259 Retirement Planning jobs in the United Kingdom

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.

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.

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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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.

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.