231 jobs found

Trainee IFA Admin 26,000 - 28,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits Manchester Are you looking to kickstart your Financial Services career, in a well-established Independent Financial Advisors, who will invest in your career with ongoing Study Support and tailored training to progress to a Paraplanner and Financial Advisor? On offer is the opportunity to join a tight knit advisors that offer generous company bonuses, a great pension scheme along with ongoing opportunities to advance your career. In this role you will be part of a small team of 6. Following training you will be working on client reviews, investment administration, regulatory compliance, and general office support, including data management, correspondence, and customer service. This company are a growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. This role would suit someone looking to kickstart their career in financial services in a firm known for their training and progression. The Role - Working in a team of 6 - Completing client reviews & investment administration - Data management and correspondence - General Administrative duties - Monday - Friday, 9am - 5pm The Person - Passion for Financial Services. - Good attention to detail. Reference Number: BBBH18017c IFA Administrator, Independent Financial Advisor, IFA, Pensions Administration, Financial Advisor, Financial Services, Paraplanner, Manchester We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Overview: We are seeking a highly analytical and detail-oriented Senior Portfolio Analyst to join the Enterprise Strategy and National Delivery (ESND) PMO. Reporting directly to the Head of PMO, you will play a key role in supporting senior decision-makers by developing and managing an optimised portfolio of programmes and projects. Key Responsibilities: Analyse project schedules and financial data to identify trends, risks, and opportunities. Develop and maintain accurate programme and portfolio plans. Model the impact of changes and provide planning options to support strategic decisions. Produce clear, engaging reports and visualisations for senior stakeholders. Collaborate closely with PMO technical specialists, department heads, and other key stakeholders. Apply a meticulous and proactive approach to data analysis and problem-solving. Adapt to evolving data requirements and business priorities. Essential Skills and Experience: Strong experience in project portfolio analysis, planning, and reporting. Advanced Excel skills (including use of Excel-based tools for analysis). Familiarity with data visualisation tools and techniques. Proven ability to work independently and collaboratively within a high-performing team. Experience in major programmes or portfolios, ideally in a PMO lead, senior analyst/planner, or senior business analyst role. Excellent attention to detail and a curious, analytical mindset. Desirable Knowledge: Understanding of the Treasury's Five Case Model and Green Book delivery framework. Familiarity with capital project delivery and the RIBA design and construction lifecycle.

The Role: I am recruiting a Financial Adviser on behalf of MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). The successful candidate is likely to be a relatively recently qualified Financial Adviser (Financial Planner, Financial Advisor, IFA) or an experienced Paraplanner with client facing experience, who is ready to click apply for full job details

Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the click apply for full job details

Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments click apply for full job details

Job Title : Materials Planner Working Location : Huddersfield Rate : 17.44 per hour Contract Length : 12 - 18 months Able to work hybrid 2 days per week after sufficient training period Responsibilities: Our client is seeking a highly motivated and detail-oriented Materials Planner for a 12-18 month contract to join their team! As a Materials Planner, you will be responsible for creating and maintaining production schedules, ensuring that materials and resources are available to meet production targets, and coordinating with various departments to ensure smooth production processes. Other responsibilities include: Managing all activities, supporting the production supply chain by procuring raw materials, initiating, and tracking production, despatching product in line with business expectations and updating commercial systems in a timely manner to ensure that financial accounts and business visibility are accurate and up to date. Ensuring all components for manufacture are available in a timely manner to support production. Recording and updating business and associated systems in a timely manner, to give accurate visibility of purchases, plans, customer promises and financials. Producing monthly financial account detailing profit and loss for agreement with Area Production Managers. Skills: Excellent communication and organizational skills, and the ability to work well under pressure. Strong background as a Materials Planner. A strong level of knowledge / experience in a supply chain environment. Experience in a busy supply chain environment. Knowledge of GSAP P1B/S4 Hana. A good level of knowledge of Microsoft Office 365 tools. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.

Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered as the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

The Role: I am recruiting a Financial Planner on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1). The successful candidate is likely to be a relatively recently qualified Financial Adviser, keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning, click apply for full job details

Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing technical information and participating in c click apply for full job details

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

We are looking for a Trainee Paraplanner for an expanding Wealth Management company based in Weston-Super- Mare. The Trainee Paraplanner plays a crucial role in the wealth management business supporting the overall delivery of the advice process from both a technical and practical aspect. Salary £32,000-£39,000 +benefits Hours of work: Monday to Friday 9am-5.30pm with a 4.30pm finish on a Friday Duties will include: Prepare the drafting of suitability letters for the advisers. Ensure the back-office data is accurate and up to date and all necessary client service reminders in place and adhered to. Manage and maintain financial records, ensuring accuracy and compliance with relevant regulations. Communicate with clients and internal teams to address inquiries and provide exceptional customer service. Organise and schedule meetings, ensuring all necessary documentation is prepared in advance of such meetings. Analyse financial data to identify trends, discrepancies, and opportunities for improvement. Collaborate with other Team members to ensure best practice and exemplary client service. Skills and Qualifications Proven experience in financial services or a related field is preferred ideally with a Level 4 qualification/ working towards or prepared to undertake Strong time management skills with the ability to prioritise tasks effectively. Proficiency in IT applications Outlook , Excel and Apple. Excellent organisational skills with meticulous attention to detail. Strong analytical abilities to interpret financial data accurately. Effective communication skills, both verbal and written, to interact professionally with clients and colleagues. A customer service-oriented mindset with a commitment to delivering high-quality support. This role is ideal for individuals looking to further their career in financial services

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.