be working within a pod / team consisting of a lead IFA / Senior Administrator and 2 IFA Administrators, along with their Paraplanning team to support a busy Financial Pl...

An Independent Financial Planning firm is looking to appoint three financial advisers or IFAs. IFA / Financial Planner for the high level of service required. You will be minimum of Diploma and have experience as a Financial Adviser / Planner / IFA.

This hybrid-based IFA Administrator job in Central London is available within a respected financial planning business.

Change Coordinator – Fully Remote/ 10% Travel - UK based - £55,000 We are seeking an experienced Change Coordinator to help manage a range of exciting new projects at a leading nationwide financial services company. As the business embarks on a significant growth phase, the project delivery ...