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Ellis James Partners Limited

Trainee IFA Administrator - London£25,000 - £28,000Start your career in financial services with one of London's most respected advice firms.If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step.You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup.Why this roleYou'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish.This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning.What's different<ul> <li>Full office-based onboarding (4 months), then 3 days in / 2 from home</li><li>Clear structure and ongoing support from experienced mentors</li><li>A respected Partner Practice known for developing talent</li><li>Genuine progression opportunities in a growing team</li></ul> Your roleWhat you'll be doing:<ul> <li>Helping prepare documents and reports for client meetings</li><li>Updating client information and records on the CRM system</li><li>Assisting advisers with new business and fund transfers</li><li>Managing email correspondence and handling client queries</li><li>Supporting the wider team with day-to-day admin tasks</li><li>Learning how to process investments, pensions, and protection business</li></ul> What you'll need<ul> <li>Strong attention to detail and good organisational skills</li><li>Confident communicator who enjoys working with people</li><li>Eager to learn and build a career in financial planning</li><li>Basic IT skills (Microsoft Office, email, etc.)</li><li>A positive, reliable attitude.</li></ul> Perks & lifestyle<ul> <li>Hybrid working after initial training period</li><li>25+ days holiday plus bank holidays</li><li>Full training and support with professional qualifications</li><li>Friendly, collaborative team environment</li><li>Modern London office with great transport links</li></ul> Sound like you?If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you.Hit apply or drop us a message in confidence to find out more.

Trainee IFA Administrator

Financial Divisions

Are you an experienced IFA Administrator ready to take your career to the next level? Join a prestigious boutique IFA firm that works exclusively with Ultra High Net Worth (UHNW) clients, delivering fully holistic and truly independent financial advice. About the FirmThis is a rare opportunity to become part of a highly respected, client-centric wealth advisory firm based in London. Known for its bespoke service and deep relationships with UHNW individuals, the firm offers a collaborative, professional, and forward-thinking environment where your contribution truly matters.The RoleAs an IFA Administrator, you'll play a pivotal role in supporting both Advisers and Paraplanners with seamless, end-to-end administrative support. This is a hands-on position that requires initiative, precision, and a client-first mindset.Key Responsibilities:<ul><li>Processing Letters of Authority (LOAs) and liaising with third-party providers</li><li>Updating and maintaining client records and CRM systems</li><li>Onboarding new clients and preparing documentation for client meetings</li><li>Handling client queries with professionalism and care</li><li>Supporting Paraplanners with additional administrative tasks as needed</li></ul>What We're Looking For<ul><li>Minimum 12 months' experience in an IFA administration role</li><li>Strong understanding of financial planning processes and documentation</li><li>Excellent communication and organisational skills</li><li>A proactive, detail-oriented approach with a genuine passion for client service</li></ul> What's on Offer<ul><li>Salary up to £35,000 (DOE)</li><li>Hybrid working model (London-based office)</li><li>Full support for professional development and industry qualifications</li><li>Clear progression path within a growing, dynamic firm</li></ul>If you're looking for a new challenge in a high-touch, high-value environment where your skills will be recognized and nurtured-this is the role for you.Apply now to be considered or reach out for a confidential chat.

IFA Administrator - Boutique Wealth Firm - Hybrid (London) - Up to £35K

Blakemore Recruitment

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.

Senior IFA Administrator

Premier Jobs UK Limited

Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London?Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business.Your responsibilities will include:<ul><li>Day to day management of the Paraplanning and Administration teams</li><li>Providing operational and administrative support to the director</li><li>Overseeing and coordinating recruitment</li><li>Managing workflows to ensure smooth day to day operations</li><li>Being an integral part of any change projects to ensure effective implementation</li><li>Acting as the "go to" person for any issues in the business</li><li>Being involved in business strategy meetings</li></ul>This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management.Operations Manager Requirements<ul><li>You should have experience of managing / overseeing a team of 6+ team members</li><li>You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator</li><li>You should have a collaborative approach to working and enjoy managing a team</li><li>You should have excellent interpersonal skills, approachability, professionalism and good IT skills</li></ul>Operations Manager Benefits<ul><li>Salary of £50,000</li><li>Annual discretionary bonus</li><li>Support with professional development</li><li>Auto enrolment pension</li><li>Hybrid working with use of their excellent Central London office</li></ul>CompanyThis financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviewsLocationsCentral LondonLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Operations Manager

