80 jobs found

Protection Adviser Location: Warrington (office-based) Salary: £30k-£37.5k plus bonus Hours: 35.5 per week (Mon-Fri, early 3pm finish Fridays) Holidays: 32 days including Bank Holidays + your birthday off The Role Our client is an established and respected mortgage brokerage based in Warrington. We pride ourselves on offering clear, honest and expert mortgage and protection advice to our clients across the UK. Our team is friendly, supportive, and driven by the shared goal of helping clients protect what matters most. We are now looking for an experienced Protection Adviser to join our team and take responsibility for helping clients secure comprehensive protection alongside their mortgage and financial needs. The Role As a Protection Adviser, you will provide tailored advice on a range of personal protection products, ensuring clients receive the right cover for their circumstances. You'll work closely with our mortgage advisers and administrators to deliver a seamless, compliant and customer-focused experience. Key Responsibilities Provide expert advice on Life, Critical Illness, Family Income Benefit and Income Protection policies Conduct detailed client fact-finds to identify protection needs Recommend suitable products from a panel of leading insurers Manage a pipeline of new and existing clients, ensuring follow-ups and timely policy completions Liaise with mortgage advisers to maximise protection opportunities on mortgage cases Maintain accurate records and ensure all advice complies with FCA and company standards Build and maintain strong client relationships through excellent communication and service Capable of Self-Generating protection opportunities including via new introducers. About You Previous experience as a Protection Adviser, Insurance Adviser or similar role A strong understanding of personal protection products and providers Excellent communication and relationship-building skills Highly organised with good attention to detail Confident in working to performance targets A team player with a positive, client-first attitude Ideally CeMAP or equivalent, though not essential if experienced in protection What We Offer Competitive basic salary Uncapped commission and bonus structure rewarding quality advice and performance 32 days holiday (including Bank Holidays) Your birthday off every year Early 3pm finishes every Friday Friendly, professional working environment Ongoing training and career development opportunities

Senior IFA Administrator Harrogate £28,000 - £37,000 NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced IFA Administrator to join their small and well established team. What's in it for you? Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension Scheme Death in Service Cover Critical Illness Cover Income Protection Private Medical Insurance Full Dental Cover Package Free Parking Flexible Hours The successful candidate will be responsible for providing full admin support to for the high net worth clients and duties will include: Processing new business applications Placing investment trades Obtaining bespoke valuations and illustrations Liaising with clients, providers and other 3rd parties Dealing with Letters of Authority Building model portfolios Extensive use of Excel spreadsheets What do we need from you? Previous experience as an IFA Administrator Excellent knowledge across pensions, investments, trusts and tax planning Strong Excel knowledge including pivot tables and formulas Good general team player. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please apply today or contact one of our specialist consultants quoting NJR16542

Court of Protection Solicitor/Legal Executive - Plymouth, Devon Hybrid Working Private Client Law Mental Capacity Act Court of Protection Lawyer - Plymouth A leading and well-established Devon law firm is strengthening its Court of Protection/Private Client team and is now recruiting a Solicitor or Legal Executive for its Plymouth office , with flexible hybrid working . This opportunity suits both experienced Court of Protection lawyers and Solicitors or Legal Executives from related disciplines (private client, family, litigation) who are keen to re-train into Court of Protection law with structured support. The Role - Court of Protection & Mental Capacity You will work as part of a large, specialist Court of Protection team , managing a broad and varied caseload , including: Advising under the Mental Capacity Act Acting for adults, children, elderly clients, trustees and beneficiaries Managing complex matters arising from illness, injury, or age Visiting clients in their homes or care settings where required Liaising with family members, care providers, case managers and professionals Supporting clients' day-to-day and long-term financial arrangements alongside financial advisers The work is meaningful, people-focused and intellectually challenging. Candidate Requirements This role is open to a wide range of backgrounds, including: Solicitors or Legal Executives (including Newly Qualified ) Experience in Court of Protection is welcome but not essential Lawyers from private client, family law, or litigation with a genuine interest in Court of Protection Understanding of the Mental Capacity Act (or willingness to develop this quickly) Strong interpersonal skills and a client-centred mindset Salary & Benefits Excellent starting salary , dependent on experience Hybrid working with a sensible balance between home and office 25 days' annual leave plus birthday leave and Christmas closure Healthcare and dental insurance Wellbeing cash plan (dental, optical, therapies, wellbeing support) Salary sacrifice pension scheme Private Medical Insurance (Associate level and above) Clear career progression pathway with ongoing training Paper-light working environment with strong internal support A genuine, firm-wide commitment to employee wellbeing Apply Today To apply for this Court of Protection Solicitor/Legal Executive role in Plymouth , click Apply Now and upload your CV. For a confidential discussion about this role or other legal opportunities across the South West , contact Paul Norman directly

