A well-established and highly respected Independent Financial Adviser based in Hertford is seeking a motivated and ambitious Junior Paraplanner to join its growing team. This opportunity is ideal for a Financial Planning Administrator looking to progress into paraplanning, or an existing Junior Paraplanner who is Diploma qualified (or nearing completion) and keen to continue their professional development within a supportive and collaborative environment. The Opportunity Working closely with experienced Advisers and Paraplanners, you will be involved in the preparation of financial planning recommendations and technical research, while continuing to develop your knowledge across pensions, investments, protection and retirement planning. The firm is committed to supporting professional development and offers an excellent environment for individuals looking to build a long-term career within financial planning. Key Responsibilities Assisting in the preparation of suitability reports and recommendation letters Conducting research across pensions, investments and protection solutions Performing product, fund and platform comparisons Preparing cashflow planning and analysis where required Supporting advisers with pre- and post-meeting requirements Reviewing existing client arrangements and gathering provider information Maintaining accurate client records and ensuring compliance standards are met Liaising with providers, advisers and administrators to obtain relevant information Keeping up to date with industry and regulatory developments Candidate Requirements The successful candidate will have: Previous experience within an IFA, Wealth Management or Financial Planning environment Diploma in Regulated Financial Planning (Level 4) or be close to completing the qualification A genuine interest in technical financial planning Strong analytical and research skills Excellent attention to detail Strong written communication skills A proactive attitude and willingness to learn The ability to work effectively within a team environment Desirable Experience producing or assisting with suitability reports Familiarity with cashflow modelling tools Knowledge of Intelligent Office, Xplan or similar back-office systems Ambition to progress towards Chartered status What's on Offer Competitive salary of £35,000-£45,000 Study support and assistance towards Chartered qualifications Exposure to a wide range of financial planning cases Mentoring from experienced Advisers and Paraplanners Supportive and collaborative team culture Long-term career progression opportunities Pension and holiday benefits This is an excellent opportunity for a developing paraplanner to join a growing independent financial planning firm that values technical excellence, professional development and outstanding client outcomes. For a confidential discussion, please contact Sam Financial Divisions .
Jun 10, 2026
Full time
A well-established and highly respected Independent Financial Adviser based in Hertford is seeking a motivated and ambitious Junior Paraplanner to join its growing team. This opportunity is ideal for a Financial Planning Administrator looking to progress into paraplanning, or an existing Junior Paraplanner who is Diploma qualified (or nearing completion) and keen to continue their professional development within a supportive and collaborative environment. The Opportunity Working closely with experienced Advisers and Paraplanners, you will be involved in the preparation of financial planning recommendations and technical research, while continuing to develop your knowledge across pensions, investments, protection and retirement planning. The firm is committed to supporting professional development and offers an excellent environment for individuals looking to build a long-term career within financial planning. Key Responsibilities Assisting in the preparation of suitability reports and recommendation letters Conducting research across pensions, investments and protection solutions Performing product, fund and platform comparisons Preparing cashflow planning and analysis where required Supporting advisers with pre- and post-meeting requirements Reviewing existing client arrangements and gathering provider information Maintaining accurate client records and ensuring compliance standards are met Liaising with providers, advisers and administrators to obtain relevant information Keeping up to date with industry and regulatory developments Candidate Requirements The successful candidate will have: Previous experience within an IFA, Wealth Management or Financial Planning environment Diploma in Regulated Financial Planning (Level 4) or be close to completing the qualification A genuine interest in technical financial planning Strong analytical and research skills Excellent attention to detail Strong written communication skills A proactive attitude and willingness to learn The ability to work effectively within a team environment Desirable Experience producing or assisting with suitability reports Familiarity with cashflow modelling tools Knowledge of Intelligent Office, Xplan or similar back-office systems Ambition to progress towards Chartered status What's on Offer Competitive salary of £35,000-£45,000 Study support and assistance towards Chartered qualifications Exposure to a wide range of financial planning cases Mentoring from experienced Advisers and Paraplanners Supportive and collaborative team culture Long-term career progression opportunities Pension and holiday benefits This is an excellent opportunity for a developing paraplanner to join a growing independent financial planning firm that values technical excellence, professional development and outstanding client outcomes. For a confidential discussion, please contact Sam Financial Divisions .
