40 jobs found in Basingstoke

Location: Luton Salary: £45,000-£55,000 + bonus Hybrid / Full-Time The Role: My client is seeking to recruit a Head of IFA Administration to lead and develop a team of Client Relationship Managers, ensuring the delivery of an exceptional financial planning service. Reporting to the Head of Advice, Delivery and Development, the successful candidate will oversee workflow, processes, quality, compliance, and support client interactions, including preparing for meetings and ensuring all actions arising are completed efficiently. Key Responsibilities Lead, mentor, and manage a high-performing team of CRMs Oversee onboarding, training, and development of the team Ensure adherence to internal processes, quality standards, and compliance Identify and implement process improvements to enhance efficiency and client service Support client meetings, build strong relationships, and action follow-ups Manage new business applications, contract administration, and client records...

Location: Bridgwater Site/Satellite office based x2 days per week AND Remote working x 3 days per week Duration: Approved until 31dec26 (to role will cover for Maternity Leave) Status: Contract - INSIDE IR35 Morson Edge are working with a major player in the Energy Sector who have a current requirement for an experienced admin-biased Business Services Lead to join their established Project team in Bridgwater. This is a great contract opportunity for an experienced supervisor to jump in and lead a team of administrators as they continue delivering training services for a nationally significant infrastructure Project actively under construction. Please note: This contract position will be cover for Maternity Leave and is currently approved until end 2026. Overview The Business Services Lead contributes directly to our client's long-term sustainability goals by delivering critical workforce enablement services, ensuring compliance, and driving efficiency...

We are looking to recruit a project coordinator to play a key role in organising and coordinating a mobile workforce. This will be a client facing role and therefore requires excellent communication skills. You should be a person with good attention to detail who is passionate about providing excellent customer service. In this role you will have the opportunity to make a difference. If you can see a smarter and more effective way for services to be delivered you will be encouraged to suggest improvements, that might be a process improvement, a better software tool or improved documentation. Your opinion will be valued. You will work as part of a small close knit team who are very supportive of each other. This is an opportunity to join an organisation where you will have the opportunity to make a real difference. They have an excellent reputation for investing in the development of their people. The opportunities for career progression are excellent. Eligo Recruitment is...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Planning Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...

DB Pensions Administrator - Home / Flexible Working Options Winchester - £experience dependant An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an experienced DB Pensions Administrator to join their growing team. For individuals looking to develop their careers, they offer structured training, a defined career path and professional qualification sponsorship with mentoring. The strategic vision of the company is to offer challenges and opportunities to everyone providing you with the perfect environment to develop personally and professionally. This role will focus on developing your DB skills and knowledge allowing you to take on further complex clients and develop a sense of ownership for the clients you work with. Specifics of the role include - Work with a portfolio of clients, developing an awareness for their needs and requirements. Perform complex calculations as required....

Senior DB Pensions Administrator - Home / Flexible Working Options Winchester - £competitive + excellent benefits and personal bonus scheme. An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an experienced DB Pensions Administrator to join their growing team. For individuals looking to develop their careers, they offer structured training, a defined career path and professional qualification sponsorship with mentoring. The strategic vision of the company is to offer challenges and opportunities to everyone providing you with the perfect environment to develop personally and professionally. This role will focus on managing a portfolio of clients, taking ownership for their requirements, and developing your own skills towards becoming a Pensions Administration Consultant. Specifics of the role include - Take ownership and develop relationships with a key portfolio of clients. Ensure...

Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the...

Our client is looking for an experienced financial planning administrator in Marlow to provide administrative and client servicing support to the team, which consists of both Financial Advisers and Paraplanners. Some of the day to day responsibilities will include: Liaising with clients, product providers and other 3rd parties Preparing documentation, including valuations, for client meetings Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties Sending information requests to providers, and managing these through to receipt of information You must have experience providing financial planning administration support to independent financial advisers and ideally hold or be working towards CII qualifications. Basic salary to £42,000 benefits + generous bonus scheme.

Adviser Support Annual Salary: Up to £32,000 - depends on experience/qualifications Location: Fully Remote (with occasional office visits for training) Job Type: Permanent Working Hours: Full-time, Monday - Friday Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work. Day-to-day of the role: Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests. Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required. Workflow Management: Monitor and manage workflows to ensure timely completion of tasks. Report...

IFA Support Administrator - Devizes (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms...

Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong...

Operations/Project Assistant (Hybrid) 30,000 - 35,000 - Mon-Fri + Hybrid + Bonus + Flexi hours + Training & Development + Excellent Company Benefits City of London Do you have a background providing Assistance to Operational/Project teams or similar looking to step up into an Operations Coordination position within a fast-paced, close-knit team, offering flexible hybrid working and excellent company benefits? On offer is the chance to join a growing, global company who provide executive coaching for a variety of businesses, with projects and duties ranging in size. They are committed to assist their clients with diverse coaching whilst providing a great working environment and continuous learning and development. This role involves client liaison and account management alongside the lead coach, building strong relationships with clients and team members. Responsibilities include scheduling programmes and coordinating diaries and travel, managing coaching programmes by...

