Independent Financial Advisor (IFA)

IFA Administrator Annual Salary: up to £30k Location: Warwick, Edgbaston Job Type: Full-time Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Bromsgrove, Warwick or Edgbaston. This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans. Day-to-day of the role: Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery. Process new business applications and communicate effectively with clients and providers. Ensure all documentation is compliant with industry standards. Assist with research and the preparation of basic reports. Update and maintain accurate back-office information. Required Skills & Qualifications: Preferably 2 years' experience as an IFA Administrator. Strong understanding of financial services and compliance requirements. Excellent communication and interpersonal skills. Proficiency in using financial planning software and tools. Ability to work effectively in a team and independently. Benefits: Competitive salary range of up to £30,000, dependent on experience. 31 days annual leave, including bank holidays. Income protection from day one. Life insurance. Employee assistance program. Support for financial and personal well-being. Access to virtual GP appointments. Company sick pay. To apply for this IFA Administrator position, please apply below, or contact me directly at jack.hill@reed.com. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Corporate Financial Planner Home-based (covering Greater London) The Opportunity An established, independent wealth management firm is seeking a Corporate Financial Planner to join its growing corporate team. This role offers the opportunity to work with a broad portfolio of corporate clients, advising on workplace pensions, employee benefits, and wider business financial planning strategies. You’ll inherit and develop relationships while playing a key role in delivering high-quality, compliant advice. The Role You will provide corporate financial planning advice to businesses and their stakeholders, helping clients meet regulatory requirements while strengthening employee value propositions and long-term business planning. Key Responsibilities Deliver high-quality, compliant financial planning advice to corporate clients Build and maintain long-term relationships with business owners and senior stakeholders Advise on workplace pensions, employee benefits, and corporate planning strategies Support clients with regulatory compliance and governance requirements Prepare and present clear, tailored financial plans and recommendations Conduct regular client reviews and adapt strategies to evolving business needs Identify opportunities to develop new business through existing and external networks Collaborate with accountants, lawyers, and professional introducers Maintain accurate records in line with FCA and regulatory requirements Promote the brand and contribute to overall business growth What We’re Looking For Essential: Level 4 Diploma in Financial Planning (minimum requirement) Proven experience advising corporate or commercial clients Strong knowledge of pensions, employee benefits, and corporate financial planning Ability to interpret business financials and apply planning strategies Experience preparing and presenting client recommendations Strong communication and relationship management skills Desirable: Progression towards Chartered status Understanding of business succession, profit extraction, and exit planning Key Skills & Competencies Client-focused with a consultative approach Strong stakeholder engagement and presentation skills Ability to simplify complex financial concepts High attention to detail and regulatory awareness Commercial mindset with a focus on growth and opportunity development What’s on Offer Competitive base salary + bonus structure Established client portfolio and pipeline of opportunities Flexible, home-based working model Strong internal support (admin, paraplanning, compliance) Long-term career progression within a growing business Comprehensive benefits package (including pension, life cover, and private medical) Apply If you're a qualified Financial Planner looking to transition into or develop within the corporate space, this is an excellent opportunity to join a collaborative and forward-thinking team.

Financial Adviser Opportunity – Established Client Bank | Edinburgh Ready to step into a warm client bank and focus on delivering great advice! We’re working with a highly respected, long-established financial planning firm in Edinburgh that is looking to appoint a Financial Adviser to take over a well-maintained portfolio of loyal clients. This is a rare opportunity to inherit relationships from day one, allowing you to focus on what you do best—building trust, delivering quality advice, and growing client wealth over time. The Opportunity Take ownership of an established, recurring income client bank Deliver holistic advice across pensions, investments, protection, and retirement planning Work in a supportive, collaborative environment with full paraplanning & admin backing Develop existing relationships and uncover new opportunities within the portfolio What We’re Looking For Level 4 Diploma qualified (minimum), ideally Level 6 Diploma qualified or working towards Experience as a Financial Adviser, comfortable managing your own clients Strong technical knowledge across pensions, investments & protection A relationship-led approach with a genuine passion for client outcomes Professional, compliant, and commercially aware What’s in It for You? Competitive salary + lucrative bonus structure Quality client bank with strong recurring income Back-office, paraplanning & compliance support Strong internal culture focused on advice quality over sales pressure Long-term career development within a growing, forward-thinking firm Why Consider This Role? Opportunities to inherit a well-run client bank like this don’t come around often. If you’re looking to step away from heavy business development and into a role where you can truly focus on your clients, this could be the perfect next move. Interested? Submit your CV or contact Pauline Low at Reed to find out more or a confidential discussion.

