We are recruiting for this well regarded financial planner in Reigate who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Sep 16, 2026
Full time
We are recruiting for this well regarded financial planner in Reigate who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Research & Analysis Associate Farringdon, London £38,000-£44,000 depending on experience Permanent The Opportunity An exciting opportunity has arisen for a Research & Analysis Associate to join a small, established Independent Financial Advice firm based in Farringdon. You'll become part of an existing team, working closely with experienced senior paraplanners to support financial advisers and their clients. This is a varied role offering the opportunity to develop your technical knowledge across pensions, investments, research and new business . Full training will be provided to help you understand the firm's processes and the ongoing requirements of its clients. What You'll Be Doing Research & Analysis Producing accurate and compliant research packs Submitting and chasing authority letters to obtain client plan information Liaising with pension and investment providers Compiling accurate Data Capture Forms (DCFs) Preparing client-facing presentations using PowerPoint and Excel for adviser meetings New Business Following the advice process to produce fully compliant client files Ensuring all client documentation is accurate and up to date Maintaining current and accurate client information within the CRM Completing and submitting applications Preparing detailed Suitability Reports Checking that all work has been completed accurately and satisfactorily Additional Responsibilities Maintaining your CPD through seminars and professional examinations Preparing adviser files for review by external file reviewers Taking part in team meetings and contributing ideas to improve processes across the business What We're Looking For We're looking for someone with previous experience within an IFA / financial planning environment , ideally supporting multiple financial advisers. You'll need: At least three R0 exams passed , with a willingness to work towards DipPFS Experience supporting Independent Financial Advisers Good technical knowledge of pensions and investments Experience writing Suitability Reports Experience completing applications and compiling compliant client files Experience using investment platforms and liaising with pension providers Strong Microsoft Word, Excel and PowerPoint skills Degree-level education Personal Attributes Alongside your technical experience, you'll be someone who demonstrates: Excellent attention to detail Strong written communication skills A professional and engaging telephone manner Excellent organisation and time-management skills The ability to multitask and manage competing priorities A systematic and methodical approach Strong numeracy A positive and hardworking attitude A genuine team-player mentality What's In It For You? Once you have successfully completed your probationary period, the benefits package includes: Quarterly bonus scheme - up to £11,000 per annum Bonus paid in 2025: £8,525 £600 annual exam allowance Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme, including an additional £100 monthly contribution alongside auto-enrolment contributions Annual 5-star overseas staff holiday Previous staff trips have included skiing in Val Thorens, New York, Las Vegas and Barcelona . Interested? If you're currently working within an IFA environment and have experience across research, paraplanning, pensions and investments , this could be an excellent opportunity to take the next step in your career.
Sep 15, 2026
Full time
Research & Analysis Associate Farringdon, London £38,000-£44,000 depending on experience Permanent The Opportunity An exciting opportunity has arisen for a Research & Analysis Associate to join a small, established Independent Financial Advice firm based in Farringdon. You'll become part of an existing team, working closely with experienced senior paraplanners to support financial advisers and their clients. This is a varied role offering the opportunity to develop your technical knowledge across pensions, investments, research and new business . Full training will be provided to help you understand the firm's processes and the ongoing requirements of its clients. What You'll Be Doing Research & Analysis Producing accurate and compliant research packs Submitting and chasing authority letters to obtain client plan information Liaising with pension and investment providers Compiling accurate Data Capture Forms (DCFs) Preparing client-facing presentations using PowerPoint and Excel for adviser meetings New Business Following the advice process to produce fully compliant client files Ensuring all client documentation is accurate and up to date Maintaining current and accurate client information within the CRM Completing and submitting applications Preparing detailed Suitability Reports Checking that all work has been completed accurately and satisfactorily Additional Responsibilities Maintaining your CPD through seminars and professional examinations Preparing adviser files for review by external file reviewers Taking part in team meetings and contributing ideas to improve processes across the business What We're Looking For We're looking for someone with previous experience within an IFA / financial planning environment , ideally supporting multiple financial advisers. You'll need: At least three R0 exams passed , with a willingness to work towards DipPFS Experience supporting Independent Financial Advisers Good technical knowledge of pensions and investments Experience writing Suitability Reports Experience completing applications and compiling compliant client files Experience using investment platforms and liaising with pension providers Strong Microsoft Word, Excel and PowerPoint skills Degree-level education Personal Attributes Alongside your technical experience, you'll be someone who demonstrates: Excellent attention to detail Strong written communication skills A professional and engaging telephone manner Excellent organisation and time-management skills The ability to multitask and manage competing priorities A systematic and methodical approach Strong numeracy A positive and hardworking attitude A genuine team-player mentality What's In It For You? Once you have successfully completed your probationary period, the benefits package includes: Quarterly bonus scheme - up to £11,000 per annum Bonus paid in 2025: £8,525 £600 annual exam allowance Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme, including an additional £100 monthly contribution alongside auto-enrolment contributions Annual 5-star overseas staff holiday Previous staff trips have included skiing in Val Thorens, New York, Las Vegas and Barcelona . Interested? If you're currently working within an IFA environment and have experience across research, paraplanning, pensions and investments , this could be an excellent opportunity to take the next step in your career.
