Job Title/Location: Mortgage Administrator & Principal PA, London Salary: To £39,000 bonus c.£3,000 Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion. Role Snapshot: Varied role, lots of scope. Submit DIP's, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more. The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include: Working on client Fact Finds and chasing clients for outstanding documents Submitting DIP's and sending out client certificates Liaising with a wide range of Lenders & Solicitors Researching, drafting initial recommendation emails for purchases, remortgages & product transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications General PA work for the Principal, mainly inbox & calendar management Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below. The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Sep 03, 2025
Full time
Job Title/Location: Mortgage Administrator & Principal PA, London Salary: To £39,000 bonus c.£3,000 Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion. Role Snapshot: Varied role, lots of scope. Submit DIP's, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more. The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK's largest mortgage clubs, working with all the major lenders. The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include: Working on client Fact Finds and chasing clients for outstanding documents Submitting DIP's and sending out client certificates Liaising with a wide range of Lenders & Solicitors Researching, drafting initial recommendation emails for purchases, remortgages & product transfers Check rate reductions, checking offers, comparing them to applications Draft suitability letters Review home buyer surveys, provide feedback & recommendations to clients. GI PMI renewals and research Obtain quotes for Protection & GI and ultimately submit applications General PA work for the Principal, mainly inbox & calendar management Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important. Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below. The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any 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.
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
Paraplanner - Award-Winning Financial Planning Practice Bracknell, hybrid (2days office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Bracknell that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Sep 03, 2025
Full time
Paraplanner - Award-Winning Financial Planning Practice Bracknell, hybrid (2days office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Bracknell that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Senior Pension Associate Here at Alexander Lloyd, we are currently partnered with a leading third-party administrator to support their search for a Senior Pension Associate to join the team. Role & Responsibilities: Deliver exceptional client service across DB and DC pension schemes. Oversee and check work from junior team members. Handle benefit calculations and member communications. Ensure accurate, professional reporting and documentation. Support process improvements and new business activities. Essential Criteria: Must have prior DB/DC experience. Ability to complete manual calculations. Proven excellent customer service experience This role can be remote or hybrid to one of their offices, if you are interested do reach out or apply today. Please quote 51535 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Sep 03, 2025
Full time
Senior Pension Associate Here at Alexander Lloyd, we are currently partnered with a leading third-party administrator to support their search for a Senior Pension Associate to join the team. Role & Responsibilities: Deliver exceptional client service across DB and DC pension schemes. Oversee and check work from junior team members. Handle benefit calculations and member communications. Ensure accurate, professional reporting and documentation. Support process improvements and new business activities. Essential Criteria: Must have prior DB/DC experience. Ability to complete manual calculations. Proven excellent customer service experience This role can be remote or hybrid to one of their offices, if you are interested do reach out or apply today. Please quote 51535 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Paraplanner Hybrid working Falkirk Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Sep 03, 2025
Full time
Paraplanner Hybrid working Falkirk Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Join Our client as a Paraplanner in Tunbridge Wells! Are you a detail-oriented financial professional looking to make your mark? Our client, a leading organisation is on the hunt for a talented Paraplanner to join their dynamic team! If you are passionate about financial planning and keen to contribute to client success, this could be the perfect opportunity for you for your next career move! Position Details: Location: Tunbridge Wells, Kent Contract Type: Permanent Hours: Monday to Friday, 9am-5pm Salary: £33,000-£42,500 (depending on experience and qualifications) Work Arrangement: Hybrid (3 days in-office, 2 days remote, full time office based whilst training.) Benefits: 25 days annual leave + Bank Holidays + Birthday Off, Pension, Death in Service, Cycle to work, Additional Holiday Purchase Scheme, Why Join Our Client? Convenient Location: Central and close to Tunbridge Wells train station! Supportive Environment: Collaborate with a friendly team of professionals who value your contributions. Professional Growth: Opportunities for continuing education and career advancement. Key Responsibilities: As a Paraplanner, you will play a crucial role in supporting our financial advisers and enhancing client services. Your key responsibilities will include: Drafting suitability reports for pensions, investments, protection, and tax planning. Creating cash flow projections and conducting detailed financial analyses. Researching financial products and collaborating with advisers to tailor recommendations. Maintaining compliant client records and assisting with technical queries. Keeping up-to-date with regulatory changes and financial planning tools. Candidate Profile: We're looking for someone who is enthusiastic about finance and has a knack for detail. If you possess the following qualifications and skills, we want to hear from you! A minimum of 2 years' paraplanning experience, salary will depend on year's experience Relevant Diploma in regulated Financial Planning Strong knowledge of pensions, investments, protection, and taxation. Technically proficient Excellent writing, communication, and analytical skills. Proficiency in financial planning software and Microsoft Office. Ready to Take the Next Step? If you are eager to join a vibrant team and contribute to meaningful financial planning, apply now! How to Apply: Send your CV online for consideration for this role, or directly to . This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - . Seize this opportunity to elevate your career in a supportive and innovative environment. Don't miss out-apply today and become an integral part of our client's success story! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 03, 2025
Full time
