Financial Planning Administrator

Junior Credit Risk Analyst Location: Kingswood, Surrey Hourly: £15.93 per hour PAYE or £20.21 per hour via umbrella Job Type: Temporary until the end of 2026 Hours: 35 hours per week (initially 100% office based) We are seeking a Junior Credit Risk Analyst to join our growing credit risk function within a dynamic and fast-paced commercial environment. This role is crucial in supporting the management of a major business portfolio by providing administrative, analytical, and underwriting support. You will work closely with stakeholders across the business, ensuring effective credit risk processes and contributing to informed decision-making. Day-to-day of the role: Manage the day-to-day credit vetting process, ensuring timely handling of limit requests. Oversee and prioritise queries within the credit risk inbox. Administer the credit insurance policy, including withdrawals and limit adjustments. Monitor and maintain the security portfolio, including audits and inactive account reviews. Process security documentation and manage refund procedures. Review and track extended payment terms requests. Assist with SME underwriting activities, with scope to develop authority over time. Deliver daily financial and macroeconomic commentary to key stakeholders. Produce reports and insights for senior management and credit committees. Collaborate with data teams to support regulatory requests and analysis. Work closely with sales and finance teams to manage credit priorities effectively. Required Skills & Qualifications: Strong Excel skills and confidence working with data. Excellent communication and stakeholder management skills. Highly organised, with the ability to manage multiple priorities independently. Proactive, detail-oriented, and keen to develop within credit risk. Desirable: Exposure to credit risk, collections, or financial services. Basic understanding or interest in macroeconomic trends. Any experience in credit underwriting is advantageous. Benefits: Opportunity to develop within a specialist credit risk environment. Exposure to senior stakeholders and business decision-making. Supportive team with clear progression opportunities. To apply for the Junior Credit Risk Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Junior Credit Risk Analyst Location: Kingswood, Surrey Hourly: £15.93 per hour PAYE or £20.21 per hour via umbrella Job Type: Temporary until the end of 2026 Hours: 35 hours per week (initially 100% office based) We are seeking a Junior Credit Risk Analyst to join our growing credit risk function within a dynamic and fast-paced commercial environment. This role is crucial in supporting the management of a major business portfolio by providing administrative, analytical, and underwriting support. You will work closely with stakeholders across the business, ensuring effective credit risk processes and contributing to informed decision-making. Day-to-day of the role: Manage the day-to-day credit vetting process, ensuring timely handling of limit requests. Oversee and prioritise queries within the credit risk inbox. Administer the credit insurance policy, including withdrawals and limit adjustments. Monitor and maintain the security portfolio, including audits and inactive account reviews. Process security documentation and manage refund procedures. Review and track extended payment terms requests. Assist with SME underwriting activities, with scope to develop authority over time. Deliver daily financial and macroeconomic commentary to key stakeholders. Produce reports and insights for senior management and credit committees. Collaborate with data teams to support regulatory requests and analysis. Work closely with sales and finance teams to manage credit priorities effectively. Required Skills & Qualifications: Strong Excel skills and confidence working with data. Excellent communication and stakeholder management skills. Highly organised, with the ability to manage multiple priorities independently. Proactive, detail-oriented, and keen to develop within credit risk. Desirable: Exposure to credit risk, collections, or financial services. Basic understanding or interest in macroeconomic trends. Any experience in credit underwriting is advantageous. Benefits: Opportunity to develop within a specialist credit risk environment. Exposure to senior stakeholders and business decision-making. Supportive team with clear progression opportunities. To apply for the Junior Credit Risk Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Client Contact Senior Consultant Location: Swindon (Hybrid – 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We’re looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you’ll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor, or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We’re Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What’s in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You’ll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance. This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.

Client Contact Senior Consultant Location: Swindon (Hybrid – 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We’re looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you’ll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor, or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We’re Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What’s in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You’ll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance. This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.

Client Contact Senior Consultant Location: Swindon (Hybrid – 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We’re looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you’ll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor, or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We’re Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What’s in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You’ll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance. This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.

IFA Administrator - 2 days home working option - Gloucester based An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual) Structured reviews: Annual salary review Working Pattern Initial 2–3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment Annual and 6 monthly pay reviews If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move.

IFA Administrator An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual) Structured reviews: Annual salary review Working Pattern Initial 2–3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

IFA Administrator An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual) Structured reviews: Annual salary review Working Pattern Initial 2–3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

IFA Administrator An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple cases simultaneously Excellent communication and client service skills Comfortable working in a high-volume, deadline-driven environment Salary & Progression Salary up to £30,000 (Up to £32,000 for the right individual) Structured reviews: Annual salary review Working Pattern Initial 2–3 weeks office-based onboarding Possible option for WFH on Fridays during initial period Thereafter: 3 days in the office / 2 days from home (flexible on which days) Benefits 26 days holiday + bank holidays + birthday off Hybrid and flexible working Study support towards professional qualifications Pension + benefits package with 5% flexible allowance Supportive and collaborative working environment If you’re looking to take the next step in your financial services career within a business that offers growth, flexibility and long-term progression, this could be an excellent move. Synonyms IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator

IFA Administrator Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid – 2 days home / 3 days office) Hours: Full Time Department: Administration & Adviser Support An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high‑quality advice and exceptional service to clients. The Business Manager acts as the primary coordination point between advisers, paraplanners and clients—managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO). Key Responsibilities Client Review Preparation Identify clients due for review using IO tasks. Contact clients to arrange review appointments. Prepare and manage client files and ensure all documentation is up to date. Source pro‑forma information, gather missing data and upload to IO. Administrative & Client Support Support a team of financial advisers with day‑to‑day administration. Respond to incoming calls, emails and the central enquiry mailbox. Book internal meetings and manage the central diary. Meet and greet clients, set up meeting rooms and ensure smooth client appointments. New Business Processing Submit applications and upload relevant documentation to providers. Proactively monitor application progress to avoid delays. Chase providers for updates and outstanding information. Issue letters of authority and gather plan information. Ongoing Client Servicing Maintain accurate client records and ensure IO is always up to date. Process top‑ups, pension withdrawals and annual review documentation. Manage platform‑based tasks including transfers in, claiming advice fees and investing client funds. Liaise with GPs to obtain protection‑related medical reports. Work closely with paraplanners to submit compliance cases and complete IO service tasks. Operational Support Handle daily post and deliveries. Manage client data securely and in line with internal procedures. Contribute to positive client outcomes through efficient, accurate administration. Key Skills & Experience Previous IFA administration experience is essential. Strong working knowledge of Intelliflo (IO) is required. Experience within financial services advantageous. Excellent written and verbal communication skills. Highly organised with exceptional attention to detail. Able to work efficiently in a fast‑paced environment. Professional, proactive and comfortable supporting a busy adviser team. Qualifications A degree or equivalent is desirable but not essential. Willingness to work towards a Level 4 financial planning qualification is expected. This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.