IFA Administrator Location: Aylesbury Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Sep 15, 2026
Full time
IFA Administrator Location: Aylesbury Contract Type: Full-time Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We're recruiting a IFA Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners. About the Role As an IFA Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you'll be a critical part of ensuring clients receive a seamless, positive experience. This is an excellent opportunity for someone looking to build or develop a career within financial services administration. Key Responsibilities Onboard, update and maintain accurate, compliant client records across internal systems Prepare documentation and information for client meetings Monitor new and existing client transactions, ensuring timely and accurate completion Process new business efficiently and effectively Translate financial documentation for clients where required Produce high-quality letters, emails, and financial paperwork with excellent attention to detail Handle queries and calls in line with company standards, escalating where appropriate Prioritise workloads to meet deadlines and agreed service levels Resolve income reconciliation, finance, or tax-related queries Ensure all work adheres to company policies, procedures, and compliance standards Embed a client-first culture throughout every interaction In Senior positions , responsibilities may also include: Managing more complex cases and supporting the development of junior team members Contributing to departmental projects and process improvements Assisting the Client Services Manager in overseeing workloads and resolving procedural matters Supporting with complaint identification and investigation Taking responsibility for local health & safety and facilities requirements Deputising for the Client Services Manager when required Key Relationships You will work closely with: Client Services team Financial Planning team Paraplanners Central Services functions Skills & Experience Essential: Strong attention to detail and high level of accuracy Excellent knowledge of iO and Excel Ability to work under pressure and meet deadlines Confident communicator, both written and verbal Strong team player Desirable: Broad knowledge of the financial services sector Understanding of FCA regulations
Job Title: Financial Planning Administrator Location: London (4 days in-office / 1 day remote) Salary: £40,000 per annum Are you an experienced financial services administrator with a passion for delivering exceptional client service? Do you thrive in a collaborative environment where attention to detail and organisational skills are highly valued? If so, this is an excellent opportunity to join a reputable independent firm as a Financial Planning Administrator. About the Role:As a Financial Planning Administrator you will play a vital supporting role within the private client and financial planning team. Your primary responsibilities will include managing client queries, processing new business applications, preparing meeting documentation, and ensuring compliance with regulatory standards. You'll work closely with Financial Planners, build strong relationships with clients and external providers, and contribute to the smooth operation of the firm's administrative functions. What We're Looking For: Proven experience in a financial services administrative role Familiarity with client relationship management software (e.g., Iress X Plan or similar) Excellent organisational and attention-to-detail skills Strong communication skills, both verbal and written Ability to multi-task and work under pressure High integrity and confidentiality Proficiency in MS Word, Excel, and Outlook Your Skills & Attributes: Confident communicator Initiative-driven and proactive Strong relationship-building skills Ability to work independently and as part of a team What They Offer: Competitive salary of £40,000 A flexible working arrangement: 4 days in the office, 1 day from home A supportive environment committed to professional development The opportunity to work with a well-established firm that values diversity, inclusion, and long-term client relationships If you're ready to take the next step in your career and make a meaningful impact within a dynamic financial planning team, we want to hear from you! Apply now to join a forward-thinking, client-focused organisation.
