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We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus

Job Title:  Financial Administrator – 2Plan

Location:  Remote

Salary:   £25,000 - £30,000

TO BE CONSIDERED FOR THIS ROLE YOU MUST HAVE EXPERIENCE WITH 2PLAN SYSTEMS

The Client

We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Administrator from a wealth management background to their team.

The Role of Financial Services Administrator - IFA

We are looking for someone proactive, confident, and highly organised, someone who thrives on responsibility and enjoys making things run smoothly. You’ll be supporting the adviser by taking ownership of the operations, client coordination, and internal processes, helping the business grow while ensuring clients receive a seamless experience.

This role is varied and hands-on, so it’s ideal for someone with previous experience in financial services who’s comfortable working independently and keen to grow with the business.

Unfortunately, due to resource constraints, this isn’t the business for someone inexperienced or those who require support. The chosen candidate is required to hit the ground running and acts as a PA/Admin/Co-ordinator.

Key Responsibilities:

• Must be comfortable on the phone to communicate with clients and also providers
li>Create systems and processes to manage business
• Prioritise tasks for adviser and yourself
• Liaise with product providers
• Ensuring audit trail complete either via spreadsheet or 2Plan’s internal systems
< i>Keep client files organised on OneDrive
• Send risk questionnaires through 2Plan Client Portal
• Issue fee agreements through portal/Docusign/post
• Adding fact find fully on to 2Plan system
• Making sure that handover notes have been actioned ready for case handover to paraplanners
• Prepare and send off LOAs to clients
• Issue LOAs and chase LOAs to providers
• Vet the information returned and call back for further information
• Making sure that all letter of authority information is added and uploaded to back office system & client file
• Prepare cases for handover to Paraplanner ensuring all relevant information is on Back Office
• Prepare cases for pre-approval,
• After presentation meeting, process the paperwork, setting clients up on platforms
• Ensure funds arrive on platform
• Ensure correct fees are paid from providers
• Issue and chase invoices as they arise
• Help clients onboarding to new systems
• Prepare annual review packs
• Submit annual reviews on Back Office

Systems you Will Use

• Microsoft Package: Word, Excel, Outlook, Teams, OneDrive
• FE Analytics
• 2Plan Back Office
• 2Plan Nexus
• Familiar with all usual platforms (Aviva, Royal London etc)
• Familiar with Docusign

Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management

Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.

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.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. 

Specifically you'll be responsible for:

• New business processing (investments, pensions, mortgages & life).
li>Valuations.
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Providing quotes using exchange and platforms.
• Dealing with policy enquiries.
• Telephone and reception duties as required.
• General Admin support including handling post and typing.

The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a

Experienced Financial Services Administrator

Salary: 28,000 - 32,000 (DOE) + Bonus
Location: Sheffield City Centre (parking provided)
Hours: Mon - Fri, 9am-5pm

Full-time, permanent position

We are seeking an experienced Financial Services Administrator to join our client's successful team, supporting their mission to help clients plan for a comfortable retirement. This role is crucial in providing excellent service to our clients and maintaining efficient administrative processes within their IFA firm.

Key Responsibilities:
* Send letters of authority to financial providers
* Chase providers for required information
* Keep clients updated on the progress of their cases
* Issue advice recommendation packs to clients
* Submit advice and annual review reports via the Intelliflo back-office system
* Provide a high level of customer service and care throughout the client journey

Required Skills and Experience:
* Proven experience as a Financial Services Administrator within an IFA firm (highly desirable)
* Strong understanding of the IFA process and regulatory requirements
* Excellent communication skills, both written and verbal
* Reasonable knowledge in Microsoft Excel
* Ability to prioritise tasks and manage time effectively
* Attention to detail and accuracy in documentation
* Customer-focused approach with a commitment to providing exceptional service
* Experience with the Aviva platform (desirable)

Benefits:
* Bonus scheme
* 8% non-contributory pension scheme
* City centre parking reimbursed

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Role: Financial Services Manager
Type: Contract - 3 to 6 months
Salary: Competitive
Hybrid: 1 to 2 days per week onsite ideally
Location: Leicestershire

Sellick Partnership is partnering with a Local Authority to recruit a Financial Services Manager on an interim basis.

