Company Detail

Job Openings

• 

  IFA Administrator  

  Heat Recruitment

  [fulltime] - Fareham

  Posted: 10/12/2025

  Apply Now

  LocationFareham Salary £25000 - £38000 TypePermanent WorkplaceOn-Site... Read More

  LocationFareham Salary £25000 - £38000 TypePermanent WorkplaceOn-Site Ref89480 Recruiter Managing This Role Due to another successful year an IFA Administrator position to support the successful Financial Planners, operations team and back office team has become available. 
  The office is close to the motorway, meaning an easier commute to work.
  You will have the opportunity to work in a supportive team environment where progression is strongly supported.  Benefits:  Group DIS Flexible benefits A day off for your birthday Casual dress code in the office Access to private medical insurance An electric car scheme Group income protection, critical illness and life insurance, with more benefits Free parking In order to be considered for this IFA Administrator opportunity, candidates need to have: Good communication skills, over phone, email and in person Financial Planning experience investments and pensions Experience in liaising with providers and clients directly to assist the advisor as required. Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Read Less

  Apply Now
• 

  Client-Facing Paraplanner  

  Heat Recruitment

  [permanent] - Fetcham

  Posted: 10/12/2025

  Apply Now

  LocationFetcham Salary £45000 - £50000 TypePermanent WorkplaceHybrid R... Read More

  LocationFetcham Salary £45000 - £50000 TypePermanent WorkplaceHybrid Ref89477 Recruiter Managing This Role Paraplanner Leatherhead area circa £50,000 DOE Flexible on hybrid approach, need to be based within a reasonable distance of the office A growing Independent Financial Advice and Investment Management practice are looking to grow their team by bringing on a Level 4 qualified Paraplanner to directly support a couple of Financial Advisers and work as the right hand to them, sitting in client meetings and looking after a busy client bank. You will join a long-standing business that is on a growth trajectory and prides themselves on their independent whole of market and people-focused approach to advice. Please note: To be considered for this role you must be Level 4 qualified (ideally via CII) and have at least 2-3 years of relevant experience in a similar role. You will have the opportunity to: Directly support with clients on complex cases Sit in client meetings Gather research and analyse information Product suitability letters and reports Conduct cash flow modelling and presentations Construct financial plans with the Adviser Keep up to date with technical, legislative and regulatory changes Assist with the work of the Administrators You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams. Whats needed to be considered? In order to be considered for this unique opportunity, candidates need to have 2+ years of experience in a Paraplanning position Hold Level 4 Diploma in Financial Planning Proven experience of providing quality support to Financial Planners Have excellent knowledge of investment, life and pensions products and current legislation Experience with cashflow modelling is ideal Whats on offer? Competitive salary circa £50,000 Hybrid working flexible on amount of days in the office per week Read Less

  Apply Now
• 

  Benefits Coordinator  

  Heat Recruitment

  [permanent] - Bury Saint Edmunds

  Posted: 10/12/2025

  Apply Now

  LocationBury St Edmunds Salary £28000 - £35000 TypePermanent Workplace... Read More

  LocationBury St Edmunds Salary £28000 - £35000 TypePermanent WorkplaceHybrid Ref89482 Recruiter Managing This Role Benefits Coordinator Bury St Edmunds/Norwich up to £33,000The Opportunity Our client is a growing wealth management practice who specialise who due to their growth, this client is looking to take on a benefits coordinator to further strengthen their team. This is an opportunity for candidates who have experience in dealing with Auto Enrollment, Group Life, Income Protection, Critical Illness and Employee Benefits to further their career and progress within an ever-changing industry. Our client offers further progression within the company as they grow in turn expanding industry knowledge, responsibility and experience, opening even more doors in the future. You will be given your own portfolio of schemes to manage through the process; during which you will be handling all aspects of the account from preparing renewal invites through to producing policy documents and liaising with Scheme Underwriters. Whats needed for me to be considered? Proven experience within a employee benefits or rewards administrator through an internal HR function. Preferably qualified to a GR1 level however not essential A self-motivated attitude, work ethic and the ability to work of own initiative Benefits: All professional exams paid for. Flexible/hybrid working Free parking 29 days holiday + Bank holidays subsidised health care Life cover + income protection Profit share social events + sports and social groups Read Less

  Apply Now
• 

  Client Relationship Manager  

  Heat Recruitment

  [permanent fulltime parttime]

  Posted: 06/12/2025

  Apply Now

  LocationStansted Salary £30000 - £40000 TypePermanent WorkplaceHybrid... Read More