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

NOBUL RESOURCING SOLUTIONS LIMITED

People & Operations AdministratorLocation: London Contract: Permanent, full-timeSalary: £40,000 per annumAbout the People & Operations Administrator roleNobul is excited to be partnering with an independent, specialist consultancy in healthcare and life sciences, who are currently recruiting for a People & Operations Administrator to join their People & Culture team. Reporting to the People & Culture Manager, you will ensure the smooth running of HR, office, IT, and expense processes across the business. You will provide vital administrative support across employee lifecycle activities, office operations, and vendor management, helping maintain an efficient, compliant, and well-supported workplace.What you'll do as the People & Operations Administrator<ul><li>HR Administration & Operations: Manage timesheets, CRM, external IT providers, outsourced finance team, and general HR administration.</li><li>Office Management: Oversee office management tasks, including health & safety compliance, and liaise with facilities managers.</li><li>Payroll & Benefits Administration: Manage payroll elements (salary sacrifice, tax codes) and benefits administration (private medical insurance, pension re-enrollment).</li><li>Recruitment Support: Facilitate the graduate recruitment process, including booking, candidate communication, and organising assessment centres.</li><li>Onboarding & Offboarding: Handle the issuing and processing of all relevant documents for new hires and departures.</li><li>Team Communication & SLT Support: Support team communication, manage agendas for senior leadership team members, and assist with tasks like expense submission and travel bookings.</li><li>Compliance: Ensure document control and adherence to ISO standards and other statutory obligations.</li></ul>Key skills and experience for our People & Operations Administrator<ul><li>Be organised, proactive, and adaptable, with an intuitive approach to managing multiple operational tasks in a fast-paced environment.</li><li>Communicate clearly and confidently, providing helpful and balanced guidance on people and operational matters.</li><li>Be keen to learn and grow within the people and operations profession.</li><li>2 - 4 years' experience in HR, operations, or office administration, ideally within professional services or a fast-paced environment.</li><li>Proven experience administering payroll and employee benefits with accuracy and attention to detail.</li><li>Discreet, dependable, and approachable, with sound judgement and a people-centered approach.</li></ul>What our client can offer: <ul><li>Competitive salary. </li><li>Private healthcare, life assurance, income protection.</li><li>Mental Health Support through Employee Assistance Programme. </li><li>4 Personal Days, 2 Volunteering Days, up to 4 Study Days. </li></ul>About our clientOur client is an independent, specialist consultancy in healthcare and life sciences, with a mission to deliver meaningful and sustainable improvements across the system. Founded in 2012 in Cambridge and now based in London, they combine deep sector expertise with analytics-powered solutions to help healthcare organisations achieve lasting impact. They partner with NHS organisations, private providers, MedTech and life sciences companies to unlock value through commercial optimisation, operational efficiencies, digital transformation, and population health management. Their approach puts clients first, listening to understand challenges and co-creating tailored, evidence-based solutions aligned with long-term goals. They are proud to be Chartered Management Consultant (ChMC) accredited and have been recognised by the Financial Times and the MCA as a leading consultancy in their field.How to applyIf you're ready to take on this exciting challenge we want to hear from you! Please apply using the button below. We encourage you to apply immediately to be considered for the People & Operations Administrator role. If you'd like to have an informal chat or need further information about the role, please contact John at Nobul Resourcing Solutions. Nobul Resourcing Solutions is committed to creating a diverse environment and is proud to be an equal opportunities employer. We support applications from candidates of all backgrounds and circumstances.Due to the high volume of applications, if you do not receive a response within 48 hours, please assume that your application has not been successful on this occasion. We appreciate your interest in the role and thank you for taking the time to apply.

People & Operations Administrator

Montpellier Resourcing

Up to £35,000 plus excellent bonus and benefitsHybrid working availableDue to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.Duties of the Investment Administrator to include:<ul><li>Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.</li><li>Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.</li><li>Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.</li><li>Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.</li><li>Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).</li></ul>Requirements for the successful Investment Administrator:<ul><li>Prior assistant or administrative experience working within financial services, investment, or wealth management role.</li><li>Knowledge of relevant regulatory frameworks.</li><li>High attention to details, levels of accuracy and organisational skills</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Investment Administrator

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