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• 

  IFA Admin  

  Heat Recruitment

  [permanent fulltime] - Reading

  Posted: 13/01/2026

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  LocationReading Salary £22000 - £32000 TypePermanent WorkplaceOn-Site... Read More

  LocationReading Salary £22000 - £32000 TypePermanent WorkplaceOn-Site Ref89125 IFA Administrator Salary: Up to £32,000 (DOE)
  Location: Reading, Berkshire (Office-based only)
  Job Type: Full-time, Permanent
  Start Date: Immediate
  Are you a motivated and detail-driven IFA Administrator looking to grow your career in a professional, client-focused environment? Were working with a fully independent financial planning firm based just outside Reading, who are seeking an ambitious individual to join their close-knit team. The Opportunity: This is a fantastic opportunity for someone with IFA administration experience who is looking to roll up their sleeves and become a key part of a growing, professional team. Youll be supporting two experienced advisers, including one with over 25 years in the industry, and will be involved in servicing existing clients while learning and developing within the business.
  Key Responsibilities: Provide administrative support to Financial Advisers Prepare client documentation and reports Maintain accurate client records using Intelligent Office (IO) Liaise with providers and clients to ensure smooth processing of business Shadow advisers and gradually take on more responsibility within the team About You: Experience in an IFA or financial planning firm is essential Ideally Diploma Level 4 qualified (or working towards it) Familiarity with IO, CashCalc, Voyant, Octopus, Aviva, and other common platforms Eager to learn, grow, and contribute to a high-performing team Professional, articulate, and committed to delivering a solicitor-level client experience Whats on Offer: Salary up to £32,000 depending on experience 25 days holiday + bank holidays Full benefits package (pension, life cover, dental, healthcare full details on company website) Full exam support and CPD after 6-month probation (reimbursement available if self-funded before) Flexible working hours Join a small, dynamic team of professionals where your development is a priority and your contribution is truly valued. If this sounds of interest, please apply now and we shall get in touch!  Read Less

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• 

  Compliance/Advice Quality Manager (IFA)  

  Heat Recruitment

  [permanent] - Birmingham

  Posted: 13/01/2026

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  LocationBirmingham Salary £50000 - £70000 TypePermanent WorkplaceHybr... Read More

  LocationBirmingham Salary £50000 - £70000 TypePermanent WorkplaceHybrid Ref89627 Recruiter Managing This Role Compliance/Advice Quality Manager Stourbridge up to £65,000 This is an award winning financial planning and investment company that specialises in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK. This company have an exciting opportunity to work alongside the Managing Director and wider SLT panel. This role will be a vital part of the financial planning process supporting across multiple functions / stakeholders, ensuring operations are carried out correctly.  Role Responsibilities Responsible for 1st line quality assurance monitoring across Wealth Planning. Ensuring all relevant 1st line checks are being completed by the relevant Managers to a consistent frequency and standard Ensuring escalations are managed in line with business requirements Responsible for some 1st line monitoring activities, e.g. vulnerable client processes Supporting the business with key trends analysis Working with the Head of Business Assurance to build effective MI Involvement in key monitoring projects as and when required Review effectiveness of controls and design enhancements, where possible Experience Requirements Excellent knowledge and experience working within the FCA and to regulatory frameworks Strong technical knowledge and skills relating to financial services industry Comfortable providing constructive feedback Able to support coaching, mentoring, and develop staff Ability to work under pressure Ability to work with senior stakeholders within the business Read Less

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• 

  Financial Adviser  

  Heat Recruitment

  [permanent]

  Posted: 09/01/2026

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  LocationChester Salary £55000 - £60000 TypePermanent WorkplaceOn-Site... Read More

