financial administrator

mbf.

Financial Planning Administrator - Birmingham Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation) An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression. As a Financial Planning Administrator, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You'll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and Paraplanners </li><li> Prepare and process new business and review documentation </li><li> Liaise with clients, providers, and other stakeholders to ensure smooth operations </li><li> Maintain accurate and compliant client records </li></ul> What's on offer: <ul> <li> Salary up to £30,000 plus bonus and benefits </li><li> Full-time, office-based initially with hybrid working after probation </li><li> Excellent training and ongoing professional development </li><li> Clear progression opportunities within the business </li><li> Friendly, professional, and supportive team environment </li></ul> Requirements: <ul> <li> Previous experience as an IFA or Financial Planning Administrator </li><li> Good knowledge of financial services processes and provider platforms </li><li> Strong organisational skills and attention to detail </li><li> Confident communicator with a proactive and professional approach </li></ul> This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.

Financial Planning Administrator

Burgh Recruitment Ltd

Financial Services AdministratorLocation: RemoteSalary: Up to £40,000 (DoE)Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.The Role: Financial Services Administrator<ul><li>You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice</li><li>You will be a point of contact for clients and third parties dealing with general enquiries</li><li>You will be responsible for business submission using bespoke software</li><li>You will need to ensure that business obtained is being processed in a timely way</li><li>Due to the nature of the business, tasks must be completed within a timely manner. </li></ul>You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation frameworkThe Person: Financial Services AdministratorThis is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. <ul><li>You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop</li><li>You have excellent IT and communication skills, are highly organised and can make decisions</li><li>Ideally, you have used the CRM Salesforce</li><li>You are a self-starter and able to work with little or no supervision</li><li>It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.</li><li>A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.</li></ul>St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Financial Services Administrator

Dynamite Recruitment Solutions Ltd

Dynamite Recruitment are supporting a well-established financial planning firm based in Alton looking for a motivated Financial Planning Administrator to join their friendly, professional team. You'll play a vital role supporting the advisers and Paraplanners and ensuring the smooth day-to-day running of the business.Are you a detail-oriented, organised individual with an interest in financial services? Whether you're a recent graduate looking to launch your career or you already have admin experience in the industry - we'd love to hear from you!Key Responsibilities: <ul> <li>Provide administrative support to Financial Advisers and Paraplanners</li><li>Prepare client reports, documentation, and meeting packs</li><li>Manage client records and ensure data is accurately maintained</li><li>Liaise with clients and providers via phone and email</li><li>Assist with processing new business and policy tracking</li><li>Support compliance and regulatory procedures</li></ul> We're open to a range of experience levels, so whether you're just starting out or already in a similar role, looking to progress, you could be a great fit. What matters most is your attitude and willingness to learn.Ideal candidates will have:<ul> <li>Strong organisational and administrative skills</li><li>Excellent attention to detail</li><li>Good communication skills and a professional manner</li><li>Ability to work independently and as part of a team</li><li>A proactive and positive approach to problem-solving</li><li>IT literacy (Microsoft Office essential)</li></ul> Desirable (but not essential):<ul> <li>Previous experience in a financial services admin role</li><li>Knowledge of pensions, investments, and life assurance</li><li>Progress toward (or interest in) professional qualifications (e.g., CII)</li></ul> Why Join Us? <ul> <li>Supportive, close-knit team environment</li><li>Opportunities for training and career progression</li><li>Regular working hours - no evenings or weekends</li><li>Lovely office location in Alton</li><li>Competitive salary up to £30,000 depending on experience</li></ul> Graduates welcomeCareer progression availableFor more details please apply or contact Tegan at Dynamite Recruitment

