Exchange Street Executive Search
Oxford, Oxfordshire
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 21, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 21, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 21, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 21, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Employee Benefits Administrator Are you an experienced employee benefits administrator? Are you working at an insurer and keen to get into a consultancy? If yes, this role could be for you! We are working with an established consultancy with strong service offerings in employee benefits to support their search for an administrator to join their EB team. Role & Responsibilities: Manage and process renewals for healthcare & group risk schemes General administration of the scheme including: joiners, leavers, address changes Liaise with insurers to obtain quotations and process market reviews Essential Criteria: Must have employee benefits experience in either healthcare or group risk Open to insurer or consultancy background Strong client relationship management experience Ability to work independently and as part of a team This role is remote, with the expectation of attending an office infrequently. If this opportunity is of interest, reach out to discuss further today! Please quote 52376 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 21, 2026
Full time
Employee Benefits Administrator Are you an experienced employee benefits administrator? Are you working at an insurer and keen to get into a consultancy? If yes, this role could be for you! We are working with an established consultancy with strong service offerings in employee benefits to support their search for an administrator to join their EB team. Role & Responsibilities: Manage and process renewals for healthcare & group risk schemes General administration of the scheme including: joiners, leavers, address changes Liaise with insurers to obtain quotations and process market reviews Essential Criteria: Must have employee benefits experience in either healthcare or group risk Open to insurer or consultancy background Strong client relationship management experience Ability to work independently and as part of a team This role is remote, with the expectation of attending an office infrequently. If this opportunity is of interest, reach out to discuss further today! Please quote 52376 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
May 20, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 19, 2026
Full time
We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Alexander Lloyd have an exciting new position for a Pension Client Relationship Director to join one of the UKs most established Pension firm. This is an excellent opportunity to join a successful and growing firm within an interesting and varied role committed to providing an excellent service to their clients and ensuring relationships are long standing and successful. The Role As a Client Relationship Director, you'll be a trusted partner to clients and a strategic leader within the firm. You'll take ownership of key client relationships, ensuring satisfaction, loyalty, and long-term success. Working alongside the Consulting and Operations SMEs, you'll identify opportunities to expand and enhance the services, aligning client needs with Capita's broad capabilities across pensions, technology, and consulting. Key Responsibilities Develop and lead relationships with existing clients, driving satisfaction and long-term engagement Identify and pursue opportunities for up-selling and cross-selling opportunities. Collaborate with workforce management teams to align forecasting and delivery with client needs Attend client service reviews and lead strategic discussions to strengthen partnerships Work with MI teams to produce actionable insights and high-quality reporting Continuously review processes, ensuring operational best practice and excellent client outcomes What We're Looking For Strong experience in DB Pensions Consulting Proven success in a client relationship or strategic account management role Exceptional communication and presentation skills, with the ability to convey complex concepts clearly Experience managing, mentoring, and developing teams A meticulous approach to detail and client communication Ability to drive performance standards and deliver measurable results What's in it for you: Join a trusted business who are growing and continuing to successfully grow, taking on clients in a range of sectors Flexible/ Remote working Excellent work life balance. wealth of opportunities, benefits, and support to help you grow both professionally and personally. Please quote 52117 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 19, 2026
Full time
Alexander Lloyd have an exciting new position for a Pension Client Relationship Director to join one of the UKs most established Pension firm. This is an excellent opportunity to join a successful and growing firm within an interesting and varied role committed to providing an excellent service to their clients and ensuring relationships are long standing and successful. The Role As a Client Relationship Director, you'll be a trusted partner to clients and a strategic leader within the firm. You'll take ownership of key client relationships, ensuring satisfaction, loyalty, and long-term success. Working alongside the Consulting and Operations SMEs, you'll identify opportunities to expand and enhance the services, aligning client needs with Capita's broad capabilities across pensions, technology, and consulting. Key Responsibilities Develop and lead relationships with existing clients, driving satisfaction and long-term engagement Identify and pursue opportunities for up-selling and cross-selling opportunities. Collaborate with workforce management teams to align forecasting and delivery with client needs Attend client service reviews and lead strategic discussions to strengthen partnerships Work with MI teams to produce actionable insights and high-quality reporting Continuously review processes, ensuring operational best practice and excellent client outcomes What We're Looking For Strong experience in DB Pensions Consulting Proven success in a client relationship or strategic account management role Exceptional communication and presentation skills, with the ability to convey complex concepts clearly Experience managing, mentoring, and developing teams A meticulous approach to detail and client communication Ability to drive performance standards and deliver measurable results What's in it for you: Join a trusted business who are growing and continuing to successfully grow, taking on clients in a range of sectors Flexible/ Remote working Excellent work life balance. wealth of opportunities, benefits, and support to help you grow both professionally and personally. Please quote 52117 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Project Analyst Remote, Birmingham or Leeds Full-time Competitive salary + benefits Join Our Team Working for an established administration and actuarial firm with a reputation for excellence and long-term client relationships. We're looking for a proactive and detail-oriented Project Analyst to join the team and play a key role in supporting both chargeable and non-chargeable project work. If you thrive in a collaborative environment, enjoy problem-solving, and have strong pensions administration experience, we'd love to hear from you. What You'll Do You'll work closely with our project and admin teams to ensure projects are delivered on time, within budget, and to a high professional standard. Your responsibilities will include: Supporting the team on project work Contributing to project planning, budgeting, and progress monitoring Ensuring project plans are maintained, reviewed, and completed on schedule Providing regular progress updates to the Project Manager Peer reviewing project work and supporting team quality assurance Assisting with complex benefit calculations and guiding admin teams where needed Supporting new scheme take-ons , new business tenders , and identifying opportunities to enhance or expand services for clients About You We're looking for someone with a blend of technical expertise, organisational skills, and a logical approach to problem-solving. You'll need to demonstrate: Previous experience in defined benefit (DB) and defined contribution (DC) pension scheme administration Proven ability to manage projects and meet deadlines Ideally holding or working towards a professional qualification (e.g. APE, RPC, ADRP, CPC ) Strong knowledge of scheme documentation , legislation, and regulatory requirements Confident use of Microsoft Office and time-recording systems Why Join Us? You'll be part of a supportive, expert team in a respected firm that values quality, collaboration, and professional growth. We offer opportunities for career development , professional qualifications , and ongoing learning . If you're ready to make a real impact and grow your career within a forward-thinking firm, please do apply Please quote 51959 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 19, 2026
Contractor
Project Analyst Remote, Birmingham or Leeds Full-time Competitive salary + benefits Join Our Team Working for an established administration and actuarial firm with a reputation for excellence and long-term client relationships. We're looking for a proactive and detail-oriented Project Analyst to join the team and play a key role in supporting both chargeable and non-chargeable project work. If you thrive in a collaborative environment, enjoy problem-solving, and have strong pensions administration experience, we'd love to hear from you. What You'll Do You'll work closely with our project and admin teams to ensure projects are delivered on time, within budget, and to a high professional standard. Your responsibilities will include: Supporting the team on project work Contributing to project planning, budgeting, and progress monitoring Ensuring project plans are maintained, reviewed, and completed on schedule Providing regular progress updates to the Project Manager Peer reviewing project work and supporting team quality assurance Assisting with complex benefit calculations and guiding admin teams where needed Supporting new scheme take-ons , new business tenders , and identifying opportunities to enhance or expand services for clients About You We're looking for someone with a blend of technical expertise, organisational skills, and a logical approach to problem-solving. You'll need to demonstrate: Previous experience in defined benefit (DB) and defined contribution (DC) pension scheme administration Proven ability to manage projects and meet deadlines Ideally holding or working towards a professional qualification (e.g. APE, RPC, ADRP, CPC ) Strong knowledge of scheme documentation , legislation, and regulatory requirements Confident use of Microsoft Office and time-recording systems Why Join Us? You'll be part of a supportive, expert team in a respected firm that values quality, collaboration, and professional growth. We offer opportunities for career development , professional qualifications , and ongoing learning . If you're ready to make a real impact and grow your career within a forward-thinking firm, please do apply Please quote 51959 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid/Remote working Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid/Remote working 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's SJP experience highly desirable CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
May 19, 2026
Full time
Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid/Remote working Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid/Remote working 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's SJP experience highly desirable CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. Ann excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations. As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between 50,000 and 200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice. You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams. This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility. The role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance. This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment. Desk Based Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience working within an IFA or wealth management environment Exposure to client reviews or ongoing advice processes Desirable 1 to 3 years adviser experience Interest in lifestyle planning and financial coaching The Company A national financial planning business with a strong planning first philosophy, modern infrastructure and a clear commitment to adviser development and long term career pathways. Desk Based Financial Planner Benefits Salary circa 45,000 plus bonus Likely Q3 start date Structured progression towards field based advisory roles Flexible working with remote and office based options Full paraplanning and administrative support Modern systems and streamlined processes Company benefits including private medical cover, life assurance and income protection 28 days holiday plus bank holidays Location Cardiff or commutable surrounding areas If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 19, 2026
Full time
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. Ann excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations. As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between 50,000 and 200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice. You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams. This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility. The role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance. This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment. Desk Based Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience working within an IFA or wealth management environment Exposure to client reviews or ongoing advice processes Desirable 1 to 3 years adviser experience Interest in lifestyle planning and financial coaching The Company A national financial planning business with a strong planning first philosophy, modern infrastructure and a clear commitment to adviser development and long term career pathways. Desk Based Financial Planner Benefits Salary circa 45,000 plus bonus Likely Q3 start date Structured progression towards field based advisory roles Flexible working with remote and office based options Full paraplanning and administrative support Modern systems and streamlined processes Company benefits including private medical cover, life assurance and income protection 28 days holiday plus bank holidays Location Cardiff or commutable surrounding areas If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
