Financial Administrator/IFA Administrator Nr Worcester - office based Salary - £30,000 - £34,000 (DOE) + benefits Are you an organised, proactive and people focused administrator looking for your next step in financial services? This role puts you right at the heart of a busy Wealth Management office, supporting advisers, clients and providers to keep everything running smoothly. If you love variety, accuracy and being the go to person who keeps the wheels turning, this one's for you. What You'll Be Doing Managing day-to-day administration across pensions, investments and protection Handling client queries (phone & email) with confidence and professionalism Processing new business and preparing client review packs Coordinating adviser diaries and arranging client meetings Requesting illustrations and supporting the advice process Maintaining accurate client records and ensuring files are compliant Providing essential back-office support to the wider team What You'll Bring Experience working in a Financial Planning or Wealth Management environment Strong communication skills and a friendly, professional manner Excellent organisation, multitasking and prioritisation abilities High attention to detail, especially with written correspondence Confidence using IT systems (Outlook, Word, Excel, Teams) Ability to learn platforms such as IO and provider systems A positive, team focused attitude What's On Offer 25 days holiday + bank holidays Holiday purchase scheme In-house training academy & ongoing development Annual salary review Birthday day off Life assurance & pension Enhanced parental leave If you're motivated, detail driven and enjoy supporting clients and advisers to deliver a first class service, this role offers a brilliant opportunity to grow your career in financial services.
May 23, 2026
Full time
Financial Administrator/IFA Administrator Nr Worcester - office based Salary - £30,000 - £34,000 (DOE) + benefits Are you an organised, proactive and people focused administrator looking for your next step in financial services? This role puts you right at the heart of a busy Wealth Management office, supporting advisers, clients and providers to keep everything running smoothly. If you love variety, accuracy and being the go to person who keeps the wheels turning, this one's for you. What You'll Be Doing Managing day-to-day administration across pensions, investments and protection Handling client queries (phone & email) with confidence and professionalism Processing new business and preparing client review packs Coordinating adviser diaries and arranging client meetings Requesting illustrations and supporting the advice process Maintaining accurate client records and ensuring files are compliant Providing essential back-office support to the wider team What You'll Bring Experience working in a Financial Planning or Wealth Management environment Strong communication skills and a friendly, professional manner Excellent organisation, multitasking and prioritisation abilities High attention to detail, especially with written correspondence Confidence using IT systems (Outlook, Word, Excel, Teams) Ability to learn platforms such as IO and provider systems A positive, team focused attitude What's On Offer 25 days holiday + bank holidays Holiday purchase scheme In-house training academy & ongoing development Annual salary review Birthday day off Life assurance & pension Enhanced parental leave If you're motivated, detail driven and enjoy supporting clients and advisers to deliver a first class service, this role offers a brilliant opportunity to grow your career in financial services.
Doing Good Recruitment is pleased to be partnering with Shell Foundation on the appointment of a part-time Governance, Risk and Assurance (GRA) Adviser. We are seeking an exceptional individual to provide strategic, enterprise-level GRA support across the organisation. The position is offered on a permanent, three-day-per-week basis, with one day in the office (ideally Wednesday). About Us Since our inception 25 years ago, Shell Foundation has worked to alleviate poverty across Africa and Asia. We have played a critical role in advancing the energy access sector and are now focused on scaling its impact. Our objective is to enable tens of millions of people to raise their incomes while lowering emissions by 2032. We achieve this by fostering innovation and scaling technologies that increase incomes. The Role This is a broad, hands-on role that plays a key part in ensuring Shell Foundation operates in a well-governed, risk-aware, and accountable way. You will work closely with the GRA Manager and colleagues across the organisation to coordinate governance processes, contribute to enterprise risk management activities, and support assurance and compliance frameworks. Your work will span board and committee coordination, enterprise risk activities, assurance planning, and policy and compliance processes-helping to ensure that information is accurate, processes run smoothly, and priorities are clearly tracked and delivered. This role is well suited to someone who operates comfortably at a strategic level, works across multiple areas, and thrives on collaborating with stakeholders to provide advice while bringing structure and clarity to complex challenges. About You The successful candidate will be a highly organised and detail-oriented professional with a track record in governance, risk control, and assurance at the enterprise level. You will bring a methodical approach to your work, with the ability to manage multiple processes and stakeholders effectively. You will be confident working with a range of stakeholders, able to communicate clearly, and comfortable exercising judgement when supporting risk and assurance activities. Essential to this is the ability to build strong relationships that enhance collaboration and successful GRA outcomes. The ideal candidate will have gained experience in ESG, financial, professional, or legal services, or a similar environment that demonstrates holistic portfolio oversight and enterprise risk management. Familiarity with governance requirements in the charity or not-for-profit sector would be beneficial but is not essential. How to Apply We are partnering with Doing Good Recruitment for this campaign. Please click 'Apply' to find out more, see the full job description, and learn how to submit your application. Our Commitment to Equity, Diversity and Inclusion Doing Good Recruitment is committed to the highest standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community, regardless of age, disability, gender, race, religion, sexuality, or other protected characteristics, as well as socio-economic background. We understand that applicants may not always meet every criterion listed in the job description, if you meet most, we encourage you to apply.