Reed

Skilled Great IFA Financial Services Administrator role to join a wonderful, Lovely Company in the High Wycombe area Office Based. This office-based role is within the Company's Independent Financial Services support team. The candidate will be working alongside the existing team assisting with all levels of administration and financial reporting. The ideal candidate should be confident, self-motivated and be able to work effectively by yourself as well as being part of a team. An excellent attention to detail is a must. You must be able to organise your own work and prioritise your own diary once work has been allocated to you in your role. The candidate must have at least three years' experience within a Financial Services Administration role with a wide product knowledge. Qualifications Required The preferred candidate should be confident and have strong numeracy and reporting skills for certain A Good understanding of Microsoft software including Word, Excel and Outlook Knowledge of Intelliflo would be advantageous. Provider/Platform experience and Brooks Macdonald, Advance Embark and Utmost, Tatton, AVIVA would be beneficial but not essential. Day to day duties would involve: - <ol> <li>Assisting in the preparation of annual reviews</li><li>Completion of files to meet and set the compliance standards</li><li>Liaising with providers and clients by telephone/correspondence in relation to new and existing business INCLUDING PENSIONS, INVESTMENTS, LIFE COVER & EMPLOYEE BENEFITS</li><li>Assisting in the preparation of simple suitability reports</li><li>Processing and submission of new business (online and postal applications) and monitoring applications</li><li>Input of adviser fees/commission onto IO and the raising of invoices</li><li>Chasing of adviser fees from provider, where required.</li><li>Processing amendments to existing plans e.g. fund switches</li><li>Updating and maintaining client information through Intelliflo</li><li>Personal Diary management in Outlook and Intelliflo</li><li>General administration duties which will include filing electronic documents, binding, scanning etc</li><li> GREAT ROLE FOR A SKILLED IFA ADMINISTRATOR WITH AS OUTLINED A MINIMUM OF 3 YEARS EXPERIENCE AS A SKILLED FINANCIAL SERVICES IFA ADMINISTRATOR IN THIS GREAT COMPANY. APPLICATION IS PURELY FOR CANDIDATES WITH THE SKILL SET AND PENSIONS AND INVESTMENTS AS OUTLINED, AND A MINIMUM OF 3 YEARS EXPERIENCE IN THE ROLE TO APPLY AND BE INTERVIEWED. </li></ol>

IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

Blakemore Recruitment

We are currently recruiting for a Financial Planning practice near High Wycombe who are looking to recruit a Financial Planning Administrator with 2 years+ experience.The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.The firm sets itself apart from its competitors by having the following strategic differences:• Bringing together strategic financial planning with global investment advice• Net worth performance reporting• Using fixed fees and hourly rates to eliminate conflicts of interestJob Purpose • To provide first class administration to the client services team• To support the firm in delivering high quality, independent advice to clientsJob responsibilities <ul><li>Gathering data and preparing client valuations each month</li><li>Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing</li><li>Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports</li><li>Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting</li><li>Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)</li><li>Ensuring client files are up to date, complete and tidy (and include current AML documentation)</li><li>Assisting with the preparation of client's tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)</li><li>Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)</li><li>Ensuring reports are bound and dispatched to clients in a timely manner</li><li>Managing the team diary for client and prospect meetings and supporting meeting preparation as required</li><li>Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures</li><li>Gaining an understanding of and adhering to the ethos, culture, and purpose of the company</li><li>Undertake appropriate professional development and training</li></ul>The ideal candidate will have financial services experience and the competencies listedbelow:• Excellent attention to detail• Highly organised, methodical, disciplined• Able to prioritise• Proactive approach• Able to work under pressure and to tight timescales• Team player and able to work under own initiative• Enquiring mindset• Flexible, driven and determined• Excellent communication skills• Business and commercial awareness• IT Skills (Outlook, Word, Excel)

Meraki Talent Limited

Meraki Talent are delighted to be partnering with a leading financial services organisation in Glasgow as they continue to expand their operations team. We are seeking a client-focused Financial Services Administrator who is passionate about delivering an exceptional customer experience within a fast-paced, supportive environment. As a key member of the operations team, you'll be responsible for ensuring clients receive a smooth, efficient, and positive service experience. You will handle a varied workload, managing multiple priorities and maintaining accuracy and professionalism throughout. Key Responsibilities<ul> <li>Act as the first point of contact for existing customers, providing friendly and professional support</li><li>Respond to general and pension-related queries promptly and accurately</li><li>Process pension transfers and update internal systems with precise customer information</li><li>Maintain compliance with company processes and service-level agreements</li><li>Build and maintain strong client relationships through clear and proactive communication</li><li>Manage your own workload effectively, ensuring all deadlines are consistently met</li></ul> Applicants should have previous experience within financial services, ideally within a platform or pension transfer environment. Additionally, applicants should have strong communication skills with a genuine passion for client service, as well as being highly organised, with the ability to prioritise and meet deadlines in a busy team environment. Offering an excellent salary and additional benefits. Apply Now Is this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Financial Services, Wrap, Pensions, Transfers, Customer Experience 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you."Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'

WEALTHLINK RECRUITMENT LTD

Senior Financial Planning AdministratorLocation - Edgbaston, BirminghamSalary £26,000 - £32,000Duration: Permanent, Full time or Part TimeWe are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.What's on offer?<ul><li>Salary up to £32,000</li><li>25 days annual leave Bank Holidays</li><li>Discretionary Annual bonus</li><li>35 hour working week with flexible start times</li><li>Study Support and Sponsorship through financial planning exams</li></ul>What's Next?If you are interested in the Senior Financial Planning Administrator position then apply now!One of our consultants will reach out within 24 hours if you match the requirements.Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Senior Financial Planning Administrator

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Financial Planning Administrator

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IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

Financial Planning Administrator

Financial Services Administrator

Senior Financial Planning Administrator