Job Title: Senior Paraplanner Industry: Financial Planning Location: Leeds Hybrid : 3 Office/2 Home Salary: £45,000 - £60,000 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Leeds to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and supporting colleagues then this is the company for you. This role is a 3 month fixed term that is likely to be permanent and is available to candidates who can start immediately. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £45,000 - £60,000 Senior role with responsibility for mentoring and coaching Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Demonstrated team leadership, collaboration, and coaching skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Apply Now
May 19, 2026
Full time
Job Title: Senior Paraplanner Industry: Financial Planning Location: Leeds Hybrid : 3 Office/2 Home Salary: £45,000 - £60,000 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Leeds to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and supporting colleagues then this is the company for you. This role is a 3 month fixed term that is likely to be permanent and is available to candidates who can start immediately. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £45,000 - £60,000 Senior role with responsibility for mentoring and coaching Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Demonstrated team leadership, collaboration, and coaching skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Apply Now
Job Title: Client Service Executive Industry: Financial Planning Location: Gatwick Salary: up to £35,000 Job Reference: 10380 Job Description: Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick. Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE's to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities. Duties: Liaise with clients to arrange meetings, update information, answer queries and more Prepare meeting packs and annual review packs Ensure new business is added to the system Manage documents with confidentiality and in a timely manner General administration duties Benefits: Competitive salary of up to £35000 Hybrid working Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experience working in Financial Planning industry Good administration skills, with the duties listed above Strong understanding of UK products and regulations About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.
May 18, 2026
Full time
Job Title: Client Service Executive Industry: Financial Planning Location: Gatwick Salary: up to £35,000 Job Reference: 10380 Job Description: Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick. Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE's to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities. Duties: Liaise with clients to arrange meetings, update information, answer queries and more Prepare meeting packs and annual review packs Ensure new business is added to the system Manage documents with confidentiality and in a timely manner General administration duties Benefits: Competitive salary of up to £35000 Hybrid working Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experience working in Financial Planning industry Good administration skills, with the duties listed above Strong understanding of UK products and regulations About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 18, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: CASS Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 17, 2026
Full time
Job Title: CASS Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Client Assets Sourcebook Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 17, 2026
Full time
Job Title: Client Assets Sourcebook Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Mortgage Adviser Industry: Financial Services Location: Bath Salary: Up to £35,000 + bonus Reference Number: 10091 Recruit UK are working on an excellent opportunity for an Experienced Mortgage Broker to join a growing and ambitious mortgage firm based in the heart of Bath. Due to continued growth, they are looking to expand their team with an experienced broker who thrives in a high-volume environment and is passionate about delivering outstanding client service. Duties include: Providing whole-of-market mortgage advice to a wide range of clients Managing a high-volume pipeline from enquiry through to completion Delivering an exceptional client journey with service at the forefront Liaising with lenders, solicitors, and third parties Working closely with full admin support to ensure smooth case progression Maintaining accurate client records and compliance standards What's in it for you: Competitive basic salary up to £35,000 (dependent on experience) Realistic OTE of £50,000+ in year one, with uncapped earning potential Laptop and phone provided Work with all warm leads Full administrative support Flexitime and work-from-home options (initial office presence ideal, with Wednesday WFH thereafter, other requests considered d.o.e) Excellent training and development Holiday 21+bh + Christmas closure and increase with service (up to 25 days) Pension Multiple commission and bonus schemes Quarterly business/team incentives Supportive and professional working environment Skills and Experience Required: CeMap qualified Minimum 2 years' experience as a Mortgage Adviser desirable Strong communication and relationship-building skills Highly organised with strong attention to detail Team player, someone who thrives in a positive culture
May 15, 2026
Full time
Job Title: Mortgage Adviser Industry: Financial Services Location: Bath Salary: Up to £35,000 + bonus Reference Number: 10091 Recruit UK are working on an excellent opportunity for an Experienced Mortgage Broker to join a growing and ambitious mortgage firm based in the heart of Bath. Due to continued growth, they are looking to expand their team with an experienced broker who thrives in a high-volume environment and is passionate about delivering outstanding client service. Duties include: Providing whole-of-market mortgage advice to a wide range of clients Managing a high-volume pipeline from enquiry through to completion Delivering an exceptional client journey with service at the forefront Liaising with lenders, solicitors, and third parties Working closely with full admin support to ensure smooth case progression Maintaining accurate client records and compliance standards What's in it for you: Competitive basic salary up to £35,000 (dependent on experience) Realistic OTE of £50,000+ in year one, with uncapped earning potential Laptop and phone provided Work with all warm leads Full administrative support Flexitime and work-from-home options (initial office presence ideal, with Wednesday WFH thereafter, other requests considered d.o.e) Excellent training and development Holiday 21+bh + Christmas closure and increase with service (up to 25 days) Pension Multiple commission and bonus schemes Quarterly business/team incentives Supportive and professional working environment Skills and Experience Required: CeMap qualified Minimum 2 years' experience as a Mortgage Adviser desirable Strong communication and relationship-building skills Highly organised with strong attention to detail Team player, someone who thrives in a positive culture
Job Title: Client Engagement Manager Industry: Financial Services Location: Hybrid (Home + London office) Salary: Up to £60,000 Job Ref: 10047 Recruit UK are working with a leading financial planning organisation who are seeking a Client Engagement Manager to lead and develop their growing engagement hub. This is a great opportunity for someone who enjoys managing people, refining processes, and still being hands-on with high-quality client engagement. The Role: As Client Engagement Manager, you will oversee the full engagement function, starting with managing one associate and expanding the team as lead volume grows. You will work across multiple lead sources, digital, event/webinar-based, and partnerships, ensuring leads are validated, prioritised, and allocated efficiently. Duties include, but are not limited to: Managing, supporting, and developing the Client Engagement Associate Validating leads from multiple sources and allocating them through relevant channels Handling complex or higher priority leads directly Overseeing partnerships, ensuring strong process flow and relationship management Leading webinars, presentations, and client-facing sessions as required Reviewing and improving scripts, KPIs, and quality frameworks Supporting occasional content creation related to client engagement Ensuring data accuracy and consistency across systems Monitoring upcoming calls, pipeline activity, and overall lead quality Driving continuous improvement of engagement processes and team performance Leading by example to demonstrate best practice Working with internal stakeholders to ensure a smooth client experience, and maximisation of results from marketing efforts. Skills and experience required: Level 4 Diploma in Regulated Financial Planning Strong understanding of the financial planning process Experience managing or mentoring a team, or stepping up into leadership (desirable) Proven track record in lead management, client engagement, or advice support roles Comfortable in a target-driven, performance-focused environment Confident hosting webinars or delivering client presentations What's in it for you: Salary up to £60,000 Discretionary bonus 5% pension 25 days holiday + bank holidays (option to buy a further 5 days) Group life cover x4 Private healthcare Hybrid working - home-based with access to London hub locations
May 13, 2026
Full time
Job Title: Client Engagement Manager Industry: Financial Services Location: Hybrid (Home + London office) Salary: Up to £60,000 Job Ref: 10047 Recruit UK are working with a leading financial planning organisation who are seeking a Client Engagement Manager to lead and develop their growing engagement hub. This is a great opportunity for someone who enjoys managing people, refining processes, and still being hands-on with high-quality client engagement. The Role: As Client Engagement Manager, you will oversee the full engagement function, starting with managing one associate and expanding the team as lead volume grows. You will work across multiple lead sources, digital, event/webinar-based, and partnerships, ensuring leads are validated, prioritised, and allocated efficiently. Duties include, but are not limited to: Managing, supporting, and developing the Client Engagement Associate Validating leads from multiple sources and allocating them through relevant channels Handling complex or higher priority leads directly Overseeing partnerships, ensuring strong process flow and relationship management Leading webinars, presentations, and client-facing sessions as required Reviewing and improving scripts, KPIs, and quality frameworks Supporting occasional content creation related to client engagement Ensuring data accuracy and consistency across systems Monitoring upcoming calls, pipeline activity, and overall lead quality Driving continuous improvement of engagement processes and team performance Leading by example to demonstrate best practice Working with internal stakeholders to ensure a smooth client experience, and maximisation of results from marketing efforts. Skills and experience required: Level 4 Diploma in Regulated Financial Planning Strong understanding of the financial planning process Experience managing or mentoring a team, or stepping up into leadership (desirable) Proven track record in lead management, client engagement, or advice support roles Comfortable in a target-driven, performance-focused environment Confident hosting webinars or delivering client presentations What's in it for you: Salary up to £60,000 Discretionary bonus 5% pension 25 days holiday + bank holidays (option to buy a further 5 days) Group life cover x4 Private healthcare Hybrid working - home-based with access to London hub locations
Job Title: Paraplanner Industry: Wealth management Location: Liverpool or Southport offices Salary: £ - £45,000 (Higher salary negotiable on experience) Job reference: 9993 Job Description: Recruit UK is delighted to be partnering with a thriving wealth management firm based in Southport, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth. This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee. Duties will include: Gathering and analysing data Conducting research Preparing suitability reports Cashflow modelling Compliance duties Preparation of illustrations and key documents Dealing with client queries Benefits: 25 days annual leave plus bank holidays Salary up to £45,000 9-day fortnight (Every other Friday off!) Hybrid working Death in service Company pension Discretionary bonus Long term career progression Opportunity to get involved with investments Skills and experience required: Previous paraplanning experience Proficient use of Excel and Intelligent Office Interest in investments Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm that has offices in Liverpool and Southport on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 29, 2025
