financial services 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

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'

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

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

TEMPLEGATE RECRUITMENT

Job Title: IFA Administrator Why Join Us: <ul> <li>Work in a supportive and professional environment</li><li>Opportunity to grow your career as an IFA Administrator in financial services</li><li>Flexible working options with potential for remote work one day a week</li></ul> Salary & Benefits: <ul> <li>£28,000-£32,000 per year</li><li>Private medical insurance</li><li>Pension scheme</li><li>25 days holiday plus bank holidays</li></ul> Location: Sevenoaks (office-based, with potential for 1 day per week remote) About Us: We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced IFA Administrator to join our friendly team. The Role: We are looking for a proactive and detail-oriented IFA Administrator to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning. Key Responsibilities: <ul> <li>Prepare and process client documentation and forms</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Support advisers in day-to-day client management</li><li>Assist with new business, client reviews, and routine administration</li><li>Liaise with clients and external providers as needed</li></ul> Skills & Experience: <ul> <li>Previous experience as an IFA Administrator or in financial services administration is preferred</li><li>Strong attention to detail and organisational skills</li><li>Excellent communication skills, both written and verbal</li><li>Ability to work independently and as part of a team</li><li>Proficient in Microsoft Office; experience with financial systems is a plus</li></ul> How to Apply: If this role as an IFA Administrator sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

IFA 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

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 Services Administrator

Financial Services Administrator

IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

Ifa Administrator

IFA Administrator

Financial Planning Administrator

Senior Financial Planning Administrator