46 administrator jobs found

Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Planning Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients. Role overview As a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice. Key Responsibilities Provide comprehensive administrative support Manage and maintain accurate client documentation and records Coordinate and schedule meetings, prepare reports, and handle correspondence Liaise with clients, addressing queries and providing timely updates Assist in the...

IFA Administrator -Flexible working options and 1 day from home Cranleigh £32,000 - £38,000 (depending on experience) Client Overview This opportunity sits within a boutique independent financial planning firm The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients. This role blends traditional IFA administration with more technical administrative work and client servicing, making it ideal for someone who enjoys being involved in the wider financial planning process. Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with the administrator working alongside one other IFA Administrator and the Office Manager to ensure the smooth delivery of client service and day-to-day operations. This role would suit an experienced IFA...

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...

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Ideally you would currently be in an IFA company doing a similar role No qualifications are required although desired Base to £30000 with allowance of 2 days from home and 3 days ion the office so please only apply if you can get into Hove 3 days per week

Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc

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...

This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company. With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team. With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Financial Administrator to join a growing firm of chartered planners that are...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

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...

Principal Pensions Administrator LGPS/Police & Fire Hybrid working with 2 days in Preston, Lancashire or remote if you qualify Fully home working contracts for candidates living 50+ miles from our offices in Preston Salary circa £33,000 - £43,000 per annum, DOE 37 hours per week A glance at the role: We are currently seeking a Principal Pensions Administrator to join our Member Services department on a full-time, permanent basis. As a Principal Pensions Administrator, you will provide technical pensions support across LGPS/Police & Fire to the Operations Manager, while applying your experience to administration processes. You will support in ensuring client SLAs are delivered through focusing on operational excellence, high levels of accuracy and delivering an excellent member experience. Playing a key part in the development of administration staff within the teams, you will also lead on supporting any project work or audit activity. Ensuring...

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....

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...

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...

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their office near Ashbourne (hybrid). In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required. This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm. You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills. Basic salary to £35,000 benefits

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 Services 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...

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 Services 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...