  LocationChester Salary £55000 - £60000 TypePermanent WorkplaceOn-Site Ref89552 Recruiter Managing This Role Financial Adviser
  Location: Flexible / Manchester
  Salary & Package: Competitive and flexible depending on experience An established and growing financial advisory firm is seeking an experienced Financial Adviser to join its team. This opportunity is ideal for a self-motivated adviser who values autonomy, flexibility, and the ability to focus on delivering high-quality advice without unnecessary office attendance. Flexible Working
  Following an initial training and onboarding period of a few weeks, there is no requirement to attend the office on a regular basis. Advisers operate on a highly flexible working model, managing their own diaries and working remotely. Attendance is only required for occasional adviser meetings or client meetings where appropriate. Key Responsibilities Provide holistic financial advice across pensions, investments, protection, and retirement planning Manage and develop an existing client bank while supporting new client acquisition Conduct client meetings remotely or face-to-face where required Deliver compliant, client-focused advice in line with FCA standards Build long-term client relationships and encourage ongoing reviews and referrals Work collaboratively with paraplanners and administration support Candidate Profile Level 4 Diploma in Financial Planning (or working towards completion) CAS status (or close to achieving) Experience advising clients across pensions and investments Strong client relationship and communication skills Self-sufficient, organised, and comfortable working remotely Committed to delivering high standards of advice and client outcomes Read Less

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• 

  Financial Planning Data Administrator (Remote)  

  Heat Recruitment

  [permanent] - Leicester

  Posted: 09/01/2026

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  LocationLeicester Salary £27000 - £30000 TypePermanent WorkplaceRemote... Read More

  LocationLeicester Salary £27000 - £30000 TypePermanent WorkplaceRemote Ref89524 Recruiter Managing This Role Remote Financial Planning Data Administrator
  £32,000, negotiable 
  Must have Intelligent Office (IO) experience  We are supporting a well established wealth management firm that prides itself on delivering high-quality financial planning underpinned by accuracy, efficiency, and exceptional client service. They combine strong technical knowledge with a client-focused approach. As a Remote Data Administrator, youll play an important role in maintaining the firms data integrity and supporting advisers and operations through accurate data input, reporting, and system management. Your attention to detail and strong technical skills will help streamline processes, enhance internal data quality, and contribute to the delivery of excellent client outcomes. Benefits: Fully remote role Pension contribution Private Medical Insurance Death in Service Supportive and collaborative team culture Opportunities to grow within Key Responsibilities: Maintain accurate client and policy data within Intelligent Office (IO) Input, update, and validate financial planning data and documentation Use Excel to manage datasets, generate reports, and support MI requirements Assist advisers and support staff with data queries and system navigation Monitor data accuracy and identify inconsistencies or discrepancies Support with workflow management, task allocation, and tracking Help streamline processes and contribute to improvements in data management Produce and update documentation and reports for management as required To be considered you will need: Experience in a data administration or support role within financial planning, wealth management, or an IFA environment Strong Excel skills (formulas, data validation, pivot tables desirable) Confident user of Intelligent Office (IO) Excellent accuracy, attention to detail, and organisational skills Ability to manage workload remotely and work collaboratively with wider teams
  Apply today to be considered for this Remote Data Administrator opportunity. If this specific vacancy isnt the perfect match, please still get in touch ,we support a wide range of roles across the financial planning sector. Additionally, if you know someone who could be a great fit, please refer them, our referral scheme offers £200 if we successfully support them in securing a new role. Read Less

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• 

  IFA Administrator  

  Heat Recruitment

  [permanent] - Birmingham

  Posted: 09/01/2026

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  LocationBirmingham Salary £26000 - £30000 TypePermanent WorkplaceOn-Si... Read More

  LocationBirmingham Salary £26000 - £30000 TypePermanent WorkplaceOn-Site Ref89563 Recruiter Managing This Role IFA Administrator Cofton Hackett Up to £30,000 Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join the Client Review Team at a fantastic wealth management firm in Birmingham. This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic and growing organisation  Role Responsibilities: Liaise with providers and clients to ensure seamless communication and coordination. Book meetings with clients and assist in preparing client meeting packs. Handle no change letters and other relevant administrative tasks. Fully own the client review process, becoming an integral part of the team. Benefits: Private Medical Insurance BUPA Cashplan Holidays increasing by 1 day for each year of service. Performance-based bonus potential of up to £500 per quarter (based on file checking). Additional discretionary Christmas bonus. Supportive and dynamic office-based work environment. Dont miss this chance to make a significant impact and grow your career as an IFA Administrator! Whats next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management  Read Less

