Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Sep 04, 2025
Full time
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Financial Services Team Leader Location: Bath/ Gloucester/Nottingham or Chelmsford Salary: £48,000 Reference: 9886 A leading financial planning firm in Bath is seeking a Financial Services Team Leader to manage and support a growing paraplanning team. We are looking for someone to be based in one of the above locations with some travel (once a quarter to the other areas - expenses covered) This is an exciting opportunity for an experienced people manager with a background in financial services to take on a leadership role within a collaborative and professional environment. While you won't be directly undertaking paraplanning, you'll be instrumental in driving performance, supporting development, and ensuring smooth day-to-day operations. Key Responsibilities Lead, mentor, and develop a team of paraplanners to achieve business goals Oversee workflow management and ensure deadlines are met Implement best practice processes to improve efficiency and client service Act as a key point of contact between paraplanners, advisers, and wider business teams Conduct regular performance reviews and support professional development Foster a positive and collaborative working culture About You Strong management and leadership experience within financial services Proven track record of developing and motivating teams Excellent communication and organisational skills Commercially aware with a focus on efficiency and client service Ability to build strong relationships across the business Full driving license (Level 4 Diploma in Financial Planning is not required for this role, as you will not be undertaking paraplanning duties directly.) Package & Benefits Salary up to £48,000 depending on experience Flexible working options Generous holiday allowance plus bank holidays Pension & benefits package Professional development and career progression opportunities How to Apply If you have strong leadership skills, a background in financial services, and are passionate about developing people, we'd love to hear from you. Apply now with your CV outlining your experience and suitability.
Sep 04, 2025
Full time
Financial Services Team Leader Location: Bath/ Gloucester/Nottingham or Chelmsford Salary: £48,000 Reference: 9886 A leading financial planning firm in Bath is seeking a Financial Services Team Leader to manage and support a growing paraplanning team. We are looking for someone to be based in one of the above locations with some travel (once a quarter to the other areas - expenses covered) This is an exciting opportunity for an experienced people manager with a background in financial services to take on a leadership role within a collaborative and professional environment. While you won't be directly undertaking paraplanning, you'll be instrumental in driving performance, supporting development, and ensuring smooth day-to-day operations. Key Responsibilities Lead, mentor, and develop a team of paraplanners to achieve business goals Oversee workflow management and ensure deadlines are met Implement best practice processes to improve efficiency and client service Act as a key point of contact between paraplanners, advisers, and wider business teams Conduct regular performance reviews and support professional development Foster a positive and collaborative working culture About You Strong management and leadership experience within financial services Proven track record of developing and motivating teams Excellent communication and organisational skills Commercially aware with a focus on efficiency and client service Ability to build strong relationships across the business Full driving license (Level 4 Diploma in Financial Planning is not required for this role, as you will not be undertaking paraplanning duties directly.) Package & Benefits Salary up to £48,000 depending on experience Flexible working options Generous holiday allowance plus bank holidays Pension & benefits package Professional development and career progression opportunities How to Apply If you have strong leadership skills, a background in financial services, and are passionate about developing people, we'd love to hear from you. Apply now with your CV outlining your experience and suitability.
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals
Sep 04, 2025
Full time
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals
Synchronicity Group
Newcastle Upon Tyne, Tyne And Wear
IFA Administrator, Newcastle. Up to £30,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services. The role: You'll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers Preparing client meeting packs General administration and maintenance of client files Processing new business applications using various platforms Ensuring that financial transactions are completed correctly & compliantly Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings Liaising with product and system providers To apply: You must have previous experience gained in Financial Services preferably within an IFA. Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Financial Services exams a distinct advantage (they offer full support towards these) Customer focused. Ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel & Outlook. For further information about this and many other great opportunities in Financial Services , please contact Synchronicity Wealth .
Sep 04, 2025
Full time
IFA Administrator, Newcastle. Up to £30,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within n IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services. The role: You'll be working in a team of Administrators working closely with Paraplanners and supporting a number of Advisers Preparing client meeting packs General administration and maintenance of client files Processing new business applications using various platforms Ensuring that financial transactions are completed correctly & compliantly Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings Liaising with product and system providers To apply: You must have previous experience gained in Financial Services preferably within an IFA. Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Financial Services exams a distinct advantage (they offer full support towards these) Customer focused. Ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel & Outlook. For further information about this and many other great opportunities in Financial Services , please contact Synchronicity Wealth .
