IFA Administrator

Collections Team Leader Annual Salary: £30,000 - £40,000 + Bonus Location: Hatfield Office based Job Type: Full-time - Monday - Friday 9am - 5pm (35 hours per week) Do you have experience managing teams, monitoring KPIs, supporting with basic HR and being motivational? Our client is seeking a proactive Team Leader to oversee and motivate a team of approximately 10 staff members. This hands-on role is ideal for someone who thrives in a target-driven environment and is committed to achieving performance targets while maintaining high standards of professionalism and compliance. Day-to-day of the role: Manage and motivate a team in line with performance targets. Set, monitor, and drive performance targets. Conduct regular one-to-one meetings and performance reviews. Carry out call monitoring, provide coaching, and offer constructive feedback. Handle disciplinary matters and conduct return-to-work interviews. Liaise with clients, lead client meetings, and provide performance updates. Collaborate with other Team Leaders to ensure consistency and uniformity. Identify and implement improvements and innovative ideas. Required Skills & Qualifications: Strong leadership and people management skills Ability to motivate and develop a team in a target-driven environment. Confident communicator with a firm but fair approach to team management. Proactive, organised, and capable of taking initiative in various situations. Previous leadership experience in a performance-based environment is highly desirable. Experience in debt recovery, utilities, financial services, or credit management is advantageous but not essential. Benefits: Competitive salary ranging from £30,000 to £40,000, depending on experience. Performance bonus up to £6,000 per year. Monday to Friday working hours, with no weekend work. Supportive and professional working environment that fosters growth and development. If you are a driven leader who can effectively motivate a team and deliver outstanding results, we would like to hear from you.

Collections Team Leader Annual Salary: £30,000 - £40,000 + Bonus Location: Hatfield Office based Job Type: Full-time - Monday - Friday 9am - 5pm (35 hours per week) Do you have experience managing teams, monitoring KPIs, supporting with basic HR and being motivational? Our client is seeking a proactive Team Leader to oversee and motivate a team of approximately 10 staff members. This hands-on role is ideal for someone who thrives in a target-driven environment and is committed to achieving performance targets while maintaining high standards of professionalism and compliance. Day-to-day of the role: Manage and motivate a team in line with performance targets. Set, monitor, and drive performance targets. Conduct regular one-to-one meetings and performance reviews. Carry out call monitoring, provide coaching, and offer constructive feedback. Handle disciplinary matters and conduct return-to-work interviews. Liaise with clients, lead client meetings, and provide performance updates. Collaborate with other Team Leaders to ensure consistency and uniformity. Identify and implement improvements and innovative ideas. Required Skills & Qualifications: Strong leadership and people management skills Ability to motivate and develop a team in a target-driven environment. Confident communicator with a firm but fair approach to team management. Proactive, organised, and capable of taking initiative in various situations. Previous leadership experience in a performance-based environment is highly desirable. Experience in debt recovery, utilities, financial services, or credit management is advantageous but not essential. Benefits: Competitive salary ranging from £30,000 to £40,000, depending on experience. Performance bonus up to £6,000 per year. Monday to Friday working hours, with no weekend work. Supportive and professional working environment that fosters growth and development. If you are a driven leader who can effectively motivate a team and deliver outstanding results, we would like to hear from you.

