Shape the future of financial planning with clarity, precision, and purpose. We're seeking a detail-driven, technically skilled Paraplanner to join a dynamic financial planning team based in London. This hybrid role offers the perfect blend of autonomy and collaboration, giving you the flexibility to work remotely while staying connected to a high-performing, client-focused environment. What You'll Do Produce clear, compliant, and client-friendly suitability letters across a range of advice areas Collaborate with advisers to assess client needs and formulate tailored financial strategies Research solutions including pensions, investments, retirement income, inheritance tax, VCTs and EISs Support client meetings with cashflow modelling and technical insight Ensure advice is implemented accurately by working closely with the admin team Maintain and update client records and financial planning systems Contribute to the development of new processes, tools, and best practices Act as a technical resource for the team and share insights from industry events and seminars What You'll Bring Strong understanding of financial products and planning strategies Ability to translate complex advice into clear, engaging client communications Familiarity with compliance frameworks and regulatory standards Proficiency in financial planning tools (e.g. Voyant, FE Analytics) and MS Office Excellent attention to detail and written communication skills A proactive, solution-oriented mindset and collaborative spirit Why This Role Stands Out Hybrid working model with flexibility and autonomy Exposure to a wide range of financial planning scenarios Opportunity to shape processes and contribute to team growth Supportive, forward-thinking culture that values your input If you're passionate about financial planning and want to make a meaningful impact while growing your expertise, we'd love to hear from you. Ready to take the next step in your Paraplanning career? Apply now.
Sep 05, 2025
Full time
Shape the future of financial planning with clarity, precision, and purpose. We're seeking a detail-driven, technically skilled Paraplanner to join a dynamic financial planning team based in London. This hybrid role offers the perfect blend of autonomy and collaboration, giving you the flexibility to work remotely while staying connected to a high-performing, client-focused environment. What You'll Do Produce clear, compliant, and client-friendly suitability letters across a range of advice areas Collaborate with advisers to assess client needs and formulate tailored financial strategies Research solutions including pensions, investments, retirement income, inheritance tax, VCTs and EISs Support client meetings with cashflow modelling and technical insight Ensure advice is implemented accurately by working closely with the admin team Maintain and update client records and financial planning systems Contribute to the development of new processes, tools, and best practices Act as a technical resource for the team and share insights from industry events and seminars What You'll Bring Strong understanding of financial products and planning strategies Ability to translate complex advice into clear, engaging client communications Familiarity with compliance frameworks and regulatory standards Proficiency in financial planning tools (e.g. Voyant, FE Analytics) and MS Office Excellent attention to detail and written communication skills A proactive, solution-oriented mindset and collaborative spirit Why This Role Stands Out Hybrid working model with flexibility and autonomy Exposure to a wide range of financial planning scenarios Opportunity to shape processes and contribute to team growth Supportive, forward-thinking culture that values your input If you're passionate about financial planning and want to make a meaningful impact while growing your expertise, we'd love to hear from you. Ready to take the next step in your Paraplanning career? Apply now.
Are you ready to be more than just a back-office support? Paraplanning is the beating heart of great financial advice - and we're looking for someone who wants to make a real impact. What You'll Be Doing You'll be an integral part of the advice process, working side-by-side with our financial planners to deliver exceptional client outcomes. From attending client meetings and crafting suitability letters to researching bespoke solutions and coordinating with internal teams - you'll be involved at every stage. Attend and support client meetings, updating factfinds and liaising with teams Write clear, compliant suitability letters across pensions, investments, tax planning & more Research financial solutions tailored to client needs Act as a secondary point of contact for clients, building strong relationships Maintain accurate records in Xplan and contribute to process improvements Present cashflow models and assist with retirement planning strategies Stay sharp by attending technical seminars and sharing insights with the team What You Bring We're looking for someone who's technically savvy, client-focused, and thrives in a collaborative environment. Strong understanding of financial products and regulatory frameworks Working towards chartered status Excellent written and verbal communication skills Proficiency in Xplan, Voyant, FE Analytics & MS Office High attention to detail and ability to manage multiple tasks A proactive, solution-oriented mindset Passion for learning and sharing best practices Why Apply? My client is not just another financial planning firm. They are a partnership built on trust, innovation, and a genuine desire to help their clients thrive. You'll be part of a team that values your input, invests in your growth, and celebrates your wins. Ready to shape the future of financial planning? Apply now and let's build something brilliant together.
