PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You'll become one of the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role , whilst benefiting from a close knit team environment, and also benefiting from a friendly and sociable office setting shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The adviser is looking for someone who wants to build a long-term career. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include more involvement in IFA Admin and full exam support and development provided if desired What they are looking for Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within a PA/Admin/Financial services background, and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Aug 07, 2026
Full time
PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You'll become one of the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role , whilst benefiting from a close knit team environment, and also benefiting from a friendly and sociable office setting shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The adviser is looking for someone who wants to build a long-term career. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include more involvement in IFA Admin and full exam support and development provided if desired What they are looking for Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within a PA/Admin/Financial services background, and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Aug 07, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Aug 07, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Paraplanner - Looking to move into Advice Wokingham £45,000 - £60,000 (depending on experience) Salaried position + discretionary bonus Ready to step into advice - with the right support and no need to self-generate clients? If you're a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a structured, supported way. You'll initially join in a paraplanning capacity as part of an orientation phase, allowing you to get to grips with the firm's processes, clients and approach - before quickly progressing into an adviser role with full support. Client Overview This is a highly respected, fully independent financial planning firm known for delivering genuinely holistic, whole-of-market advice built on long-term client relationships. The team is close-knit, collaborative and well-structured, with dedicated paraplanning and administration support allowing advisers to focus on clients. Each adviser typically manages around 80 clients, ensuring relationships are meaningful, manageable and never volume-driven. We've placed into this business before, and feedback has consistently highlighted the culture, structure and long-term progression on offer. This role would suit a Diploma-qualified Paraplanner, ideally working towards Chartered, who is ready to take the next step into advice. Role Details Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning. Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery. Attending client meetings and gradually taking a more active role in discussions and recommendations. Building relationships with clients early on, supported by the wider team. Progressing quickly into leading client meetings and delivering advice independently. Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role. This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace. Benefits / Details £45,000 - £60,000 salary depending on experience. Discretionary bonus scheme. 6% pension contribution. Private medical insurance and life cover (DIS). 25 days holiday plus bank holidays. Full support from a dedicated paraplanning and administration team. Clear pathway into a fully-fledged adviser role with an existing client bank provided. What They're Looking For Strong paraplanning experience within an IFA or financial planning firm. Diploma qualified, ideally working towards Chartered status. Confident communicator with the ability to build client relationships. Someone who enjoys technical planning and is ready to step into a client-facing role. A collaborative team player with a long-term mindset. If you're a Paraplanner ready to move into advice - with full support, a structured transition and clients provided - please apply and we can discuss the role in more detail.
Aug 05, 2026
Full time
Paraplanner - Looking to move into Advice Wokingham £45,000 - £60,000 (depending on experience) Salaried position + discretionary bonus Ready to step into advice - with the right support and no need to self-generate clients? If you're a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a structured, supported way. You'll initially join in a paraplanning capacity as part of an orientation phase, allowing you to get to grips with the firm's processes, clients and approach - before quickly progressing into an adviser role with full support. Client Overview This is a highly respected, fully independent financial planning firm known for delivering genuinely holistic, whole-of-market advice built on long-term client relationships. The team is close-knit, collaborative and well-structured, with dedicated paraplanning and administration support allowing advisers to focus on clients. Each adviser typically manages around 80 clients, ensuring relationships are meaningful, manageable and never volume-driven. We've placed into this business before, and feedback has consistently highlighted the culture, structure and long-term progression on offer. This role would suit a Diploma-qualified Paraplanner, ideally working towards Chartered, who is ready to take the next step into advice. Role Details Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning. Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery. Attending client meetings and gradually taking a more active role in discussions and recommendations. Building relationships with clients early on, supported by the wider team. Progressing quickly into leading client meetings and delivering advice independently. Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role. This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace. Benefits / Details £45,000 - £60,000 salary depending on experience. Discretionary bonus scheme. 6% pension contribution. Private medical insurance and life cover (DIS). 25 days holiday plus bank holidays. Full support from a dedicated paraplanning and administration team. Clear pathway into a fully-fledged adviser role with an existing client bank provided. What They're Looking For Strong paraplanning experience within an IFA or financial planning firm. Diploma qualified, ideally working towards Chartered status. Confident communicator with the ability to build client relationships. Someone who enjoys technical planning and is ready to step into a client-facing role. A collaborative team player with a long-term mindset. If you're a Paraplanner ready to move into advice - with full support, a structured transition and clients provided - please apply and we can discuss the role in more detail.
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Oct 08, 2025
Full time
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
