Job Title/Location: Senior Pensions Analyst, London Salary: To £50,000 Office/WFH: 2 days office & 3 days WFH Requirements: Strong technical DB knowledge is key, this should include some complex administration experience. Projects exposure, data analysis & DC experience advantageous Role Snapshot: Initiate & deliver client projects, manage the analysis of data & data reporting tools, manage implementation projects + train, support, & supervise staff Recent new scheme/business wins are leading to a number of new roles and expansion of current teams. The Company: An established pensions business, recent industry award winners and recognised for their investment in people, so a good company to develop with long-term, especially given the recent new business wins and resulting expansion. The Role: The Senior Pensions Analyst role will see you focus on three main areas - Data, Client Projects and Implementations. In addition to role snapshot mentioned above, you will work closely with the Client Projects Delivery Manager to manage and allocate project work within the team and continually review and improve processes to deliver better results for revenue requirements and internal/external stakeholders. Key responsibilities include: Collect, understand/document business processes for data & calculation processes. Provide expertise on the processes and systems around data and implementation work, particularly in relation to pension administration, legislative requirements, data migration, payroll reconciliation and business data standards. Analyse requirements to scope/define client projects, ensuring estimated effort/costs are accurate. Manage the completion and checking of both client project work and implementation work, ensuring any potential risk is flagged & mitigated. Skills / Experience Required: For this Senior Pensions Analyst role you must have strong technical DB knowledge, ideally strong DC knowledge as well gained from a background in pensions administration. You should also have previous projects and data analysis experience with strong communication, numeracy and MS Office skills. Additional Information: Salary for the Senior Pensions Analyst role is to £50,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below. The Senior Pensions Analyst role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Oct 25, 2025
Full time
Job Title/Location: Senior Pensions Analyst, London Salary: To £50,000 Office/WFH: 2 days office & 3 days WFH Requirements: Strong technical DB knowledge is key, this should include some complex administration experience. Projects exposure, data analysis & DC experience advantageous Role Snapshot: Initiate & deliver client projects, manage the analysis of data & data reporting tools, manage implementation projects + train, support, & supervise staff Recent new scheme/business wins are leading to a number of new roles and expansion of current teams. The Company: An established pensions business, recent industry award winners and recognised for their investment in people, so a good company to develop with long-term, especially given the recent new business wins and resulting expansion. The Role: The Senior Pensions Analyst role will see you focus on three main areas - Data, Client Projects and Implementations. In addition to role snapshot mentioned above, you will work closely with the Client Projects Delivery Manager to manage and allocate project work within the team and continually review and improve processes to deliver better results for revenue requirements and internal/external stakeholders. Key responsibilities include: Collect, understand/document business processes for data & calculation processes. Provide expertise on the processes and systems around data and implementation work, particularly in relation to pension administration, legislative requirements, data migration, payroll reconciliation and business data standards. Analyse requirements to scope/define client projects, ensuring estimated effort/costs are accurate. Manage the completion and checking of both client project work and implementation work, ensuring any potential risk is flagged & mitigated. Skills / Experience Required: For this Senior Pensions Analyst role you must have strong technical DB knowledge, ideally strong DC knowledge as well gained from a background in pensions administration. You should also have previous projects and data analysis experience with strong communication, numeracy and MS Office skills. Additional Information: Salary for the Senior Pensions Analyst role is to £50,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below. The Senior Pensions Analyst role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Financial Planning Admin / Client Relationship Manager - Wealth Management Location: Hove (Hybrid Working) Salary: Up to £32,000 + bonus + benefits We're working with a highly regarded national Wealth Management firm seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of a client portfolio, working in close partnership with Advisers and Paraplanners to deliver an exceptional level of service and ensure clients receive the very best ongoing support. The Role Take responsibility for a portfolio of clients, acting as their primary point of contact throughout their financial journey Collaborate with Advisers, Paraplanners, and Administrators to ensure advice is implemented smoothly and efficiently Prepare client files, meeting packs, and suitability reports Process new business and liaise with product providers and investment platforms Maintain accurate client records and ensure full compliance with KYC/AML standards Support and mentor junior colleagues, contributing to the team's overall development and best practices What We're Looking For Previous experience within an IFA or Wealth Management firm Strong understanding of pensions, investments, and protection products Confident using CRM or back-office systems such as Intelliflo or Xplan Excellent communication, organisational, and relationship management skills A proactive, client-focused approach with exceptional attention to detail Package & Benefits Basic salary up to £32,000 per annum Hybrid working available following probation Discretionary annual bonus Excellent opportunities for career development and progression Supportive and collaborative working environment If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to progress your career, this is a fantastic opportunity to join a respected and expanding firm with an outstanding reputation across the industry. Apply today to learn more.