Pensions Administrator - DB/DC - Hybrid or Remote London / Hampshire / Surry / Berkshire / Hybrid or Fully Remote £30,000 - £35,000 + package A Pensions Consultancy firm who have ambitious growth plans for 2026 are looking to recruit experienced DB / DC Pension Administrators. Joining a friendly team environment, you will have an opportunity to develop your knowledge and skills, providing you with the expertise for the next stage of your career should you wish to advance. The company have worked hard to ensure they provide the right structure, flexible working and culture for employees to thrive and find a good work / life balance. The role will require you to be technically minded and have a good understanding of DB pensions. You will need to display knowledge of manual calculations, pensions legislation and be happy working across DB administration, case work and projects. The position offers an opportunity to work on a variety of schemes and be involved in pension...

Senior Pensions Administrator - DB/DC - Hybrid or Remote London / Hampshire / Surry / Berkshire / Hybrid or Fully Remote £35,000 - £43,000 + package A Pensions Consultancy firm who have ambitious growth plans for 2026 are looking to recruit experienced Senior DB / DC Pension Administrators. Joining a friendly team environment, you will have an opportunity to develop your knowledge and skills, providing you with the expertise for the next stage of your career should you wish to advance. The company have worked hard to ensure they provide the right structure, flexible working and culture for employees to thrive and find a good work / life balance. The role will require you to be technically minded and have a good understanding of DB pensions. You will need to display knowledge of manual calculations, pensions legislation and be happy working across DB administration, case work and projects. You will also need to have experience of checking calculations and work performed by...

If you're an experienced financial services administrator who thrives on accuracy, ownership and keeping a busy advice team running smoothly, this role will feel like a real step forward. My client is a highly respected, growing financial planning firm with a strong reputation for professionalism and client care. They're looking for a confident, proactive Administrator to join their Centralised Administration Team - someone who wants more than just "processing" and is ready to build a long-term career. What You'll Be Doing You'll be the engine behind the advisers, ensuring every client receives a seamless, high-quality experience. Your responsibilities will include: Managing end-to-end administrative tasks with precision Maintaining accurate client records and completing time-sensitive data entry Reviewing client reports to understand advice and context Preparing and submitting applications to providers Processing fund switches and updating valuations Managing LOAs and...

If you're currently working in financial services administration and feel ready for more responsibility - not just more paperwork - this could be worth a look. A well-run London wealth management firm is looking for someone to join its centralised admin team. It's a busy role, but organised. You'll be properly involved in the advice process, supporting advisers and making sure clients receive a smooth, professional service from start to finish. Day to day, you'll be: Keeping client records accurate and up to date Submitting new business and processing fund switches Handling LOAs and gathering plan information Preparing review packs and supporting adviser meetings Speaking with providers and clients to keep cases moving Managing review workflows and following through on actions Helping with month-end figures and general team coordination There's structure, compliance and process - as you'd expect - but it's not a faceless corporate machine. You'll attend team meetings,...

Overview An excellent opportunity has arisen for an experienced St. James's Place Financial Administrator to join a growing, personable and forward-thinking wealth management practice operating fully remotely. This is a fantastic role for a highly organised and detail-focused administrator who enjoys being an integral part of a small team and supporting the delivery of high-quality client service. The Role You will work closely with the Adviser and Practice Manager to support the end-to-end client journey, ensuring a smooth, efficient and professional service at every stage. Responsibilities will include: Processing new business across pensions, investments and protection within SJP systems Managing client servicing, withdrawals, fund switches and policy administration Preparing documentation for annual reviews and client meetings Liaising with SJP head office and providers to progress cases Maintaining accurate client records and compliance documentation...

Our specialist financial planning client in London is looking to welcome an experienced IFA Administrator to their team. This is a boutique independent firm that focuses on Inheritance Tax planning and retirement advice for high-net-worth clients, typically with estates between £2m and £10m. The firm has built a strong reputation for delivering thoughtful, tailored advice and takes a refreshingly creative approach to growing its client base. Because the advice provided is highly bespoke, the administrative work behind the scenes is varied and interesting, and no two days are the same. It's a team that enjoys solving problems and finding smart ways to get things done, rather than simply following the same processes every time. The Opportunity This is a hybrid role based in London, with the flexibility to work from home 4 days per week. As an IFA Administrator, you'll play a key role in supporting advisers and ensuring the advice process runs smoothly from start to finish....

Boutique Chartered Firm Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands Out Work for a respected Chartered firm that genuinely puts clients first Join a close-knit, supportive team that values quality over volume Clear development pathway with full support toward your Level 4 Diploma (if not already achieved) A culture built on ethics, excellence, and continuous learning The Role You will play a key part in supporting the advisers with high-quality technical administration, including: Processing fund switches and rebalancing requests Managing...

Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new...