Financial Services Administrator

🌟 IFA Administrator – Aberdeen 🌟 Ready to take the next step in your financial services career? We’re looking for an organised, detail-driven IFA Administrator to join our clients growing, supportive team in Aberdeen. In this key role, you’ll work closely with experienced Independent Financial Advisers, keeping client records accurate, managing new business, preparing review packs, and ensuring everything runs smoothly behind the scenes. If you thrive in a fast-paced environment and enjoy delivering excellent client service, this could be the perfect move for you. What you’ll be doing: Supporting advisers with client administration and documentation Managing client records and workflows via Intelligent Office (IO) Preparing valuations, reports, and review packs Liaising with clients, providers, and third parties Keeping everything compliant, accurate, and on track What we’re looking for: Experience in IFA or financial services administration role Strong organisational skills and attention to detail Confident communicator with a proactive attitude Familiarity with IO or similar CRM systems (preferred) What’s in it for you? Highly competitive salary DOE 30 days’ holiday (increasing with each years’ service) Generous pension scheme Death in Service (4x salary) Flexible benefits package (currently being enhanced!) Study support towards professional qualifications Join a business where your contribution is valued and your career can grow. Apply today and take your career forward For a confidential chat, please reach out to Pauline Low at Reed on 0141 241 4700

Location: Epsom (Office-based) Hours: Monday–Friday, 9:00am–5:00pm Pay Rate: £20.50 PAYE or £26.84 Umbrella About the Role We are seeking an experienced Compliance Manager to join our team on a 6-month temporary basis. This role will be responsible for ensuring the organisation maintains regulatory compliance, manages risk effectively, and adheres to internal policies and procedures. Key Responsibilities Oversee and manage compliance processes across the business Ensure adherence to regulatory requirements and internal policies Conduct audits and reviews to identify compliance risks Maintain accurate compliance records and documentation Provide guidance and support to internal teams on compliance matters Monitor and update policies in line with current regulations Investigate and resolve compliance issues Requirements Proven experience in a compliance-focused role Strong knowledge of regulatory frameworks and best practices Excellent attention to detail and organisational skills Ability to analyse risk and implement effective controls Strong communication and stakeholder management skills Additional Information 6-month temporary assignment On-site parking available

Housing Revenue and Benefits Officer Job Type: Part-Time, Temporary (12 weeks) Hours: 18.5 per week (Flexible working hours) Hybrid Working: 1 day in the office (Thursday) and 2 days at home Start Date: June Location: Welwyn Garden City Salary: £19.88 - £20.88 per hour My client is currently seeking a Revenue and Benefits Officer, with solid experience in housing and benefits management. This role requires a thorough understanding of tax and business rates, as well as proficiency in NEC or Northgate systems. The successful candidate will quality check calculations and assessments to ensure accuracy and compliance with tax reductions. Day-to-day of the role: Quality checking approximately 10-15% of housing benefit calculations and assessments to ensure accuracy. Interpreting and verifying calculations and supporting documents such as payslips and pensions. Creating reports from checked data for senior leadership to analyse the effectiveness and accuracy of the assessment process. Working independently within a small team to manage and execute tasks efficiently. Required Skills & Qualifications: Minimum 5 years of experience as a Housing Revenue and Benefits Officer, or a solid understanding of the role with less experience. Proficient in using NEC or Northgate systems. Excellent IT skills and familiarity with relevant software and systems. Strong attention to detail with the ability to interpret and check calculations accurately. Understanding of benefits legislation, policies, and procedures. Ability to multitask and thrive in a fast-paced environment. Organised, thorough, and reliable with excellent filing skills. Patient and knowledgeable, with the ability to meet tight deadlines. Benefits: Competitive hourly rate. Flexible hybrid working arrangement.

Client Services Associate Teesside (Hybrid Working) £28,000 – £32,000 + Bonus + Excellent Benefits Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities? A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team. The Role This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients. Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard. Key Responsibilities Acting as the first point of contact for client enquiries (phone, email, and secure messaging) Managing diaries, booking client meetings, and preparing supporting documentation Supporting clients with requests including withdrawals, deposits, and account updates Liaising with advisers, paraplanners, and external providers Preparing for meetings and ensuring a professional client experience Maintaining accurate and compliant records of all client communication Supporting the onboarding process and ongoing service delivery About You Previous experience in a client service or administrative role Excellent organisational skills with strong attention to detail Professional communication skills, both written and verbal A proactive, positive attitude and willingness to learn Strong IT skills, particularly Microsoft 365 Experience within financial services or a regulated environment Familiarity with platforms such as Transact, XPLAN, or similar (Desirable) Experience dealing with third-party providers What’s in it for you? Hybrid working (office and home-based flexibility) Generous annual leave package Discretionary bonus scheme Private medical insurance & income protection Pension and death in service benefits Full support toward professional qualifications Clear career progression pathways Supportive team culture with real development opportunities

