237 Investment Planning jobs in the United Kingdom

Financial Services Administrator/Client Liaison
Office Based – Derby (our Ref AL1383)

Competitive Salary to c£27,000 + discretionary bonus and  exceptional benefits

At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients’ interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.

About the Role

As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.

• Provide comprehensive administrative support to Financial Planners in their day-to-day work.
li>Maintain and update client records with accuracy and attention to confidentiality.
• Foster strong relationships with clients and third-party providers, ensuring clear and professional communication.
• Prepare valuations, meeting packs, and essential client documentation to the highest standard.
• Champion the use of secure digital tools and client portals to support an efficient, modern service.
• Book appointments for advisers and help them manage their workflows.
• Meet and greet clients.
• Commit to ensuring we adhere to compliance policies.

About You

• At least 2 years’ experience in a financial services administrative role.
< i>Strong organisational skills, attention to detail, and a client-first mindset.
• Professional communication skills, both written and verbal.
• Ability to balance multiple priorities within deadlines.
• Proficient with Microsoft Office and financial back-office systems.
• Motivated to pursue further qualifications after 12 months.

Benefits

• Group Life Assurance (3x salary).
• Employer-contributed Pension Scheme.
• Generous holiday allowance.

Why Join?

This Company is proud of its’ open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member.

This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply.  All CVs will be reviewed and responded to within 10 days

Reports to: Funding Services Manager 

Location: Horsham 

Summary of Position 

The Funding Services Executive is a key role responsible for the administration of all aspects of lease agreements and other internal products within Managed Print Services and IT Solutions, following the deal process through from proposal to pay-out.  

The role requires exceptional attention to detail with a pro-active, problem-solving attitude with good communication skills to maintain effective working relationships with all internal and external stakeholders. There is a particular focus on providing daily support to internal Account Managers. 

Outcomes 

- Adherence to service and SLA standards & agreements. 

- Provide insight and opinion to aid the departmental decision-making process. 

- Demonstrate a commitment to personal development. 

Attitude  

- Adhere to the company's core values. 

- Work effectively in a team environment, actively contributing to business discussions. 

- Understand the company procedures and their impact on all areas of the business. 

- High attention to detail and organisational skills. 

- A pro-active, positive and accountable attitude. 

- Strong communication skills to engage with key stakeholders. 

Responsibilities 

- Process all requests from Account Managers. 

- Carry out full audit of lease and other deal documentation and follow internal processes through to deal completion. 

- Maintain and reconcile Finance House prepay systems, settlements and commissions. 

- Resolve pay-out and new deal queries with a commercial mind-set, actively pursuing outstanding deals. 

- Understand Finance House audit guidelines. 

- Conduct assessments of the financial credibility of customers to enable informed credit clearance and investigation of any credit rejections from the Finance House. 

- Liaising with the Finance House Account Managers on a regular basis. 

- Regularly review existing processes to ensure they are still relevant and risk is mitigated.  

- Willingness to train new staff and Finance Houses in each procedure. 

Skills Requirements 

- Ability to establish strong interpersonal relationships with Key Stakeholders. 

- Excellent prioritisation and organisational skills, with the ability to handle multiple workloads while maintaining attention to detail. 

- Numerate and comfortable with complex calculations. 

- Understanding of IT systems and the use of new tools and programmes. 

- Be able to work independently and take initiative whilst being energetic and self-motivated. 

- Respond positively and proactively to change and feedback. 

- Inquisitiveness in respect of process and risk management. 

The details contained in this Job Description reflect the content of the job at the date it was prepared. It should be remembered, however, that it is inevitable that over time, the nature of individual jobs will change, existing duties may no longer be required, and other duties may be gained without changing the general nature of the duties or the level of responsibility entailed. Consequently, Principal I Ltd will expect to revise this Job Description from time to time and will consult with the post holder at the appropriate time. 

This Financial Services Trainer job in Scotland is ideal for individuals experienced in training IFAs, Paraplanners and Administrators

As a Financial Services Trainer, you will be joining their Performance & Excellence team, playing a key role in helping our client achieve its business objectives, ensuring advice and service standards are maintained at a high standard and supporting continuous development across the team members

The key responsibilities of your duties are:

• Create a culture of high performance and excellence with their Financial Advisers, Paraplanners and support staff
• Encourage the team to educate, inform and influence clients positively
• Develop a supportive network between the advice hubs and share best practice across the national business
• Use data to identify opportunities for improvement and mitigate risks
• Deliver learning and development through face-to-face events, webinars and e-learning
• Support pre-CAS / inexperienced joiners and experienced team members in identifying growth areas
• Provide technical training on individual improvement plans as appropriate

Financial Services Trainer

• You must have technical financial planning product and advice knowledge
• You must be comfortable training individuals and groups including Financial Advisers and Paraplanners
• Seeking individuals from a learning and development background within Financial Services
• You must be willing to travel as part of your role
• Ideally you should hold your full Level 4 Diploma in financial planning or equivalent

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Financial Services Trainer Benefits

• Salary of circa 50,000 plus car allowance
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working with attendance at a local office 2 days per week (such as Glasgow or Falkirk), plus occasional travel for monthly planner meetings and quarterly in-person meetings
• 37.5 hours per week
• Excellent working culture with good staff retention
• Great time to join a rapidly growing business

Locations

Scotland

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Whilst 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.