Junior Administrator - Financial Services Location: Guildford Salary: £22,000 – £25,000 Job Type: Full-time We are seeking a Junior Administrator to join our dynamic team in Guildford. This role is an excellent opportunity for individuals looking to begin or advance their career in financial services. While previous experience is welcomed, it is not essential. We are primarily looking for candidates with strong attention to detail, a proactive attitude, and a willingness to learn. Day-to-day of the role: Act as the first point of contact for incoming calls and general client enquiries. Manage incoming and outgoing post, including scanning, filing, and distribution. Maintain and update client records across internal systems such as XPlan, MailChimp, and other reporting systems. Support purchase ledger processes, including logging invoices and assisting with payments. Reconcile company credit card statements and ensure all receipts are recorded. Assist with file checks and ensure accurate documentation of client advice. Support marketing activities, including newsletters, website updates, and social media content. Coordinate company events, including logistics, supplier liaison, and client communication. Order and manage office and printed stationery. Assist with general administrative duties to support the wider team. Required Skills & Qualifications: Strong organisational and communication skills. High level of attention to detail. Confident using Microsoft Office (Word, Excel, Outlook). A proactive and positive approach to work. Interest in financial services is preferred. Willingness to learn new systems and processes. Benefits: Full training and development, including exposure to financial services systems. Supportive and collaborative team environment. Opportunities for career progression. Company benefits after successful completion of probation. On-site parking available. To apply for the Junior Administrator position in financial services, please submit your CV.

Mortgage Administrator (Hybrid) Location: Leicestershire Salary: Up to £28,000 + Benefits Working Pattern: Hybrid The Role As a Mortgage Administrator, you will play a key role in supporting advisers and ensuring a smooth journey for clients from application through to completion. This is an excellent opportunity for someone with strong mortgage administrative skills who thrives in a fast-paced, customer-focused environment. Key Responsibilities Gathering and reviewing client documentation to support mortgage applications Maintaining accurate records and updating the CRM system Liaising with lenders, solicitors, and other third parties to progress cases Proactively chasing outstanding information and updates Keeping customers fully informed throughout the mortgage process Supporting advisers and ensuring cases progress efficiently to completion What We're Looking For Previous mortgage administrative experience Exceptional attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple cases and prioritise workload effectively Proactive, reliable, and customer-focused approach What's on Offer Competitive salary up to £28,000 Hybrid working flexibility Supportive and collaborative team environment Opportunity to develop within the mortgage and financial services sector

Mortgage Administrator (Hybrid) Location: Leicestershire Salary: Up to £28,000 + Benefits Working Pattern: Hybrid The Role As a Mortgage Administrator, you will play a key role in supporting advisers and ensuring a smooth journey for clients from application through to completion. This is an excellent opportunity for someone with strong mortgage administrative skills who thrives in a fast-paced, customer-focused environment. Key Responsibilities Gathering and reviewing client documentation to support mortgage applications Maintaining accurate records and updating the CRM system Liaising with lenders, solicitors, and other third parties to progress cases Proactively chasing outstanding information and updates Keeping customers fully informed throughout the mortgage process Supporting advisers and ensuring cases progress efficiently to completion What We're Looking For Previous mortgage administrative experience Exceptional attention to detail and organisational skills Strong communication skills, both written and verbal Ability to manage multiple cases and prioritise workload effectively Proactive, reliable, and customer-focused approach What's on Offer Competitive salary up to £28,000 Hybrid working flexibility Supportive and collaborative team environment Opportunity to develop within the mortgage and financial services sector

Location: Leeds (Office-based initially, hybrid available) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent About the Role We’re currently recruiting for an experienced IFA Administrator to join a well-established, independent financial planning firm. This position offers the opportunity to work closely with advisers and paraplanners, supporting the delivery of high-quality financial planning to a loyal and growing client base. Key Responsibilities Preparing and submitting new business applications and investment trades Obtaining illustrations, key documents and policy information Producing cost and charges disclosures and pre-advice packs Supporting the onboarding of new clients and ensuring compliance requirements are met Maintaining and updating accurate client records on back-office systems Managing workflows and diary tasks to ensure timely completion Submitting letters of authority and chasing providers Ensuring all files are fully compliant and audit-ready About You Minimum 3 years’ financial services administration experience Strong understanding of pensions, investments and financial planning processes Experience with back-office systems (e.g. IO or similar) High attention to detail and strong organisational skills Confident using Microsoft Word and Excel Ability to work in a fast-paced, deadline-driven environment What’s on Offer Competitive salary (depending on experience) Annual discretionary bonus Hybrid working after initial training period Pension, private medical cover & death in service 24 days holiday + bank holidays (increasing with service) Study support and career development opportunities Friendly, supportive working environment Apply Now If you’re an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration. sideration.

