223 jobs found

Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email (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. INDTRO

Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s

The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their click apply for full job details

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate. Annual Reviews:Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements. Technical Research:Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions. Provider Liaison:Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation. Support:Support advisers with client meeting preparation and follow-ups The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred. The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process. Excellent attention to detail. The Package Salary up to £45k DOE 21 days holiday + Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97502 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Newcastle offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client click apply for full job details

Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Dudley / Wolverhampton / Worcester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements. After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities: The key duties of the role are listed below: ? Writing Financial Planning Reports that Advisers present to clients ? Supporting the Advisers by conducting research on products and helping find the right solutions for our clients ? Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries ? Arranging for plans to be submitted to provider companies ? Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant ? Preparation of client review packs ? Illustration requests ? Keep up to date with financial products and legislation ? Comply with all company and industry guidelines, rules and regulations ? Due to the nature of the business, the role may also include additional responsibilities considered reasonable Key requirements are: ? Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential ? Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job. ? A reliable individual who has the ability to manage and prioritise workloads ? Outstanding communication skills at all levels ? Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy ? Analytical and problem-solving skills ? Experience of working as part of a team ? Excellent organisational and multi-tasking abilities are essential ? Flexibility/ adaptability to cope with change ? Confident with IT and office software packages Word, Excel, PowerPoint JBRP1_UKTJ

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of 50,000 - 52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ

This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to client

Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details