Job Title: Financial Services Administrator
Location: Devon
Salary: £30,000 to £32,000
Hours of Work: Monday to Friday, 9 am–5 pm
Type: Permanent, Full-time

We are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You’ll join a professional team where attention to detail and client service are valued above all else.

Key Responsibilities:

· Provide administrative support to advisers and the wider team
· Maintain accurate client and investment records
· Liaise with providers to obtain information and process transactions
· Prepare and manage documentation for client meetings
· Respond to client queries promptly and professionally

Experience & Skills:

· At least one year of experience in financial services administration
· Excellent written and verbal communication skills
· Strong organisational skills and attention to detail

Desirable:

· Familiarity with investment or pension products
· Experience handling confidential client information
· Ability to work to deadlines in a regulated environment

What’s on Offer:

· Competitive salary plus pension
· Generous annual leave increasing with service
· City centre parking permit provided

About the Client:

Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They offer a supportive, professional working environment with opportunities for long-term career development.

Next Steps:

Please apply for this Administrator – Financial Services position through this advert or contact Chloe in our Commercial team on (phone number removed).

If you do not hear back within 7 days, your application may not have been successful, but we will keep your details for suitable future roles.

About Regional Recruitment Services – Leicester

This vacancy is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We recruit across Commercial, Construction, Industrial and Engineering sectors. Visit (url removed) for more roles nationwide.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. 

• Hybrid or remote working available. 
li>Salary of £28,000 li>27 days annual leave PLUS Bank Holidays
• Private Medical
• Life Assurance
• Discretionary Annual Bonus
• Pension Scheme
• Employee Assistance Programme
• Preferential rates for financial services
• Other perks and benefits

Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

li>Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 
li>Supporting with diary management and coordinating appointments
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Assist with compliance tasks
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with a minimum of 2 years  existing experience within an IFA/ financial services,  who are confident managing their own workload with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude and ability to use intiative.

If you're interested in this fantastic opportunity, please ensure your CV is up-to-date and apply online as soon as possible. You will be provided more information on the opporutnity if you are shortlisted through meeting the initial requirements, and will be contacted to discuss the opporutnity further.

Please note, due to the volume of applicants we are unable to provide specific feedback to every applicant.

Financial Services | IFA | Financial Planning | Financial Advisor | Wealth Management | Estate Planning

Financial Services Administrator – Spider is advertising on behalf of a financial services firm who are looking for an experienced Administrator to join their busy team in Ipswich, Suffolk in this full-time, permanent position.

Why them

Known for their transparent, simplified advice, FCA regulation, and track record of satisfied clients, this well-established firm services a broad range of financial services to their clients, who range from Individuals to trustees and small businesses.  

Fantastic company package include:

• Salary: Competitive salary ranging from £25,000 - £30,000 per annum based on skills and experience
• Holiday: 20 days plus bank holidays / annual shutdown between Christmas and New Year.
• Working hours 35 per week – Monday to Friday 9am – 5pm

About the role:

As a Financial Services Administrator you will be an enthusiastic individual who is highly organised with good attention to detail and the ability to multi-task in a busy environment.  This is a varied role that would suit someone with high level administrative skills working for a customer focused business. 

Responsibilities:

• Supporting the adviser administratively.  This can involve but is not limited to, research, calculations, collating data, arranging meetings and corresponding with clients.
• Communicate with providers and clients as required.
• Assisting advisers by preparing documentation such as letters of authority, illustrations, application forms and annual reports.
• Processing client requests such as withdrawals, regular contributions or adhoc investment management requirements.
• Confident IT skills including use of online and internal client management systems, training will be given to support this.

About You:

Experience of working in financial services/financial advisers would be beneficial but not essential. The role is administrative but with a technical element in relation to the involvement of investment and financial terms and procedures. Efficiency and an accurate approach to your work are essential.

If you have the relevant skills and experience for this Financial Services Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.

If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Please check your email inbox and spam / junk mail folder for any email correspondence for this role.

Additional keywords: Administrator, Financial Services, Admin, Finance Support, Financial Admin Officer, Coordinator, FCA, Financial Administration

This vacancy is being advertised and handled through Spider, the region’s Online Job Advertiser. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.

Our client is a well-established independent financial advisory firm that's genuinely committed to delivering exceptional client outcomes. They pride themselves on their high standards, collaborative team culture, and strong focus on professional development. Located in the beautiful setting of Ottery St Mary, they offer a supportive environment where being nice, helping colleagues, and focusing on client service are at the heart of everything they do.

