Ifa Administrator

Financial Services Administrator Opportunity Location: Cardiff, Wales - office based role Salary: Competitive, dependent on experience Contract: Full-time & Part-time, Permanent Parking: Available on-site Are you a highly organized, detail-oriented professional with a passion for delivering top-notch client service in the financial sector? Join our close-knit team at a small IFA firm as a Financial Services Administrator, where you will play a crucial role in supporting our advisers to deliver exceptional financial solutions. Key Responsibilities Administrative Support: Assist financial advisers by preparing client documentation, managing correspondence, and ensuring smooth day-to-day operations. Client Interaction: Schedule client meetings, handle inbound queries with professionalism, and maintain a high standard of client communication. Data Management: Keep client records accurate and up-to-date, ensuring all interactions are logged promptly in our CRM systems. Compliance and Reporting: Assist with compliance-related tasks, including audit preparation and regulatory reporting, to uphold our firm's standards. Financial Documentation: Support the creation of financial reports and the preparation of client reviews to aid in strategic decision-making. What We’re Looking For Experience: Prior role in financial services administration or a similar capacity, with a solid understanding of financial products and regulatory frameworks (e.g., FCA, GDPR). Skills: Exceptional communication abilities, meticulous attention to detail, and proficiency in Microsoft Office and CRM platforms. Efficiency: Capable of managing multiple tasks simultaneously and meeting tight deadlines without compromising quality. Desirable Qualifications Education: Diploma or degree in Business, Finance, or a related field. Certifications: Interest in pursuing or currently working towards industry qualifications (e.g., CII, CISI). What We Offer Team Environment: Work within a supportive and collaborative atmosphere that values each member's contribution. Career Growth: Opportunities for professional development, including access to funded training programs. Employee Benefits: Enjoy flexible working arrangements, a pension scheme, and other comprehensive benefits. Join Us If you're ready to advance your career in financial services and contribute to a team that values dedication and expertise, we want to hear from you. Apply now by submitting your CV and a brief cover letter explaining your experience and why you are motivated to join our team. Let's achieve great things together!

Independent Financial Adviser | Client Bank Provided | Dundee / Aberdeen Looking to build a successful advisory career with the backing of a high-performing, established team? We’re offering an exciting opportunity within a Private Wealth environment, working with professional clients and helping them plan for their financial futures — with an existing book of business to get you started. This role is open to: Level 4 Diploma-qualified paraplanners who have recently made the move into advice Pre-CAS / newly qualified advisers Experienced IFAs seeking a stronger platform and support network Why join? This is more than just a role — it’s a long-term career opportunity. You’ll be supported by an experienced team to help you build confidence, develop your pipeline, and deliver truly independent, holistic financial advice. What you’ll be doing: Managing and developing an existing client bank Providing tailored, holistic advice to new and existing clients Building long-term client relationships Identifying and developing new business opportunities Working collaboratively within a high-performing team What’s on offer: Competitive salary/bonus package with strong earning potential Client book and lead/referral network Structured training, CAS support & ongoing development Clear progression and career growth Comprehensive benefits package Supportive, collaborative culture If you’re ambitious, client-focused, and ready to take the next step in your career, this is your chance to join a firm that will invest in your success. Get in touch with Pauline Low at Reed for confidential chat to learn more or apply today.

Independent Financial Adviser | Client Bank Provided | Dundee / Aberdeen Looking to build a successful advisory career with the backing of a high-performing, established team? We’re offering an exciting opportunity within a Private Wealth environment, working with professional clients and helping them plan for their financial futures — with an existing book of business to get you started. This role is open to: Level 4 Diploma-qualified paraplanners who have recently made the move into advice Pre-CAS / newly qualified advisers Experienced IFAs seeking a stronger platform and support network Why join? This is more than just a role — it’s a long-term career opportunity. You’ll be supported by an experienced team to help you build confidence, develop your pipeline, and deliver truly independent, holistic financial advice. What you’ll be doing: · Managing and developing an existing client bank Providing tailored, holistic advice to new and existing clients Building long-term client relationships Identifying and developing new business opportunities Working collaboratively within a high-performing team What’s on offer: Competitive salary/bonus package with strong earning potential Client book and lead/referral network Structured training, CAS support & ongoing development Clear progression and career growth Comprehensive benefits package Supportive, collaborative culture If you’re ambitious, client-focused, and ready to take the next step in your career, this is your chance to join a firm that will invest in your success. Get in touch with Pauline Low at Reed for confidential chat to learn more or apply today.