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Sep 03, 2025
Full time
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space. This London-based company has already established itself as a market leader-blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation. The Role: As a Junior Paraplanner, you will: Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports. Gain hands-on exposure to real client work far earlier than in a traditional firm. Assist in financial plan construction, asset reviews, risk assessments, and technical documentation. Work closely with advisers, analysts, and product developers to understand the full client journey. Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy. What We're Looking For: A strong academic background (ideally in finance, economics, mathematics, or a related field). 1-3 years' experience in financial planning, paraplanning, or a similar advisory support role. Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) - or intention to achieve it. Excellent communication skills - both written and verbal. A proactive, analytical mindset and the ability to work in a fast-paced, agile environment. Tech-curious and open to using advanced tools to improve client outcomes. What's on Offer: Salary of £35,000 - £45,000, depending on experience.A highly flexible hybrid working environment designed to support your wellbeing and productivity. Full study support and mentoring to help you achieve professional qualifications. A clear, supported pathway to progress into a client-facing financial advisory role. The chance to be part of a mission-led, collaborative, and fast-growing firm that's redefining the financial advice industry. If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.
Sep 03, 2025
Full time
Are you an ambitious, detail-driven paraplanner with a strong academic track record, early-stage qualifications, and a clear goal to progress into a client-facing role? This is your opportunity to join one of the most forward-thinking, high-growth firms in the wealth advisory fintech space. This London-based company has already established itself as a market leader-blending sophisticated portfolio analytics, personalised advice, and cutting-edge digital tools to transform how individuals engage with their financial life. With a fast-growing client base and an ambitious team culture, they are now looking to expand their financial planning team with a Junior Paraplanner who shares their passion for excellence and innovation. The Role: As a Junior Paraplanner, you will: Support the financial advice team by preparing high-quality research, portfolio analysis, and client-ready reports. Gain hands-on exposure to real client work far earlier than in a traditional firm. Assist in financial plan construction, asset reviews, risk assessments, and technical documentation. Work closely with advisers, analysts, and product developers to understand the full client journey. Be involved in broader initiatives across client onboarding, digital platform enhancements, and team strategy. What We're Looking For: A strong academic background (ideally in finance, economics, mathematics, or a related field). 1-3 years' experience in financial planning, paraplanning, or a similar advisory support role. Progress toward the CII Diploma in Regulated Financial Planning (DipPFS) - or intention to achieve it. Excellent communication skills - both written and verbal. A proactive, analytical mindset and the ability to work in a fast-paced, agile environment. Tech-curious and open to using advanced tools to improve client outcomes. What's on Offer: Salary of £35,000 - £45,000, depending on experience.A highly flexible hybrid working environment designed to support your wellbeing and productivity. Full study support and mentoring to help you achieve professional qualifications. A clear, supported pathway to progress into a client-facing financial advisory role. The chance to be part of a mission-led, collaborative, and fast-growing firm that's redefining the financial advice industry. If you're intellectually curious, people-focused, and want to play an integral role in the future of financial planning, this could be the perfect next step.
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Sep 03, 2025
Full time
Paraplanner Location - Chelmsford (CM2) Salary - up to £40,000 excellent benefits package Hours - Full Time - hybrid working pattern A highly successful large SJP Partner Practice are looking to appoint an experienced Paraplanner to join their growing team. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You will be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including pensions and investments You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Sep 03, 2025
Full time
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
Sep 03, 2025
Full time
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 03, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients . Role Responsibilities: Ownership of the new business application process Process new business within target/service level agreements Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken Assist Financial Planners in actively chasing and providing updates on pipeline business when requested Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings. Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately. Issue documentation in line with company procedure Ensure that client complaints and/or breaches are escalated immediately to management/compliance Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated Ensure comprehensive client information is maintained in the back-office system. Benefits of joining the business: 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus on top of salary, Hybrid/Work from home, Full support for further professional qualifications. A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Home/office hybrid working is fully supported during the working week. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now. Staff retention is second to none with our client, we have represented them for years with excellent success.
