financial planning assistant

Reed

IFA Administrator / Financial Services Administrator <ul> <li>Job Type: Full-time; Hybrid</li><li>Location: Worthing</li><li>Salary: £25,000 - £32,000</li></ul> Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department. This position is an excellent opportunity for someone interested in breaking into the financial sector. Day-to-day of the role: <ul> <li>Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.</li><li>Preparing and sending accurate client communications promptly.</li><li>Answering and making telephone calls to clients and providers, adhering to the team's communication recording policy.</li><li>Completing application forms accurately.</li><li>Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.</li><li>Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.</li><li>Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.</li><li>Supporting the team with additional projects as directed.</li><li>Training other team members as required.</li><li>Completing Continuing Professional Development (CPD) in line with the company's Training & Competence (T&C) Schedule (non-advisory).</li></ul> Required Skills & Qualifications: <ul> <li>Strong administrative skills with a proven ability to multitask and manage time effectively.</li><li>Excellent communication skills, both verbal and written.</li><li>Ability to work both independently and as part of a team.</li><li>High level of honesty, trustworthiness, and diplomatic skills.</li><li>Proactive and organised approach to work.</li><li>Experience in a similar role within the financial services industry is highly desirable, but not mandatory-ideal for those looking to start a career in financial services.</li></ul> Benefits: <ul> <li>Salary - £25k - £32k depending on experience</li><li>Study support up to Chartered status.</li><li>Progression heavily supported</li><li>Hybrid working model.</li><li>Pension contribution of 4% by employer.</li><li>Death in service benefit x2.</li><li>Health cash plan.</li><li>Flexible working options.</li><li>Overtime pay.</li><li>25 days holiday plus bank holidays.</li></ul> To apply for this IFA Administrator vacancy, please apply below and one of our team will be in contact. Synonyms IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Ifa Administrator

recruitment22

Paraplanner - Remote - £45,000 A growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity to work closely with advisers, supporting them in delivering first-class financial advice and maintaining the highest standards of client service.The role:Working as part of a professional and collaborative team, you will provide technical support and ensure clients receive accurate, compliant, and timely financial recommendations.Key responsibilities include:<ul><li>Preparing detailed financial planning reports for advisers to present to clients</li><li>Conducting research on financial products and identifying suitable client solutions</li><li>Supporting advisers with client reviews, requests, and day-to-day queries</li><li>Staying up to date with financial products, markets, and legislation</li><li>Ensuring all work meets firm and industry compliance standards</li></ul>The person: You'll be a proactive, organised, and detail-oriented individual with experience in a financial advice environment. Strong analytical and communication skills, along with the ability to manage multiple priorities, are essential.The benefits:<ul><li>Funded professional exams and full study support</li><li>25 days holiday (plus bank holidays)</li><li>Holiday purchase scheme</li><li>In-house training academy</li><li>Annual salary review</li><li>Day off on your birthday</li><li>Life assurance & pension</li><li>Clear progression pathway through to Adviser level if desired</li></ul>Remote working: This role is remote but as you will be supporting Financial Advisers in Grimsby, there will be occasional travel to the office required - Only when necessary. Unsure if you should apply? Or you don't have a CV?No problem! Reach out to Richard at Recruitment 22 Limited or send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.

Paraplanner

Finlink Ltd

Paraplanner Southport Hybrid working Up to £45k 9 Day working fortnight This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable. The BusinessThe firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes. The role is based in their head office, located in the town centre, a short walk from the train station. The RoleYou'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.The Benefits<ul><li>Salary up to £45k</li><li>9 Day fortnight</li><li>Hybrid working </li><li>25 days annual leave + bank holidays & Christmas Shutdown.</li><li>Death in Service</li><li>Private medical scheme </li><li>Employer pension contributions</li><li>Funded study support toward Level 4 Diploma and further development opportunities</li></ul>How to ApplyClick 'Apply Now' to submit your CV - it takes less than a minute. Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.

ParaplannerLiverpool City CentreHybrid working Up to £45k 9 Day working fortnightThis role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable.Based in a modern city centre office in Liverpool, the team enjoys a professional, collaborative environment with easy access to transport links, cafés, and local amenities.The BusinessThe firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes.The RoleYou'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.The Benefits<ul><li>Salary up to £45k</li><li>9 Day fortnight</li><li>Hybrid working</li><li>25 days annual leave + bank holidays & Christmas Shutdown</li><li>Death in Service</li><li>Private medical scheme</li><li>Employer pension contributions</li><li>Funded study support toward Level 4 Diploma and further development opportunities</li></ul>How to ApplyClick 'Apply Now' to submit your CV - it takes less than a minute.Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.

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)

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.

NJR Recruitment

Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881

Wealth Management Assistant

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Ifa Administrator

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