The firm is a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Its chartered status reflects a commitment to a client-first approach, ethical practice, and continuous professional development. The business provides holistic financial planning — covering wealth management, family protection, retirement planning, and property finance — while integrating ESG principles for clients who value responsible investing. The financial planning team is growing rapidly, now nearly 50 strong, and has built a collaborative, values-driven culture through organic growth and strategic acquisitions. The firm is now seeking experienced Client Services Executives with a strong background in IFA administration. In this role, the successful candidate will play a key part in delivering an exceptional client experience. Working closely with advisers and administrators, they will ensure accurate documentation, timely implementation of recommendations, and compliance with FCA regulations. This is an opportunity to join a collaborative, fast-growing team where the role directly supports clients in achieving their financial goals. Key Responsibilities Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally. Prepare documentation and meeting packs for adviser and client appointments, including quotations and illustrations. Process new business and related documentation accurately, taking ownership of the full lifecycle of transactions. Maintain up-to-date client records within internal systems and produce valuations as required. Implement adviser recommendations and handle adviser charge, fee, and commission enquiries. Provide general administrative support to ensure high standards of client service. Compliance & Quality Ensure all activities comply with FCA regulations, Treating Customers Fairly (TCF) principles, and internal policies. Support compliance reviews and resolve outstanding file queries. Communication & Collaboration Build and maintain strong working relationships with advisers, colleagues, and external providers to deliver an efficient service. Operational Support Manage incoming enquiries, telephone calls, and meeting arrangements, including room bookings and visitor coordination. Maintain electronic filing systems and assist with general office administration. rofessional Standards Complete mandatory training and engage in ongoing personal development. Uphold company values and ensure a positive client experience in all interactions. Essential Skills & Competencies Excellent communication skills, both written and verbal, with the ability to build strong professional relationships. Proficient in Microsoft Office applications (Word, Excel, Outlook) for accurate documentation and reporting. Strong planning, organisational, and prioritisation skills to manage multiple tasks effectively. Ability to adapt to a fast-paced, changing environment and meet tight deadlines. Proactive approach to identifying process improvements and driving efficiencies. Strong team player with the ability to work independently and use initiative.

Paraplanner East Yorkshire (Hybrid) / Fully Remote option £31,000 – £38,000 + Bonus + Full Benefits The Role We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm. This role offers the opportunity to take full ownership of the end-to-end financial planning process, supporting advisors and delivering high-quality advice to clients. Key Responsibilities Writing suitability reports and client communications Conducting research across pensions and investments Gathering illustrations and provider information Ensuring full compliance and accuracy of client files Submitting business to providers within deadlines Supporting colleagues and maintaining workflow efficiency About You Diploma-qualified (Level 4 desirable) Previous experience in Paraplanning (Essential) Strong report writing and attention to detail Excellent organisation and time management skills Proactive, team-focused approach What’s on Offer Salary £31,000 – £38,000 Clear salary progression linked to exams and experience Quarterly bonus scheme 35-hour working week Hybrid or fully remote working options Flexitime and strong work-life balance Benefits Include Private medical insurance Death in service and critical illness cover Pension contribution Full exam support and funding Birthday leave + Christmas closure Buy/sell annual leave Nomad policy (work abroad) Enhanced maternity & paternity pay Wellbeing initiatives, socials & perks Why Apply? Join a Chartered firm with a strong reputation Work in a supportive, collaborative environment Clear progression into senior paraplanning or advisory roles Modern systems and forward-thinking culture

Paraplanner East Yorkshire (Hybrid) / Fully Remote option £31,000 – £38,000 + Bonus + Full Benefits The Role We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm. This role offers the opportunity to take full ownership of the end-to-end financial planning process, supporting advisors and delivering high-quality advice to clients. Key Responsibilities Writing suitability reports and client communications Conducting research across pensions and investments Gathering illustrations and provider information Ensuring full compliance and accuracy of client files Submitting business to providers within deadlines Supporting colleagues and maintaining workflow efficiency About You Diploma-qualified (Level 4 desirable) Previous experience in Paraplanning (Essential) Strong report writing and attention to detail Excellent organisation and time management skills Proactive, team-focused approach What’s on Offer Salary £31,000 – £38,000 Clear salary progression linked to exams and experience Quarterly bonus scheme 35-hour working week Hybrid or fully remote working options Flexitime and strong work-life balance Benefits Include Private medical insurance Death in service and critical illness cover Pension contribution Full exam support and funding Birthday leave + Christmas closure Buy/sell annual leave Nomad policy (work abroad) Enhanced maternity & paternity pay Wellbeing initiatives, socials & perks Why Apply? Join a Chartered firm with a strong reputation Work in a supportive, collaborative environment Clear progression into senior paraplanning or advisory roles Modern systems and forward-thinking culture