Oct 23, 2025
Full time
Financial Planning Admin / Client Relationship Manager - Wealth Management Location: Hove (Hybrid Working) Salary: Up to £32,000 + bonus + benefits We're working with a highly regarded national Wealth Management firm seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of a client portfolio, working in close partnership with Advisers and Paraplanners to deliver an exceptional level of service and ensure clients receive the very best ongoing support. The Role Take responsibility for a portfolio of clients, acting as their primary point of contact throughout their financial journey Collaborate with Advisers, Paraplanners, and Administrators to ensure advice is implemented smoothly and efficiently Prepare client files, meeting packs, and suitability reports Process new business and liaise with product providers and investment platforms Maintain accurate client records and ensure full compliance with KYC/AML standards Support and mentor junior colleagues, contributing to the team's overall development and best practices What We're Looking For Previous experience within an IFA or Wealth Management firm Strong understanding of pensions, investments, and protection products Confident using CRM or back-office systems such as Intelliflo or Xplan Excellent communication, organisational, and relationship management skills A proactive, client-focused approach with exceptional attention to detail Package & Benefits Basic salary up to £32,000 per annum Hybrid working available following probation Discretionary annual bonus Excellent opportunities for career development and progression Supportive and collaborative working environment If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to progress your career, this is a fantastic opportunity to join a respected and expanding firm with an outstanding reputation across the industry. Apply today to learn more.
Client Relationship Manager - Wealth Management Location: Hove (Hybrid Working) Salary: Up to £32,000 + bonus + benefits We are working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for an experienced Financial Planning professional to take ownership of a client portfolio, working closely with Advisers and Paraplanners to deliver outstanding service and ensure clients receive the highest standard of ongoing support. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure advice is delivered efficiently Prepare client files, meeting packs, and suitability documentation Process new business, liaising with product providers and platforms Maintain accurate client records and ensure compliance with KYC/AML requirements Mentor junior team members and contribute to continuous improvement initiatives What We're Looking For: Previous experience within an IFA or Wealth Management environment Good understanding of investments, pensions, and protection products Experience using CRM/back-office systems such as Intelliflo or Xplan Excellent communication, organisation, and relationship management skills A proactive, client-focused mindset and attention to detail Package & Benefits: Basic salary up to £32,000 p.a. Hybrid working arrangement after probation Discretionary annual bonus Strong career development and progression opportunities Supportive, collaborative team environment If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to take the next step in your career, this is a fantastic opportunity to join a respected and growing firm with a strong reputation in the industry. Apply today to find out more.
Oct 23, 2025
Full time
Client Relationship Manager - Wealth Management Location: Hove (Hybrid Working) Salary: Up to £32,000 + bonus + benefits We are working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for an experienced Financial Planning professional to take ownership of a client portfolio, working closely with Advisers and Paraplanners to deliver outstanding service and ensure clients receive the highest standard of ongoing support. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure advice is delivered efficiently Prepare client files, meeting packs, and suitability documentation Process new business, liaising with product providers and platforms Maintain accurate client records and ensure compliance with KYC/AML requirements Mentor junior team members and contribute to continuous improvement initiatives What We're Looking For: Previous experience within an IFA or Wealth Management environment Good understanding of investments, pensions, and protection products Experience using CRM/back-office systems such as Intelliflo or Xplan Excellent communication, organisation, and relationship management skills A proactive, client-focused mindset and attention to detail Package & Benefits: Basic salary up to £32,000 p.a. Hybrid working arrangement after probation Discretionary annual bonus Strong career development and progression opportunities Supportive, collaborative team environment If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to take the next step in your career, this is a fantastic opportunity to join a respected and growing firm with a strong reputation in the industry. Apply today to find out more.