Financial Services Administrator 📍 Stockton (Hybrid Working Available) 💼 Full-time | Permanent The Opportunity A well-established and growing financial services firm is looking to recruit a Financial Services Administrator to join their supportive and collaborative team. This is an excellent opportunity for someone with experience in financial services or insurance who is looking to further develop their career within a professional and client-focused environment. You will play a key role in supporting Advisers and delivering an outstanding service to clients across investments, pensions, and protection. The Role As a Financial Services Administrator, you will be responsible for: Acting as a first point of contact for clients, handling queries via phone, email, and written correspondence Preparing client documentation for reviews and new business appointments Producing reports, letters, and suitability documentation Processing new business and servicing requests including withdrawals, contributions, and fund switches Maintaining accurate client records and updating internal systems in line with compliance requirements Liaising with providers to gather information and progress cases Supporting Advisers with meeting preparation and follow-up administration Preparing illustrations, quotations, and product information Assisting with ongoing client servicing throughout the year About You To be successful in this role, you will have: Previous experience within financial services or insurance (essential) (e.g. IFA, wealth management, pensions, investments, or protection) Experience in an administrative or client support role within a regulated environment Strong knowledge of financial products such as pensions, investments, and protection policies Excellent communication skills, both written and verbal High attention to detail and strong organisational skills A client-focused approach with the ability to build strong relationships Experience using financial services back-office systems (desirable) What’s in it for You? Competitive salary and benefits package Hybrid working options Ongoing training and professional development Study support for industry qualifications A supportive team environment with clear progression opportunities Apply Now If you have the relevant financial services or insurance experience and are looking for your next opportunity, we’d love to hear from you. Apply today or contact us for a confidential discussion.

Mortgage Broker – Coleshill, Birmingham Salary: Up to £35,000 basic + OTE £80,000 Hours: Monday to Friday, 8:30am – 5:00pm (early finish on Fridays) Type: Full-time, Office-based About the Role We are looking for an experienced CeMAP-qualified Mortgage Broker to join our team in Coleshill, Birmingham. This is a fantastic opportunity to work in a supportive, office-based environment with all appointments provided, no cold calling or self-generation required! You will advise on mortgage and protection products across the whole of market, including adverse and complex cases, self-employed clients, and contractors. You’ll also cross-sell protection products from a trusted panel. What’s on Offer? Competitive basic salary up to £35,000 Uncapped OTE – realistic earnings of £80,000 All appointments provided – focus on advising, not chasing leads Full administration support – all chasing done for you Excellent development opportunities and brilliant earning potential Benefits Rewarded with holiday incentives for achieving goals 23 days holiday plus your birthday off and an extra day at Christmas Closed over the Christmas period Pension scheme BUPA healthcare Death in service cover What We’re Looking For CeMAP qualified (or equivalent) Experience advising on mortgages and protection Strong knowledge of complex and adverse cases Ability to assist self-employed and contractor clients Excellent communication and customer service skills Ready to join a company that values your expertise and offers exceptional earning potential? Apply today!

Mortgage Broker – Coleshill, Birmingham Salary: Up to £35,000 basic + OTE £80,000 Hours: Monday to Friday, 8:30am – 5:00pm (early finish on Fridays) Type: Full-time, Office-based About the Role We are looking for an experienced CeMAP-qualified Mortgage Broker to join our team in Coleshill, Birmingham. This is a fantastic opportunity to work in a supportive, office-based environment with all appointments provided, no cold calling or self-generation required! You will advise on mortgage and protection products across the whole of market, including adverse and complex cases, self-employed clients, and contractors. You’ll also cross-sell protection products from a trusted panel. What’s on Offer? Competitive basic salary up to £35,000 Uncapped OTE – realistic earnings of £80,000 All appointments provided – focus on advising, not chasing leads Full administration support – all chasing done for you Excellent development opportunities and brilliant earning potential Benefits Rewarded with holiday incentives for achieving goals 23 days holiday plus your birthday off and an extra day at Christmas Closed over the Christmas period Pension scheme BUPA healthcare Death in service cover What We’re Looking For CeMAP qualified (or equivalent) Experience advising on mortgages and protection Strong knowledge of complex and adverse cases Ability to assist self-employed and contractor clients Excellent communication and customer service skills Ready to join a company that values your expertise and offers exceptional earning potential? Apply today!

Mortgage Broker – Coleshill, Birmingham Salary: Up to £35,000 basic + OTE £80,000 Hours: Monday to Friday, 8:30am – 5:00pm (early finish on Fridays) Type: Full-time, Office-based About the Role We are looking for an experienced CeMAP-qualified Mortgage Broker to join our team in Coleshill, Birmingham. This is a fantastic opportunity to work in a supportive, office-based environment with all appointments provided, no cold calling or self-generation required! You will advise on mortgage and protection products across the whole of market, including adverse and complex cases, self-employed clients, and contractors. You’ll also cross-sell protection products from a trusted panel. What’s on Offer? Competitive basic salary up to £35,000 Uncapped OTE – realistic earnings of £80,000 All appointments provided – focus on advising, not chasing leads Full administration support – all chasing done for you Excellent development opportunities and brilliant earning potential Benefits Rewarded with holiday incentives for achieving goals 23 days holiday plus your birthday off and an extra day at Christmas Closed over the Christmas period Pension scheme BUPA healthcare Death in service cover What We’re Looking For CeMAP qualified (or equivalent) Experience advising on mortgages and protection Strong knowledge of complex and adverse cases Ability to assist self-employed and contractor clients Excellent communication and customer service skills Ready to join a company that values your expertise and offers exceptional earning potential? Apply today!