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.
Jun 09, 2026
Full time
A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 09, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. 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 has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 09, 2026
Full time
Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. 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 has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
Jun 08, 2026
Full time
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
An exciting opportunity for an Wealth Paraplanner to join a well-known, national Wealth Management Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong technical knowledge of pensions, investments, tax wrappers, and protection Confident using financial planning and cashflow software In return you will receive a really competitive salary and join a well-run business with great job satisfaction. 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.
Jun 05, 2026
Full time
An exciting opportunity for an Wealth Paraplanner to join a well-known, national Wealth Management Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong technical knowledge of pensions, investments, tax wrappers, and protection Confident using financial planning and cashflow software In return you will receive a really competitive salary and join a well-run business with great job satisfaction. 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.
Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 05, 2026
Full time
Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Role Overview An established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment. The business has experienced significant growth in recent years and continues to invest heavily in its people, systems, and client proposition. The Role Working closely with Financial Planners and Advisers, you will play a key role in supporting the delivery of high-quality financial advice across pensions, investments, protection, and estate planning. Responsibilities will include: Preparing detailed and compliant suitability reports and recommendation letters Supporting annual client reviews and ongoing suitability assessments Conducting technical research across pensions, investments, tax wrappers, and protection products Liaising with providers to obtain policy information, valuations, and illustrations Assisting advisers with client meeting preparation and follow-up actions Maintaining accurate client records and ensuring FCA compliance standards are met Completing AML and identity verification checks Working collaboratively with advisers, administrators, compliance teams, and investment professionals Supporting process improvements and contributing to operational efficiencies Requirements Minimum 2 years' experience as a Paraplanner within a UK financial planning firm Level 4 Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, protection, trusts, and estate planning Experience preparing suitability reports and supporting annual reviews Strong understanding of FCA regulations and compliance requirements Excellent communication, organisation, and report-writing skills Experience using financial planning and back-office systems Ability to manage workloads independently within a fast-paced environment Desirable Experience Exposure to M&A or acquisitive financial planning environments Experience with cashflow modelling and tax planning strategies Familiarity with high-net-worth or complex client cases Additional Information Hybrid working arrangement Excellent career progression opportunities Supportive and collaborative culture Competitive salary and benefits package Free parking and additional employee benefits available
Jun 04, 2026
Full time
Role Overview An established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment. The business has experienced significant growth in recent years and continues to invest heavily in its people, systems, and client proposition. The Role Working closely with Financial Planners and Advisers, you will play a key role in supporting the delivery of high-quality financial advice across pensions, investments, protection, and estate planning. Responsibilities will include: Preparing detailed and compliant suitability reports and recommendation letters Supporting annual client reviews and ongoing suitability assessments Conducting technical research across pensions, investments, tax wrappers, and protection products Liaising with providers to obtain policy information, valuations, and illustrations Assisting advisers with client meeting preparation and follow-up actions Maintaining accurate client records and ensuring FCA compliance standards are met Completing AML and identity verification checks Working collaboratively with advisers, administrators, compliance teams, and investment professionals Supporting process improvements and contributing to operational efficiencies Requirements Minimum 2 years' experience as a Paraplanner within a UK financial planning firm Level 4 Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, protection, trusts, and estate planning Experience preparing suitability reports and supporting annual reviews Strong understanding of FCA regulations and compliance requirements Excellent communication, organisation, and report-writing skills Experience using financial planning and back-office systems Ability to manage workloads independently within a fast-paced environment Desirable Experience Exposure to M&A or acquisitive financial planning environments Experience with cashflow modelling and tax planning strategies Familiarity with high-net-worth or complex client cases Additional Information Hybrid working arrangement Excellent career progression opportunities Supportive and collaborative culture Competitive salary and benefits package Free parking and additional employee benefits available
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Jun 03, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
Jun 03, 2026
Full time
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