Senior Paraplanner Location: Leeds (Hybrid available after probation) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent About the Role An established, independent financial planning firm is looking to appoint an experienced Senior Paraplanner to join its growing technical team. This is a fantastic opportunity for a technically strong paraplanner who wants to play a more influential role — whether that’s mentoring junior team members, shaping processes, or progressing towards an advisory position in the future. You’ll be working with high-quality clients on a holistic planning basis, supporting advisers with complex cases across pensions, investments and protection. Key Responsibilities Writing high-quality suitability reports and financial planning documentation Producing and maintaining detailed cashflow models Supporting advisers with technical research and case preparation Providing responses to complex client and adviser queries Assisting with ongoing portfolio reviews and planning strategies Supporting and mentoring junior paraplanners and team members Contributing to improvements in templates, processes and technical standards Keeping up to date with industry and regulatory changes About You Minimum 3 years’ paraplanning experience within a financial planning firm Level 4 Diploma qualified Strong technical knowledge Experience writing detailed, client-facing reports Confident using Excel and financial planning tools A proactive and collaborative approach What’s on Offer Competitive salary (flexible depending on experience) Annual discretionary bonus (consistently paid) Hybrid working (up to 2 days from home after onboarding) Full study support towards Chartered status Career progression opportunities, including route to Adviser Pension contribution, private medical cover & death in service 24 days holiday + bank holidays (increasing with service) Supportive, collaborative team culture Apply Now If you’re a skilled paraplanner looking for the next step in your career, we’d love to hear from you. Apply today or contact us for a confidential discussion.

Compliance Manager – FinTech / SME 📍 Suffolk (Hybrid) Are you a commercially minded compliance professional ready to step into a broad, high-impact role within a fast-growing financial services environment? I’m working on a fantastic opportunity with an award-winning, tech-enabled UK lender that is continuing to scale and innovate its offering to SMEs. This is a business that blends cutting-edge technology with a genuinely customer-first approach and they’re now looking to appoint a Compliance Manager to play a key role in their next phase of growth. The Opportunity This is a hands-on, leadership-leaning role where you’ll work closely with senior stakeholders, influencing strategy while also remaining close to operations. You’ll support the Head of Compliance in driving regulatory excellence across the business – with exposure spanning regulatory change, financial crime, governance, and data protection. So what? You won’t just be “keeping things compliant” - you’ll be shaping how compliance adds value to a high-growth, tech-driven lender. Key Responsibilities Monitor and interpret regulatory developments, translating them into practical business impact Support Board-level reporting and policy updates Deliver compliance training and act as a key internal advisor Run and enhance the Compliance Monitoring Programme (audits, AML, call reviews, etc.) Conduct contract reviews, manage supplier due diligence, and oversee key agreements Support data protection activity (SARs, DPIAs, data mapping) Manage complaints and liaise with the Financial Ombudsman where required Act as a key checkpoint for AML, fraud, and lending approvals Partner with the business on strategic initiatives, systems, and risk assessments What They’re Looking For Strong compliance background within UK financial services (ideally lending, fintech, or alternative finance) Solid understanding of FCA regulation, AML frameworks, GDPR, and ICO guidance Confidence working across both advisory and operational compliance Experience identifying and mitigating financial crime and fraud risks A proactive, detail-driven approach with the ability to influence stakeholders Why This Role? Broad, high-impact position with real visibility across the business Opportunity to step into a strategically influential role without losing operational breadth Collaborative, forward-thinking culture in a growing fintech Strong benefits package including private healthcare, enhanced leave, and professional development Interested? This is a genuinely exciting role for someone looking to step up or broaden their remit in a fast-paced, evolving environment. Get in touch with Sophie Clarke at Reed (Norwich) for a confidential discussion

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture