Grove Talent Solutions

Job: Financial Planning Administrator Location: Braintree Salary: Negotiable Role Description A well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Job: Financial Planning Administrator Location: Ashbourne Salary: Negotiable Role Description A well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Job Title: Paraplanner Location: Uckfield (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Structured in-house training and development support Annual salary review Additional Birthday day off Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

Financial Planner Bristol (Hybrid) £50,000 - £75,000 + Excellent Benefits An established and award-winning Independent wealth management firm is seeking an experienced Financial Planner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The Role The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is a unique opportunity here to take on existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand. The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things. Key Duties Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT Conduct detailed fact-finding, cashflow planning and suitability assessments Create and deliver tailored financial plans aligned to client goals and risk profiles Maintain long-term client relationships through regular reviews and proactive communication Ensure advice meets regulatory standards and internal quality requirements Collaborate with paraplanners to produce accurate research and suitability reports Stay up to date with legislation, market changes and best practice Benefits Non-contributory pension scheme Annual profit-share Death in service cover at 6 salary 25-30 days holiday plus bank holidays Full support for CII exams and ongoing professional development Private medical insurance About You Level 4 Diploma in Financial Planning and a desire to continue developing professionally. Proven experience advising clients and managing long-term relationships A track record of developing relationships. Collaborative, ethical and client-focused approach Experience presenting or attending in-person meetings would be advantageous