Sep 14, 2026
Full time
Job Title: Financial Planning Administrator Location: London (4 days in-office / 1 day remote) Salary: £40,000 per annum Are you an experienced financial services administrator with a passion for delivering exceptional client service? Do you thrive in a collaborative environment where attention to detail and organisational skills are highly valued? If so, this is an excellent opportunity to join a reputable independent firm as a Financial Planning Administrator. About the Role:As a Financial Planning Administrator you will play a vital supporting role within the private client and financial planning team. Your primary responsibilities will include managing client queries, processing new business applications, preparing meeting documentation, and ensuring compliance with regulatory standards. You'll work closely with Financial Planners, build strong relationships with clients and external providers, and contribute to the smooth operation of the firm's administrative functions. What We're Looking For: Proven experience in a financial services administrative role Familiarity with client relationship management software (e.g., Iress X Plan or similar) Excellent organisational and attention-to-detail skills Strong communication skills, both verbal and written Ability to multi-task and work under pressure High integrity and confidentiality Proficiency in MS Word, Excel, and Outlook Your Skills & Attributes: Confident communicator Initiative-driven and proactive Strong relationship-building skills Ability to work independently and as part of a team What They Offer: Competitive salary of £40,000 A flexible working arrangement: 4 days in the office, 1 day from home A supportive environment committed to professional development The opportunity to work with a well-established firm that values diversity, inclusion, and long-term client relationships If you're ready to take the next step in your career and make a meaningful impact within a dynamic financial planning team, we want to hear from you! Apply now to join a forward-thinking, client-focused organisation.
Technical Paraplanner Witney Salary £50,000-£60,000 Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Sep 14, 2026
Full time
Technical Paraplanner Witney Salary £50,000-£60,000 Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Employee Benefits Consultant / Senior Consultant Location: London (Hybrid - minimum 3 days per week in office) Salary: £55,000 - £70,000 basic + bonus + comprehensive benefits We are working with a well-established and growing advisory firm who are looking to appoint an Employee Benefits Consultant / Senior Consultant to join their London team. This is an excellent opportunity for an experienced employee benefits professional who enjoys building long-term client relationships, delivering high-quality advice, and developing their skill set in a more consultative and individual-focused role. The Role You will be responsible for servicing and developing a portfolio of existing corporate clients, providing expert guidance across the full spectrum of employee benefits. This role combines corporate advisory work with bespoke, one-to-one support for individual scheme members. Clients range in size from SMEs to organisations with up to 600 employees, requiring an adaptable communication style and a strong technical foundation. Financial wellbeing is a key and growing focus of this role, and you will play an active part in delivering engaging and meaningful wellbeing support to clients and their employees. Key Responsibilities Provide high-quality advice, guidance, and ongoing servicing to a portfolio of Workplace Pension, Group Risk, and Health & Wellbeing clients Advise corporate leadership teams on benefit design, structure, and suitability Deliver one-to-one guidance sessions for employees on workplace pensions and benefits Host financial wellbeing and employee benefits presentations, both in person and remotely Promote the value of employee benefit schemes by understanding client needs and communicating effectively Work closely with the Employee Benefits Director to help develop and enhance the overall proposition Identify new business opportunities and referrals to Wealth Management and other internal teams Stay up to date with market trends and developments within the employee benefits sector Over time, take ownership of your own client portfolio and manage profitability Requirements Proven experience in an Employee Benefits consulting or advisory role Strong technical knowledge across employee benefits, including pensions, group risk, and health & wellbeing Level 4 qualified (or working towards) Confident communicator with the ability to tailor messaging to different audiences Ability to explain complex financial concepts in clear, plain English Strong planning, organisational, and time-management skills Intermediate to advanced Microsoft Office skills Comfortable embracing AI and digital tools to improve internal processes Excellent written, verbal, and digital communication skills (e.g. Microsoft Teams) High attention to detail and a proactive, problem-solving mindset Able to work independently while also contributing effectively as part of a team What's on Offer Competitive basic salary of £55,000 - £70,000 Performance-related team bonus Comprehensive benefits package Hybrid working with a London office base (minimum three days per week) A supportive environment with genuine scope for professional development and progression
Sep 14, 2026
Full time