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: )
Oct 23, 2025
Full time
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: )
Oct 23, 2025
Full time
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: )
About the firm A highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You'll be joining a friendly, collaborative office of around 11 Administrators, supporting a highly Technical Adviser and Director who works with a portfolio of high-net-worth clients, focusing on estate and wealth planning. The role This is a varied and rewarding role, providing direct administrative support to an Adviser while working closely with the paraplanning and operations teams.You'll be responsible for managing all elements of the client journey, from onboarding and maintaining accurate records, through to processing new business and liaising with providers. Key responsibilities: Provide dedicated administrative support to a Senior Financial Adviser/Director Prepare and process new business across pensions, investments and protection Liaise with clients, providers (Aviva, Scottish Widows, etc.) and internal teams to ensure a smooth advice process Maintain accurate client information within Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Ensure all administrative tasks meet compliance and service standards Work closely with Paraplanners to ensure smooth case progression About you Minimum 2 years' experience in an IFA/wealth management administration role Strong organisational and communication skills with high attention to detail Confident using Intelligent Office (IO) or similar and liaising with providers (e.g. Aviva, Scottish Widows) Proactive and professional, with the ability to work independently and as part of a wider team Comfortable working in a fast-paced, technical environment supporting complex client cases What's on offer Competitive salary £32,000 (dependent on experience) Hybrid working 2-3 days from home Clear pathway for career progression, with previous Administrators promoted internally to Paraplanner Supportive and collaborative working environment within a highly regarded Chartered firm Next steps Interviews will be held in two stages: Initial Teams interview with the Office Manager and current Administrator Final stage meeting with the Adviser/Director Applications are being reviewed directly by the Office Manager, so early applications are encouraged. 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.
Oct 23, 2025
Full time
About the firm A highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You'll be joining a friendly, collaborative office of around 11 Administrators, supporting a highly Technical Adviser and Director who works with a portfolio of high-net-worth clients, focusing on estate and wealth planning. The role This is a varied and rewarding role, providing direct administrative support to an Adviser while working closely with the paraplanning and operations teams.You'll be responsible for managing all elements of the client journey, from onboarding and maintaining accurate records, through to processing new business and liaising with providers. Key responsibilities: Provide dedicated administrative support to a Senior Financial Adviser/Director Prepare and process new business across pensions, investments and protection Liaise with clients, providers (Aviva, Scottish Widows, etc.) and internal teams to ensure a smooth advice process Maintain accurate client information within Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Ensure all administrative tasks meet compliance and service standards Work closely with Paraplanners to ensure smooth case progression About you Minimum 2 years' experience in an IFA/wealth management administration role Strong organisational and communication skills with high attention to detail Confident using Intelligent Office (IO) or similar and liaising with providers (e.g. Aviva, Scottish Widows) Proactive and professional, with the ability to work independently and as part of a wider team Comfortable working in a fast-paced, technical environment supporting complex client cases What's on offer Competitive salary £32,000 (dependent on experience) Hybrid working 2-3 days from home Clear pathway for career progression, with previous Administrators promoted internally to Paraplanner Supportive and collaborative working environment within a highly regarded Chartered firm Next steps Interviews will be held in two stages: Initial Teams interview with the Office Manager and current Administrator Final stage meeting with the Adviser/Director Applications are being reviewed directly by the Office Manager, so early applications are encouraged. 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.
Paraplanner - North Essex (Hybrid, min. 2 days office) Up to £48,000 + bonus National independent wealth manager If you're a detail-driven Paraplanner who wants real influence on client outcomes (not just "report writing"), this team gives you genuine collaboration with advisers, space to do high-quality technical work, and clear support to progress - whether that's into senior technical, leadership or advice routes. What you'll do Conduct research and analysis across pensions, investments, protection and tax planning. Produce detailed, compliant suitability reports and financial plans. Complete cashflow modelling, review preparation and provider due diligence. Work closely with advisers, contributing to client strategy meetings and process improvements. You'll need Paraplanning experience within an IFA or wealth management environment. Level 4 Diploma qualified (or close to completion). Excellent report-writing, analytical and communication skills. What's in it for you Hybrid working: 2 days a week in the Reading office, 3 from home. Structured career development: funded exams, mentoring, and clear routes into senior or advisory roles. Culture that values you: open, professional and team-oriented, with realistic workloads and flexibility. Ambitious environment: investor-backed, growth-focused, and committed to improving tech and client outcomes. Benefits snapshot Generous employer pension contribution Private Medical Insurance Death in Service + Critical Illness cover Group Income Protection Generous Holiday (Buy & Sell) Electric car & cycle-to-work schemes Professional study funding & exam support For further information or a confidential discussion, contact the Financial Services team at Capio Recruitment with a copy of your CV:
Oct 23, 2025
Full time
Paraplanner - North Essex (Hybrid, min. 2 days office) Up to £48,000 + bonus National independent wealth manager If you're a detail-driven Paraplanner who wants real influence on client outcomes (not just "report writing"), this team gives you genuine collaboration with advisers, space to do high-quality technical work, and clear support to progress - whether that's into senior technical, leadership or advice routes. What you'll do Conduct research and analysis across pensions, investments, protection and tax planning. Produce detailed, compliant suitability reports and financial plans. Complete cashflow modelling, review preparation and provider due diligence. Work closely with advisers, contributing to client strategy meetings and process improvements. You'll need Paraplanning experience within an IFA or wealth management environment. Level 4 Diploma qualified (or close to completion). Excellent report-writing, analytical and communication skills. What's in it for you Hybrid working: 2 days a week in the Reading office, 3 from home. Structured career development: funded exams, mentoring, and clear routes into senior or advisory roles. Culture that values you: open, professional and team-oriented, with realistic workloads and flexibility. Ambitious environment: investor-backed, growth-focused, and committed to improving tech and client outcomes. Benefits snapshot Generous employer pension contribution Private Medical Insurance Death in Service + Critical Illness cover Group Income Protection Generous Holiday (Buy & Sell) Electric car & cycle-to-work schemes Professional study funding & exam support For further information or a confidential discussion, contact the Financial Services team at Capio Recruitment with a copy of your CV:
Paraplanner - Reading (Hybrid, min. 2 days office) Up to £48,000 + bonus National independent wealth manager If you're a detail-driven Paraplanner who wants real influence on client outcomes (not just "report writing"), this team gives you genuine collaboration with advisers, space to do high-quality technical work, and clear support to progress - whether that's into senior technical, leadership or advice routes. What you'll do Conduct research and analysis across pensions, investments, protection and tax planning. Produce detailed, compliant suitability reports and financial plans. Complete cashflow modelling, review preparation and provider due diligence. Work closely with advisers, contributing to client strategy meetings and process improvements. You'll need Paraplanning experience within an IFA or wealth management environment. Level 4 Diploma qualified (or close to completion). Excellent report-writing, analytical and communication skills. What's in it for you Hybrid working: 2 days a week in the Reading office, 3 from home. Structured career development: funded exams, mentoring, and clear routes into senior or advisory roles. Culture that values you: open, professional and team-oriented, with realistic workloads and flexibility. Ambitious environment: investor-backed, growth-focused, and committed to improving tech and client outcomes. Benefits snapshot 7% employer pension contribution Private Medical Insurance (including optical & dental) 4x salary Death in Service + Critical Illness cover Group Income Protection (75% of salary to state pension age) 25-28 days holiday (with buy/sell option) Electric car & cycle-to-work schemes Professional study funding & exam support For further information or a confidential discussion, contact the Financial Services team at Capio Recruitment with a copy of your CV:
Oct 23, 2025
Full time
Paraplanner - Reading (Hybrid, min. 2 days office) Up to £48,000 + bonus National independent wealth manager If you're a detail-driven Paraplanner who wants real influence on client outcomes (not just "report writing"), this team gives you genuine collaboration with advisers, space to do high-quality technical work, and clear support to progress - whether that's into senior technical, leadership or advice routes. What you'll do Conduct research and analysis across pensions, investments, protection and tax planning. Produce detailed, compliant suitability reports and financial plans. Complete cashflow modelling, review preparation and provider due diligence. Work closely with advisers, contributing to client strategy meetings and process improvements. You'll need Paraplanning experience within an IFA or wealth management environment. Level 4 Diploma qualified (or close to completion). Excellent report-writing, analytical and communication skills. What's in it for you Hybrid working: 2 days a week in the Reading office, 3 from home. Structured career development: funded exams, mentoring, and clear routes into senior or advisory roles. Culture that values you: open, professional and team-oriented, with realistic workloads and flexibility. Ambitious environment: investor-backed, growth-focused, and committed to improving tech and client outcomes. Benefits snapshot 7% employer pension contribution Private Medical Insurance (including optical & dental) 4x salary Death in Service + Critical Illness cover Group Income Protection (75% of salary to state pension age) 25-28 days holiday (with buy/sell option) Electric car & cycle-to-work schemes Professional study funding & exam support For further information or a confidential discussion, contact the Financial Services team at Capio Recruitment with a copy of your CV:
FULLY REMOTE Paraplanner Up to £42k + Premium Benefits National Wealth Firm Location: 100% Fully Remote (Work from anywhere in the UK. Hybrid/Office options available if preferred.) Salary: Up to £42,000 per annum DOE Job Type: Full-time, Permanent THE ULTIMATE PARAPLANNER ROLE: NJR Recruitment is partnering with a leading national wealth management firm to find a highly skilled Paraplanner ready for a strategic, fully remote career. This is a chance to gain unmatched flexibility while providing technical support across a wide spectrum of financial planning needs. We are looking for Qualified or Part-Qualified Paraplanners seeking impact, clear progression, and a premium work-life balance. Premium Benefits & Investment in You This firm invests heavily in its people, recognizing the technical skill required for this role: Top Salary: Highly competitive salary up to £42,000 dependent on experience. Career Progression: Clear pathways for promotion and ongoing professional development support. Security: Life Assurance , Income Protection, and a robust Group Pension Scheme. Health & Wellness: Comprehensive Health Cash Plan and optional Private Medical Care. Financial Perks: Access to an appealing Share Incentive Plan (SIP). Unique Culture: Engage in lively Social & Charity Events and join a truly collaborative team, even while working remotely. The Role: Strategic Technical Support You will be the vital technical link working alongside Directors, Senior Consultants, and Client Relationship Managers across the country. Technical Authority: Provide expert investment support across a wide spectrum: pensions, protection, tax, cash management, and wider personal wealth solutions. Report Excellence: Prepare, review, and update complex suitability reports and bespoke client proposals. Client Engagement: Act as an additional point of contact for clients alongside Relationship Managers, becoming a trusted source of information. Strategic Projects: Support the delivery of group-wide products, tax solutions, and key business projects. What You Need to Succeed Qualification: Diploma in Regulated Financial Planning (Level 4) , or actively working towards it (Certificate in Paraplanning also considered). Technical Scope: Strong, current knowledge across core wealth management areas: pensions, protection, investments, and personal tax. Compliance: Up-to-date knowledge of FCA regulations (including SMCR) and compliance standards. Experience: Proven background in a dedicated Paraplanning role with exceptional attention to detail. Why Apply? If you are a confident, collaborative, and technically proficient Paraplanner ready to maximize your career growth without sacrificing flexibility, this is your opportunity. Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.
Oct 22, 2025
Full time
FULLY REMOTE Paraplanner Up to £42k + Premium Benefits National Wealth Firm Location: 100% Fully Remote (Work from anywhere in the UK. Hybrid/Office options available if preferred.) Salary: Up to £42,000 per annum DOE Job Type: Full-time, Permanent THE ULTIMATE PARAPLANNER ROLE: NJR Recruitment is partnering with a leading national wealth management firm to find a highly skilled Paraplanner ready for a strategic, fully remote career. This is a chance to gain unmatched flexibility while providing technical support across a wide spectrum of financial planning needs. We are looking for Qualified or Part-Qualified Paraplanners seeking impact, clear progression, and a premium work-life balance. Premium Benefits & Investment in You This firm invests heavily in its people, recognizing the technical skill required for this role: Top Salary: Highly competitive salary up to £42,000 dependent on experience. Career Progression: Clear pathways for promotion and ongoing professional development support. Security: Life Assurance , Income Protection, and a robust Group Pension Scheme. Health & Wellness: Comprehensive Health Cash Plan and optional Private Medical Care. Financial Perks: Access to an appealing Share Incentive Plan (SIP). Unique Culture: Engage in lively Social & Charity Events and join a truly collaborative team, even while working remotely. The Role: Strategic Technical Support You will be the vital technical link working alongside Directors, Senior Consultants, and Client Relationship Managers across the country. Technical Authority: Provide expert investment support across a wide spectrum: pensions, protection, tax, cash management, and wider personal wealth solutions. Report Excellence: Prepare, review, and update complex suitability reports and bespoke client proposals. Client Engagement: Act as an additional point of contact for clients alongside Relationship Managers, becoming a trusted source of information. Strategic Projects: Support the delivery of group-wide products, tax solutions, and key business projects. What You Need to Succeed Qualification: Diploma in Regulated Financial Planning (Level 4) , or actively working towards it (Certificate in Paraplanning also considered). Technical Scope: Strong, current knowledge across core wealth management areas: pensions, protection, investments, and personal tax. Compliance: Up-to-date knowledge of FCA regulations (including SMCR) and compliance standards. Experience: Proven background in a dedicated Paraplanning role with exceptional attention to detail. Why Apply? If you are a confident, collaborative, and technically proficient Paraplanner ready to maximize your career growth without sacrificing flexibility, this is your opportunity. Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.
Job Title/Location: Pensions Implementation Project Manager, Surrey/WFH Salary: £negotiable + average bonus 13% (£8k) + pension contribution to 13% (£8k) Office/WFH: 3 days office based + 2 days WFH Requirements: Client will consider two from three of the following - client facing experience, DC pensions background and project management experience Role Snapshot: Act as single point of client contact for 3 project teams, largely based on DC scheme implementation with exposure to DB schemes, SIPP's & ISA's The Company/Team: This long-established company has a first-class reputation for developing people within Financial Services. These teams look after a number of implementation projects for corporate pension clients, two teams being UK-based and one overseas, you being responsible for delivery of those projects, both in the capacity of Lead/Sole Project Manager and as a supporting PM for other team members. The Role: This Pensions Implementation Project Manager role is the face of the business for 3 teams who are responsible for end to end project management, including admin and governance tasks. There are five main elements to this post, those being: Take responsibility for the delivery of client/bulk projects (bulk projects are when the changes impact more than one client) Stakeholder management and engagement - working with clients, senior leadership and junior colleagues Demonstrable project management skills to facilitate & support successful delivery of client projects Strong problem-solving and escalation/resolution management skills Auditing & ensuring projects are on track & are following the agreed ways of working (regarding project artefacts & processes) Experience/Skills Required: For this Pensions Implementation Project Manager role, you must have two of the three following sets of experience - Client Facing, Project Management & DC pensions experience. To that end, any Pensions Consultants looking to move into project management would be a serious consideration for our client. Ideally you will be PRINCE2 qualified, naturally a good DB pensions background, coupled with knowledge of products such as SIPP's and ISA's would be ideal. Additional Information: Salary is negotiable with an average bonus of 13% (c.£8,000) and a company pension contribution to 13% (£8,000). There is an excellent benefits package and genuine chances to progress within a company well known for developing people. The Pensions Implementation Project Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters, business analysis and more. Check our website and feel free to call Darren Snell at any time. Please apply below.
Oct 21, 2025
Full time
Job Title/Location: Pensions Implementation Project Manager, Surrey/WFH Salary: £negotiable + average bonus 13% (£8k) + pension contribution to 13% (£8k) Office/WFH: 3 days office based + 2 days WFH Requirements: Client will consider two from three of the following - client facing experience, DC pensions background and project management experience Role Snapshot: Act as single point of client contact for 3 project teams, largely based on DC scheme implementation with exposure to DB schemes, SIPP's & ISA's The Company/Team: This long-established company has a first-class reputation for developing people within Financial Services. These teams look after a number of implementation projects for corporate pension clients, two teams being UK-based and one overseas, you being responsible for delivery of those projects, both in the capacity of Lead/Sole Project Manager and as a supporting PM for other team members. The Role: This Pensions Implementation Project Manager role is the face of the business for 3 teams who are responsible for end to end project management, including admin and governance tasks. There are five main elements to this post, those being: Take responsibility for the delivery of client/bulk projects (bulk projects are when the changes impact more than one client) Stakeholder management and engagement - working with clients, senior leadership and junior colleagues Demonstrable project management skills to facilitate & support successful delivery of client projects Strong problem-solving and escalation/resolution management skills Auditing & ensuring projects are on track & are following the agreed ways of working (regarding project artefacts & processes) Experience/Skills Required: For this Pensions Implementation Project Manager role, you must have two of the three following sets of experience - Client Facing, Project Management & DC pensions experience. To that end, any Pensions Consultants looking to move into project management would be a serious consideration for our client. Ideally you will be PRINCE2 qualified, naturally a good DB pensions background, coupled with knowledge of products such as SIPP's and ISA's would be ideal. Additional Information: Salary is negotiable with an average bonus of 13% (c.£8,000) and a company pension contribution to 13% (£8,000). There is an excellent benefits package and genuine chances to progress within a company well known for developing people. The Pensions Implementation Project Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters, business analysis and more. Check our website and feel free to call Darren Snell at any time. Please apply below.
Job Title/Location: Pensions Implementation Project Manager, Surrey/WFH Salary: £negotiable + average bonus 13% (£8k) + pension contribution to 13% (£8k) Office/WFH: 3 days office based + 2 days WFH Requirements: Client will consider two from three of the following - client facing experience, DC pensions background and project management experience Role Snapshot: Act as single point of client contact for 3 project teams, largely based on DC scheme implementation with exposure to DB schemes, SIPP's & ISA's The Company/Team: This long-established company has a first-class reputation for developing people within Financial Services. These teams look after a number of implementation projects for corporate pension clients, two teams being UK-based and one overseas, you being responsible for delivery of those projects, both in the capacity of Lead/Sole Project Manager and as a supporting PM for other team members. The Role: This Pensions Implementation Project Manager role is the face of the business for 3 teams who are responsible for end to end project management, including admin and governance tasks. There are five main elements to this post, those being: Take responsibility for the delivery of client/bulk projects (bulk projects are when the changes impact more than one client) Stakeholder management and engagement - working with clients, senior leadership and junior colleagues Demonstrable project management skills to facilitate & support successful delivery of client projects Strong problem-solving and escalation/resolution management skills Auditing & ensuring projects are on track & are following the agreed ways of working (regarding project artefacts & processes) Experience/Skills Required: For this Pensions Implementation Project Manager role, you must have two of the three following sets of experience - Client Facing, Project Management & DC pensions experience. To that end, any Pensions Consultants looking to move into project management would be a serious consideration for our client. Ideally you will be PRINCE2 qualified, naturally a good DB pensions background, coupled with knowledge of products such as SIPP's and ISA's would be ideal. Additional Information: Salary is negotiable with an average bonus of 13% (c.£8,000) and a company pension contribution to 13% (£8,000). There is an excellent benefits package and genuine chances to progress within a company well known for developing people. The Pensions Implementation Project Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters, business analysis and more. Check our website and feel free to call Darren Snell at any time. Please apply below.