The Responsibilities of the Financial Services Manager will be:

• Leading and developing the transactional finance team across Income and Banking, Debtors, Creditors, Procure to Pay, Suspense Accounts and Reconciliation.
• Driving financial excellence by ensuring efficient, accurate, and fit-for-purpose end-to-end financial processes.
• Ensuring compliance with national legislation, council policies, and timetables while maintaining high standards of financial integrity.
• Overseeing month-end reporting, KPIs, and critical success factors for all transactional areas.
• Implementing strong internal controls and fostering a culture of accountability and financial literacy across the organisation.
• Leading on performance management, talent development, and team engagement to deliver a collaborative and customer-focused service.
• Driving continuous improvement in systems, processes, and financial operations.

The Ideal candidate for the Financial Services Manager will have:

• Proven experience in managing transactional finance functions within a complex organisation.
• Strong leadership and people management skills, with the ability to develop and motivate teams.
• Excellent knowledge of financial controls, reporting requirements, and compliance standards.
• A track record of delivering process improvements and embedding best practice.
• Strong communication skills with the ability to build positive relationships with colleagues, senior stakeholders, and elected members.

How to apply for the Financial Services Manager role:

If you believe that you are well-suited to this excellent opportunity of Financial Services Manager , please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information.

The closing date for CVs is Friday 29th August due to the urgent requirement of this role. Interviews will be arranged as soon as possible.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

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

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

FinancialServicesAdministrator

Leicester(potentialofhybrid/1dayperweekathomeafterqualifyingperiod)

Salary25,000-28,000+benefits(ourrefAL1386)

Fulltimeor4daysperweekavailable

Myclient,withvariouslocationsacrosstheUK,hasanenviablereputationwithintheindependentwealthmanagementindustry,andtheynowhaveanexcitingnewopportunityforanexperiencedWealthManagementAdministratortojointheirLeicesterbasedteam.

Responsibilities

• Researchabroadrangeoffinancialproductsacrossallfinancialsectors
• Maintainregularcontactwithclientsprovidingassistancewhererequired
• Liaisewithvariousproviders,gatheringandcorrelatingplan/policyinformationandensuringasmoothandtimelybusinessprocess
• ManagingandmaintainingapreciserecordofpipelineandsubmittedbusinessinordertobeabletoupdateclientsandAdviseraccordingly
• SendingLettersofAuthority
• Collateandevaluateclientpolicy/investment/pension
• ResearchingproductsandfundsusingsoftwaresuchasSelectAPensionandFEAnalytics
• GeneralAdministrationandclientsupportduties
• Createandmaintainclientfilesandenterdetailsontoback-officedatabase
• SubmittingNewBusinessoninternalandexternalsystems
• Preparepaperworkforpre-saleandpost-sale
• Maintainregularcontactwithclients,bookingclientsinforannualreviewsandmanagementofreviewprocess
• Monitoringoftrailfees,Invoicingclientsfornewandongoingfeeswhereapplicableandsubsequentmonitoringandfollowup
• Developabroadknowledgeoffinancialproductsincludingbothindividualandemployerpensionknowledge,investmentsandprotectionproducts

Theidealperson-Administrator

• AbilitytobuildstrongworkingrelationshipswithboththeIFA,andtherestoftheteam.
• Previousexperienceofworkingwithinasimilarrolewithinafinancialservicesbusinessisdesirable.
• ExperienceusingFinancialresearchtools.
• Workingtowardsdiplomaqualificationpreferred,butnotessential.
• Itisessentialthatyoupossessstrongcommunicationskills,haveahighattentionfordetail,andhaveinterpersonalandorganisationalskillswiththeabilitytoworkinabusy,funandprofessionalenvironment.
• Youmustbehappytoworkonyourownandaspartofateamandhaveexcellenttimemanagementskills.
• GoodITskillsincludingOffice365.
• Capableofmeetingdeadlinesandbeingabletoprioritiseeffectively.
• Goodtelephonemanner.

Benefits -Companypensionscheme|Deathinservice|25daysannualleave|FlexibleBenefits|Birthdayasanadditionaldayoff|Opportunitytopurchaseadditionalholidays|Enhancedfamilyfriendlypolicies|Cycletoworkscheme

Ifthisroleisofinterest,pleaseapplywithanup-to-dateCV.Weaimtorespondtoallapplicationswithin10days.BysubmittingyourCVyouconsenttoitbeingretainedforuseinconnectionwiththisandfuturerelevantand/orsimilarvacancies,youcanofcourse,optoutofthisatanytimebyemailingus.FullPrivacyNoticecanbefoundonourwebsite.