34 jobs found in St Albans

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...

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...

Career Progression HNW Client Exposure Remote with once a week in London An excellent opportunity has arisen for an experienced Financial Planning Administrator / Wealth Management Administrator / IFA Administrator to join a highly regarded Chartered Financial Planning firm specialising in Inheritance Tax planning and retirement planning for high-net-worth clients . This role offers the chance to work within a specialist financial planning firm advising clients with estates typically between £2m and £10m , supporting advisers delivering sophisticated and bespoke planning strategies. The role is hybrid based in London with significant remote working flexibility , making it ideal for someone looking for a Financial Planning Administrator or IFA Administrator role with flexible working . The Role - Financial Planning Administrator As a Financial Planning Administrator / Wealth Management Administrator , you will support advisers and planners to deliver a high...

A well-established St. James's Place (SJP) Partner Practice is looking to recruit an experienced SJP Administrator / Junior Paraplanner to join their team in a fully remote role . This remote SJP role offers excellent flexibility and would suit someone with previous SJP experience who enjoys supporting advisers, preparing client meetings and working with Voyant cashflow modelling within an SJP advice environment . The role is part time (20-25 hours per week) and fully remote , offering a salary of £35,000 - £40,000 FTE depending on experience . Key Responsibilities • Preparing client meeting packs including agendas, analysis, reports and publications • Supporting advisers within the SJP advice framework • Preparing annual review documentation for SJP client meetings • Completing meeting follow ups including CFR updates, drawdown review letters and ongoing advice letters • Business submission through SJP systems • Processing fund switches...

DB Pensions Administrator - Home / Flexible Working Options London - £28,000 - £35,000 experience dependent 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...

Senior DB Pensions Administrator - Home / Flexible Working Options London - £35,000 - £45,000 + 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...

Adara is where work meets fun. Sure, work can be dull sometimes - but not here. We keep things lively with plenty of laughs along the way. Don t get us wrong - we work hard, but we have a blast doing it. At Adara, we believe great design starts with great people. That s why we foster a culture where creativity is celebrated, innovation is embraced, and career growth is a priority. If you re looking for a workplace as forward-thinking as the designs we create where no two days are the same and problem-solving is part of the everyday then you belong at Adara. You ll be a perfect match if you: Thrive in a fast-paced, dynamic environment Are a proactive multitasker who loves making things happen Want to be part of a collaborative, supportive team where your ideas truly matter You get things done - independently The Role at a Glance: Client Projects Coordinator North London Mill Hill Office Based Minimum 2 Day Per Week / Hybrid Working £30,000 - £35,000 Full...

This opportunity is for a motivated Senior Trade Mark Administrator to take on a responsibility within the Trade Mark department as you would be supporting the very busy trade mark team. The successful candidate will have experience working within trade marks and have a sound knowledge of the industry. This, alongside personal organisation and interpersonal skills, will make you stand out from the crowd. This unique opportunity for a leading law firm with a fantastic reputation, require an experienced Trade Mark person with fluency in Arabic. It is essential that you are fluent in Arabic, so you must feel confident with Trade Marks and the Arabic language to be successful! If you are looking for a truly fulfilling career opportunity using your Arabic language skills, and which offers an extremely attractive salary, 100% remote working and a great benefits package, don't hesitate to apply!

Personal Assistant (PA) - CEO & Managing Director Support Industry: Insurance Salary: Up to 60,000 per annum (DOE - pro rata'd to hourly rate) Location: City of London - Hybrid Start Date: ASAP End Date: TBC - Approx. 3-6 months Contract Type: Temporary - Full Time Working Hours: 9:00am - 5:30pm (1 hour unpaid lunch) Overview We are seeking an experienced and highly organised Personal Assistant to provide comprehensive support to both the CEO and Managing Director on a temporary basis. This is a fast-paced role within a reputable insurance firm, requiring exceptional attention to detail, strong communication skills, and the ability to operate with discretion at all times. The successful candidate needs to be confident managing senior stakeholder relationships and balancing multiple priorities simultaneously. Key Responsibilities Executive Support Provide full PA support to the CEO and MD, including extensive diary and inbox management....

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.

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...