IFA Administrator Glasgow, hybrid working Salary £35,000 - £40,000 Join a highly regarded Chartered Financial Planning firm with a strong presence in the Glasgow market, known for delivering tailored advice and a high standard of ongoing client service within a structured and well supported environment. This is a strong opportunity for an experienced IFA Administrator or Financial Planning Administrator, particularly someone confident using Intelligent Office / Intelliflo, who enjoys being a central part of the client servicing process and delivering accurate, efficient support to advisers. You’ll work as part of an established client support team alongside Financial Planners and Paraplanners, within a business that has invested in its systems and processes. This allows you to focus on quality of work, organisation and supporting clients through each stage of the advice process. What you’ll do Provide administrative support to Financial Planners and wider technical teams Maintain and update client records, workflows and tasks using Intelliflo Prepare documentation ahead of client meetings and reviews Process new business across pensions, investments and protection cases Liaise with providers, platforms and third parties to progress applications Track cases through to completion, ensuring timescales and service levels are met Produce client correspondence and assist with ongoing servicing requirements Ensure all records and documentation meet compliance and regulatory standards Support colleagues across the business to maintain a smooth and efficient workflow What you’ll need Experience within a Financial Planning or IFA administration role Strong working knowledge of Intelligent Office / Intelliflo Experience dealing with end to end business processing and case management Understanding of pensions, investments and financial planning products Benefits Highly competitive salary Great pension with strong employer contribution Life assurance Income protection Hybrid working Ongoing training and development support Supportive team environment and regular social events If you’re interested, please click Apply now or reach out to Ross Altan at Reed. Don’t worry if your CV isn’t up to date - just send what you have and we can sort out the rest later.

Are you an experienced Paraplanner looking to join a supportive, fast-paced IFA firm where your expertise is valued and your voice is heard? Our client is expanding their paraplanning team due to internal progression and are seeking a confident Paraplanner to join a team supporting five Financial Advisers within a collaborative environment. You will play a key role in delivering high-quality financial planning solutions, working closely with both advisers and administrators. This is an opportunity to step into a role where you can truly take ownership: Work across pensions, investments and protection cases Produce detailed, compliant suitability reports Be part of a team that values strong technical input and open communication Join a business that encourages you to challenge advisers and contribute ideas Benefit from full exam support and structured development Progress within paraplanning, with potential to become a senior or lead paraplanner You will thrive here if you are: An experienced Paraplanner within an IFA or wealth management firm Technically strong with excellent report writing skills Confident communicating with advisers and pushing back when needed Comfortable working in a fast-moving, office-based team environment Committed to a long-term career in paraplanning If you are looking to join a growing firm where you can make an impact and develop your career in paraplanning, we would like to hear from you. Apply now or get in touch to discuss the opportunity in more detail.

Are you an experienced Paraplanner looking to join a supportive, fast-paced IFA firm where your expertise is valued and your voice is heard? Our client is expanding their paraplanning team due to internal progression and are seeking a confident Paraplanner to join a team supporting five Financial Advisers within a collaborative environment. You will play a key role in delivering high-quality financial planning solutions, working closely with both advisers and administrators. This is an opportunity to step into a role where you can truly take ownership: Work across pensions, investments and protection cases Produce detailed, compliant suitability reports Be part of a team that values strong technical input and open communication Join a business that encourages you to challenge advisers and contribute ideas Benefit from full exam support and structured development Progress within paraplanning, with potential to become a senior or lead paraplanner You will thrive here if you are: An experienced Paraplanner within an IFA or wealth management firm Technically strong with excellent report writing skills Confident communicating with advisers and pushing back when needed Comfortable working in a fast-moving, office-based team environment Committed to a long-term career in paraplanning If you are looking to join a growing firm where you can make an impact and develop your career in paraplanning, we would like to hear from you. Apply now or get in touch to discuss the opportunity in more detail.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.