Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Apr 27, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role Suitability Engineering is the discipline we are building to ensure every output meets the standards advisers and their clients deserve. The Suitability Engineer ensures our partner firms get measurable value from our products - faster adoption, better outputs, and fewer gaps between what is promised and what lands in an adviser's workflow. You will be a trusted face of our products in front of partners and their advisers, while working closely with Product and Engineering to shape what ships and how it lands. The role blends client engagement, enablement, testing and product input, all operating to a shared quality bar and a common way of working. Scope and emphasis will flex with the successful candidate as the team scales. What You Will Do Partner & Account Manager Engagement Attend partner meetings and build trusted relationships from day one Represent our suitability capabilities externally with credibility Join account reviews to provide suitability context and flag risks or opportunities early Act as the go-to contact for partner queries on how our outputs perform in real advice workflows Demos, Training & Workshops Co lead product demos tailored to the audience, from principals to paraplanners Deliver training that gets users confident and competent quickly Run workshops that surface partner needs and turn feedback into action Build training assets and enablement materials Onboarding & Client Success Ensure every partner receives a consistent, high quality start to onboarding new partner firms. Support meeting cadence, demos, workshops and post go live support Partner with firms on adoption, expansion and ongoing success Keep client facing documentation, FAQs and how to content current Product & Engineering Contribution Feed partner and adviser insight into the roadmap; challenge assumptions early Contribute to testing and validation, bringing real world scenarios and edge cases Support market readiness documentation for internal and external users Troubleshoot blockers at the boundary between product capability and client expectation Cross functional Collaboration Work to shared standards, rituals and quality bar across the function Partner with colleagues to ensure GTM ready releases and aligned documentation Contribute to approaches for onboarding, intake, testing and release approaches that let the function scale What We Are Looking For Essential Financial services background with genuine client delivery experience - you have owned outcomes in front of advisers, partners or end clients Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows Excellent communicator - able to simplify complexity without losing accuracy Confident running demos, training and workshops, and being a named point of contact Commercially aware, with the judgement to balance partner needs against product realities Informed view on where AI adds real value in regulated advice - and where it does not Comfortable bringing structure to ambiguity in a fast moving, test and learn environment Desirable Breadth across advice areas (protection, investments, pensions, later life) Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF) Start up or fintech experience Any hands on exposure to AI tools in a financial services context What We Offer A rare chance to shape how AI is delivered into financial advice firms Work on problems that matter - the outputs you help shape go into real advice files for real clients Clear specialist pathways as the function grows Close collaboration with the founding team - your voice will carry weight Competitive salary reflecting the specialist mix of client, commercial and domain skills Flexible working and room to grow into senior specialist, leadership or commercial roles
Apr 27, 2026
Full time
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role Suitability Engineering is the discipline we are building to ensure every output meets the standards advisers and their clients deserve. The Suitability Engineer ensures our partner firms get measurable value from our products - faster adoption, better outputs, and fewer gaps between what is promised and what lands in an adviser's workflow. You will be a trusted face of our products in front of partners and their advisers, while working closely with Product and Engineering to shape what ships and how it lands. The role blends client engagement, enablement, testing and product input, all operating to a shared quality bar and a common way of working. Scope and emphasis will flex with the successful candidate as the team scales. What You Will Do Partner & Account Manager Engagement Attend partner meetings and build trusted relationships from day one Represent our suitability capabilities externally with credibility Join account reviews to provide suitability context and flag risks or opportunities early Act as the go-to contact for partner queries on how our outputs perform in real advice workflows Demos, Training & Workshops Co lead product demos tailored to the audience, from principals to paraplanners Deliver training that gets users confident and competent quickly Run workshops that surface partner needs and turn feedback into action Build training assets and enablement materials Onboarding & Client Success Ensure every partner receives a consistent, high quality start to onboarding new partner firms. Support meeting cadence, demos, workshops and post go live support Partner with firms on adoption, expansion and ongoing success Keep client facing documentation, FAQs and how to content current Product & Engineering Contribution Feed partner and adviser insight into the roadmap; challenge assumptions early Contribute to testing and validation, bringing real world scenarios and edge cases Support market readiness documentation for internal and external