12 month contract - Inside IR35 - Investment Banking Core accountabilities of role Advanced level expert to lead work on the Bank's UK Defined Benefit (DB) pension schemes, to include actuarial funding, investment, Trustee accounting, Corporate accounting, administration and vendor management. Manage medium and large DB projects that arise in the year, which is likely to include merging several DB schemes Able to autonomously manage all key stakeholders independently, reporting to the Head of UK Pensions, Benefits & Wellbeing Lead contact and adviser for Heads of HR and CFOs at UK group companies with DB schemes and represent those Group companies to the Professional Trustee Lead the pension accounting process (IAS19) to support Group HR and local Finance, ensuring timely reporting of balance sheet and P&L numbers, agreeing key financial assumptions with actuaries, Group companies and Group HR and managing market movement issues with the key stakeholders and external auditors Lead the Professional Trustee relationship ensuring continuing constructive and collaborative engagement. Lead services to the schemes and trustee to ensure the efficient operation of the schemes and the providers in line with best practice, UK regulatory requirements and Group policies. Manages third party suppliers, including corporate actuaries, lawyers, company auditors, trustee auditors and administrators, including management of advisor budgets across all UK pension schemes (trustee and corporate). Member of the Bank's International Pension Plans Committee, and lead management of the IPP provider in Jersey Support DC Pension Specialist on UK Defined Contribution (DC) Scheme projects, including support for monthly pension contribution reconciliation and DC pension communications. Management of complex pension employee queries to central mailbox and via internal HR portal. Provision of pension 121s for employees with complex issues on request and provision of pension and support on wider HR matters (such as employee assignments, redundancies etc.) Technical expert reviewer for work of Head of Pension, Benefits & Wellbeing Liaising with internal procurement, governance and IT security teams regarding pension team vendor reviews/documentation. Managing the documentation and annual review of Pension procedures for internal governance purposes. Knowledge, Skill and Experience Essential Extensive experience in the pensions industry Expert level of DB pensions knowledge Very good working knowledge of pension tax rules Very good working knowledge of DB pension accounting Ability to challenge expert advisers Strong communication skills for communications to all staff, individuals and key stakeholders in what can be highly technical areas Project management and ability to oversee and manage teams of third party suppliers Proficient experience using Microsoft Excel to handle large data sets Preferred Working towards or qualified Actuarial qualification or Diploma working towards or qualified Associate of the Pensions Management Institute or other relevant experience. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Oct 08, 2025
Full time
12 month contract - Inside IR35 - Investment Banking Core accountabilities of role Advanced level expert to lead work on the Bank's UK Defined Benefit (DB) pension schemes, to include actuarial funding, investment, Trustee accounting, Corporate accounting, administration and vendor management. Manage medium and large DB projects that arise in the year, which is likely to include merging several DB schemes Able to autonomously manage all key stakeholders independently, reporting to the Head of UK Pensions, Benefits & Wellbeing Lead contact and adviser for Heads of HR and CFOs at UK group companies with DB schemes and represent those Group companies to the Professional Trustee Lead the pension accounting process (IAS19) to support Group HR and local Finance, ensuring timely reporting of balance sheet and P&L numbers, agreeing key financial assumptions with actuaries, Group companies and Group HR and managing market movement issues with the key stakeholders and external auditors Lead the Professional Trustee relationship ensuring continuing constructive and collaborative engagement. Lead services to the schemes and trustee to ensure the efficient operation of the schemes and the providers in line with best practice, UK regulatory requirements and Group policies. Manages third party suppliers, including corporate actuaries, lawyers, company auditors, trustee auditors and administrators, including management of advisor budgets across all UK pension schemes (trustee and corporate). Member of the Bank's International Pension Plans Committee, and lead management of the IPP provider in Jersey Support DC Pension Specialist on UK Defined Contribution (DC) Scheme projects, including support for monthly pension contribution reconciliation and DC pension communications. Management of complex pension employee queries to central mailbox and via internal HR portal. Provision of pension 121s for employees with complex issues on request and provision of pension and support on wider HR matters (such as employee assignments, redundancies etc.) Technical expert reviewer for work of Head of Pension, Benefits & Wellbeing Liaising with internal procurement, governance and IT security teams regarding pension team vendor reviews/documentation. Managing the documentation and annual review of Pension procedures for internal governance purposes. Knowledge, Skill and Experience Essential Extensive experience in the pensions industry Expert level of DB pensions knowledge Very good working knowledge of pension tax rules Very good working knowledge of DB pension accounting Ability to challenge expert advisers Strong communication skills for communications to all staff, individuals and key stakeholders in what can be highly technical areas Project management and ability to oversee and manage teams of third party suppliers Proficient experience using Microsoft Excel to handle large data sets Preferred Working towards or qualified Actuarial qualification or Diploma working towards or qualified Associate of the Pensions Management Institute or other relevant experience. Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.
