financial planning 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

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)

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

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

Senior Financial Planning AdministratorLocation - Meriden, Coventry (Hybrid) Salary £28,000 - £35,000Duration: Permanent, Full time or Part TimeWe are working with an IFA firm based in Coventrywho 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 £35,000</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

Junior Financial Planning Administrator - Glasgow Salary: Up to £28,000 + benefitsLocation: Glasgow (Full-time, office-based initially, hybrid available after probation) An exciting opportunity has arisen for a motivated and ambitious individual to join a highly regarded wealth management firm in Glasgow as a Junior Financial Planning Administrator. This role is ideal for Graduates or candidates with transferable administrative or customer service skills who are looking to build a long-term career within Financial Planning or Financial Services. You'll receive full training, ongoing support, and excellent opportunities to progress as you develop your knowledge and experience. About the role:You'll be working as part of a professional and supportive team, providing administrative assistance to Financial Planners and helping to deliver an exceptional client experience. This will include preparing documentation, updating client records, liaising with providers, and assisting with the smooth running of day-to-day operations. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and the wider team </li><li> Prepare and maintain accurate client documentation and records </li><li> Communicate with clients and providers in a professional and timely manner </li><li> Assist with processing new business and client review packs </li><li> Learn and develop a strong understanding of the financial planning process </li></ul> What's on offer: <ul> <li> Salary up to £28,000 plus benefits </li><li> Full-time, office-based initially (hybrid working available after probation) </li><li> Full training and support provided </li><li> Excellent opportunities for professional development and progression </li><li> Friendly, collaborative working environment </li></ul> What we're looking for: <ul> <li> A degree or relevant transferable experience (administration, customer service, office support) </li><li> Strong organisational skills and attention to detail </li><li> Excellent communication skills, both written and verbal </li><li> A genuine interest in developing a career within Financial Planning or Financial Services </li><li> A proactive attitude and willingness to learn </li></ul> This is a fantastic opportunity to begin your career in the financial services industry with a firm that values development, teamwork, and progression. To apply or find out more, please get in touch.

Junior Financial Planning Administrator

Recruit UK

Job Title: IFA AdministratorIndustry: Financial PlanningLocation: BirminghamSalary: Up to £30,000Job Reference: 9926Job Description:Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.This role as an IFA Administrator will involve preparing LOA's, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture. What's in it for you:<ul><li>Salaries up to £30,000 (salary negotiable dependent on skill set and experience)</li><li>Flexible working (post probation)</li><li>25 days holiday plus bank holidays </li><li>Generous pension contribution</li><li>Enhanced additional benefits </li><li>Fantastic work culture </li><li>Career professional development</li></ul>Skills and experience required:<ul><li>1+ years' experience as an IFA Administrator in a Wealth Management company</li><li>Excellent attention to detail</li><li>Highly organised and capable of working independently and within a team</li><li>Strong literacy and numeracy skills</li></ul>About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on an IFA Administrator role.Our commitment to you:<ul><li>Start every journey with a conversation to find out about you in-depth.</li><li>Provide honest feedback on where you fit in the job market.</li><li>Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.</li><li>Take a holistic mindfulness approach - career happiness is rarely just about the money.</li><li>Cover the whole of the UK with a local touch through our regional teams.</li><li>Never pester you.</li></ul>

IFA Administrator

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Financial Planning Administrator

Financial Planning Administrator

Financial Planning Administrator

Senior Financial Planning Administrator

Senior Financial Planning Administrator

Junior Financial Planning Administrator

IFA Administrator