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• 

  Trainee Paraplanner  

  Heat Recruitment

  [permanent] - Liverpool

  Posted: 07/01/2026

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  LocationLiverpool Salary £23000 - £35000 TypePermanent WorkplaceOn-Sit... Read More

  LocationLiverpool Salary £23000 - £35000 TypePermanent WorkplaceOn-Site Ref89579 Recruiter Managing This Role Trainee Paraplanner Liverpool up to £35,000  We are seeking trainee paraplanners to join a growing financial services team. This is a fantastic opportunity for individuals looking to start or grow their career in financial planning. Whats on offer: Full training provided for all staff. Access to company pension scheme with 5% employer contributions. Death in service benefit (4x salary). Offices in Liverpool City Centre Key Responsibilities: Support financial advisers by preparing client reports, suitability documents, and cashflow models. Assist with pension, investment, and protection research. Maintain accurate client records and ensure compliance with regulatory requirements. Handle day-to-day client administration tasks including correspondence and meeting preparation. Liaise with product providers to progress applications and resolve queries. Contribute to ongoing process improvements within the paraplanning team. Ideal candidates: New to the industry and eager to start a career in paraplanning. Have some experience but not fully qualified (R0 exams not required initially). Fully qualified paraplanners looking for a new opportunity. Organised, detail-oriented, and passionate about financial planning. Read Less

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• 

  Paraplanner  

  Heat Recruitment

  [permanent] - Chipping Norton

  Posted: 07/01/2026

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  LocationChipping Norton Salary £35000 - £50000 TypePermanent Workplace... Read More

  LocationChipping Norton Salary £35000 - £50000 TypePermanent WorkplaceHybrid Ref89568 Recruiter Managing This Role Paraplanner
  Up to £50,000
  Oxfordshire (Hybrid 2 days in the office)
  35 hours per week
  A fantastic opportunity has arisen for an experienced Paraplanner to join an award-winning, well-established firm of independent financial planners based in Oxfordshire. Following a period of strong growth, the firm is expanding its technical team and is seeking a technical paraplanner who is passionate about delivering high-quality financial planning support to advisers and clients. This role offers genuine long-term career development, exam and study support, and the chance to work within a collaborative and supportive office culture. The Opportunity Join a growing, highly respected IFA firm with a strong client base Work as a key member of the paraplanning and technical team (5 paraplanners and 10 Advisers) Be actively involved in report writing, research, and client case preparation Benefit from structured career progression and ongoing professional development Benefits Hybrid working (2 days in the office, 3 from home) 5% employer pension contribution Salary sacrifice scheme 29 days holiday plus Christmas closure 4x salary death in service Income protection Exam and study support Supportive and collaborative working environment To be considered for this paraplanner opportunity: Experience working within an IFA practice is essential Previous paraplanning experience required Level 4 Diploma qualified or very close to achieving Professional, proactive, and positive attitude High attention to detail and strong technical ability Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. Know someone suitable? Refer a friend or colleague and receive £200 if we help them secure a new role. Job Synonyms: Paraplanner, Chartered Paraplanner, Technical Paraplanner, Financial Planning Technician, IFA Support, Cashflow modeling  Read Less

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• 

  Commercial Account Handler  

  Heat Recruitment

  [permanent] - Suffolk

  Posted: 06/01/2026

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  LocationIPSWICH Salary Competitive TypePermanent WorkplaceOn-Site Ref8... Read More

  LocationIPSWICH Salary Competitive TypePermanent WorkplaceOn-Site Ref89556 Commercial Account Handler £35,000 | Ipswich | Commercial Insurance Are you a Commercial Account Handler looking for your next step in a supportive, growing brokerage? Do you want to work with quality clients, respected insurers, and a team that genuinely values your expertise? Were recruiting for an experienced Commercial Account Handler to join a well-established commercial insurance business based in Ipswich. This is a fantastic opportunity for someone with 23 years experience who wants stability, progression, and the chance to make a real impact. ? The Role Youll play a key role in delivering outstanding service to a portfolio of commercial clients, working closely with Account Executives and insurers to ensure every client receives the right cover at the right time. Your day-to-day will include: Managing commercial renewals, MTAs, and new business from start to finish Negotiating terms with insurers to secure the best outcomes for clients Acting as a trusted point of contact for your clients Producing accurate documentation and maintaining compliant client records Supporting Account Executives and contributing to a high-performing team ? What Were Looking For 23 years experience in commercial insurance or a similar role Confident handling renewals and client queries independently Strong communication skills and a client-first mindset Organised, detail-driven, and comfortable juggling multiple priorities Bonus points for: Cert CII (or working towards it) Experience with Acturis or similar systems ? Whats in It for You? £35,000 salary (depending on experience) A respected commercial client base Supportive management and a collaborative team Clear opportunities for development and progression A professional but friendly working environment Read Less

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• 

  Employee Benefits Account Manager  

  Heat Recruitment

  [permanent] - London

  Posted: 05/01/2026

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  LocationLondon Salary £27000 - £35000 TypePermanent WorkplaceHybrid Re... Read More

  LocationLondon Salary £27000 - £35000 TypePermanent WorkplaceHybrid Ref89538 Recruiter Managing This Role Employee Benefits Account Manager
  12 Month MAT cover, potential to be made permanent
  Putney, London (3 days a week after probation)
  Up to £35,000 DOE A successful Employee Benefits Consultancy firm based in South West London are looking for a Employee Benefits Account Manager to join the team and provide client-facing, administrative support to the Consultants. You will work side-by-side with clients to ensure their business needs are understood and a bespoke service is provided. This firm has quickly developed a reputation for being adaptable and capable of looking after the wide range of corporate and individual clients. This is a 12 Month MAT leave cover to work with the client renewals and grasp the ropes of how things are done. When the MAT leaver returns, you may have the opportunity to move elsewhere within the business should you be interested or remain in the Employee Benefits department. You will also have exposure to the Financial Planning side of the business progression into this team is encouraged. This is an ideal role for someone who has some form of exposure to the Insurance or Employee Benefits field and is keen to further their experience.  As part of a small business, anything you can do to help the team will be helpful! There will be exposure to the Wealth Management side of the business and plenty of opportunities to develop your career in the financial advice industry. Whats needed to be considered? In order to be considered for this unique opportunity, candidates need to have  Previous experience in an Employee Benefits, Insurance, or Group Risk focused role
  Excellent communication, interpersonal and organisational skills
  Experience using IT Systems and Software Benefits Package Flexible home working available (2 days a week from home after probation)
  Generous pension contribution
  Support with financial exams
  Group life insurance
  Sociable office Read Less

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• 

  New Business Administrator  

  Heat Recruitment

  [permanent] - London

  Posted: 05/01/2026

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  LocationLondon Salary £32000 - £35000 TypePermanent WorkplaceHybrid Re... Read More

  LocationLondon Salary £32000 - £35000 TypePermanent WorkplaceHybrid Ref89546 Recruiter Managing This Role New Business Administrator Up to £35,000 + Benefits
  Finchley, North London | Hybrid (23 days in office) A growing mid-size Financial Planning firm in North London is seeking a detail-oriented New Business Administrator to support advisers and paraplanners in processing new business across pensions, investments, and protection. Youll play a key role in managing applications, maintaining accurate records, liaising with providers, and ensuring FCA compliance. What youll need: Experience in financial services administration, specifically in new business  Knowledge of pensions, investments, and protection products Strong organisational and communication skills Familiarity with industry tools (e.g., FE Analytics, SelectaPension) is a plus Benefits: £32,000 £35,000 Hybrid working (23 days in office) 4% matched pension, health cash plan, income protection, and more Ready for your next move? Apply now to join a supportive and growing team! Read Less

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