Join Our client as a Paraplanner in Tunbridge Wells! Are you a detail-oriented financial professional looking to make your mark? Our client, a leading organisation is on the hunt for a talented Paraplanner to join their dynamic team! If you are passionate about financial planning and keen to contribute to client success, this could be the perfect opportunity for you for your next career move! Position Details: Location: Tunbridge Wells, Kent Contract Type: Permanent Hours: Monday to Friday, 9am-5pm Salary: £33,000-£42,500 (depending on experience and qualifications) Work Arrangement: Hybrid (3 days in-office, 2 days remote, full time office based whilst training.) Benefits: 25 days annual leave + Bank Holidays + Birthday Off, Pension, Death in Service, Cycle to work, Additional Holiday Purchase Scheme, Why Join Our Client? Convenient Location: Central and close to Tunbridge Wells train station! Supportive Environment: Collaborate with a friendly team of professionals who value your contributions. Professional Growth: Opportunities for continuing education and career advancement. Key Responsibilities: As a Paraplanner, you will play a crucial role in supporting our financial advisers and enhancing client services. Your key responsibilities will include: Drafting suitability reports for pensions, investments, protection, and tax planning. Creating cash flow projections and conducting detailed financial analyses. Researching financial products and collaborating with advisers to tailor recommendations. Maintaining compliant client records and assisting with technical queries. Keeping up-to-date with regulatory changes and financial planning tools. Candidate Profile: We're looking for someone who is enthusiastic about finance and has a knack for detail. If you possess the following qualifications and skills, we want to hear from you! A minimum of 2 years' paraplanning experience, salary will depend on year's experience Relevant Diploma in regulated Financial Planning Strong knowledge of pensions, investments, protection, and taxation. Technically proficient Excellent writing, communication, and analytical skills. Proficiency in financial planning software and Microsoft Office. Ready to Take the Next Step? If you are eager to join a vibrant team and contribute to meaningful financial planning, apply now! How to Apply: Send your CV online for consideration for this role, or directly to . This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - . Seize this opportunity to elevate your career in a supportive and innovative environment. Don't miss out-apply today and become an integral part of our client's success story! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Paraplanner - Award-Winning Financial Planning Practice Lincoln, hybrid (2days in office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Lincoln that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to clearly communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Sep 03, 2025
Full time
Paraplanner - Award-Winning Financial Planning Practice Lincoln, hybrid (2days in office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Lincoln that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to clearly communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm About you Working towards Regulated Diploma in Financial Planning(Level 4) Understanding of UK financial regulatory framework and legislation Good communication skills, both written and verbal Good computer skills, proficient in Outlook, Word, Excel and PowerPoint Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 03, 2025
Full time
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm About you Working towards Regulated Diploma in Financial Planning(Level 4) Understanding of UK financial regulatory framework and legislation Good communication skills, both written and verbal Good computer skills, proficient in Outlook, Word, Excel and PowerPoint Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Paraplanner Hybrid working Glasgow Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance provided by Vitality. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Sep 03, 2025
Full time
Paraplanner Hybrid working Glasgow Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance provided by Vitality. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
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
This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm. You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely to be a handover in place to assist you and the clients with having a smooth transition. You should be able to write good levels of new business with leads / enquiries being passed to you from the company, plus the existing client bank has proven to generate new business through referrals. Individuals who can actively self-generate would be rewarded, whether that's through networking, generating professional introducers or regularly obtaining referrals. You will have the backing of an established team of Administrators and Paraplanners, many of whom have been part of the business for several years so know the processes, clients and providers very well. Weekly catch ups take place to ensure everyone knows what needs to be actioned. You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. Financial Advisor Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You should be an experienced Financial Advisor Alternatively, our client would be open minded to an individual early in their financial advice career, who has been within the industry for some time (e.g. Paraplanner or Mortgage Advisor) Candidates with experience of working within small / medium teams would be beneficial The Company This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well. Financial Advisor Benefits Salary of £50,000 - £70,000 plus bonuses Alternatively, would consider self-employed if desired Hybrid working with ideally 3 days in their office in Newport, Shropshire 25 days holiday plus bank holidays and pension Joining a friendly, supportive team Location Newport, Shropshire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Sep 03, 2025
Full time
This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm. You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely to be a handover in place to assist you and the clients with having a smooth transition. You should be able to write good levels of new business with leads / enquiries being passed to you from the company, plus the existing client bank has proven to generate new business through referrals. Individuals who can actively self-generate would be rewarded, whether that's through networking, generating professional introducers or regularly obtaining referrals. You will have the backing of an established team of Administrators and Paraplanners, many of whom have been part of the business for several years so know the processes, clients and providers very well. Weekly catch ups take place to ensure everyone knows what needs to be actioned. You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. Financial Advisor Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You should be an experienced Financial Advisor Alternatively, our client would be open minded to an individual early in their financial advice career, who has been within the industry for some time (e.g. Paraplanner or Mortgage Advisor) Candidates with experience of working within small / medium teams would be beneficial The Company This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well. Financial Advisor Benefits Salary of £50,000 - £70,000 plus bonuses Alternatively, would consider self-employed if desired Hybrid working with ideally 3 days in their office in Newport, Shropshire 25 days holiday plus bank holidays and pension Joining a friendly, supportive team Location Newport, Shropshire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Paraplanner Lincoln Hybrid Up to £45k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Lincoln. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees. The Business: This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal. The Role: Working as an Paraplanner within this firm will see you carrying out a range of duties. You will responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients. The Benefits: Salary up to £45k 25 days holiday plus bank holidays, and your birthday off Hybrid working available Annual discretionary bonus of up to 10% Valuable share option for all employees (please ask for further details) Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Life Assurance Income Protection Applying To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
Sep 03, 2025
Full time
Paraplanner Lincoln Hybrid Up to £45k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Lincoln. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees. The Business: This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal. The Role: Working as an Paraplanner within this firm will see you carrying out a range of duties. You will responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients. The Benefits: Salary up to £45k 25 days holiday plus bank holidays, and your birthday off Hybrid working available Annual discretionary bonus of up to 10% Valuable share option for all employees (please ask for further details) Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Life Assurance Income Protection Applying To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
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.
