About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
Apr 30, 2026
Full time
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
We re looking for an exceptional and experienced (ideally level 4 qualified but this is not essential) Paraplanner to join our client's dynamic and rapidly expanding national IFA business. The Company Founded in Worcester but with a growing national footprint, our client design and build financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs. The Requirements You ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester. The Role To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to: • Preparing review packs for client meetings. • Writing client reports and recommendations letters. • Preparing advice packs and application/nomination forms. • Submitting Requests for Information to providers • Keying amendments and adjustments to policies and new applications. • Cashflow planning. • Research, using available various tools. • Submitting business and maintaining client records on their systems (Intelligent Office and Sharepoint) To be successful in this role you ll: • Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered. • Possess an understanding of relevant regulation and legislation. • Have an understanding of investment, retirement and protection products and attitude to risk. • Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure. • Be articulate in terms of both industry language, tools and software systems. • Share our belief in independence and the primacy of the client. • Have experience working with Microsoft Word, Excel and Outlook. • Demonstrate ongoing commitment to your own development. The Reward We believe in looking after our people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That s why all our people receive: • 25 days paid holiday plus birthday and bank holidays. • Matched pension contribution up to 4% earnings with Royal London • Annual discretionary bonus • £50k Critical Illness Cover • 4 x Death in Service • Private medical Insurance. • Additional support for training and development with costs of further qualifications covered by the business. • Carbon footprint off-setting. • Two paid volunteering days per annum supported as part of our community support programme.
Apr 30, 2026
Full time
We re looking for an exceptional and experienced (ideally level 4 qualified but this is not essential) Paraplanner to join our client's dynamic and rapidly expanding national IFA business. The Company Founded in Worcester but with a growing national footprint, our client design and build financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs. The Requirements You ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester. The Role To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to: • Preparing review packs for client meetings. • Writing client reports and recommendations letters. • Preparing advice packs and application/nomination forms. • Submitting Requests for Information to providers • Keying amendments and adjustments to policies and new applications. • Cashflow planning. • Research, using available various tools. • Submitting business and maintaining client records on their systems (Intelligent Office and Sharepoint) To be successful in this role you ll: • Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered. • Possess an understanding of relevant regulation and legislation. • Have an understanding of investment, retirement and protection products and attitude to risk. • Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure. • Be articulate in terms of both industry language, tools and software systems. • Share our belief in independence and the primacy of the client. • Have experience working with Microsoft Word, Excel and Outlook. • Demonstrate ongoing commitment to your own development. The Reward We believe in looking after our people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That s why all our people receive: • 25 days paid holiday plus birthday and bank holidays. • Matched pension contribution up to 4% earnings with Royal London • Annual discretionary bonus • £50k Critical Illness Cover • 4 x Death in Service • Private medical Insurance. • Additional support for training and development with costs of further qualifications covered by the business. • Carbon footprint off-setting. • Two paid volunteering days per annum supported as part of our community support programme.
St. James's Place Wealth Management
Wrecclesham, Surrey
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
St. James's Place Wealth Management
Worplesdon, Surrey
Practice Administrator Location - Guildford (GU3) Salary - Up to £40,000 (DoE) Are you an enthusiastic Practice Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc. This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. The ideal candidate will be confident, numerate and professional who enjoys using their initiative and has a can do working style. Practice Administrator - Main Duties & Responsibilities Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. Practice Administrator - Skills and Experience Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook. Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times Desired Previous work experience in Administration or Financial Services Experience of using Salesforce CRM St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Practice Administrator Location - Guildford (GU3) Salary - Up to £40,000 (DoE) Are you an enthusiastic Practice Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc. This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. The ideal candidate will be confident, numerate and professional who enjoys using their initiative and has a can do working style. Practice Administrator - Main Duties & Responsibilities Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. Practice Administrator - Skills and Experience Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook. Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times Desired Previous work experience in Administration or Financial Services Experience of using Salesforce CRM St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
St. James's Place Wealth Management
Ilkley, Yorkshire
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £216.94bn Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £216.94bn Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Apr 29, 2026
Full time
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Apr 29, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Apr 29, 2026
Full time
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Job Title: Paraplanner Salary: £45,000 Location: Ware, Herts Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location. Duties of the Paraplanner role: Understanding and analysing new and existing client current personal and financial circumstances and objectives Fielding new business calls from prospective clients Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting Financial Adviser and working as a team Joining client meetings where required Working with Network regulator to assist with FCA compliance Salary and Benefits for the Paraplanner role: Competitive local salary of £45k Hybrid flexible working structure 25 days holiday (inc. bank holidays) 5% pension contribution DIS Training available. First exam paid for. CII - RO. Level 4 Dip. First exam paid for by employer Close to Train station location 9-5.30pm Mon - Fri Skills and experience required: Minimum of 3 years in a Paraplanning experience preferred Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Apr 29, 2026
Full time
Job Title: Paraplanner Salary: £45,000 Location: Ware, Herts Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location. Duties of the Paraplanner role: Understanding and analysing new and existing client current personal and financial circumstances and objectives Fielding new business calls from prospective clients Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting Financial Adviser and working as a team Joining client meetings where required Working with Network regulator to assist with FCA compliance Salary and Benefits for the Paraplanner role: Competitive local salary of £45k Hybrid flexible working structure 25 days holiday (inc. bank holidays) 5% pension contribution DIS Training available. First exam paid for. CII - RO. Level 4 Dip. First exam paid for by employer Close to Train station location 9-5.30pm Mon - Fri Skills and experience required: Minimum of 3 years in a Paraplanning experience preferred Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Apr 29, 2026
Full time
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav 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 29, 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
You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you. How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either. In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOB You'll be part of a team that provides admin support to a team of eight financial planners and their clients. The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNY This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm. It's a settled team with long-standing employees many of whom have developed through the ranks. And it's not private equity backed providing stability. HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Apr 29, 2026
Full time
You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you. How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either. In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOB You'll be part of a team that provides admin support to a team of eight financial planners and their clients. The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNY This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm. It's a settled team with long-standing employees many of whom have developed through the ranks. And it's not private equity backed providing stability. HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Apr 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Apr 29, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Apr 29, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
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 29, 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
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Apr 29, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Apr 29, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Apr 28, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