General Accounts Responsibilities Daily Tasks Reconcile the client bank account, allocating client receipts on SSP to clear outstanding debt. Investigate and resolve any unidentified entries not recorded on SSP. Reconcile premium finance receipts against SSP. Complete end-of-day reconciliation for the card machine (where applicable). Ensure any cheques received are banked within 24 hours: Physically deposit at HSBC Record and process on SSP Update the cheque register Weekly Tasks Review SSP reports for outstanding premiums and circulate to the team. Produce the client money calculation, ensuring accuracy and obtaining Managing Director sign-off (in line with CASS rules requiring review at least every 25 days). Monthly Tasks Reconcile approximately 30–40 insurer accounts (from a total of 57). Resolve account queries by liaising with insurers to maximise and secure commission income. Aim to reconcile and avail commission by the 25th of each month (or last working day), in line with TOB requirements. Process commission and issue refunds to clients once bank details are confirmed, ensuring SSP is fully and accurately annotated for audit purposes. Liaise with the team regarding renewals and MTAs, particularly ahead of month-end. Month-End (Last Working Day): Reconcile monthly income on SSP. Transfer funds to the office account. Report figures to Ashley Brooks, Daniel Z, James Leivers, and Jennie Hullis. Close the month-end on SSP. Start of Month (First Working Day): Complete bank reconciliation between SSP and HSBC. Produce MI reports from SSP and circulate to AB, JL, JH, DZ, and CC. Quarterly / Bi-Annual Tasks Submit regulatory data (Form I) on a half-yearly basis. Conduct TOBA insurer due diligence (half-yearly), using Standard & Poor’s data and maintaining records on SharePoint. Annual Tasks Support the CASS audit by ensuring client money procedures are up to date and compliant. Work with DPC Accountants to provide transaction evidence (typically in March). Compliance & Governance Maintain a strong understanding of Client Money (CASS) rules and ensure ongoing compliance. Assist with RWA audits relating to client money procedures. Ad Hoc Responsibilities Respond to team queries and provide support on SSP and reporting as required.

📍 Wakefield (Office-based) 🕒 Part-time – 3 days per week £32,300 FTE About the Company Our client is a boutique, client-focused financial planning firm based in Wakefield. They pride themselves on delivering a highly personalised, face-to-face service, building long-term relationships with clients and providing holistic advice across wealth management, pensions, protection and retirement planning. With a strong emphasis on trust, care, and ongoing client engagement, the business takes a thoughtful and transparent approach to financial planning, supporting clients at every stage of their journey. The Role A fantastic opportunity has arisen for an experienced IFA Administrator to join a small, friendly and professional team on a part-time basis (3 days per week). This is a key support role where you will work closely with Financial Advisers, helping to deliver a seamless and high-quality client experience. Key Responsibilities Providing full administrative support to Financial Advisers Managing client records and maintaining accurate data Processing new business including pensions, investments and protection Preparing documentation for client meetings and reviews Liaising with providers and clients to obtain information and updates Supporting the end-to-end advice process Key Requirements Essential: Strong experience using Intelliflo (IO) Previous experience within an IFA / Financial Planning environment Good knowledge of pensions, investments and financial products Excellent organisational skills and attention to detail Strong communication skills and professional client approach Ability to work independently within a small team What’s on Offer Flexible, part-time working (3 days per week) Opportunity to join a close-knit, supportive business A client-centric firm that values quality over quantity Long-term stability within a well-established financial planning practice

📍 Wakefield (Office-based) 🕒 Part-time – 3 days per week About the Company Our client is a boutique, client-focused financial planning firm based in Wakefield. They pride themselves on delivering a highly personalised, face-to-face service, building long-term relationships with clients and providing holistic advice across wealth management, pensions, protection and retirement planning. With a strong emphasis on trust, care, and ongoing client engagement, the business takes a thoughtful and transparent approach to financial planning, supporting clients at every stage of their journey. The Role A fantastic opportunity has arisen for an experienced IFA Administrator to join a small, friendly and professional team on a part-time basis (3 days per week). This is a key support role where you will work closely with Financial Advisers, helping to deliver a seamless and high-quality client experience. Key Responsibilities Providing full administrative support to Financial Advisers Managing client records and maintaining accurate data Processing new business including pensions, investments and protection Preparing documentation for client meetings and reviews Liaising with providers and clients to obtain information and updates Supporting the end-to-end advice process Key Requirements Essential: Strong experience using Intelliflo (IO) Previous experience within an IFA / Financial Planning environment Good knowledge of pensions, investments and financial products Excellent organisational skills and attention to detail Strong communication skills and professional client approach Ability to work independently within a small team What’s on Offer Flexible, part-time working (3 days per week) Opportunity to join a close-knit, supportive business A client-centric firm that values quality over quantity Long-term stability within a well-established financial planning practice