Sep 02, 2025
Full time
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients . Role Responsibilities: Ownership of the new business application process Process new business within target/service level agreements Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken Assist Financial Planners in actively chasing and providing updates on pipeline business when requested Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings. Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately. Issue documentation in line with company procedure Ensure that client complaints and/or breaches are escalated immediately to management/compliance Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated Ensure comprehensive client information is maintained in the back-office system. Benefits of joining the business: 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus on top of salary, Hybrid/Work from home, Full support for further professional qualifications. A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Home/office hybrid working is fully supported during the working week. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now. Staff retention is second to none with our client, we have represented them for years with excellent success.
A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment. The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact. Key Responsibilities: Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements: Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer: Basic salary up to £45,000 Discretionary annual bonus Hybrid working - 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.
Sep 02, 2025
Full time
A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment. The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact. Key Responsibilities: Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements: Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer: Basic salary up to £45,000 Discretionary annual bonus Hybrid working - 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.
Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Sep 02, 2025
Full time
Job Title: Paraplanner Location: Midlands Salary: Up to £38,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £38,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Sep 02, 2025
Full time
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 02, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Sep 02, 2025
Full time
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £50,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £50,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Sep 02, 2025
Full time
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £50,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £50,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Exchange Street Executive Search
Bristol, Gloucestershire
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Sep 02, 2025
Full time
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Financial Advisor - Somerset - £60,000 Flexibility A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset. This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm's core service proposition. Key Highlights: Competitive salary around £60,000, with flexibility depending on experience Hybrid working available - 1-2 days from home Firm manages over £275m in AUM Support structure includes a Paraplanner and Administrator per advisor Majority of investments run through DFM or MPS on the Parmenion platform Excellent potential for career growth, with acquisition plans in the pipeline What They're Looking For: Ideally CAS and Chartered (or working towards) Strong client-facing skills and confidence are essential Desire to build long-term relationships within a professional and supportive environment If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step
Sep 02, 2025
Full time
Financial Advisor - Somerset - £60,000 Flexibility A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset. This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm's core service proposition. Key Highlights: Competitive salary around £60,000, with flexibility depending on experience Hybrid working available - 1-2 days from home Firm manages over £275m in AUM Support structure includes a Paraplanner and Administrator per advisor Majority of investments run through DFM or MPS on the Parmenion platform Excellent potential for career growth, with acquisition plans in the pipeline What They're Looking For: Ideally CAS and Chartered (or working towards) Strong client-facing skills and confidence are essential Desire to build long-term relationships within a professional and supportive environment If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step
Paraplanner (Hybrid) £45,000 - £50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits Package Plymouth Are you an Paraplanner with a Level 4, looking to join a tight knit, friendly team, in a financial services business which will offer you work life balance, hybrid, and 9-5 hours with the option for flexibility? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for nurturing their employees and great staff retention. Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports and any other ad hoc technical work.This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and a great team. The Role Preparing reports detailing the consultant's recommendations for the client Conducting research General paraplanning Hybrid and flexible arrangements available 9:00-17:00 Monday to Friday The Person Paraplanner Level 4, or already working towards this BBBH20240a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Sep 01, 2025
Full time
Paraplanner (Hybrid) £45,000 - £50,000 + Hybrid / Flexible Arrangements Available + 33 Days Holiday + Company Benefits Package Plymouth Are you an Paraplanner with a Level 4, looking to join a tight knit, friendly team, in a financial services business which will offer you work life balance, hybrid, and 9-5 hours with the option for flexibility? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for nurturing their employees and great staff retention. Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports and any other ad hoc technical work.This role would suit a Paraplanner with a Level 4 In Financial Planning looking for work life balance, hybrid working, nice hours and a great team. The Role Preparing reports detailing the consultant's recommendations for the client Conducting research General paraplanning Hybrid and flexible arrangements available 9:00-17:00 Monday to Friday The Person Paraplanner Level 4, or already working towards this BBBH20240a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
