108 jobs found

Experienced Financial Planning Administrator Folkestone offices - Chartered IFA firm Salary negotiable £30k - £40k + bonuses 25 days holiday plus attractive benefits package My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £500m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for Financial Planning Administrator to be based in their Folkestone office. This role will suit a candidate with a background in an independent wealth planning firm. You will be joining an experienced team of other administrators, many of whom have been in their roles for a number of years. You will be supporting busy Chartered Advisers with their caseloads and ensuring a smooth and effective support function. You will be drafting LOA's and LOV's, speaking to clients, client meeting prep, support with annual reviews, possibly some diary management, oversight of their back-office system Intelligent Office and speaking to platform providers they work with including Aviva, Transact, Nova, AJ Bell amongst others. If this role sounds of interest or any other roles I am working on please get in touch.

Financial Services Administrator - Castleford - £25k - £30k + bonus + pension We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Wealth Management company based in central Castleford. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role. The successful candidate will have experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration. Key Responsibilities: Supporting Financial Advisers and Planners with day-to-day administrative tasks Liaising with policy providers regarding pensions, investments, and insurance products Ensuring client records are accurately maintained Managing workload independently while contributing to a close-knit team Communicating professionally with clients and providers Requirements: Knowledge of investment products, pensions, SIPPs, and SSASs Experience with financial software and Microsoft Office Excellent communication and organisational skills High attention to detail and ability to prioritise tasks A proactive, team-focused attitude with the confidence to work independently Hours - Monday to Friday, 9am to 5pm (35 hours) Holidays are 30 days per annum including statutory.

An excellent opportunity has arisen for an experienced Client Administrator / Debt Verification Executive within a leading provider of Invoice Finance in Manchester. Main responsibilities of role: Ownership of debt verifications and ensuring they are completed in line with credit expectation for new business and the live client book Manage effectively and in accordance with policy and practice; the administration of ledgers, credit control, collection activities and allocation processing with ownership of the following: Responsible for the active and accurate credit control and cash allocations of any factoring facilities within the portfolio. Responsible for building and maintaining a strong relationship with the client for a portfolio of factoring clients. Provide assistance to the Collections Manager as and when required. Maintain thorough records and provide necessary feedback and reporting to clients, their customers and internally to managers/colleagues. Maintain delivery of a high-quality service to clients. All activity is undertaken within the scope of overseeing the maintenance of the collateral being funded by CBF. Understand CBF's and the wider Bank's products and services, and proactively identify and action sales opportunities in order to best meet customer needs. Adherence with the Bank's AML policies and procedures, with vigilance at all times of the conduct of customers and debtors. Additional responsibilities: Actively promote and practise the Bank's Guiding Principles Understand and adhere to the Bank's policies and procedures with particular reference to: Conduct Rules and Professional Standards Policy. Information Security and Data Protection Act 2018 (GDPR). Fair Treatment of Customers. Risk management and reporting of risk management incidents. Regulatory compliance and prevention of financial crime. Disaster recovery and business continuity. Proactively contribute to the Performance Planning and Review process. Support Bank wide Forums as required or identified. Cooperate with and help colleagues across our business, performing other reasonable tasks as may be required from time to time. In return you can expect a competitive basic salary, plus bonus and a good range of additional benefits.

Diploma-Qualified Technical Paraplanner Chartered IFA Firm Weybridge (Hybrid - 4 Days/Month) Join a prestigious, Chartered Independent Financial Advisory firm based in Weybrdige, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight. Salary up to £56,000 per annum (depending on experience) As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We're looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice. Key Responsibilities As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for: Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT Conducting detailed technical research and analysis to support complex advice recommendations Liaising with advisers and administrators to ensure seamless client service Preparing cashflow modelling using industry-standard tools Ensuring all reports and recommendations align with FCA compliance requirements Requirements We are looking for a Paraplanner who brings both depth of knowledge and attention to detail: Diploma in Regulated Financial Planning (Level 4 minimum) Experience in a paraplanning role within an IFA or Wealth Management firm Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts Familiarity with tools such as Intelliflo, FE Analytics, Truth/CashCalc Excellent written communication and analytical skills Benefits Salary up to £56,000 per annum (depending on experience) Hybrid working - just 4 office days/month in Weybridge 25 days holiday + bank holidays Company pension scheme Support with further qualifications (e.g., Chartered status) Inclusive, supportive working culture in a Chartered environment How to Apply If you're a detail-driven, technically minded Paraplanner ready to make an impact in a Chartered firm with flexible working, we'd love to hear from you.

Due to continued success in delivering bespoke solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Client Manager to join their team. Working closely with Advisory and Support staff, your role will be to act as the first point of contact for Client queries and ensure a first class service is delivered to clients and colleagues. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to Private and Corporate Clients. As such, your work will focus on Individual Wealth Management including Retirement, Investment and Protection planning as well as Corporate Schemes including GPPs, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. The successful candidate will have in depth knowledge and understanding of the Wealth Management and Employee Benefits process, allied to broad technical knowledge covering all areas of Pensions, Investments and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Client Management, Administrator, Administration, Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )

MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. Based in modern offices in the heart of the City of London, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Administrator - Wealth Management Firm Sheffield Up to £26,000 + Benefits NJR Recruitment is delighted to be working with a well-regarded wealth management practice in Sheffield, who are looking to appoint an organised, proactive, and client-focused Administrator to join their team. This is a fantastic opportunity to join a professional and supportive firm where client service always comes first. The Role: As an Administrator, you'll be a key part of the team, ensuring both advisers and clients receive outstanding support. Responsibilities will include: Acting as a first point of contact for clients, handling queries with professionalism and care Managing adviser diaries and scheduling client meetings Preparing correspondence, documentation, and client meeting packs Maintaining accurate client records and ensuring compliance requirements are met Proactively following up with clients and providers to ensure smooth processes Going the extra mile to deliver an exceptional client experience About You: We are seeking candidates who can demonstrate: Previous experience in a professional services environment (such as financial services, legal, or accountancy) Ideally, experience within a wealth management or financial planning firm (preferred but not essential) Excellent organisational and diary management skills A confident communicator with a professional telephone manner Strong attention to detail and a proactive, client-first approach Strong technology skills What's on Offer: Salary up to £26,000, depending on experience Excellent bonus schemes Full-time, office-based role in Sheffield Supportive and collaborative working environment Career development opportunities within financial services The chance to join a highly respected firm with a strong client focus Company pension This is an excellent opportunity for a professional administrator to join a growing firm where your contribution will be valued, and you'll play a key role in ensuring clients receive the highest standard of service. For more information apply now or please contact the team at NJR Recruitment quoting NJR16096

Our client is a highly successful, Chartered and fully independent wealth management organisation. Due to continued growth, they are now seeking to recruit an additional Financial Planning Administrator to join a busy team. This is an exciting opportunity to become part of a growing firm with an outstanding reputation in the industry. You will work closely with a team of successful Financial Planners, playing an integral role in the advice process and ensuring a seamless client experience. The Role: Provide administrative support to Financial Planners and the wider support team Prepare and maintain client records and documentation Liaise with providers, clients, and internal teams to ensure smooth case progression Support the production of client reports and presentations Contribute to the delivery of an excellent client service at all times About You: Previous administration experience within financial planning, wealth management, or a related professional services environment Strong organisational skills with excellent attention to detail Confident communicator, able to build relationships with clients and colleagues Proficient IT skills, including Microsoft Office A team player with a proactive, flexible attitude Able to work autonomously from home What's on Offer: Basic salary to £27,000 (dependent on experience) Discretionary annual bonus Strong company benefits package Flexible working hours with start/finish time adjustments available Home based role with occasional travel to the office for training and team meetings This is a fantastic opportunity for an Administrator who wants to be part of a forward-thinking, client-focused wealth management practice, where your contribution will be valued and your career supported.

We are currently working in partnership with a highly regarded Wealth Management firm based in Altrincham, who are seeking a Client Support Administrator to join their team on a part-time basis. This is an excellent opportunity to join a professional, client-focused business, providing first-class administrative support to their financial advisers and wider team. The Role: Providing day-to-day administrative support across client accounts and adviser requirements Preparing and maintaining client records and documentation with accuracy and attention to detail Handling client correspondence and ensuring all communications are dealt with promptly and professionally Supporting the preparation of reports, meeting packs, and compliance-related documentation Assisting in the smooth running of the office and contributing to the delivery of an excellent client experience Requirements: Previous experience in a similar administrative role, ideally within financial services or wealth management Strong organisational and communication skills, with a proactive and professional approach Ability to work efficiently and accurately, managing multiple tasks within deadlines Competent IT skills, including the use of Microsoft Office Experience of Salesforce would be highly beneficial Previous exposure to the wealth management or financial planning environment would also be advantageous Key Details: Hours: Part-time, 3 days per week Duration: 9 months initially, with a strong likelihood of extension for a further 6 months Rate: 15 per hour Location: Altrincham office. Whilst office presence is preferred, flexible working arrangements can be considered. This is a fantastic opportunity, within a reputable Wealth Management firm to support their advisers and enhancing client service delivery. If you believe your skills and experience match what we are looking for, please apply now in order to be considered.

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.You will be responsible for processing and monitoring technical business, both new and existing.You will have the opportunity to work in a supportive team environment where progression is strongly supported.In addition, you will be provided with study support for CII qualifications and a competitive salary.Candidates MUST have previous experience within a Financial Planning role and a professional communication manner.Working towards your diploma in financial services is desired. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

RecruitUK are working with an expanding Independent Financial Planning company based in Fareham. They offer bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they're looking to grow their back-office team to ensure everyone is given an exceptional level of service. This exciting opportunity can see you developing your Administration career. You will be working closely in an experienced team of IFA Administrators, supporting both the Paraplanners and Financial Advisers. There are endless opportunities to progress your career with this company, whether it's senior level administration, paraplanning, management, or financial advice. Duties: Preparing client files and document for annual reviews and new business meetings Submitting new business Supporting with basic reports following client meeting Keeping back-office system up to date Liaising with clients and product advisers Ad-Hoc administration duties Benefits: Competitive salary of up to £36,000! Hybrid working structure Incredible progression opportunities A constantly growing business with consistent acquisitions in the pipeline Minimum of 33 days holiday Private medical insurance 5% pension contribution Exam support and funding Annual salary reviews and uplifts based on exam performance Sleek office building with free parking Skills and experience required: At least 1-2 years within Wealth Management Client Servicing Good knowledge of financial products and processes Drive to progress and develop career

Senior Financial Planning Administrator Skipton £30,000 - £38,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced Financial Planning Administrator join their team on the outskirts of Skipton. What's in it for you? Great Salary 25 Days holiday + Bank Holidays Quarterly Bonus AND Annual Bonus Company Pension Monthly Well Being bonus Private Medical Insurance Travel Insurance Flexible Hours Full Study Support and Career Development Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax products, the successful candidate will be providing support to the financial advisers across the business Duties will include: Ensuring that the CRM system is fully updated To support the Adviser by dealing effectively with the day-to-day administration Processing new applications Speaking with product providers General office administration Involvement in client entertainment events. Producing analysis using FE Analytics to compliment client reports What we need from you? Previous experience in a similar role is essential Ideally a 2:1 or above in a finance related degree, e.g Economics You will have excellent knowledge of Microsoft Excel, Word, and Outlook Solid communication skills and a good telephone manner Good attention to detail and an analytical mind For more information, please apply today or contact NJR Recruitment quoting NJR16095

