Job Title: Senior IFA Administrator Industry: Financial Services Location: Grimsby (Hybrid) Salary: Up to £40,000 Job reference: 10342 Job Description: Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby. As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Benefits: Salary up to £40,000 (dependent on skills, qualifications, and experience) Opportunities to progress to a Team Leader role over time Private medical insurance 22 days' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidays Purchase holiday scheme Pension contribution Flexitime Discretionary bonus Hybrid working post-probation Support and funding towards further qualifications Excellent career progression opportunities Perk box Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within an Independent Financial Advice Company Experience with Intelligent Office and FE Analytics is highly advantageous Strong organisational skills with the ability to plan and prioritise effectively 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.
Jun 29, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Services Location: Grimsby (Hybrid) Salary: Up to £40,000 Job reference: 10342 Job Description: Recruit UK is working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established wealth management firm at their office in Grimsby. As a Senior IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), handling client correspondence, and liaising with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Benefits: Salary up to £40,000 (dependent on skills, qualifications, and experience) Opportunities to progress to a Team Leader role over time Private medical insurance 22 days' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidays Purchase holiday scheme Pension contribution Flexitime Discretionary bonus Hybrid working post-probation Support and funding towards further qualifications Excellent career progression opportunities Perk box Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within an Independent Financial Advice Company Experience with Intelligent Office and FE Analytics is highly advantageous Strong organisational skills with the ability to plan and prioritise effectively 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: Receptionist Industry: Wealth Management Location: Blackpool Salary: up to £27,500 Job Reference: 10146 Job Description Recruit UK is working on an exciting opportunity for a Receptionist to join a successful Wealth Management firm. As a receptionist, this is a varied and fast-paced role supporting the Operations, Client Services, Front Office, and Marketing teams. The successful candidate will be responsible for ensuring the smooth day-to-day running of reception and administrative functions while delivering excellent service to clients, advisers, and third parties. You will be the first point of contact for visitors, clients, and business partners, ensuring all enquiries are handled professionally and efficiently. In addition, you will provide administrative support across multiple departments, assisting with client communications, document management, post handling, travel arrangements, and operational processes. What's in it for you? Salary up to £27,500 Flexible working arrangements (following probation) 25 days holiday plus bank holidays Pension contribution Enhanced employee benefits package Supportive and collaborative working environment Ongoing professional development opportunities Career progression within a growing financial services business Skills and Experience Required Previous experience in an administrative, client services, reception, or operations support role. Experience within Financial Services, Wealth Management, or Professional Services is advantageous. Excellent communication and interpersonal 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 connections. Right now, Recruit UK is pleased to be working with a leading Wealth Management firm on a Receptionist opportunity. Our Commitment to You Start every journey with a conversation to understand your goals and aspirations. Provide honest feedback on where you fit in the market. Use our extensive network to match you with the right opportunities. Take a holistic approach to career happiness and long-term success. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Jun 27, 2026
Full time
Job Title: Receptionist Industry: Wealth Management Location: Blackpool Salary: up to £27,500 Job Reference: 10146 Job Description Recruit UK is working on an exciting opportunity for a Receptionist to join a successful Wealth Management firm. As a receptionist, this is a varied and fast-paced role supporting the Operations, Client Services, Front Office, and Marketing teams. The successful candidate will be responsible for ensuring the smooth day-to-day running of reception and administrative functions while delivering excellent service to clients, advisers, and third parties. You will be the first point of contact for visitors, clients, and business partners, ensuring all enquiries are handled professionally and efficiently. In addition, you will provide administrative support across multiple departments, assisting with client communications, document management, post handling, travel arrangements, and operational processes. What's in it for you? Salary up to £27,500 Flexible working arrangements (following probation) 25 days holiday plus bank holidays Pension contribution Enhanced employee benefits package Supportive and collaborative working environment Ongoing professional development opportunities Career progression within a growing financial services business Skills and Experience Required Previous experience in an administrative, client services, reception, or operations support role. Experience within Financial Services, Wealth Management, or Professional Services is advantageous. Excellent communication and interpersonal 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 connections. Right now, Recruit UK is pleased to be working with a leading Wealth Management firm on a Receptionist opportunity. Our Commitment to You Start every journey with a conversation to understand your goals and aspirations. Provide honest feedback on where you fit in the market. Use our extensive network to match you with the right opportunities. Take a holistic approach to career happiness and long-term success. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Financial Adviser Location: Staffordshire Salary: Competitive OTE £90,000- £100,000 Reference Number: 10449 The Opportunity - Financial Adviser We are seeking an experienced and client servicing focused Financial Adviser to join a growing business and take responsibility for a substantial, well-established client portfolio in the Staffordshire area. This is a rare opportunity for an adviser who enjoys building long-term relationships and delivering high-quality financial planning advice. The successful candidate will inherit an extensive existing client bank, providing immediate earning potential and a strong platform for future growth. Key Responsibilities - Financial Adviser Manage and develop relationships with an established portfolio of existing clients. Conduct regular client reviews and provide holistic financial planning advice. Identify opportunities to enhance client outcomes through appropriate financial solutions. Maintain high levels of client service, retention, and satisfaction. Generate referrals and introductions from existing clients and professional connections. Ensure all advice is delivered in accordance with regulatory requirements and company standards. About You The ideal candidate will: Hold the relevant financial planning qualifications required to provide regulated advice. Have a proven track record in financial advice and client relationship management. Demonstrate strong technical knowledge across pensions, investments, protection, and retirement planning. Possess excellent communication and interpersonal skills. Be highly organised, professional, and client-centric. Have the ability to build trust and develop long-term client relationships. What's on Offer OTE of £90,000 - £100,000 A significant existing client portfolio from day one. Hybrid & flexible working options Full administrative and paraplanning support. Access to established systems, processes, and lead generation opportunities. Ongoing professional development and career progression. Please send across a copy of your most up to date CV to register your interest.
Jun 26, 2026
Full time
Job Title: Financial Adviser Location: Staffordshire Salary: Competitive OTE £90,000- £100,000 Reference Number: 10449 The Opportunity - Financial Adviser We are seeking an experienced and client servicing focused Financial Adviser to join a growing business and take responsibility for a substantial, well-established client portfolio in the Staffordshire area. This is a rare opportunity for an adviser who enjoys building long-term relationships and delivering high-quality financial planning advice. The successful candidate will inherit an extensive existing client bank, providing immediate earning potential and a strong platform for future growth. Key Responsibilities - Financial Adviser Manage and develop relationships with an established portfolio of existing clients. Conduct regular client reviews and provide holistic financial planning advice. Identify opportunities to enhance client outcomes through appropriate financial solutions. Maintain high levels of client service, retention, and satisfaction. Generate referrals and introductions from existing clients and professional connections. Ensure all advice is delivered in accordance with regulatory requirements and company standards. About You The ideal candidate will: Hold the relevant financial planning qualifications required to provide regulated advice. Have a proven track record in financial advice and client relationship management. Demonstrate strong technical knowledge across pensions, investments, protection, and retirement planning. Possess excellent communication and interpersonal skills. Be highly organised, professional, and client-centric. Have the ability to build trust and develop long-term client relationships. What's on Offer OTE of £90,000 - £100,000 A significant existing client portfolio from day one. Hybrid & flexible working options Full administrative and paraplanning support. Access to established systems, processes, and lead generation opportunities. Ongoing professional development and career progression. Please send across a copy of your most up to date CV to register your interest.
Job Title: Trainee Paraplanner Location: Lytham Contract: Full-time, Permanent Hours: 37.5 hours per week (9:00am - 5:00pm) Salary: Up to £50,000 (dependent on experience) Reference Number: Advertised by Recruit UK Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint a Trainee Paraplanner to join their expanding team. Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage. In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance. Key Responsibilities Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations Client Support: Build strong client relationships by responding to queries and providing ongoing support Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation Compliance: Ensure all work aligns with regulatory and legislative requirements Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes What's on offer Up to £50,000 starting salary (DOE) Hybrid & flexible working options Support with obtaining industry recognised qualifications Competitive holiday and benefits package Requirements Minimum of 2 years' experience in a paraplanning or similar role, with a strong track record of producing detailed reports Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation Excellent written and verbal communication skills, with the ability to explain complex information clearly High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively A collaborative approach and ability to work well within a team environment Solid knowledge of industry standards and a commitment to continuous professional development Proficiency in Microsoft Office applications, including Word, Excel, and Outlook To apply, please send your CV 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 in Lytham on a Trainee 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.