Senior Paraplanner East Yorkshire (Hybrid) / Remote considered Up to £45,000 + Bonus + Full Benefits The Role An established independent Chartered Financial Planning firm is looking to recruit a Senior Paraplanner to support their growing advisory team. You’ll work closely with Financial Planners, taking ownership of cases and delivering high-quality technical support across pensions, investments, and IHT planning. Key Responsibilities Producing high-quality suitability reports Supporting advisors with complex client cases Conducting research across pensions, investments & IHT planning Liaising with providers and internal teams Ensuring compliance and technical accuracy Supporting and mentoring junior team members About You Experience in a Paraplanning role Strong technical knowledge and report writing ability Diploma-qualified (or working toward Chartered) Confident managing cases independently Strong attention to detail and organisation What’s on Offer Salary up to £45,000 Quarterly bonus linked to company performance 35-hour working week Hybrid working (3 days office / 2 home) Remote working considered Flexitime (7am–10am start window) Full exam support and career progression Benefits Include Private medical insurance Death in service (4x salary) Critical illness cover Pension contribution Birthday off + Christmas closure Ability to buy extra annual leave Nomad policy (work abroad up to 6 weeks) Enhanced family policies Gym discounts, social events & more Why Apply? Genuine progression into Financial Advisor roles Chartered, independent firm with strong technical culture Opportunity to work closely with advisors (not a pooled environment) Long-term career development in a growing business

WEALTH PARAPLANNER What is the opportunity? We have a fantastic opportunity available for a Wealth Paraplanner to join our London office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment. As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients. The expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements. What will you do? Provide appropriate support for Wealth Managers / Financial Planners. Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge. Facilitate the smooth processing of new and existing business. Assist with monitoring the performance and workflow of administration support, ensuring standards are maintained and deadlines are met. Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios. Analyse client aims and needs to construct solutions for advisors to communicate to clients. Produce robust financial plans and analytical information under supervision of senior team members. Provide guidance to junior team members and support senior colleagues to complete tasks to a high standard. Support colleagues with client interaction and develop awareness of client management and advice processes. Support delivery of client service under guidance of Wealth Managers / Financial Planners. What do you need to succeed? Must-have CII or CISI Level 4 Diploma (or equivalent) with experience in complex advice areas. Strong technical knowledge of investments, tax strategies, and pensions. Collaborative mindset and ability to thrive in a fast-paced environment. Nice-to-have Working towards or achieved Level 6 qualification. Strong written and verbal communication skills. Ability to meet deadlines and work independently. Self-starter with initiative. What is in it for you? Supportive leadership focused on development and growth. Opportunity to work with industry-leading professionals. Chance to make a meaningful impact. Dynamic, collaborative, and high-performing work environment.

Location: Kettering, Northamptonshire Job Type: Full-time | Permanent | Hybrid (3 days office / 2 days home) Salary: £27,000 basic + guarantee + excellent uncapped high commission Benefits: All appointments provided | Free parking About the Role We are looking for an ambitious and driven Commercial Mortgage Broker to join a growing and dynamic finance team based in Kettering. This is an exciting opportunity for an experienced broker (or a strong residential broker looking to transition into commercial) to build a lucrative career with access to a wide panel of lenders and high-quality leads. You will be responsible for sourcing, structuring, and securing commercial finance solutions for a diverse client base, including property investors, developers, and business owners. Key Responsibilities Originate and manage commercial mortgage and finance cases from enquiry to completion Provide tailored advice on commercial mortgages, bridging finance, and development funding Build and maintain strong relationships with lenders, clients, and introducers Assess client financials and structure deals to maximise approval success Generate new business through networking, referrals, and partnerships Maintain compliance with regulatory requirements About You Proven experience as a mortgage broker Commercial experience desirable but not essential Strong understanding of property finance Excellent communication and relationship-building skills Target-driven and proactive CeMAP qualified (preferred) What’s on Offer £27,000 basic salary with guarantee Excellent uncapped high commission structure All appointments provided – strong lead flow Hybrid working (Monday to Friday – 3 days office, 2 days home) Free parking Access to wide lender panel Training and career development Supportive team environment Apply Now If you’re a motivated broker looking to take the next step into commercial finance, or grow your existing expertise, we’d love to hear from you. Apply today or contact us for a confidential discussion.