Financial Planning Administrator - Worcester Salary: Up to £35,000 + excellent benefits Location: Worcester (office-based, 5 days per week) A fantastic opportunity has arisen for a skilled Financial Planning Administrator to join a highly reputable Wealth Management business in their Worcester office. This role offers the chance to be part of a professional, supportive team where you'll provide first-class support to Financial Planners and play a key role in delivering excellent outcomes for clients. The role: Provide high-quality administrative support to Financial Planners, ensuring cases and documentation are managed accurately and efficiently Act as a first point of contact for client queries, delivering excellent customer service Prepare client documentation, meeting packs, valuations, and handle post-meeting actions Coordinate with internal teams such as paraplanning, compliance, and client services to ensure smooth processes Support training and mentoring of junior team members, sharing your expertise Maintain accurate records on XPlan and other systems Ensure compliance with FCA and internal processes at all times About you: Previous experience in a Financial Planning or Wealth Management support role Strong knowledge of financial planning processes and products Excellent communication and interpersonal skills High attention to detail with strong organisational skills Proficient in Microsoft Office; experience with XPlan or Voyant would be an advantage A proactive, collaborative team player with a commitment to delivering excellent client outcomes What's on offer: Salary up to £35,000 (depending on experience) Fantastic benefits package Full exam support to progress your career Clear opportunities for development and progression within the team A supportive and professional working environment

Employee Benefits Consultant Location: Manchester - Hybrid Working Available Salary: Up to £40,000 Full-Time Permanent NJR Recruitment is delighted to be working with a highly regarded and award-winning financial planning firm , now seeking an experienced Employee Benefits Consultant to join their expanding corporate division. This is a fantastic opportunity for an ambitious professional with a strong background in Employee Benefits and Corporate Pensions to join a firm recognised nationally for its people-first culture, professional standards, and long-standing client relationships. The Role As an Employee Benefits Consultant, you will play a key role in managing and developing relationships with a portfolio of corporate clients, providing expert advice across Group Risk, Healthcare, and Pension schemes. You'll be instrumental in driving client retention and departmental growth, working closely with HR and finance professionals across SMEs and large corporates, while mentoring and supporting a team of administrators. Key Responsibilities Manage and retain a portfolio of employee benefit clients Build strong relationships with HR, Finance Directors, and Managing Directors Provide advice across all areas of Employee Benefits , including: Group Risk Private Medical and Health Plans Group Pensions Employee Communication & Engagement initiatives Work closely with internal support teams and administrators Develop professional introducer and accountancy firm relationships to generate new business opportunities Maintain compliance with FCA regulations and internal policies Contribute to the department's long-term growth and business development strategy What We're Looking For Proven experience in an Employee Benefits or Corporate Pensions advisory role Strong technical understanding of Group Risk, Healthcare, and Pension schemes Excellent relationship management and communication skills Confident working with corporate clients of all sizes, from SMEs to large employers Strong organisational and negotiation skills with a proactive, commercial mindset Professional qualifications such as GR1, PMI, or Diploma in Regulated Financial Planning (desirable, not essential) Committed to delivering outstanding client outcomes and adhering to Consumer Duty and Treating Customers Fairly (TCF) principles What's on Offer Competitive salary and bonus scheme 25 days holiday plus bank holidays, birthday leave , and loyalty holidays Christmas closure (3 days from allowance) Profit sharing scheme and Perks benefits programme Pension contributions that increase with service Private Medical Insurance (after 12 months) Life Assurance Long service awards and recognition Fully funded summer and winter social events Comprehensive study and training programme with generous support for professional qualifications Supportive culture with a focus on development, teamwork, and work-life balance Apply Now If you're an experienced Employee Benefits professional looking to join a successful, people-focused firm that values both its clients and its team, apply today NJR16115