Employee Benefits Consultant / Senior Consultant Location: London (Hybrid - minimum 3 days per week in office) Salary: £55,000 - £70,000 basic + bonus + comprehensive benefits We are working with a well-established and growing advisory firm who are looking to appoint an Employee Benefits Consultant / Senior Consultant to join their London team. This is an excellent opportunity for an experienced employee benefits professional who enjoys building long-term client relationships, delivering high-quality advice, and developing their skill set in a more consultative and individual-focused role. The Role You will be responsible for servicing and developing a portfolio of existing corporate clients, providing expert guidance across the full spectrum of employee benefits. This role combines corporate advisory work with bespoke, one-to-one support for individual scheme members. Clients range in size from SMEs to organisations with up to 600 employees, requiring an adaptable communication style and a strong technical foundation. Financial wellbeing is a key and growing focus of this role, and you will play an active part in delivering engaging and meaningful wellbeing support to clients and their employees. Key Responsibilities Provide high-quality advice, guidance, and ongoing servicing to a portfolio of Workplace Pension, Group Risk, and Health & Wellbeing clients Advise corporate leadership teams on benefit design, structure, and suitability Deliver one-to-one guidance sessions for employees on workplace pensions and benefits Host financial wellbeing and employee benefits presentations, both in person and remotely Promote the value of employee benefit schemes by understanding client needs and communicating effectively Work closely with the Employee Benefits Director to help develop and enhance the overall proposition Identify new business opportunities and referrals to Wealth Management and other internal teams Stay up to date with market trends and developments within the employee benefits sector Over time, take ownership of your own client portfolio and manage profitability Requirements Proven experience in an Employee Benefits consulting or advisory role Strong technical knowledge across employee benefits, including pensions, group risk, and health & wellbeing Level 4 qualified (or working towards) Confident communicator with the ability to tailor messaging to different audiences Ability to explain complex financial concepts in clear, plain English Strong planning, organisational, and time-management skills Intermediate to advanced Microsoft Office skills Comfortable embracing AI and digital tools to improve internal processes Excellent written, verbal, and digital communication skills (e.g. Microsoft Teams) High attention to detail and a proactive, problem-solving mindset Able to work independently while also contributing effectively as part of a team What's on Offer Competitive basic salary of £55,000 - £70,000 Performance-related team bonus Comprehensive benefits package Hybrid working with a London office base (minimum three days per week) A supportive environment with genuine scope for professional development and progression
Paraplanner - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £50,000-£60,000 OVERALL PURPOSE As a Paraplanner, you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES • Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients' individual circumstances and objectives • Providing technical analysis and professional judgement on existing financial and legal arrangements • Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long-term outcomes • Preparing suitability letters, financial plans and supporting client-specific documentation and communications • Attending client meetings where appropriate to support the advice process • Maintaining up-to-date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS AND EXPERIENCE • Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm. • Evidence of ability to apply technical product knowledge to client situations in a high net worth environment • Demonstrable ability to apply technical knowledge pragmatically to real client situations COMPETENCIES, SKILLS AND BEHAVIOURS • Excellent organisational skills, able to prioritise and juggle multiple demands on time • Strong interpersonal skills to work across the business at all levels • Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing • High attention to detail and strong numerical capability • A collaborative team-focused approach, with a willingness to share knowledge and contribute to collective standards • Openness to adopting new technology new and systems to improve efficiency, quality and client experience
Sep 14, 2026
Full time
Paraplanner - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £50,000-£60,000 OVERALL PURPOSE As a Paraplanner, you will play a key role in supporting advisers in the delivery of high-quality, technically robust advice. You will be part of a collaborative and technically strong team, where Wealth Planners are valued as specialists and not just report writers, contributing directly to client outcomes and the ongoing development of firm-wide standards. The role involves close collaboration with advisers and the client services team, as well as exposure to complex client scenarios. It carries responsibility for the quality and integrity of financial planning analysis and documentation. PRINCIPAL ELEMENTS AND ACCOUNTABILITIES • Working alongside Client Relationship Managers and Directors to develop comprehensive financial plans tailored to clients' individual circumstances and objectives • Providing technical analysis and professional judgement on existing financial and legal arrangements • Building and maintaining detailed cashflow models, and working with advisers to test assumptions, scenarios and long-term outcomes • Preparing suitability letters, financial plans and supporting client-specific documentation and communications • Attending client meetings where appropriate to support the advice process • Maintaining up-to-date knowledge of relevant products, solutions and planning techniques to ensure advice remains informed and appropriate QUALIFICATIONS AND EXPERIENCE • Minimum Level 4 qualified and working to or already Chartered. With Significant experience in a Paraplanning role within a regulated firm. • Evidence of ability to apply technical product knowledge to client situations in a high net worth environment • Demonstrable ability to apply technical knowledge pragmatically to real client situations COMPETENCIES, SKILLS AND BEHAVIOURS • Excellent organisational skills, able to prioritise and juggle multiple demands on time • Strong interpersonal skills to work across the business at all levels • Clear and effective communication skills, with the ability to explain complex matters both verbally and in writing • High attention to detail and strong numerical capability • A collaborative team-focused approach, with a willingness to share knowledge and contribute to collective standards • Openness to adopting new technology new and systems to improve efficiency, quality and client experience