  LocationStansted Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref89453 Recruiter Managing This Role Client Relationship Manager
  Award-Winning Wealth Management Firm
  Hybrid
  £30,000 £40,000
  Full-time or Part-time
  An award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment management and financial planning services, the firm offers an excellent working environment, strong career development support, and a positive, open-plan office culture. This role has arisen due to both internal progression and the planned retirement of an existing team member in mid 2026. As such, the successful candidate will work closely with the current employee to ensure a smooth handover. As the first point of contact for clients, you will work within an Advice Team alongside an experienced Chartered Financial Adviser and an Administrator. Youll attend client meetings, provide high-level technical and administrative support, and play a key role in delivering outstanding client service. Act as the primary client contact, ensuring exceptional ongoing service Attend client meetings with the Adviser and assist with follow-up actions Provide technical administrative support across pensions, investments, and financial planning Manage workflow within the Advice Team, supporting a Chartered Adviser and Administrator Assist in preparing reports, valuations, and documentation to support advice delivery Benefits £30,000 £40,000 Open to part-time applicants Hybrid working (2 days from home) Study support and study leave Private Medical Insurance Health cash plan On-site parking Modern open plan office Supportive team culture and clear career progression opportunities And much more To be considered, you will ideally have: At least 2 years IFA administration experience within a Wealth Management or Financial Planning practice
  Strong knowledge of pensions and investments
  Progressing towards Level 4 Diploma (or already qualified) CII/LIBF/CISI
  Excellent communication skills and the ability to build client rapport
  Ability to work effectively as part of a team Apply Today if youre looking to take the next step in your Financial Services career within a supportive, professional environment, apply now to be considered. Suitable applicants will be contacted by one of our specialist consultants for an in-depth discussion before any CVs are submitted to the client.
  Recommend someone to us and receive £200 if we help them secure a new role.
  Client service, paraplanner, IFA administrator, adviser support, wealth management, CII, financial planning, pensions, investments Read Less

  Apply Now
• 

  Office Administrator/Support  

  Heat Recruitment

  [permanent fulltime] - Swindon

  Posted: 05/12/2025

  Apply Now

  LocationSWINDON Salary £24000 - £25000 TypePermanent WorkplaceOn-Site... Read More

  LocationSWINDON Salary £24000 - £25000 TypePermanent WorkplaceOn-Site Ref89450 Office Administrator / Support Location: Swindon 
  Salary: Up to £25,000
  Hours: MonThu 8:305, Fri 8:303
  Contract: Full-time, permanent About the Firm A highly reputable and people-focused wealth management firm in Swindon is looking for a proactive Office Administrator / Support to join their friendly team. The company is well established, client-centred and offers a supportive, stable working environment with excellent long-term opportunities. The Role This role provides essential administrative support to Advisers, the Managing Director and the wider team. Youll help keep client records accurate, ensure meeting notes are completed, and play a key part in the smooth running of the client review process. Its a great opportunity for someone organised, detail-driven and looking to build a career within financial services. Key Responsibilities Prepare and update client meeting notes via SOFI AI and produce review letters. Maintain CRM/Salesforce records and ensure all client information is accurate. Support Advisers with admin tasks, workflow management and documentation. General office duties including scanning, filing, printing, post handling and occasional phone cover. Chase outstanding information and assist the team with day-to-day support tasks. About You Highly organised with strong attention to detail. Excellent communication skills and a professional, friendly manner. Confident using Microsoft Office (Word, Excel, Outlook, Teams). Able to manage your workload independently and work well within a small team. Financial services experience helpful but not essential full training provided. Benefits Early finish every Friday. 25 days holiday + bank holidays (option to buy/sell). Company pension scheme. Birthday gifts, Christmas vouchers and regular social events. Supportive environment with scope to grow and develop. If youre looking for a stable, welcoming workplace with great long-term prospects, apply today or reach out for a confidential chat. Read Less

  Apply Now
• 

  IFA Administrator  

  Heat Recruitment

  [permanent] - Alderley Edge

  Posted: 04/12/2025

  Apply Now

  LocationAlderley Edge Salary £28000 - £35000 TypePermanent WorkplaceOn... Read More

  LocationAlderley Edge Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref89451 Recruiter Managing This Role Adviser Client Support Cheshire
  Salary: Competitive dependent on experience We are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional. Key Responsibilities Provide high-quality administrative support to the adviser team Prepare and process all client documentation accurately and in a timely manner Manage client information and files with precision Liaise with providers and ensure cases progress smoothly Assist advisers in delivering an outstanding client service experience Requirements  Prior experience in an Adviser Support / Client Support / IFA Administration role within a financial-planning firm Strong understanding of financial-planning processes, compliance, and high-quality client service Experience with Curo Excellent organisation, attention to detail, and communication skills Proactive mindset and ability to support advisers efficiently and professionally Read Less