Sep 05, 2025
Full time
Are you ready to be more than just a back-office support? Paraplanning is the beating heart of great financial advice - and we're looking for someone who wants to make a real impact. What You'll Be Doing You'll be an integral part of the advice process, working side-by-side with our financial planners to deliver exceptional client outcomes. From attending client meetings and crafting suitability letters to researching bespoke solutions and coordinating with internal teams - you'll be involved at every stage. Attend and support client meetings, updating factfinds and liaising with teams Write clear, compliant suitability letters across pensions, investments, tax planning & more Research financial solutions tailored to client needs Act as a secondary point of contact for clients, building strong relationships Maintain accurate records in Xplan and contribute to process improvements Present cashflow models and assist with retirement planning strategies Stay sharp by attending technical seminars and sharing insights with the team What You Bring We're looking for someone who's technically savvy, client-focused, and thrives in a collaborative environment. Strong understanding of financial products and regulatory frameworks Working towards chartered status Excellent written and verbal communication skills Proficiency in Xplan, Voyant, FE Analytics & MS Office High attention to detail and ability to manage multiple tasks A proactive, solution-oriented mindset Passion for learning and sharing best practices Why Apply? My client is not just another financial planning firm. They are a partnership built on trust, innovation, and a genuine desire to help their clients thrive. You'll be part of a team that values your input, invests in your growth, and celebrates your wins. Ready to shape the future of financial planning? Apply now and let's build something brilliant together.
Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!
Sep 05, 2025
Full time
Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity! Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Uckfield regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry. Responsibilities Compiling detailed financial planning reports for the Financial Planners to present to clients. Support the Financial Planners by conducting research on products and helping find the right solutions for clients. Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries Arranging for plans to be submitted to company providers. Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements Experience in a financial advice firm and paraplanner skills are essential. Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally. A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. 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 05, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Uckfield regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry. Responsibilities Compiling detailed financial planning reports for the Financial Planners to present to clients. Support the Financial Planners by conducting research on products and helping find the right solutions for clients. Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries Arranging for plans to be submitted to company providers. Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements Experience in a financial advice firm and paraplanner skills are essential. Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally. A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. 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.
Jo (Mrs H) at Avocet Commercial Careers has an outstanding opportunity for a Junior Paraplanner with an established firm in Taunton. This entry-level role could be your pathway to developing full paraplanner status while working with experienced professionals in a supportive, collaborative environment! About the Client Our client is an established financial services firm with a strong reputation for delivering outstanding client service and comprehensive financial planning solutions. With their commitment to excellence and collaborative approach, they offer the perfect setting for launching your paraplanning career. About the Role This full-time permanent position (35 hours per week) is based in Taunton with flexibility for hybrid working arrangements. You'll be working closely with Financial Advisers, Paraplanners, and colleagues to elevate client experiences while developing your analytical skills and working towards full paraplanner status through comprehensive training and support. Junior Paraplanner Responsibilities Manage communications with providers and colleagues via phone, email, and messaging systems Source key information for paraplanners and advisers from provider systems and telephone/email Prepare research and analysis documents to support the paraplanning team Pre-populate forms with client information and liaise with colleagues on advice recommendations Package reports and letters ensuring all documents and forms are properly enclosed Prepare simple letters and annual review documents with increasing complexity as skills develop Complete additional training and regulatory exams while actively working towards paraplanner status Document and update processes while sharing knowledge with colleagues Identify improvement opportunities and flag efficiencies with line manager Junior Paraplanner Requirements Minimum 2 years experience in Financial Advice Services Excellent interpersonal and client care skills Proven ability to work under own initiative and prioritised tasks effectively Excellent diary management, planning, and organisational skills Professional, articulate, and confident approach Keen attention to detail with strong problem-solving mindset Empathetic and patient when dealing with difficult situations Competent with IT systems, especially Microsoft Office Confidence to ask questions with a "can do" attitude Motivated, flexible, and proactive with ability to multi-task around tight deadlines Desirable: R01 qualification (equivalent experience acceptable for those without industry exams) Benefits Competitive salary of £30k - £36k DOE Hybrid working arrangements and 35 hours per week 28 days annual leave plus bank holidays Company pension scheme and Group Life Assurance Health Cash Plan Career development Plus more! The Ideal Candidate You're an analytical professional with financial services experience who's eager to develop specialised paraplanning expertise. With your pragmatic mindset and attention to detail, you take pride in achieving high standards while building excellent working relationships. You thrive in collaborative environments, enjoy problem-solving, and are motivated by the opportunity to progress towards full paraplanner status with comprehensive training and support from experienced professionals. Contact Jo (Mrs H) at Avocet Commercial Careers for an informal discussion about this role.
