firm 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

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.

mbf.

We are delighted to be working with a forward-thinking, fully independent and growing financial planning practice in Trowbridge. This is a well-established and highly respected firm with a fantastic reputation for delivering high-quality, client-focused financial advice. They are a modern and progressive business, investing in professional development and creating a supportive, collaborative working environment.Due to continued growth and internal progression, the firm is looking to recruit an IFA Administrator to join their professional team.The RoleAs an IFA Administrator, you will play a key role in supporting the Paraplanners and Financial Planners, ensuring the smooth running of client processes from start to finish. This is a varied and rewarding position offering excellent exposure across all areas of financial planning.Your responsibilities will include:<ul><li>Providing comprehensive administrative support to advisers and paraplanners</li><li>Preparing client documentation, valuations, and meeting packs</li><li>Liaising with clients, providers, and third parties to obtain and update information</li><li>Processing new business, investments, and policy changes accurately and efficiently</li><li>Maintaining client records and ensuring compliance requirements are met</li><li>Assisting with the preparation of annual reviews and ongoing client servicing</li></ul>The ideal candidate will have:<ul><li>A minimum of 12 months' experience within a financial planning, wealth management or financial services environment </li><li>Strong understanding of financial services as a whole </li><li>Excellent organisational skills with strong attention to detail</li><li>A proactive, professional, and client-focused attitude</li><li>Confident communication skills, both written and verbal</li></ul>If you have strong administrative experience within financial services and a genuine interest in progressing your career within financial planning, this role will give you the platform to do just that.What's on Offer<ul><li>Competitive salary and benefits package</li><li>Full study support towards industry-recognised qualifications (CII / Diploma in Financial Planning)</li><li>Excellent training and development opportunities</li><li>A clear pathway for career progression within the business</li><li>Friendly, modern, and supportive team environment</li></ul>This is a fantastic opportunity to join a highly reputable and growing firm that encourages career development and recognises individual contribution. If you're looking for a role where you can genuinely grow and make an impact, this could be the perfect next step in your career.

Elysium Healthcare

Become an Administrator with purpose, where your contribution is part of helping to change people's lives. It's an administration role that's rewarding like no other. Join the team at Badby Park in Daventry as a Business Administrator and be valued and supported. You will support the service's administration needs, including new starter paperwork, organising training and managing leave requests and be able to take minutes. You will liaise with new staff members as you manage and verify their compliance documents, including DBS checks, identification, references and Right-To-Work. As an Business administrator, being organised and keeping the general office function running smoothly will be second nature; files will be in the right place and kept confidential, post will be cascaded, phones will be answered in a friendly and helpful way, and spreadsheets will be up to date and logical. Working alongside senior staff members, you will manage staff absences and leave requests, maintain personnel files, and produce audits. At Elysium, we want the best for you. That's why you will have continuous access to a range of training courses to enable you to reach your career goals. After all, a better you means better care. That's what delivering great healthcare should feel like. As an Administrator you will: <ul> <li> Assisting in the development, implementation, and evaluation of effective means of systems within the unit, and between units and groups. </li><li>Acting as a link between the public, outside professionals and other hospital departments and wards in respect of routine telephone calls and general enquiries.</li><li>Making diary entries, room bookings and transport bookings as required.</li><li>Maintaining as confidential, at all times, information regarding patients, staff and hospital business.</li><li>Maintaining, evaluating, and updating the units filing and record keeping systems.</li><li>Providing clerical/typing duties as required, ensuring confidentiality of all clinical/administrative records.</li><li>Be able to take minutes in meetings</li></ul> To be successful in this role, you will have: <ul> <li> Previous experience within a similar role and/or environment. </li><li> Knowledge of healthcare terminology </li><li> Previous experience of typing up medical reports and patient discharge letters </li><li> GCSE English, C or above. </li><li> Experience in Minutes taking </li></ul> Where you will be working: Location: Badby Road West, Daventry, Northamptonshire, NN11 4NH You will be working at Badby Park, a specialist inpatient neurological rehabilitation and complex care service for people with neurological illnesses, acquired brain and spinal cord injuries. You will work alongside side the multidisciplinary and clinical teams to deliver truly person-centred services where each individual is at the heart of everything. The service has extensive facilities to cater for specific needs for people over 18 years old, who have complex neurological care and rehabilitation requirements. What you will get: <ul> <li>Annual salary of £25,058</li><li>The equivalent of 33 days annual leave (inc Bank Holidays) - plus your birthday off! (Pro-Rata)</li><li>Free meals and parking</li><li>Wellbeing support and activities to help you maintain a great work-life balance.</li><li>Career development and training to help you achieve your career goals.</li><li>Pension contribution to secure your future.</li><li>Life Assurance for added peace of mind.</li><li>Enhanced Maternity Package so you can truly enjoy this special time.</li></ul> There is also a range of other benefits including retail discounts, special offers and much more. About your next employer: You will be working for an established, stable and agile company with over 8,000 employees and a unique approach to the delivery of care. With a network of over 90 services across England and Wales covering Mental Health, Neurological, Learning Disabilities & Autism, Children & Education, there is opportunity for you to grow and move. Elysium Healthcare is part of Ramsay Health Care with a global network that extends across 10 countries and employs over 86,000 people globally. Elysium Healthcare follows safer recruitment of staff for all appointments and is a Disability Confident employer, committed to inclusive and accessible recruitment. It is a requirement that all staff understand it is each person's individual responsibility to promote and safeguard the welfare of service users. All candidates will be subject to a DBS disclosure.

Fixed Term Business Administrator

Mcclain Rosenthall Davis

We are seeking a reliable, detail-oriented bilingual (English/Spanish) Legal Assistant or Paralegal to serve as the firm&rsquo;s primary administrative and client-facing support. This role is critical to intake, client communication, scheduling, and day-to-day case management for criminal and family matters.This is an in-office position requiring strong people skills, sound judgment, and the ability to manage multiple priorities in a busy practice.---Key ResponsibilitiesClient Intake &amp; CommunicationAnswer incoming calls and conduct initial client intake, including Spanish-speaking clientsExplain basic procedures and next steps (non-legal)Route urgent matters to the appropriate attorneyMaintain professional, empathetic communication with clients under stressCase &amp; Office ManagementManage calendars, court dates, deadlines, and remindersPrepare and organize case files (physical and digital)Assist with drafting routine correspondence and formsUpload, scan, and organize documentsCoordinate with courts, prosecutors&rsquo; offices, and opposing counselBilling &amp; Administrative SupportAssist with invoicing, retainers, and payment trackingEnsure signed retainers and engagement documents are properly storedMaintain accurate client recordsSupport attorneys with trial prep and hearings as needed---Required QualificationsFluent in Spanish and English (spoken and written)Prior experience as a legal assistant, paralegal, or law firm admin preferredStrong organizational skills and attention to detailComfortable handling confidential and sensitive informationProfessional phone presence and interpersonal skillsProficiency with Microsoft Office; familiarity with Clio or similar case-management software is a plusJob Type: Full-timePay: $60,000.00 - $85,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: In person

Paralegal

Ortus PSR

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities <ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul>Requirements <ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services 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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4097 firm administrator jobs NEAR_ME

IFA Administrator

IFA Administrator

IFA Administrator

Fixed Term Business Administrator

Paralegal

Client Services Administrator

Senior Financial Planning Administrator