Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. 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. 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 as 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, 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. 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.
Oct 16, 2025
Full time
Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. 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. 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 as 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, 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. 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.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role is located for their newly acquired south Thames Ditton and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting owner/director) clients as well as building on new client activity. The existing client bank available to inherit is circa 120+ households and client retention will be key and the main focus. Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants. Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients. Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry. This opportunity is employed only (salary up to £75k, but this can be discussed further with us) with excellent bonuses available through initial fee/new business and recurring income. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential. Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams. Applicants will ideally be from the Thames Ditton areas to service the wider client bank. Home and office working is of course fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Oct 15, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role is located for their newly acquired south Thames Ditton and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting owner/director) clients as well as building on new client activity. The existing client bank available to inherit is circa 120+ households and client retention will be key and the main focus. Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants. Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients. Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry. This opportunity is employed only (salary up to £75k, but this can be discussed further with us) with excellent bonuses available through initial fee/new business and recurring income. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential. Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams. Applicants will ideally be from the Thames Ditton areas to service the wider client bank. Home and office working is of course fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
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.
Oct 02, 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.
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.
Oct 02, 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.
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 23, 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.