Sep 05, 2025
Full time
Jo (Mrs H) at Avocet Commercial Careers has an outstanding opportunity for a Junior Paraplanner with an established firm in Taunton. This entry-level role could be your pathway to developing full paraplanner status while working with experienced professionals in a supportive, collaborative environment! About the Client Our client is an established financial services firm with a strong reputation for delivering outstanding client service and comprehensive financial planning solutions. With their commitment to excellence and collaborative approach, they offer the perfect setting for launching your paraplanning career. About the Role This full-time permanent position (35 hours per week) is based in Taunton with flexibility for hybrid working arrangements. You'll be working closely with Financial Advisers, Paraplanners, and colleagues to elevate client experiences while developing your analytical skills and working towards full paraplanner status through comprehensive training and support. Junior Paraplanner Responsibilities Manage communications with providers and colleagues via phone, email, and messaging systems Source key information for paraplanners and advisers from provider systems and telephone/email Prepare research and analysis documents to support the paraplanning team Pre-populate forms with client information and liaise with colleagues on advice recommendations Package reports and letters ensuring all documents and forms are properly enclosed Prepare simple letters and annual review documents with increasing complexity as skills develop Complete additional training and regulatory exams while actively working towards paraplanner status Document and update processes while sharing knowledge with colleagues Identify improvement opportunities and flag efficiencies with line manager Junior Paraplanner Requirements Minimum 2 years experience in Financial Advice Services Excellent interpersonal and client care skills Proven ability to work under own initiative and prioritised tasks effectively Excellent diary management, planning, and organisational skills Professional, articulate, and confident approach Keen attention to detail with strong problem-solving mindset Empathetic and patient when dealing with difficult situations Competent with IT systems, especially Microsoft Office Confidence to ask questions with a "can do" attitude Motivated, flexible, and proactive with ability to multi-task around tight deadlines Desirable: R01 qualification (equivalent experience acceptable for those without industry exams) Benefits Competitive salary of £30k - £36k DOE Hybrid working arrangements and 35 hours per week 28 days annual leave plus bank holidays Company pension scheme and Group Life Assurance Health Cash Plan Career development Plus more! The Ideal Candidate You're an analytical professional with financial services experience who's eager to develop specialised paraplanning expertise. With your pragmatic mindset and attention to detail, you take pride in achieving high standards while building excellent working relationships. You thrive in collaborative environments, enjoy problem-solving, and are motivated by the opportunity to progress towards full paraplanner status with comprehensive training and support from experienced professionals. Contact Jo (Mrs H) at Avocet Commercial Careers for an informal discussion about this role.
Job Title: Pension Governance Consultant As a Pension Governance Consultant, you will play a key role in maintaining strong governance for occupational pension schemes, whether ongoing, in wind-up, or in a Pension Protection Fund (PPF) Assessment Period. You may also act as scheme secretary, supported by a Trustee Manager or Director for strategic decisions. This is a fantastic opportunity for an experienced pensions professional who thrives in a collaborative environment and is eager to contribute to the effective management of pension schemes. Key Responsibilities Supporting Directors and client teams in managing the governance of ongoing DB and DC pension schemes. Overseeing day-to-day PPF assessment period tasks for schemes within the PPF. Preparing and updating business plans to manage scheme expenses. Maintaining governance documents, including risk registers, calendars, and policies. Assisting with trustee meeting arrangements, including agenda preparation, minute-taking, and action tracking. Coordinating investment transitions, regulatory filings, and benefit decision processes. Managing documentation such as trustee welcome packs, member communications, and trustee reports and accounts. Supporting member queries and liaising with trustees and advisors. Contributing to ad hoc projects such as adviser tenders or liability management exercises. Ensuring compliance with legislative and regulatory frameworks. About You We're looking for someone with: At least 3 years' experience working with defined benefit occupational pension schemes. Knowledge of current pensions legislation, including the Pensions Act 2004. Strong organisational skills, with the ability to manage workloads proactively. Excellent attention to detail and the ability to meet deadlines. Proficiency in Microsoft Office Suite. Strong communication skills, both written and verbal. A proactive, professional, and collaborative approach. Desirable Skills and Experience Experience working with the Pension Protection Fund. Project management experience. Progress towards professional pensions qualifications (e.g. PMI Award in Pensions Trusteeship, Associateship) and evidence of continued professional development. Please quote 51809 when calling Aaron 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 05, 2025
Full time
Job Title: Pension Governance Consultant As a Pension Governance Consultant, you will play a key role in maintaining strong governance for occupational pension schemes, whether ongoing, in wind-up, or in a Pension Protection Fund (PPF) Assessment Period. You may also act as scheme secretary, supported by a Trustee Manager or Director for strategic decisions. This is a fantastic opportunity for an experienced pensions professional who thrives in a collaborative environment and is eager to contribute to the effective management of pension schemes. Key Responsibilities Supporting Directors and client teams in managing the governance of ongoing DB and DC pension schemes. Overseeing day-to-day PPF assessment period tasks for schemes within the PPF. Preparing and updating business plans to manage scheme expenses. Maintaining governance documents, including risk registers, calendars, and policies. Assisting with trustee meeting arrangements, including agenda preparation, minute-taking, and action tracking. Coordinating investment transitions, regulatory filings, and benefit decision processes. Managing documentation such as trustee welcome packs, member communications, and trustee reports and accounts. Supporting member queries and liaising with trustees and advisors. Contributing to ad hoc projects such as adviser tenders or liability management exercises. Ensuring compliance with legislative and regulatory frameworks. About You We're looking for someone with: At least 3 years' experience working with defined benefit occupational pension schemes. Knowledge of current pensions legislation, including the Pensions Act 2004. Strong organisational skills, with the ability to manage workloads proactively. Excellent attention to detail and the ability to meet deadlines. Proficiency in Microsoft Office Suite. Strong communication skills, both written and verbal. A proactive, professional, and collaborative approach. Desirable Skills and Experience Experience working with the Pension Protection Fund. Project management experience. Progress towards professional pensions qualifications (e.g. PMI Award in Pensions Trusteeship, Associateship) and evidence of continued professional development. Please quote 51809 when calling Aaron 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.
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
Sep 05, 2025
Full time
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
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