Oct 21, 2025
Full time
Job Title/Location: Pensions Implementation Project Manager, Surrey/WFH Salary: £negotiable + average bonus 13% (£8k) + pension contribution to 13% (£8k) Office/WFH: 3 days office based + 2 days WFH Requirements: Client will consider two from three of the following - client facing experience, DC pensions background and project management experience Role Snapshot: Act as single point of client contact for 3 project teams, largely based on DC scheme implementation with exposure to DB schemes, SIPP's & ISA's The Company/Team: This long-established company has a first-class reputation for developing people within Financial Services. These teams look after a number of implementation projects for corporate pension clients, two teams being UK-based and one overseas, you being responsible for delivery of those projects, both in the capacity of Lead/Sole Project Manager and as a supporting PM for other team members. The Role: This Pensions Implementation Project Manager role is the face of the business for 3 teams who are responsible for end to end project management, including admin and governance tasks. There are five main elements to this post, those being: Take responsibility for the delivery of client/bulk projects (bulk projects are when the changes impact more than one client) Stakeholder management and engagement - working with clients, senior leadership and junior colleagues Demonstrable project management skills to facilitate & support successful delivery of client projects Strong problem-solving and escalation/resolution management skills Auditing & ensuring projects are on track & are following the agreed ways of working (regarding project artefacts & processes) Experience/Skills Required: For this Pensions Implementation Project Manager role, you must have two of the three following sets of experience - Client Facing, Project Management & DC pensions experience. To that end, any Pensions Consultants looking to move into project management would be a serious consideration for our client. Ideally you will be PRINCE2 qualified, naturally a good DB pensions background, coupled with knowledge of products such as SIPP's and ISA's would be ideal. Additional Information: Salary is negotiable with an average bonus of 13% (c.£8,000) and a company pension contribution to 13% (£8,000). There is an excellent benefits package and genuine chances to progress within a company well known for developing people. The Pensions Implementation Project Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters, business analysis and more. Check our website and feel free to call Darren Snell at any time. Please apply below.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Manager for their Paraplanning team to help support the leadership, development and growth of their successful team. Responsibilities: Providing first class leadership to the paraplanning Conduct quality checks on the work of paraplanners including reports. Support the team of paraplanners with paraplanning research, and preparing reports for client recommendations whilst acting as a point of referral for technical and complex queries Act as a liaison between the paraplanning team, financial planning team and more senior management Be responsible for supporting the growth of the team both via recruitment and via M&A activity. Experience: Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment. You will have demonstrable experience managing administration and / or paraplanning teams A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Oct 21, 2025
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Manager for their Paraplanning team to help support the leadership, development and growth of their successful team. Responsibilities: Providing first class leadership to the paraplanning Conduct quality checks on the work of paraplanners including reports. Support the team of paraplanners with paraplanning research, and preparing reports for client recommendations whilst acting as a point of referral for technical and complex queries Act as a liaison between the paraplanning team, financial planning team and more senior management Be responsible for supporting the growth of the team both via recruitment and via M&A activity. Experience: Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment. You will have demonstrable experience managing administration and / or paraplanning teams A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
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
Oct 20, 2025
Full time
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
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 24, 2025
Full time
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions
Sep 23, 2025
Full time
Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager 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
Sep 23, 2025
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager 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