Oct 07, 2025
Full time
Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Oct 02, 2025
Full time
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Sep 26, 2025
Full time
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
BRAND NEW ROLE: Financial Administrator/Office Administrator Part-time - 3 days per week Boutique Wealth Management Firm £30k pro-rata basic salary discretionary bonuses (possibly up to £35k) Reigate/ Redhill (Surrey) My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking to recruit a part-time administrator who can work 3 days per week (how this would look is up for discussion) who can do general office administration and some financial administration work. Experience within a financial service environment would be very helpful but within a financial advice firm would be ideal. You will be supporting an experienced team of administrators and paraplanner alongside 3 established advisers. The MD is happy to speak to candidate seeking £27k - £30k salary (pro-rata) but will consider those with good experience up to £35k. For more details please contact Peter Fozard at Financial Divisions.
Sep 26, 2025
Full time
BRAND NEW ROLE: Financial Administrator/Office Administrator Part-time - 3 days per week Boutique Wealth Management Firm £30k pro-rata basic salary discretionary bonuses (possibly up to £35k) Reigate/ Redhill (Surrey) My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking to recruit a part-time administrator who can work 3 days per week (how this would look is up for discussion) who can do general office administration and some financial administration work. Experience within a financial service environment would be very helpful but within a financial advice firm would be ideal. You will be supporting an experienced team of administrators and paraplanner alongside 3 established advisers. The MD is happy to speak to candidate seeking £27k - £30k salary (pro-rata) but will consider those with good experience up to £35k. For more details please contact Peter Fozard at Financial Divisions.
Chartered Financial Planner Salary negotiable £70k - £100k + bonuses Boutique IFA firm - Offices near Maidstone (Kent) Manage existing clients and generate some new business My client are an independent wealth planning firm with their offices near Maidstone who I have placed staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.400 clients (over £230m AUM) with assets ranging from £150k - £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and business sales. They have very longstanding relations with clients which stretch back 30 years and they refer to them lots of new clients (5 - 10 per week). The advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The business has a support team comprises of an experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Financial Planner who will manage existing clients from a retiring adviser which generates over £250k of revenue. However, the MD has too many clients and is looking to offset some of his 300 clients to a new adviser to manage. They are keen to recruit an adviser who is has been advising for at least 5 years and is either Chartered or on their way to Chartered. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further whilst also managing existing clients. Salary: £70k - £100k (negotiable) Bonuses paid at 30% above x 3 validation Benefits: Pension, death in service, medical cash plan 25 days holiday + bank holidays Full Paraplanning and Administration support If this role sounds of interest or any other roles I am working on please get in touch.
Sep 24, 2025
Full time
Chartered Financial Planner Salary negotiable £70k - £100k + bonuses Boutique IFA firm - Offices near Maidstone (Kent) Manage existing clients and generate some new business My client are an independent wealth planning firm with their offices near Maidstone who I have placed staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.400 clients (over £230m AUM) with assets ranging from £150k - £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and business sales. They have very longstanding relations with clients which stretch back 30 years and they refer to them lots of new clients (5 - 10 per week). The advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The business has a support team comprises of an experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Financial Planner who will manage existing clients from a retiring adviser which generates over £250k of revenue. However, the MD has too many clients and is looking to offset some of his 300 clients to a new adviser to manage. They are keen to recruit an adviser who is has been advising for at least 5 years and is either Chartered or on their way to Chartered. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further whilst also managing existing clients. Salary: £70k - £100k (negotiable) Bonuses paid at 30% above x 3 validation Benefits: Pension, death in service, medical cash plan 25 days holiday + bank holidays Full Paraplanning and Administration support If this role sounds of interest or any other roles I am working on please get in touch.
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.
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Sep 23, 2025
Full time
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