Full time
Job Title: Paraplanner Industry: Wealth management Location: Liverpool or Southport offices Salary: £ - £45,000 (Higher salary negotiable on experience) Job reference: 9993 Job Description: Recruit UK is delighted to be partnering with a thriving wealth management firm based in Southport, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth. This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee. Duties will include: Gathering and analysing data Conducting research Preparing suitability reports Cashflow modelling Compliance duties Preparation of illustrations and key documents Dealing with client queries Benefits: 25 days annual leave plus bank holidays Salary up to £45,000 9-day fortnight (Every other Friday off!) Hybrid working Death in service Company pension Discretionary bonus Long term career progression Opportunity to get involved with investments Skills and experience required: Previous paraplanning experience Proficient use of Excel and Intelligent Office Interest in investments Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm that has offices in Liverpool and Southport on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £35,000 - £50,000 Job reference: 9943 Job Description: Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser. To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired. Duties will include: Provide telephone or video-based reviews and advice to clients. Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments. Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances. Deliver compliant, personalised financial advice to meet identified client needs. Prepare compliant client communications and suitability reports. Maintain accurate and up-to-date client records on the firm's systems. Adhere to all regulatory requirements, internal compliance procedures, and advice processes. Benefits: Salary up to £50,000 Salary increases once CAS status is achieved Clients provided Excellent bonus structure Career progression framework Extensive benefits Comprehensive training Skills and experience required: Level 4 Diploma in Financial Planning Experience within Financial Services Ability to communicate effectively over the phone Desire to become a Financial Planner Strong client management skills Exceptional communication skills Highly motivated with strong work ethic About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Oct 08, 2025
Full time
Job Title: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £35,000 - £50,000 Job reference: 9943 Job Description: Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser. To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired. Duties will include: Provide telephone or video-based reviews and advice to clients. Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments. Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances. Deliver compliant, personalised financial advice to meet identified client needs. Prepare compliant client communications and suitability reports. Maintain accurate and up-to-date client records on the firm's systems. Adhere to all regulatory requirements, internal compliance procedures, and advice processes. Benefits: Salary up to £50,000 Salary increases once CAS status is achieved Clients provided Excellent bonus structure Career progression framework Extensive benefits Comprehensive training Skills and experience required: Level 4 Diploma in Financial Planning Experience within Financial Services Ability to communicate effectively over the phone Desire to become a Financial Planner Strong client management skills Exceptional communication skills Highly motivated with strong work ethic About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Job Title: Paraplanner Industry: Financial Services Location: WSM Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in WSM on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 07, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: WSM Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in WSM on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Paraplanner Industry: Financial Services Location: Plymouth Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Plymouth on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 07, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: Plymouth Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Plymouth on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Sep 24, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Job Title: Financial Adviser Industry: Financial Services Location: Carlisle. Salary: Up to £70,000 bonus Job Ref: 9878 Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser You will be dealing with an existing client portfolio as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What's in it for you: Competitive starting salary up to £70k bonus Client bank Client leads Excellent bonus schemes Excellent Benefits: DIS, Flex Bens, Pension Flex working - office/home based Administration support Study support Skills and experience required: Level 4 Diploma (Dip PFS) or equivalent CAS Status Our commitment to you : As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role. Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 23, 2025
Full time
Job Title: Financial Adviser Industry: Financial Services Location: Carlisle. Salary: Up to £70,000 bonus Job Ref: 9878 Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser You will be dealing with an existing client portfolio as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What's in it for you: Competitive starting salary up to £70k bonus Client bank Client leads Excellent bonus schemes Excellent Benefits: DIS, Flex Bens, Pension Flex working - office/home based Administration support Study support Skills and experience required: Level 4 Diploma (Dip PFS) or equivalent CAS Status Our commitment to you : As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role. Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 22, 2025
Full time
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.