users Troubleshoot blockers at the boundary between product capability and client expectation Cross functional Collaboration Work to shared standards, rituals and quality bar across the function Partner with colleagues to ensure GTM ready releases and aligned documentation Contribute to approaches for onboarding, intake, testing and release approaches that let the function scale What We Are Looking For Essential Financial services background with genuine client delivery experience - you have owned outcomes in front of advisers, partners or end clients Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows Excellent communicator - able to simplify complexity without losing accuracy Confident running demos, training and workshops, and being a named point of contact Commercially aware, with the judgement to balance partner needs against product realities Informed view on where AI adds real value in regulated advice - and where it does not Comfortable bringing structure to ambiguity in a fast moving, test and learn environment Desirable Breadth across advice areas (protection, investments, pensions, later life) Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF) Start up or fintech experience Any hands on exposure to AI tools in a financial services context What We Offer A rare chance to shape how AI is delivered into financial advice firms Work on problems that matter - the outputs you help shape go into real advice files for real clients Clear specialist pathways as the function grows Close collaboration with the founding team - your voice will carry weight Competitive salary reflecting the specialist mix of client, commercial and domain skills Flexible working and room to grow into senior specialist, leadership or commercial roles
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Apr 26, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
Apr 26, 2026
Full time
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of va click apply for full job details
Apr 26, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of va click apply for full job details
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Apr 26, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
THE OPPORTUNITY A rapidly growing, independently owned IFA firm in Horsham is recruiting an experienced Financial Paraplanner to join their busy, close-knit team. This is a newly created position driven by business growth the firm currently outsources a significant volume of paraplanning reports and needs dedicated in-house resource to manage that workload click apply for full job details
Apr 26, 2026
Full time
THE OPPORTUNITY A rapidly growing, independently owned IFA firm in Horsham is recruiting an experienced Financial Paraplanner to join their busy, close-knit team. This is a newly created position driven by business growth the firm currently outsources a significant volume of paraplanning reports and needs dedicated in-house resource to manage that workload click apply for full job details
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families click apply for full job details
Apr 26, 2026
Full time
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families click apply for full job details
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details
Apr 26, 2026
Full time
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm click apply for full job details
Apr 26, 2026
Full time
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm click apply for full job details
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Apr 26, 2026
Full time
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years click apply for full job details
Apr 26, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years click apply for full job details
PARAPLANNER full or part time considered LEICESTER (Our Ref AL1389) SALARY to c£42,000 dep on exp + benefits PARAPLANNER ROLE SUMMARY The role involves working closely with a team of financial planning consultants, with support provided a team of administrators click apply for full job details
Apr 26, 2026
Full time
PARAPLANNER full or part time considered LEICESTER (Our Ref AL1389) SALARY to c£42,000 dep on exp + benefits PARAPLANNER ROLE SUMMARY The role involves working closely with a team of financial planning consultants, with support provided a team of administrators click apply for full job details
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details
Apr 25, 2026
Full time
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details
Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommend click apply for full job details
Apr 25, 2026
Full time
Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommend click apply for full job details
An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business. This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train) click apply for full job details
Apr 25, 2026
Full time
An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business. This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train) click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Apr 25, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton click apply for full job details
Apr 25, 2026
Full time
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Cheltenham Salary: £42,000 £60,000 (DOE) Why Join Us? This is an excellent opportunity for an experienced Paraplanner to work closely with Advisers in a collaborative, client-focused environment click apply for full job details
Apr 25, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Cheltenham Salary: £42,000 £60,000 (DOE) Why Join Us? This is an excellent opportunity for an experienced Paraplanner to work closely with Advisers in a collaborative, client-focused environment click apply for full job details
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
Apr 25, 2026
Full time
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
