91 Financial Planning jobs in the United Kingdom

Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.

Key Duties:

• Provide comprehensive administrative support to the financial planning team.
• Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
• Maintain and update client records and financial databases efficiently.
• Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
• Contribute to continuous improvement projects aimed at enhancing company processes and services.

What we are looking for:

We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.

On Offer:

• Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
• 23 days holiday plus bank holiday, increasing with length on service.
• Group Life Cover
• Group income protection
• Wellness programmes
• Paid Sick leave
• Ongoing support and training

Please note this role is fully office based with no remote working.

If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.

Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.

The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.

Role Responsibilities:

• Ownership of the new business application process
• Process new business within target/service level agreements
• Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
• Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
• Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
• Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
• Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
• Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
• Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
• Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
• Issue documentation in line with company procedure
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance
• Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure comprehensive client information is maintained in the back-office system.

Benefits of joining the business:

• 28 days holiday plus Bank Holidays
• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Private Pension
• Discretionary, up to 10% company annual bonus
• Hybrid/Work from home
• Full support for further professional qualifications

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Home/office hybrid working is fully supported during the working week.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Staff retention is second to none with our client, we have represented them for years with excellent success.

Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount.

The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.

Role Responsibilities:

• Ownership of the new business application process
• Process new business within target/service level agreements
• Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
• Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
• Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
• Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
• Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
• Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
• Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
• Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
• Issue documentation in line with company procedure
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance
• Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure comprehensive client information is maintained in the back-office system.

Benefits of joining the business:

• 28 days holiday plus Bank Holidays
• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Private Pension
• Discretionary, up to 10% company annual bonus
• Hybrid/Work from home
• Full support for further professional qualifications

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Home/office hybrid working is fully supported during the working week.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Staff retention is second to none with our client, we have represented them for years with excellent success.

• Provide administrative support to Financial Advisers across all areas of financial planning.
• Maintain and update client records on the back-office system 
• Ensure all client files comply with regulatory standards.
• Prepare client documentation, including illustrations, key features documents, and application forms.
• Process new business applications, investment trades, pension contributions, and transfer requests.
• Draft and submit Letters of Authority and liaise with product providers to obtain information.
• Prepare investment valuations, performance reports, and review packs.
• Assist with compiling client meeting documentation and annual review reports.

• Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
• High attention to detail and strong organisational skills.
• Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
• Strong working knowledge of Microsoft Word and Excel.
• Solid understanding of financial planning processes, compliance, and current regulations.
• Excellent written and verbal communication skills.
• Professional, punctual, well-presented, and a strong team player.

• Competitive salary up to £35,000 (dependent on experience)
• 25 days holiday + bank holidays
• Company pension scheme
• Discretionary annual bonus
• Death in service benefit
• Free on-site parking
• Support with professional development and qualifications
• Friendly, professional, and sociable office environment

Financial Planning Administrator - Wakefield outskirts

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• Competitive
• Study support toward the Diploma in Financial Planning
• Multiple career progression opportunities
• Hybrid working
• Free parking
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Administrator, West Yorkshire, Wakefield, Castleford, Leeds

Financial Planning Administrator - Stunning offices on outskirts of Sunderland

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities at head office
• Hybrid working
• Free parking
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Sales Administrator, Case Manager, County Durham, Sunderland, Tyne and Wear, Newcastle

• Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required)
• Salary: 30,000 per annum
• Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm

• Providing day-to-day support to a team of experienced Financial Planners
• Preparing review packs, valuations, and documentation ahead of client meetings
• Processing new business and ensuring compliant servicing of client accounts
• Maintaining accurate client records using systems such as Intelligent Office, iO, or similar
• Communicating confidently with clients, product providers, and internal teams
• Supporting diary and inbox management, ensuring workflow is completed to SLA
• Promoting awareness of AML and data protection procedures within the department

• Proven experience in financial planning / IFA / wealth management administration
• Confident using provider platforms and producing up-to-date valuations
• Experience using Intelligent Office (iO), Xplan, Curo, or similar back-office systems
• Excellent communication and interpersonal skills
• High level of accuracy and attention to detail
• Organised, proactive, and client-focused mindset

• Competitive 30,000 salary
• Flexible hybrid working - 3 days in the office, 2 days from home
• Opportunity to work alongside a supportive team of financial professionals
• Exposure to high-net-worth clients and complex financial cases
• Long-term development in a stable and growing firm

• A discretionary bonus
• Hybrid working (3/2)
• 4 x DIS
• Pension – 10% employer contribution
• BUPA
• Share save
• PHI
• 28 days hols + Bank holidays
• Free parking

My client is looking for a dynamic and strategic finance leader to head up the Financial Planning, Treasury Management, and Grant Management functions within a progressive local authority. Managing a skilled team of 5-6 FTEs, this position plays a pivotal role in delivering sound financial stewardship, strategic planning, and innovation during a time of transformation.

Leadership & Team Development
This role requires a confident people leader who can foster a high-performance culture. You'll provide clear direction and supportive management to specialist teams across finance disciplines, ensuring effective performance management, staff development, and the encouragement of innovation and continuous improvement.

Strategic Financial Planning
You'll support the Director of Finance - Technical and Strategic (Deputy S151 Officer) in overseeing the Council's Medium Term Financial Strategy. The successful candidate will be responsible for accurate and timely reporting of revenue and capital budgets, as well as funding projections. An analytical eye and commitment to modern financial practices will be vital in enhancing financial governance, reporting standards, and decision-making processes.

Treasury Management Excellence
As the lead for Treasury Management, you'll develop and implement the annual Treasury Management Strategy, ensuring compliance with statutory requirements and best practices. You'll manage the Council's investments, borrowing portfolio, and overall cashflow to optimise return and minimise risk. You will also lead on prudential indicator reporting, banking relationships, and preparing reports for Cabinet and the Audit Committee.

Grant Governance & Administration
Overseeing grant management across the Council, you'll work closely with the Funding and Development Officer to ensure effective and cohesive grant strategy implementation. Governance and accountability are central to this function, with the need to develop processes that ensure compliant, transparent, and strategic use of external funds.

Change Management & Transformation
This role is at the forefront of financial transformation as the Council replaces its legacy SAP ERP system. You'll play a key role in readiness, implementation, and the alignment of financial systems and structures to the new target operating model. This is a prime opportunity to contribute to the Council's long-term modernisation agenda and leave a lasting impact on the way public finances are managed.

Key Experience & Attributes

• Ideal candidates will have strong experience in financial leadership within a local government or similar public sector environment.
• A sound understanding of financial planning, treasury operations, and grant management is essential.
• The ability to communicate complex information to diverse stakeholders and a proactive, solutions-driven mindset will set you apart.
• This is a hybrid working role with 100% remote working being an option if necessary - the client is open on budget, but the role will need to be inside of scope.

Please apply quickly, as interviews will be next week!