Senior IFA Administrator Location: Gatwick Salary: £35,000 - £42,000 per annum Job Type: Full-Time, Permanent Senior Administrator - Financial Services Are you an experienced Financial Services Administrator looking to take the next step in your career? We are recruiting on behalf of a well-established and growing financial planning business for an experienced Senior Administrator to join their Operations team. This is an excellent opportunity for someone with strong technical administration experience within an Independent Financial Adviser (IFA) environment who enjoys delivering exceptional client service while supporting advisers and paraplanners. The Role As a Senior Administrator, you will play a key role in providing high-quality administrative and operational support across investments, pensions and client servicing. You'll work closely with Financial Advisers and Paraplanners, ensuring client work is completed accurately, efficiently and in line with regulatory requirements. You will also act as a technical point of contact within the administration team, helping to improve processes and supporting colleagues where required. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, top-ups, fund switches and pension/investment transactions. Manage Letters of Authority and liaise with providers to obtain client information. Prepare client documentation, correspondence and meeting packs. Coordinate annual client reviews and follow up on outstanding actions. Maintain accurate client records and back-office systems. Produce fee information and support finance-related administration. Support ongoing process improvements and platform migration projects. Assist with training and mentoring junior administrators where appropriate. Ensure all work is completed in accordance with FCA regulations and internal compliance procedures. About You You'll already have experience within a Financial Planning or IFA environment and be confident managing a varied workload with excellent attention to detail. You'll ideally have: Previous experience in a Senior Financial Services Administration role. Strong knowledge of investments, pensions and new business processing. Experience using Intelligent Office (Intelliflo) or similar back-office systems. Excellent organisational and communication skills. A proactive approach with the ability to prioritise workloads effectively. Confidence working with provider platforms and liaising with third parties. A collaborative attitude and a commitment to delivering excellent client service. What's on Offer Salary of £35,000 - £42,000 , depending on experience. Permanent full-time position. Friendly and supportive working environment. Opportunity to join a growing and successful financial planning business. Career development and ongoing training opportunities. If you're an experienced Financial Services Administrator looking for a new opportunity in the Gatwick area, we'd love to hear from you. Apply today for a confidential discussion.
Sep 14, 2026
Full time
Senior IFA Administrator Location: Gatwick Salary: £35,000 - £42,000 per annum Job Type: Full-Time, Permanent Senior Administrator - Financial Services Are you an experienced Financial Services Administrator looking to take the next step in your career? We are recruiting on behalf of a well-established and growing financial planning business for an experienced Senior Administrator to join their Operations team. This is an excellent opportunity for someone with strong technical administration experience within an Independent Financial Adviser (IFA) environment who enjoys delivering exceptional client service while supporting advisers and paraplanners. The Role As a Senior Administrator, you will play a key role in providing high-quality administrative and operational support across investments, pensions and client servicing. You'll work closely with Financial Advisers and Paraplanners, ensuring client work is completed accurately, efficiently and in line with regulatory requirements. You will also act as a technical point of contact within the administration team, helping to improve processes and supporting colleagues where required. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, top-ups, fund switches and pension/investment transactions. Manage Letters of Authority and liaise with providers to obtain client information. Prepare client documentation, correspondence and meeting packs. Coordinate annual client reviews and follow up on outstanding actions. Maintain accurate client records and back-office systems. Produce fee information and support finance-related administration. Support ongoing process improvements and platform migration projects. Assist with training and mentoring junior administrators where appropriate. Ensure all work is completed in accordance with FCA regulations and internal compliance procedures. About You You'll already have experience within a Financial Planning or IFA environment and be confident managing a varied workload with excellent attention to detail. You'll ideally have: Previous experience in a Senior Financial Services Administration role. Strong knowledge of investments, pensions and new business processing. Experience using Intelligent Office (Intelliflo) or similar back-office systems. Excellent organisational and communication skills. A proactive approach with the ability to prioritise workloads effectively. Confidence working with provider platforms and liaising with third parties. A collaborative attitude and a commitment to delivering excellent client service. What's on Offer Salary of £35,000 - £42,000 , depending on experience. Permanent full-time position. Friendly and supportive working environment. Opportunity to join a growing and successful financial planning business. Career development and ongoing training opportunities. If you're an experienced Financial Services Administrator looking for a new opportunity in the Gatwick area, we'd love to hear from you. Apply today for a confidential discussion.
Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.
Sep 23, 2025
Full time
Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.
