434 Retirement Planning jobs in the United Kingdom

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.

Role - Manager, Data Services aka Data Manager, Data Solutions Manager

Location - Fully remote - Flex Start / Finish

Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days

We’re hiring a Data Solutions Manager  to manager a growing Data Migration / BI team (currently 3) to deliver projects across data migration, BI and AI/ML , while shaping best practice and mentoring a growing team. You’ll engage directly with senior stakeholders in financial services and influence strategy at leadership level.

What you’ll need:

• Strong track record in data migration & BI

• Knowledge of data governance, data quality and lifecycle management

• Proven leadership and people management experience

• Background in financial services (ideally wealth/asset management)

Nice to have's 

Experience of Curo, Intelligent Office, Xplan, Plannr, Wealth Dynamix or similar systems for the IFA / Financial Advice Industry would be advantageous

Experience of AI / ML (this role will be central to the strategy for this going forward)

Interested? Please send your cv for a swift response

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space.

Role - Manager, Data Services aka Data Manager, Data Solutions Manager

Location - Fully remote - Flex Start / Finish

Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan + 25 Days

We're hiring a Data Solutions M.

WHJS1_UKTJ

An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion

Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.

As a Financial Services Administrator, you will:

• Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
• Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
• Prepare and maintain accurate documentation and records to regulatory and internal standards
• Resolve or escalate onboarding issues, delays, or risk points
• Contribute ideas to streamline onboarding processes and enhance efficiency

What We're Looking For:

• You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
• A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
• Basic understanding of technology (i.e. Microsoft suite) .
• A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
• Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
• Strong written and verbal communication skills.
• Ability to manage personal performance and willingness to take on board feedback.

Benefits:

• Work in a high-growth team that values your development and long-term career goals
• Gain early responsibility and direct exposure to client operations
• Build a solid foundation for a long-term career in professional services
• Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
• Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
• Health cash plan
• Cycle to work scheme
  

Programme Benefits & Progression:

• Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
• Mentoring, coaching, and performance reviews every 6 months
• Opportunity to convert to a permanent role at the end of 18 months
• Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams

If you think this fantastic opportunity is for you, please apply!

Interviewing from: 1st October 2025

Potential Start Date: 27th October 2025

Our client is a successful and well established Chartered IFA firm with branches all over the country

They are currently looking for a Financial Services Administrator to join the team in Gatwick

We will consider someone from a Pensions background or a provider background as long as you have good knowledge of the industry

The company is a market leading award winning IFA fim with great career opportunities and in this instance all training will be provided

We will consider inexperienced or experienced IFA Administrators for this role

The client is willing to pay up to 32000 maybe more for the right person and the chance of an immediate start

This is an office based role in Gatwick so please only apply if you can get to this location

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Administrator to join their team. You will be joining a growing company that is eager to find an individual that will progress within the business and full training will be provided. Furthermore, this role will be fully office based, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to progress within the financial services industry.

Job Title :    Financial Services Administrator

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £23,000 - £6,000 per annum

Reference no :   15894

Financial Services Administrator – Benefits

• 25 days holiday plus bank holidays
li>Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Administrator – About The Role

In this role you will be reporting into the Operations Manager and will be working within a sub team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.  Your key responsibilities will be:

• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is  gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
li>Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties. < i>Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents. < i>Responsible for client facing compliance – completing various forms with client data. < i>Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Administrator will have:

< i>Experience or desire to work in the financial services industry is essential
• Strong communication skills
• Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers we assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)

An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.

As a Financial Services Administrator , you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.

This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.

You Will Be Responsible For:

• Leading, mentoring, and developing the client support team.
• Allocating and monitoring workloads to ensure deadlines are achieved.
• Managing complex or high-priority client administration tasks directly.
• Overseeing onboarding, annual reviews, and day-to-day service delivery.
• Acting as the main operational point of contact between advisers and paraplanners.
• Monitoring workflow and addressing bottlenecks before they escalate.
• Maintaining compliance and ensuring quality standards are met.
• Driving continuous improvement across systems and processes.
• (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.

What We Are Looking For:

• Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
• At least 2 years of experience in financial services
• A strong background in financial services administration (pensions, investments, insurance, or wealth management).
• Proven ability to lead teams and manage multiple priorities effectively.
• Excellent attention to detail and accuracy in all tasks.
• Strong organisational skills and effective communication.

What’s on Offer:

• Competitive salary
• Generous holiday entitlement.
• Professional development and qualification support.
• Company pension and wellbeing initiatives.
• Enhanced family leave policies.
• Additional leave and regular company events.
• Supportive and collaborative working culture.

This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Job Title: Financial Services Administrator

Location: Leicester

Salary: £25,000 to £0,000

Hours of Work: Full-time, Monday to Friday

We are currently recruiting for an experienced Financial Services Administrator to join a respected independent financial advisory (IFA) practice based in Leicester. This is a fantastic opportunity for someone with a background in financial services administration who thrives in a professional, client-focused environment. You will play a key role in ensuring the smooth running of day-to-day operations while providing valuable support to advisers and clients.

Duties of a Financial Services Administrator

Reporting to the management team, you will be responsible for:

• Providing comprehensive administrative support across protection, pensions and investment cases.
• Progressing cases by liaising with advisers, providers, and third parties.
• Preparing client documentation and suitability reports.
• Delivering excellent client service, dealing with queries and resolving issues promptly.
• Producing documents and spreadsheets using Microsoft Word, Excel, and Outlook.
• Assisting colleagues with process improvements to enhance efficiency.
• Ensuring all work complies with financial services regulations and company standards.

Skills and Experience of a Financial Services Administrator

As a Financial Services Administrator, you will need to demonstrate:

• Previous recent experience in financial services administration (minimum 2 years).
• Solid understanding of processes within pensions, investments, and/or protection.
• Competency with Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Excellent communication and interpersonal skills for working with clients and providers.
• A high level of attention to detail and the ability to meet deadlines in a busy environment.

What the client offers a Financial Services Administrator

This client offers:

• Competitive salary starting from 5,000 per year
• A supportive and collaborative working environment

About the Client

Our client is a well-established IFA firm, providing independent advice and long-term planning solutions to individuals and businesses across Leicester and the surrounding area. They are known for their approachable service and commitment to delivering trusted financial advice.

Next Steps

Apply to this Financial Services Administrator role through this advert. If you would like more information, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to complete a digital registration with our agency (if not already registered). If you have not been contacted within 7 days of your application, please assume you have not been shortlisted at this stage. However, we may retain your details for other suitable opportunities.

About Regional Recruitment Services – A Recruitment Agency in Leicester

This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We provide permanent, temporary and contract solutions across the Commercial, Construction, Industrial and Engineering sectors. To view more vacancies nationwide, please visit our website ((url removed)).

Join Our Team as a Financial Services Administrator!

Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!

About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.

Key Responsibilities:

• Provide comprehensive administrative support for Financial Advisers.
• Manage and maintain client records within our CRM system.
• Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
• Liaise with product providers to monitor and progress new business.
• Keep clients updated throughout the process.
• Processing and chasing Letters of Authority.

What We're Looking For:

• Previous experience within the Financial Services industry is essential.
• Strong organisational skills with a methodical and accurate approach.
• Ability to work under pressure and manage multiple tasks efficiently.
• Excellent communication skills across all levels.

Why Join Us?

• Competitive Salary: 30k - 35k, depending on experience.
• Work-Life Balance: Full-time hours, 9am to 5pm.
• Convenient Location: Just a 12-minute walk from Horsham train station.

How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.

Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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.