Location: Cambridge Salary: £40,000 - £55,000 The Opportunity An established, national wealth management firm is looking to add a Paraplanner to its growing Cambridge team. The business supports high-net-worth clients and offers a structured environment with clear progression routes into advisory or leadership roles. This is a strong opportunity for a technically capable Paraplanner who enjoys working on complex cases, particularly around IHT and trusts, and wants to be part of a well-resourced, forward-thinking organisation. Key Responsibilities Preparing high-quality suitability reports across a range of financial planning areas Supporting advisers with complex client cases, including estate planning and trusts Conducting technical research to support recommendations Reviewing client portfolios and ensuring ongoing suitability Maintaining accurate and compliant client records Requirements Diploma in Regulated Financial Planning (essential) Chartered status or working towards (preferred) Strong experience with IHT and trusts Proven track record of writing suitability reports Solid technical knowledge across financial planning Benefits Competitive salary package Strong pension contribution structure with employer contributions and salary sacrifice options Group life insurance and income protection Private medical, dental, and critical illness options Health and wellbeing support including EAP and virtual health services Discount schemes, gym membership support, and cycle to work scheme Flexible benefits platform with extensive options Clear progression opportunities into advisory or management pathways

Experienced Financial Adviser Central London, hybrid working Up to £90,000 + bonus This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, career development, and the tools to grow both your experience and earnings. The Business Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm. The Role You will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm's excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families. The Benefits Salary up to £90k - negotiable Bonus scheme 26 days holiday, rising to 31 after 5 years, plus bank holidays Generous employer pension contribution Death in Service cover Income Protection cover Private Medical Insurance and Health Cash plan Full support towards professional qualifications Requirements Experience as a financial advisor for at least three years Ideally chartered through the CII, or partway through the exams Apply If this sounds like the right move for you, apply today with your CV and contact details - the process is quick and straightforward. Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser

Paraplanner Location: Norwich (Hybrid) Salary: £ Negotiable The Opportunity Our client is a modern, independent financial planning firm seeking an experienced and detail-oriented Paraplanner to join its growing team in Norwich. This is an excellent opportunity for a technically strong paraplanner to play a key role in supporting Financial Planners and contributing to high-quality client outcomes within a collaborative environment. Role Overview The successful candidate will be responsible for producing accurate, compliant financial planning reports and providing technical support to advisers. You will work closely with Financial Planners to ensure recommendations are well-researched, clearly documented, and delivered efficiently, supporting the firm's ongoing growth. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Assist with more complex cases as experience develops, acting as a technical support to advisers. Candidate Skills Essential: Experience as a Paraplanner within an IFA or financial planning firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. Desirable: Experience with Intelligent Office (IO) and cashflow modelling tools. Benefits Include: Up to 30 days annual holiday Private medical insurance Flexible working (including partial home-based options) Pension scheme Exam support for further qualifications

If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance & Excellence Associate job could be a fantastic next step for an experienced Financial Planner Trainer. In this role, you'll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. You'll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow. Typical duties include: Delivering 1:1 and group coaching to advisers, both virtually and in person Reviewing performance trends and identifying development priorities Supporting adviser induction and ongoing professional development Working with internal teams to maintain strong alignment of processes and standards Helping to promote a culture of continuous improvement across the adviser community Full job description available to cover the spectrum of responsibilities involved in this exciting role Performance & Excellence Associate (Financial Planner Trainer) Requirements Essential: Level 4 Diploma in Financial Planning (or equivalent) Experience in financial advice, wealth management, T&C, or adviser development roles Strong understanding of FCA regulatory expectations Confident delivering training, coaching or competency assessments Able to interpret MI and performance data Desirable: Chartered status or actively working towards this would be beneficial J07 qualified would be desirable Experience supporting multi-site or growing advice teams Familiarity with cashflow modelling tools The Company You'll be joining a growing financial planning organisation with a strong reputation for high advice standards, modern processes and a collaborative culture. The business is continuing to expand and places significant value on adviser development, making this a key role within their structure. Performance & Excellence Associate (Financial Planner Trainer) Benefits Salary £50,000 - £60,000 depending on experience + car allowance Hybrid working arrangement (approx. two office days per week) Company benefits include: 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days), plus following successful completion of probation period: group life assurance (4 x basic annual salary), income protection, private medical insurance, healthcare cash plan, pension contributions and discretionary bonus scheme Occasional regional travel (around 10%) Strong professional development support, including further qualifications Inclusive, supportive working environment with career progression potential Location Ideal for candidates based in Central or South England 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.

If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance & Excellence Associate job could be a fantastic next step for an experienced Financial Planner Trainer. In this role, you'll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. You'll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow. Typical duties include: Delivering 1:1 and group coaching to advisers, both virtually and in person Reviewing performance trends and identifying development priorities Supporting adviser induction and ongoing professional development Working with internal teams to maintain strong alignment of processes and standards Helping to promote a culture of continuous improvement across the adviser community Full job description available to cover the spectrum of responsibilities involved in this exciting role Performance & Excellence Associate (Financial Planner Trainer) Requirements Essential: Level 4 Diploma in Financial Planning (or equivalent) Experience in financial advice, wealth management, T&C, or adviser development roles Strong understanding of FCA regulatory expectations Confident delivering training, coaching or competency assessments Able to interpret MI and performance data Desirable: Chartered status or actively working towards this would be beneficial J07 qualified would be desirable Experience supporting multi-site or growing advice teams Familiarity with cashflow modelling tools The Company You'll be joining a growing financial planning organisation with a strong reputation for high advice standards, modern processes and a collaborative culture. The business is continuing to expand and places significant value on adviser development, making this a key role within their structure. Performance & Excellence Associate (Financial Planner Trainer) Benefits Salary £50,000 - £60,000 depending on experience + car allowance Hybrid working arrangement (approx. two office days per week) Company benefits include: 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days), plus following successful completion of probation period: group life assurance (4 x basic annual salary), income protection, private medical insurance, healthcare cash plan, pension contributions and discretionary bonus scheme Occasional regional travel (around 10%) Strong professional development support, including further qualifications Inclusive, supportive working environment with career progression potential Location Ideal for candidates based in Central or South England 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.

If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance & Excellence Associate job could be a fantastic next step for an experienced Financial Planner Trainer. In this role, you'll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a consistent, high-quality planning process. You'll bring positive energy, constructive challenge and practical guidance to help individuals perform at their best. The work is varied, combining adviser coaching, performance insight, collaborative projects and involvement in onboarding new planners as the business continues to grow. Typical duties include: Delivering 1:1 and group coaching to advisers, both virtually and in person Reviewing performance trends and identifying development priorities Supporting adviser induction and ongoing professional development Working with internal teams to maintain strong alignment of processes and standards Helping to promote a culture of continuous improvement across the adviser community Full job description available to cover the spectrum of responsibilities involved in this exciting role Performance & Excellence Associate (Financial Planner Trainer) Requirements Essential: Level 4 Diploma in Financial Planning (or equivalent) Experience in financial advice, wealth management, T&C, or adviser development roles Strong understanding of FCA regulatory expectations Confident delivering training, coaching or competency assessments Able to interpret MI and performance data Desirable: Chartered status or actively working towards this would be beneficial J07 qualified would be desirable Experience supporting multi-site or growing advice teams Familiarity with cashflow modelling tools The Company You'll be joining a growing financial planning organisation with a strong reputation for high advice standards, modern processes and a collaborative culture. The business is continuing to expand and places significant value on adviser development, making this a key role within their structure. Performance & Excellence Associate (Financial Planner Trainer) Benefits Salary £50,000 - £60,000 depending on experience + car allowance Hybrid working arrangement (approx. two office days per week) Company benefits include: 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days), plus following successful completion of probation period: group life assurance (4 x basic annual salary), income protection, private medical insurance, healthcare cash plan, pension contributions and discretionary bonus scheme Occasional regional travel (around 10%) Strong professional development support, including further qualifications Inclusive, supportive working environment with career progression potential Location Ideal for candidates based in Central or South England 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.

