Financial Divisions

Financial Administrator Work with 2 high billing advisers Offices in Fetcham/Leatherhead (Surrey) £30k - £32k basic salary plus benefits Office based to begin with then lots of flexible working My client are a boutique wealth planning firm with offices in Leatherhead who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK, USA and Europe. They deal with lots of HNW expat clients with complex multi-jurisdictional affairs. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £200k up to multiple millions to invest. The Directors are seeking an experienced Financial Administrator to work with 2 Advisers. You will have good experience within a financial planning practice and be familiar with conducting end to end administration for existing clients and processing any new business the Directors write. Experience with expat clients is not essential, but it would be very advantageous. Full training will be provided and an induction to get you up and running. Good knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. If this role sounds of interest or any other roles I am working on please get in touch.

Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.

Financial Planning Administrator - support 2 advisers Farnborough offices (Hampshire) £33k plus bonuses and benefits My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Administrator in their Farnborough office who will work amongst a team of 10 other administrators of varying abilities and levels of experience. You will report into a dedicated Admin Team Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. Experience across onboarding new business, client servicing and annual reviews is welcomed. If this role sounds of interest or any other roles I am working on please get in touch.

Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.

A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions

Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £30m - £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Ideally Chartered (or working towards Chartered) Competent Adviser Status (CAS) in current or previous role Around 2 years+ as a Financial Planner Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are a Financial Planner looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions.

Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch for a confidential discussion.

IFA Administrator - Route to Junior Paraplanner (Wealth Management) Location: Near Hemel Hempstead (Hybrid working available after training/probation) Salary: £30,000 - £35,000 (DOE) Our client, a well-established IFA firm near Hemel Hempstead, is seeking an experienced IFA Administrator to join their supportive team. This role offers excellent benefits, a great working environment, and clear career progression opportunities. Responsibilities include: Processing new business, fund switches, withdrawals, and policy servicing across multiple providers (Aviva, Fidelity, Prudential, Aegon, Quilter etc.). Maintaining client records on back-office systems (XPLAN training provided). Supporting advisers with valuations, reports and compliance administration. Liaising with clients and providers to deliver excellent service. Requirements: Minimum 2 years' IFA administration experience. Confident using provider platforms and CRM systems. Knowledge of FE Analytics, Defaqto or Cashcalc advantageous (training available). Benefits: £30,000 - £35,000 DOE 4% Employer Pension (salary sacrifice) Life Cover (3 x salary) Hybrid working after training Full exam support (CII up to Level 4 Diploma) For further information please email Sam at Financial Divisions.

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions

Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

BRAND NEW VACANCY - Senior Paraplanner vacancy Boutique Wealth Management Firm Sevenoaks (Kent) £48k - £50k basic salary plus benefits 3 days in the office per week after onboarding/training My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+. The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years. If this role sounds of interest or any other roles I am working on please get in touch.

Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm? This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice. You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported. This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one. The Role You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth. Provide day-to-day administrative support to Advisers Process new business across pensions, investments, and protection Prepare client review packs, valuations, and documentation Liaise with providers and clients to obtain information and progress cases Maintain accurate CRM and back-office records (I.O) Assist with technical research and suitability report preparation Support compliance and regulatory processes Deliver exceptional client service throughout the advice process About You Experience within an IFA or wealth management environment Diploma qualified (Level 4) or working towards completion Strong understanding of pensions, investments, and the advice process Excellent organisational skills and high attention to detail Confident communicator with a professional, client-focused approach Ambitious, proactive, and keen to progress into paraplanning What's On Offer £35,000 - £40,000 base salary Annual bonus Clear progression into a Junior Paraplanner role Full study support and exam funding Supportive, approachable leadership team 5 days in office initially, with hybrid flexibility after training Opportunity to join a rapidly growing, forward-thinking firm If this opportunity is of interest, please send your CV to Laura at Financial Divisions:

Paraplanner/Junior Financial Planner Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £35k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £35k - £47k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

BRAND NEW VACANCY - Paraplanner vacancy Boutique Wealth Management Firm Sevenoaks (Kent) £50k basic salary plus benefits 3 days in the office per week after onboarding/training My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+. The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years. If this role sounds of interest or any other roles I am working on please get in touch.

A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer. The Opportunity Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning. Key Responsibilities Providing high-level administrative support to Advisers and Paraplanners Preparing suitability report packs and client review documentation Managing new business processing across pensions, investments, and protection Liaising with providers and clients Processing fund switches, withdrawals, and policy servicing tasks Maintaining accurate client records and CRM systems Supporting the paraplanning team with research and report preparation Assisting with compliance and regulatory requirements About You Diploma qualified (Level 4) Previous experience within an IFA or wealth management environment Strong technical knowledge of pensions and investments Excellent organisational and communication skills High attention to detail Ambitious and motivated to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner position Ongoing professional development and exam support Supportive and collaborative team environment Long-term career progression opportunities Opportunity to join a respected and growing IFA practice If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.

Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.