This is a fantastic opportunity to join a busy financial planning team as a Financial Services Administrator. You'll be playing a crucial role in delivering the firm's client service proposition to the highest standards while working within FCA regulatory requirements. It's a varied role where you'll be supporting both new and existing clients, working alongside advisers and the planning team to ensure everything runs smoothly from start to finish.

• Handle general administration duties including answering phones, client liaison, and managing post
li>Process new business by entering details onto systems and provider portals, following through to completion
• Complete application forms, process letters of authority, and chase providers for information
• Provide admin support including typing correspondence, letters, and reports
• Maintain accurate and up-to-date customer files in accordance with procedures
• Ensure all FCA compliance procedures are followed on a daily basis
• Support office facilities maintenance and contribute to smooth day-to-day operations
• Participate in firm projects and initiatives as business needs evolve
• Undertake continuous professional development and learning activities

• Commitment to achieving CII R01 and LP2 qualifications (minimum requirement)
• Exceptional ability to use various software systems including MS Office Suite and financial planning software
• Outstanding written and verbal communication skills with exceptional attention to detail
• Strong organisational skills and ability to prioritise workload without supervision
• Understanding of the financial planning process and regulatory framework
• Experience maintaining good working relationships in financial services or similar environment
• Ability to work independently and as part of a collaborative team
• Professional telephone manner and client service focus
• Flexibility to adapt as the business and role evolve

• Competitive salary of £30k - £32k DOE
Beautiful office location
• Comprehensive learning and development program
• Pension and Healthcare
• Plus so much more!

You're someone who thrives in a client-focused environment and understands the importance of accuracy and attention to detail in financial services. You've got experience in financial planning administration or a similar role and genuinely enjoy helping people achieve their financial goals. You're naturally organised, can juggle multiple priorities, and take pride in delivering exceptional service. Most importantly, you're committed to professional development and ready to contribute to a team that values collaboration and high standards.

This is an excellent opportunity to join a respected independent advisory firm that invests in its people and maintains the highest standards of client service. If you're an experienced administrator looking for a role where you can make a real difference in a supportive, professional environment, we'd love to hear from you.

Get in touch with Mrs H at Avocet Commercial Careers today on (phone number removed) or email (url removed) to discover more about this exciting opportunity.

• Pension, Investment and Protection research

• Preparing Discussion Documents for Financial Advisor Meetings

• Pre-Submission Process

• Producing Suitability Reports

• Arranging Advisor Diaries

• Arranging Annual Reviews

• Running Advisor back-office system

• Meeting & greeting clients for advisors
• Point of contact for clients for self-employed advisor

• Ability to work under pressure

• Fast learner

• Meticulous attention to detail

• Problem solver

• Excellent Time Management

• Very comfortable with numbers

• Good telephone manner

• Desire to learn, develop and progress in Financial Services

• GCSE A or B in Maths (essential)

• Strong A Levels or recent graduate ideally in maths or sciences- Desirable

• CII Financial Adviser Exam- Desirable
• Must be a car driver

Take the Next Step in Your Career - Join a Dynamic Financial Services Team in Taunton

Are you an organised and proactive administrator looking to build your future in financial services? Do you thrive in a collaborative environment where your skills are recognised and your development is supported? If so, we'd love to hear from you.

Role: Financial Services Administrator
Location: Taunton, Somerset (Office-based)
Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: 24,000 - 26,500 (depending on industry experience)

What's in It for You?

• Pension Contributions - Helping you plan for tomorrow.
• Extra Time Off - Celebrate your birthday and enjoy a well-earned break over Christmas.
• Professional Growth - Support for qualifications and study time.
• Warm Welcome - A structured induction to help you settle in smoothly.
• Recognition & Rewards - Annual reviews and a performance-based bonus scheme.
• Wellbeing Matters - Access to an Employee Assistance Programme.
• Modern Facilities - Work in a bright, open-plan office with a gym, showers, and a stylish staff lounge.
• Supportive Culture - Join a values-led team that genuinely cares.

About the Role

Due to team expansion this firm is looking to add to their mortgages team. As a Financial Services Administrator, you'll be a key part of the Client Relations team, ensuring clients receive a seamless and professional experience. You'll provide essential administrative support to consultants and clients, helping to manage financial applications and maintain accurate records.

Your Responsibilities Will Include:

• Handling client enquiries with professionalism and empathy.
• Processing financial applications and tracking progress.
• Liaising with providers and third parties to ensure timely updates.
• Maintaining accurate records using internal systems.
• Supporting consultants with documentation and case management.
• Assisting with meeting coordination, post, and general office duties.

What We're Looking For

You'll bring strong administrative experience, ideally from a financial or professional services background. You're someone who enjoys helping others, is detail-oriented, and thrives in a busy, team-focused environment.

Key Skills & Attributes:

• Proven admin experience in a professional setting.
• Excellent attention to detail and organisational skills.
• Friendly and confident communicator.
• Tech-savvy and comfortable with databases and systems.
• Reliable, adaptable, and well-presented.

Interested?

Send your CV to (url removed) or apply online today.
For a friendly, informal chat about the role, contact Catherine or Georgie on (phone number removed) .

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