Senior Paraplanner - Sutton Coldfield Salary: Up to £50,000 per annum (dependent on experience) Employment Type: Full-time, Permanent Location: Sutton Coldfield We are recruiting on behalf of a well-established and respected independent financial advice firm in Sutton Coldfield who are looking to appoint an experienced Senior Paraplanner to join their Technical Support Team. This is a senior role for a highly skilled paraplanner with strong technical expertise, leadership experience, and a commitment to high-quality client outcomes. The successful candidate will provide advanced technical support to advisers, oversee paraplanning workflows (including outsourced paraplanning), and ensure all advice documentation meets FCA and internal compliance standards. Key Responsibilities Technical & Client Support Conduct detailed research across pensions, investments, protection, and broader financial planning solutions. Prepare, review, and ensure compliance of suitability reports, technical summaries, and supporting documentation. Translate complex financial planning and tax concepts into clear, client-friendly language. Build and maintain cashflow models and financial planning scenarios using tools such as Voyant. Support advisers with pre-meeting preparation, technical analysis, and recommendation structuring. Taxation & Pension Expertise Calculate and assess Capital Gains Tax (CGT) liabilities, including annual exemptions, allowable losses, and asset histories. Perform chargeable event gain calculations for investment bonds and liaise with providers to ensure accurate tax treatment. Support pension and retirement planning, including annual allowance usage, lifetime allowance considerations, and drawdown strategies. Oversight, Workflow & Leadership Provide day-to-day technical guidance, mentoring, and support to paraplanners and junior team members. Monitor paraplanning workflows, ensuring tasks are delivered on time and to compliance standards. Act as a liaison between advisers, outsourced paraplanning providers, and the compliance function. Review paraplanning output to ensure accuracy, consistency, and regulatory adherence. Compliance & Systems Ensure all advice documentation meets FCA regulations and internal compliance requirements. Maintain accurate records within CRM and back-office systems (Intelligent Office). Support advisers and administrators with advice implementation and ongoing servicing. Keep technical knowledge up to date with tax legislation, market developments, and regulatory change. Skills & Experience Essential: Minimum 2+ years' experience in a paraplanning or senior technical role within an IFA environment. Experience managing, supervising, or mentoring paraplanning or technical staff. Strong technical knowledge of pensions, investments, protection, and UK taxation. Proven experience producing complex suitability reports and cashflow models. Proficiency with financial planning software and CRM systems. Excellent written and verbal communication skills. Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent). Highly organised, detail-oriented, and able to manage multiple priorities. Desirable: Working knowledge of Intelligent Office. Experience with the Quilter Platform. Personal Attributes Analytical, methodical, and proactive problem solver. Professional, ethical, and client-focused. Confident team leader who can motivate, support, and develop colleagues. Committed to continuous professional development and technical excellence. What's on Offer Competitive salary up to £50,000 (dependent on experience). Office hours: Monday to Thursday: 8:30am - 5:00pm Friday: 9:00am - 1:00pm 25 days' holiday (excluding bank holidays). Birthday off. Support for professional qualifications and CPD. Pension scheme, Death in Service benefit, and private health insurance. Friendly, professional, and supportive working environment.

Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If you've also worked in the following roles, we'd also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser SALARY: £30,000 per annum Basic / £70,000 - £80,000 OTE LOCATION: Hybrid Working - covering the Sandbach and Crewe areas JOB TYPE: Full-Time, Permanent - Self Employed candidates also considered JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Advisor / Life & Protection Financial Adviser to join a well-established and growing financial services organisation covering Sandbach and Crewe. The Mortgage Advisor / Life & Protection Financial Adviser will benefit from a strong and consistent lead source via established estate agency partnerships, supporting pipeline management and client acquisition. As a Mortgage Advisor / Life & Protection Financial Adviser you will provide expert mortgage advice and tailored protection solutions, conducting client appointments both face-to-face and remotely while ensuring regulatory compliance. This role offers hybrid working, administrative support and the flexibility of employed or self-employed options within a supportive, growth-focused environment. DUTIES Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include: Provide Mortgage Advice: Deliver expert guidance on a range of mortgage products tailored to client needs Recommend Protection Solutions: Identify and advise on appropriate life insurance, critical illness and income protection products Manage Introduced Leads: Handle estate agency leads efficiently, ensuring proactive follow-up and conversion Conduct Client Appointments: Meet clients face-to-face and remotely to gather information and provide recommendations Pipeline Management: Oversee your own caseload from enquiry through to completion Maintain Compliance: Ensure all advice and documentation meets FCA regulations and internal compliance standards Deliver Customer Service: Provide a high level of service throughout the full mortgage journey Build Relationships: Develop strong working relationships with introducers and clients to support repeat and referral business CANDIDATE REQUIREMENTS CeMAP qualified (or equivalent recognised mortgage qualification) Must hold Competent Adviser Status (CAS) Previous experience in providing mortgage and protection advice Proven experience of writing mortgage and protection business Strong communication and relationship management skills Experience with pipeline management and lead conversion A thorough understanding of FCA regulations and compliance requirements Self-motivated with the ability to manage your own workload effectively WHY JOIN Employed or self-employed packages available Competitive commission splits / salary + bonus (depending on option chosen) Strong and consistent lead source from estate agency partners Hybrid working flexibility Administrative support available Opportunity to build and grow within a supportive environment HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14465 Full-Time, Permanent and Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Sandbach, Cheshire, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online

