Grove Talent Solutions

Job: Financial Planning Administrator Location: Droitwich Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. 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: Marlborough (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. 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) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

Job Title: Paraplanner Location: South Sheffield (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) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

Job: Financial Planning Administrator Location: Ashbourne Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. 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: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. 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) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

Job Title: Paraplanner Location: Ashbourne (Hybrid Working) Salary: Negotiable An ambitious and modern financial planning firm is expanding its back-office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with Financial Advisers and delivering high-quality, compliant advice materials. This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives. The firm offers structured training and development, with the opportunity to progress into a Financial Adviser role in the future. Key Responsibilities Produce compliant financial planning reports to support adviser recommendations Conduct technical research into products, providers, and planning strategies Support advisers with client servicing, reviews, and ongoing queries Serve as a point of contact for routine adviser and client enquiries Prepare review documentation and source illustrations where required Stay current with industry legislation, products, and regulatory requirements Key Requirements Experience within a financial advice or wealth management firm Strong paraplanning and report-writing capability Diploma in Financial Planning (or currently studying towards) preferred Excellent organisational and workload management skills High level of accuracy and attention to detail Benefits Hybrid working arrangements available Full support and funding for professional industry qualifications Up to 30 days' annual leave, with the option to purchase additional holiday (plus bank holidays) Life insurance cover provided Clear opportunity to progress into a Financial Adviser role

Job: Financial Planning Administrator Location: East Molesey Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. 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: Grimsby Salary: Negotiable Role Description Due to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers. The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams. 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 Life assurance and pension

Job Title: Paraplanner Location: Bridgnorth Salary: £ 34,000 - £ 38,000 About the Company A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team. They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice. The Opportunity This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal. Key Responsibilities Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases. Create and compile suitability reports, illustrations and fund research. Answer technical queries and build relationships with clients. Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience Diploma qualified (Desirable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics. Some of the Benefits Annual Bonus Death in Service Company Pension scheme Competitive Holiday allowance with additional days given for the office being closed over Christmas