  Apply Now
• 

  Trainee Financial Adviser  

  Heat Recruitment

  [permanent] - Northampton

  Posted: 04/12/2025

  Apply Now

  LocationWatford Salary £38000 - £42000 TypePermanent WorkplaceRemote... Read More

  LocationWatford Salary £38000 - £42000 TypePermanent WorkplaceRemote Ref88855 Recruiter Managing This Role Trainee Financial Adviser North London/Watford This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looking for someone with a good background in the industry and a desire to build up a client bank. Whats on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a trainee financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service. To apply for the role you will have the required level 4 qualification and minimum experience of working within paraplanning.  Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows. Read Less

  Apply Now
• 

  Business Development Manager  

  Heat Recruitment

  [permanent] - Liverpool

  Posted: 02/12/2025

  Apply Now

  LocationLiverpool Salary £30000 - £35000 TypePermanent WorkplaceHybrid... Read More

  LocationLiverpool Salary £30000 - £35000 TypePermanent WorkplaceHybrid Ref89430 Recruiter Managing This Role An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Merseyside areas with immediate effect. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USPs and have grown organically with steady growth year on year. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential at all. 
  You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyones cup of tea but it is a topic of discussion on a global scale by political leaders so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is £30, 000 £35, 000 plus a car allowance package circa £5,000 OR company car plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa £20, 000 in bonuses a year. Annual earnings should therefore be £50,000 £60,000. Great development is on offer over the next 1-2 years for the right person. #LI-SB2 Read Less

  Apply Now
• 

  Financial Service Administrator  

  Heat Recruitment

  [permanent] - Newton-le-Willows

  Posted: 27/11/2025

  Apply Now

  LocationNewton Le Willows Salary Competitive TypePermanent WorkplaceOn... Read More

  LocationNewton Le Willows Salary Competitive TypePermanent WorkplaceOn-Site Ref89422 Recruiter Managing This Role Client Administrator Financial Services
  Salary: Up to £28,500, dependent on experience & qualifications About the Role:
  We are seeking a proactive and organised Client Administrator to join a growing financial services team. You will provide essential administrative support to advisers and the practice manager, ensuring clients receive a seamless service. Key Responsibilities: Manage client-related admin including review letters and correspondence Maintain CRM records and support client contact strategy Prepare client meeting packs, new business forms, and trust documentation Handle ongoing administrative tasks such as withdrawals, fund switches, and bereavement cases Assist with other administrative functions as required in a small, collaborative team About You: Previous financial services administration experience Highly organised, with attention to detail and strong communication skills Fully office-based and within commutable distance of WA12 9UY Flexible, team-oriented, and keen to contribute to a growing business Why This Role is Exciting: Work within a business in an active growth phase with acquisition plans over the next 612 months Learn from a highly experienced team, including an experienced practice manager and three adviser-directors Opportunities for professional development and exposure to a broad range of client cases Two additional advisers joining over the next year, bringing further expertise and mentorship Read Less

  Apply Now
• 

  Commercial Account Executive (Renewals)  

  Heat Recruitment

  [permanent fulltime] - London

  Posted: 26/11/2025

  Apply Now

  LocationLondon Salary £35000 - £40000 TypePermanent WorkplaceOn-Site R... Read More

  LocationLondon Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89410 Commercial Account Executive (Renewals)
  Location: Office-Based (MondayFriday, 9:00am5:00pm)
  Salary: £35,000£40,000 (DOE)
  Full Time | Permanent Are you a driven insurance professional with experience in commercial lines and a passion for client service? Were looking for a Commercial Account Executive (Renewals) to join a collaborative and supportive team, managing a monthly portfolio of loyal, long-standing clients. This is a fantastic opportunity for someone looking to solidify their career within commercial insurance, take ownership of their own book, and work in an environment where service, professionalism, and teamwork are genuinely valued. The Role As a Commercial Account Executive (Renewals), you will: Take full responsibility for a designated portfolio of commercial clients each month Manage the entire renewal processreviewing terms, preparing documentation, and handling all client communication Deliver an exceptional service experience to every client, ensuring strong retention and loyalty Act as the main point of contact for your clients, managing expectations and providing clear, professional advice Maintain accurate records and ensure all compliance requirements are met Work closely with colleagues across the business to ensure a seamless service and uphold the companys high standards What Were Looking For Ideally 12 years experience within commercial insurance (renewals experience beneficial) Confident communicator with strong relationship-building skills Organised, detail-focused, and capable of managing multiple deadlines Someone who takes pride in providing excellent service A positive team player who enjoys working in a busy, client-focused environment Whats On Offer Competitive salary of £35,000£40,000 (depending on experience) Office-based role with great team support Clear opportunity to grow your skills and develop within the commercial insurance sector Read Less

  Apply Now

Load more jobs