Offices Close to Hatfield £75,000 Basic (London Weighting) + Bonus Hybrid Flexible Working options A growing and ambitious wealth management firm with offices near Hatfield is looking to appoint an experienced Financial Adviser to join their expanding team. This is an excellent opportunity for a motivated adviser who enjoys building relationships and developing a strong client bank. The successful candidate will benefit from immediate access to clients , strong internal referrals, and a structured marketing strategy designed to help advisers grow their business. The Opportunity You will be joining a firm with a growing client base and strong referral opportunities through an established network . From day one, you will inherit clients and will have the opportunity to develop relationships with the wider client base of the business. The firm actively supports advisers in growing their client bank through structured marketing campaigns, seminars and client engagement events , managed internally by the leadership team. You will also benefit from full paraplanning and administrative support , allowing you to focus on client relationships and advice delivery. Key Responsibilities Providing holistic financial planning advice to HNW and mass affluent clients. Managing an initial £10m portfolio while actively growing assets under management. Building strong relationships with clients and partners within the associated accountancy firm to generate referrals and new opportunities. Attending client meetings, networking events and seminars to build and maintain relationships. Delivering advice across key planning areas including investments, pensions, retirement planning and protection. Working closely with the internal paraplanning and administration team to deliver a high-quality client experience. Spending the majority of time meeting clients face-to-face and developing relationships , rather than being office-bound. Candidate Profile Level 4 Diploma qualified (minimum) through the Chartered Insurance Institute or equivalent. Working towards Chartered status would be advantageous (study support available). Strong technical knowledge of financial planning and wealth management . Proven ability to build relationships and develop client trust , particularly with HNW individuals and professional introducers. Confident and credible when working with Partners within an accountancy firm environment . Highly motivated with a strong appetite to grow a client bank and maximise earning potential . Package Basic Salary: up to £75,000 (London weighting) Validation: 3x - 3.5x validation target Bonus: 30% - 40% on all fee income generated Initial AUM: £10m provided from day one Full Paraplanning and Administrative Support Structured marketing and seminar programme to generate client engagement Benefits package: Full details to be confirmed Contact Sam at Financial Divisions.

Technical Paraplanner Witney Up to £50,000+ (DOE) Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.

Job Title: Senior IFA Administrator Industry: Financial Services Location: Worcester (Office-based initially, hybrid post-probation) Salary: Up to £37,500 DOE Reference Number: 10237 Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service. Responsibilities: Processing new business applications and liaising with providers to ensure timely and accurate completion Coordinating client meetings, preparing valuations and meeting packs, and managing advisers' diaries effectively Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards Supporting the training and quality checking of work completed by junior team members, as required What's in it for you: Competitive salary up to £37,500 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: A minimum of 2 years' experience (or equivalent) in a Senior Administrative role within Financial Services Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel A strong understanding of FCA regulations and compliance requirements Experience using Xplan or Voyant is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.

This is a fantastic opportunity to shape how financial advice is delivered across a growing national advice business. Our client is looking for a high-calibre financial services professional to help drive adviser performance, raise advice standards and support the development of advisers and paraplanners across their regional offices. If you have a strong background in financial advice, adviser development or competency oversight and enjoy helping professionals perform at their best, this role offers the chance to make a real impact! You won't just be monitoring performance, you'll be actively improving it. Working closely with advisers, managers and support teams, you'll help build a culture of high standards, continuous improvement, and outstanding client outcomes. You'll influence how advice is delivered, support adviser development and ensure best practice is shared across the business. What you'll be doing: Coaching advisers and paraplanners to improve performance Conducting competency assessments, observations, performance reviews Supporting pre-CAS advisers and developing adviser talent Delivering technical training and development sessions Analysing data to identify performance trends and improvement Supporting advisers with complex technical queries and advice challenges Sharing best practice across advice teams and regional hubs Contributing to projects supporting business growth and integration What we're looking for: Experienced from financial advice, wealth management, advisory support Strong technical knowledge, genuine interest in helping advisers develop Qualified to Chartered status or very close to Key experience: Experience within a financial advice or wealth management environment Strong knowledge of financial advice processes and investment solutions Understanding of UK financial services regulation and advice standards Experience in training, coaching or competency oversight Strong communication and stakeholder engagement skills Ability to analyse performance data and improvement opportunities What you'll get in return Working for an exciting, fast growing and acquisitional business A role with real influence and impact Opportunity to work with experienced advisers and leadership teams The chance to shape adviser performance and advice quality at scale Benefits of joining the business Excellent annual leave Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension 10% discretionary company annual bonus Progression Full support for further professional qualifications, CPD A very generous salary is being offered, company bonus, car allowance & excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates.