17 jobs found

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

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

Head of Study Programme Reports to: Executive director (ED) Direct reports: Education programme manager, exam and research paper (RP) coordinator, North America administrator, Australasia administrator Salary: £55,000 - £60,000, depending on experience Application process: Apply with a covering letter and CV, outlining how your skills and experience apply to those outlined in the role description Apply by: 7 December (midnight, UK time) Phone interviews: W/C 8 December Final interview: 18 December Scope of the Role The head of study programme is responsible for the global delivery of the Master of Wine (MW) study programme and examinations. Within that remit they are responsible for building the membership of the Institute by attracting high calibre potential members and supporting them through the process of becoming Masters of Wine. The head of study programme oversees a team of five, works with a global network of MWs and students and is a member of the IMW's senior management team. The role requires regular travel and working during evening/weekends to attend and oversee the events related to the MW study programme (introductory courses, seminars, trips). Team management Management of a team of fiver and line management of a team of four including conducting performance reviews, providing feedback and support. Ensuring cross-team planning and collaboration so that deadlines are shared and pressure is managed well over the team Stakeholder management Works with and coordinates highly engaged, volunteer Masters of Wine in all aspects of the study programme and exam. Maintains strong relationships with the Institute of Masters of Wine (IMW) supporters and, where relevant, provides them with opportunities to contribute to the MW study programme. Works with supporters and sponsors and other contributors to develop opportunities for MW students (such as scholarships) and oversee the implementation of these opportunities. Develops a strong understanding of the student body and their perceptions of the programme and exam. Manages MW candidates' expectations globally. Study programme Ensures effective delivery of all study programme events, including course days and seminars. Attends seminars globally every year. Works closely with the study programme committee (SPCom) to continually improve the MW study programme. Main escalation point for students with complaints, issues or requests for special consideration. Represents the IMW at study programme events and in webinars to students. Ensure that the programme is delivered on time and to budget. In collaboration with education programme manager, have oversight of all communication with students, making sure that expectations are clear and well understood. Recruitment and admissions Work with the marketing and events manager to oversee the marketing and communication of education programme across all channels. Oversight of recruitment and admissions process, supporting education programme manager to ensure that the process is efficient and effective. With education programme manager, supports admissions committee (AdCom) to recruit strong candidates to the MW study programme. Examination Oversees the work of the exam and RP coordinator to ensure the effective, high-quality delivery of the annual examinations (stage one assessment, stage two exam and research paper). Final quality assurance of all examination-related administration, including: production of examination papers, distribution of scripts, exam software set up, results, announcement, etc. Producing reports on final exam results for exam and study programme board (ESPB), chief examiner and ED. Ensures that exam policies and procedures are up-to-date, understood and implemented consistently across all regions, including oversight of the appeals process. Ensures any examination software functions appropriately. Wine procurement and management Working alongside education officer, procure wines required for the MW study programme on a yearly basis, ensuring good value for money. Ensure operation efficiency in wine procurement, storage and shipping, making sure that wines arrive promptly and in good condition. Software and technology Responsible for maintenance of IMW's student database and ensuring clean and accurate data entered for all students both present and historical. Accountable for effective use of technology at all student events. Developing systems that improve student experience. Working with communications team, ensuring the student website is kept up to date and is easy to use and navigate. Working with operations manager, accountable for continuous improvement of the use of software used to manage the study programme. Ensuring team are well trained in how to use relevant technology. Budgets Working with the finance team, sets and agrees the yearly budget. Manages the budget for study programme and exam, ensuring careful financial management. Working with operations manager, increase operational and budgetary efficiencies to ensure that study programme can manage costs over the longer term. Committees Sits on, and secretariat to ESPB, ensuring that they are well supported to set the overall study programme strategy, and make continual improvement. Sit on other relevant committees: Admissions committee (AdCom) education committee (EdCom) and the examination committee (ExamCom). Facilitates the efficient operation of all committees listed above. Continuous Improvement In collaboration with ED and operations manager, recommends and implements changes in the delivery of the study programme to improve quality of delivery. Takes technical lead on developing the education and examination strategy. Keeps the Institute up to date with education and examination best practices. Ensures that policies and procedures are developed to respond to global changes. Works with the ED to maintain the Institute's relevance to the global wine industry. Identifies policy areas relating to the study programme or the examination that need development and to develop new or improved policies. In collaboration with operations manager, improves use of software and technology. The head of study programme will also support across wider IMW projects where required. Person specification Significant experience leading complex educational programmes or examinations delivered across multiple locations. Significant experience of stakeholder management working with high-level, industry leading experts in a creative and engaging way. Proven track record of delivering complex and multifaceted projects on time and within budget. Experience of managing successful teams within dynamic and changing environments. High level data analysis skills. Ability to work under pressure and on own initiative. Experience of working and travelling internationally. Experience of using the latest technology to enhance educational delivery. An effective communicator with the ability to adapt style to suit audience. High degree of emotional and cultural intelligence, diplomacy and organisational awareness. The ability to motivate and enthuse colleagues and stakeholders in meeting high standards and delivering client focused outcomes. Ability to respond to challenges, create and implement novel solutions. Meticulous attention to detail. An interest in the world of wine and a passion for high-quality learning outcomes. The desire to strive towards and maintain outstanding standards for the Institute Experience within the wine industry is not required for this role, however a genuine interest in the subject is essential. A second language is desirable. How to Apply Click on the 'Apply now' button below. Please upload your CV and a cover letter. The closing date for applications is Sunday 7th December 2025.

Senior IFA Administrator Location: Guildford Salary: 38,000- 42,000 DOE Permanent Role working Monday - Friday We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers. Key Responsibilities Act as a main client contact, maintaining accurate records and preparing meeting documents Process applications, transfers, policy changes, fund switches and withdrawals Liaise with providers and manage client servicing requests Draft suitability reports and conduct product and fund research Ensure compliance documentation is completed and filed correctly Review admin workflows, carry out spot checks and support quality standards About You Strong knowledge of pensions, investments and financial planning processes Excellent attention to detail and communication skills Confident using Intelligent Office or similar systems Experience reviewing others' work is an advantage Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. MJ15282

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 Paraplanner / Senior IFA Administrator 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 firm If 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.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Team Administrator Senior Administrator £28,000 - £30,000 with 2 bonuses per year based on company profits MUST HAVE STRONG EXCEL SKILLS Hybrid Working 2/3 days in the office per month Your new role Hays are proud to be working with a rapidly growing global organisation who are seeking a proactive and highly organised Senior Administrator to join their dynamic team in Halifax. In this pivotal role, you will provide comprehensive support to the Operations Director, handling a range of PA duties, while also offering complex administrative assistance to a team of field Sales Account Managers. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being at the heart of a busy team. Acting as PA to the Head of UK Operations, organising travel, keeping track of details, calendar updatesGeneral office administration - post, invoices, and expensesWith Excel reporting, you must be comfortable with VLookups, countiffs, statements, conditional formatting and able to design, prepare, and run reports using Excel. Collaboration with and assisting the sales and technical team in the UK Liaising closely with the Export teamCustomer care and support, including answering emails and the phone Meeting and event organisation including travel and hotel bookings - UK and internationally Assisting with technical sales and new projectsProviding admin support and producing workflow documentationCreation and maintenance of a tender document library, keeping track of what documents we have and need, selection for translation, proofreadingUpdating the CRM system and relevant reportingProducing reports including sales and data analysis, order books, survey reports, and training manuals What you'll get in return Discretionary Bonus scheme paid twice per yearGroup pension scheme and private healthFlexibility and home office daysProfessional and personal development30-day holidays What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

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.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting 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 all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. 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, Investments, 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

Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams

Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.

Our client is seeking a Financial Planner in North London / South Hertfordshire area to join their IFA team and benefit from a highly competitive salary linked to recurring income and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, HNW client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be chartered or working towards You should have 5+ years' experience as a Financial Advisor. Although experience is measured more by advice given to HNW individuals rather than length of service You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should have done/utilised cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively. You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Salary of £75,000 - £90,000 which will grow as you increase the recurring income of your client bank OTE of £110,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Borehamwood Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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 Paraplanner / Senior IFA Administrator 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 firm If 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.