Jun 26, 2026
Full time
Job Title: Trainee Paraplanner Location: Lytham Contract: Full-time, Permanent Hours: 37.5 hours per week (9:00am - 5:00pm) Salary: Up to £50,000 (dependent on experience) Reference Number: Advertised by Recruit UK Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint a Trainee Paraplanner to join their expanding team. Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage. In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance. Key Responsibilities Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations Client Support: Build strong client relationships by responding to queries and providing ongoing support Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation Compliance: Ensure all work aligns with regulatory and legislative requirements Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes What's on offer Up to £50,000 starting salary (DOE) Hybrid & flexible working options Support with obtaining industry recognised qualifications Competitive holiday and benefits package Requirements Minimum of 2 years' experience in a paraplanning or similar role, with a strong track record of producing detailed reports Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation Excellent written and verbal communication skills, with the ability to explain complex information clearly High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively A collaborative approach and ability to work well within a team environment Solid knowledge of industry standards and a commitment to continuous professional development Proficiency in Microsoft Office applications, including Word, Excel, and Outlook To apply, please send your CV 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 in Lytham on a Trainee 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.
Role: Business Development Manager (Wealth Planning) Location: Cambridge (1 day per week) National Coverage Salary: Up to £85,000 + with OTE £100,000+ Recruit UK is partnering with a fast-growing Wealth Management firm that is expanding its footprint across the UK. As part of their continued growth, they are looking to appoint a relationship-focused Business Development Manager to play a key role in driving new client acquisition and developing strategic partnerships. This is a high-impact position where you'll work closely with senior leadership to identify, develop and convert new business opportunities across both private and corporate markets. You'll build relationships with professional introducers, referral partners and key stakeholders, helping to strengthen the firm's market presence and create a sustainable pipeline of high-quality opportunities. The business has significant growth plans and is investing heavily in its brand, proposition and client acquisition strategy, making this an excellent opportunity for a commercially driven individual who enjoys building relationships, opening doors and directly influencing business success. What's on offer? Salary up to £80,000 + with OTE £100,000+ 25 days holiday (with option to buy additional days) Additional leave over the Christmas period Private Medical Insurance Life Assurance Enhanced pension contribution Flexible benefits package About you Proven track record in business development or sales within Financial Services Experience working with private and/or corporate wealth clients Strong networking skills with experience developing introducer relationships Industry-relevant qualifications (or commitment to achieve them) Commercially driven with a passion for relationship-led growth Apply online or get in touch for a confidential discussion.
Jun 25, 2026
Full time
Role: Business Development Manager (Wealth Planning) Location: Cambridge (1 day per week) National Coverage Salary: Up to £85,000 + with OTE £100,000+ Recruit UK is partnering with a fast-growing Wealth Management firm that is expanding its footprint across the UK. As part of their continued growth, they are looking to appoint a relationship-focused Business Development Manager to play a key role in driving new client acquisition and developing strategic partnerships. This is a high-impact position where you'll work closely with senior leadership to identify, develop and convert new business opportunities across both private and corporate markets. You'll build relationships with professional introducers, referral partners and key stakeholders, helping to strengthen the firm's market presence and create a sustainable pipeline of high-quality opportunities. The business has significant growth plans and is investing heavily in its brand, proposition and client acquisition strategy, making this an excellent opportunity for a commercially driven individual who enjoys building relationships, opening doors and directly influencing business success. What's on offer? Salary up to £80,000 + with OTE £100,000+ 25 days holiday (with option to buy additional days) Additional leave over the Christmas period Private Medical Insurance Life Assurance Enhanced pension contribution Flexible benefits package About you Proven track record in business development or sales within Financial Services Experience working with private and/or corporate wealth clients Strong networking skills with experience developing introducer relationships Industry-relevant qualifications (or commitment to achieve them) Commercially driven with a passion for relationship-led growth Apply online or get in touch for a confidential discussion.
Job Title: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone 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.
Jun 24, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone 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 Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
Jun 24, 2026
Full time
Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They're looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £45,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years' experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
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.
