1,265 Prudential jobs in the United Kingdom

InterQuest are currently supporting a leading consulting client in indentifying a number of FTE to join the firm leading on Prudential Risk Advisory for their retail and investment clients. This would include technical reviews (both advisory and internal audit) of prudential risk matters

This role offer excellent hybrid working (circa 2 days in the office) and could be based in London, Manchester, Birmingham or Bristol.

This rould would suit an individual with capital, liquidity or treasury experience looking to develop their career in a role which would allow wide exposure across prudential reg alongside training both internally and externally. This would do wonders for career development gaining experience across a variety of clients.

To be considered you would need

• Experience working within prudential reg (capital, liquidity or treasury) with a backgrounf working within the retail banking/lending or investment or wealth
• Knowledge of any of the following ICAAP/ILAAP, govenance and controls, reg reporting or internal audit within prudential.

Please click apply for consideration

InterQuest are currently supporting a leading consulting client in indentifying a number of FTE to join the firm leading on Prudential Risk Advisory for their retail and investment clients. This would include technical reviews (both advisory and internal audit) of prudential risk matters

This role offer excellent hybrid working (circa 2 days in the office) and could be based in London, Manchester, Birmingham or Bristol.

This rould would suit an individual with capital, liquidity or treasury experience looking to develop their career in a role which would allow wide exposure across prudential reg alongside training both internally and externally. This would do wonders for career development gaining experience across a variety of clients.

To be considered you would need

• Experience working within prudential reg (capital, liquidity or treasury) with a backgrounf working within the retail banking/lending or investment or wealth
• Knowledge of any of the following ICAAP/ILAAP, govenance and controls, reg reporting or internal audit within prudential.

Please click apply for consideration

Hello, we’re Starling. We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way. We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 4,000 people across our London, Southampton, Cardiff and Manchester offices. 

We're looking for a talented Prudential and Financial Risk Management Senior Auditor to join our growing Internal Audit team.  

You should be an experienced Prudential and Financial Risk Management Auditor, ideally with a background working in the banking or regulated financial services sector.  You will be passionate about making a real impact to the Bank's controls and business processes because this is key to our mission. With limited supervision, you will be required to develop relationships with management and to plan and execute audits in Prudential and Financial Risk and other areas of Starling Bank.  

You will support and help Starling's senior management to protect the assets, reputation and sustainability of Starling as it continues on its growth path and delivers fantastic products and services.

This position focuses on areas such as Prudential, Treasury and Finance (e.g. Regulatory Reporting) and Model Risk management. 

What you will be doing

• Contribute to audits over Prudential / Financial Risk, Model Risk management and remediation areas respectively, using the support of Starling's in-house team and co-source providers. 
• Undertaking specialist regulatory reviews on areas such as ICAAP/ILAAP documentation, and ALM activities (e.g. IRRBB, Capital etc) and the Resolvability Assessment Framework  
• Planning audits, documenting processes to be reviewed, identifying risks and the key actual controls in place to mitigate the identified risks, and attending meetings with internal/external stakeholders 
• Document work papers to ensure consistency with audit methodology and quality standards, including formulation of logical and supportable conclusions
• Support the delivery of value-add and insightful audit reports, ensuring factual accuracy is agreed upon and managing stakeholder communications
• Draw and articulate well-formulated conclusions and pragmatic recommendations, as well as inspire and be an agent of positive change throughout Starling
• Build and maintain strong professional relationships at all levels 
• Demonstrable influencing and negotiating skills, able to manage challenging conversations and also challenge in a constructive manner to support sustainable growth and ensure appropriate outcomes for our customers
• Liaise with Prudential and Financial Risk management in tracking progress in addressing audit recommendations and confirming their closure
• Develop and maintain broad regulatory knowledge and experience. Stay abreast of business/industry changes and their effect on the team's audit plan, audit methodology and risk assessments
• Contributes proactively to achieving Internal Audit’s performance objectives and works effectively as part of a team

Requirements

• Financial Services experience as an auditor or a strong understanding of audit processes in Financial risk or Treasury such as Liquidity Risk Management and Asset Liability Management  
• Experience or exposure to regulatory compliance applicable to UK regulated Banks 
• Strong relationship management and influencing skills, coupled with excellent planning and presentation skills 
• Experience in delivering integrated audits, supporting business auditors in identifying relevant Prudential / Financial risks and designing appropriate audit techniques
• Good understanding and exposure to the full audit lifecycle including the ability to plan, execute and draft audit findings to a good standard.  
• Desire to learn and ability to juggle multiple priorities, overcome challenges and adapt to a fast-paced environment
• Self-starter and can do approach with a level of flexibility to adapt to work in a fast paced, nimble yet highly regulated environment
• Able to work collaboratively in a team environment and confident with agile ways of working
• A good understanding of the 2025 Institute of Internal Auditors (IIA) standards
• Excellent attention to detail, highly organised with a proactive approach
• Broad regulatory knowledge and experience, as well as staying abreast of business/industry changes and their effect on the team's audit plan, audit methodology and risk assessments

Benefits

• 25 days holiday (plus take your public holiday allowance whenever works best for you)
• An extra day’s holiday for your birthday
• Annual leave is increased with length of service, and you can choose to buy or sell up to five extra days off
• 16 hours paid volunteering time a year
• Salary sacrifice, company enhanced pension scheme
• Life insurance at 4x your salary
• Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
• Generous family-friendly policies
• Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
• Access to initiatives like Cycle to Work and Salary Sacrificed Gym partnerships

About Us

You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway.

We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems.

Starling Bank is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Starling Bank are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law.

By submitting your application, you agree that Starling Bank may collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we may process, where we may process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

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 bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.

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.

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.

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/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