May 23, 2026
Full time
Doing Good Recruitment is pleased to be partnering with Shell Foundation on the appointment of a part-time Governance, Risk and Assurance (GRA) Adviser. We are seeking an exceptional individual to provide strategic, enterprise-level GRA support across the organisation. The position is offered on a permanent, three-day-per-week basis, with one day in the office (ideally Wednesday). About Us Since our inception 25 years ago, Shell Foundation has worked to alleviate poverty across Africa and Asia. We have played a critical role in advancing the energy access sector and are now focused on scaling its impact. Our objective is to enable tens of millions of people to raise their incomes while lowering emissions by 2032. We achieve this by fostering innovation and scaling technologies that increase incomes. The Role This is a broad, hands-on role that plays a key part in ensuring Shell Foundation operates in a well-governed, risk-aware, and accountable way. You will work closely with the GRA Manager and colleagues across the organisation to coordinate governance processes, contribute to enterprise risk management activities, and support assurance and compliance frameworks. Your work will span board and committee coordination, enterprise risk activities, assurance planning, and policy and compliance processes-helping to ensure that information is accurate, processes run smoothly, and priorities are clearly tracked and delivered. This role is well suited to someone who operates comfortably at a strategic level, works across multiple areas, and thrives on collaborating with stakeholders to provide advice while bringing structure and clarity to complex challenges. About You The successful candidate will be a highly organised and detail-oriented professional with a track record in governance, risk control, and assurance at the enterprise level. You will bring a methodical approach to your work, with the ability to manage multiple processes and stakeholders effectively. You will be confident working with a range of stakeholders, able to communicate clearly, and comfortable exercising judgement when supporting risk and assurance activities. Essential to this is the ability to build strong relationships that enhance collaboration and successful GRA outcomes. The ideal candidate will have gained experience in ESG, financial, professional, or legal services, or a similar environment that demonstrates holistic portfolio oversight and enterprise risk management. Familiarity with governance requirements in the charity or not-for-profit sector would be beneficial but is not essential. How to Apply We are partnering with Doing Good Recruitment for this campaign. Please click 'Apply' to find out more, see the full job description, and learn how to submit your application. Our Commitment to Equity, Diversity and Inclusion Doing Good Recruitment is committed to the highest standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community, regardless of age, disability, gender, race, religion, sexuality, or other protected characteristics, as well as socio-economic background. We understand that applicants may not always meet every criterion listed in the job description, if you meet most, we encourage you to apply.
We're working with a values-driven housing association based in London to recruit a Finance Manager on a permanent contract. As Finance Manager, you will play a central role in delivering accurate, timely and insightful financial information across the organisation. You will lead on management accounts, statutory reporting, budgeting, forecasting and financial analysis, ensuring full compliance with Housing SORP and FRS102. You'll partner closely with senior leaders, operational managers, acting as a trusted adviser and providing the financial insight needed to drive performance, value for money and long term business planning. You will also lead and develop a small, high performing finance team, fostering a culture of accountability, continuous improvement and excellent customer service. Key responsibilities Produce high quality monthly management accounts, Board reports, budgets and forecasts Lead the preparation of statutory accounts and manage audit processes Provide expert financial analysis and business partnering to support operational and strategic decisions Maintain robust financial controls, cashflow planning, treasury oversight and covenant monitoring Oversee VAT, fixed asset, service charge and development accounting Lead, motivate and develop a small finance team Support long term financial planning, stress testing and value for money initiatives We're looking for someone who is: CCAB qualified (ACA, ACCA, CIMA, CIPFA) Experienced in producing management and statutory accounts Confident leading teams and managing workloads in a fast paced environment Skilled at building strong relationships across the organisation Able to communicate complex financial information clearly Highly proficient with Excel and modern financial systems
May 23, 2026
Full time
We're working with a values-driven housing association based in London to recruit a Finance Manager on a permanent contract. As Finance Manager, you will play a central role in delivering accurate, timely and insightful financial information across the organisation. You will lead on management accounts, statutory reporting, budgeting, forecasting and financial analysis, ensuring full compliance with Housing SORP and FRS102. You'll partner closely with senior leaders, operational managers, acting as a trusted adviser and providing the financial insight needed to drive performance, value for money and long term business planning. You will also lead and develop a small, high performing finance team, fostering a culture of accountability, continuous improvement and excellent customer service. Key responsibilities Produce high quality monthly management accounts, Board reports, budgets and forecasts Lead the preparation of statutory accounts and manage audit processes Provide expert financial analysis and business partnering to support operational and strategic decisions Maintain robust financial controls, cashflow planning, treasury oversight and covenant monitoring Oversee VAT, fixed asset, service charge and development accounting Lead, motivate and develop a small finance team Support long term financial planning, stress testing and value for money initiatives We're looking for someone who is: CCAB qualified (ACA, ACCA, CIMA, CIPFA) Experienced in producing management and statutory accounts Confident leading teams and managing workloads in a fast paced environment Skilled at building strong relationships across the organisation Able to communicate complex financial information clearly Highly proficient with Excel and modern financial systems
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
May 23, 2026
Full time
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
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 23, 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.
Financial Adviser An exciting opportunity has arisen for a qualified Financial Adviser to join a long-established and highly respected financial planning business based in Maidstone. With a strong heritage and an excellent reputation for delivering exceptional client service, this role offers the chance to inherit a substantial client bank with warm introductions, supported by an experienced team of advisers and financial support professionals. This is initially a desk-based and partly face-to-face advisory role, with a clear pathway over the next two to three years into a fully face-to-face advice position. You will take on an established portfolio of up to 300 clients, making this a fantastic opportunity for someone who is confident managing relationships, highly organised and comfortable using technology to work efficiently and deliver an excellent client experience. The Role Manage and develop an existing client bank of up to 300 clients following a warm handover. Provide high-quality financial planning support through a combination of desk-based and face-to-face advice. Build strong long-term relationships with clients and maintain excellent service standards. Work closely with experienced advisers and support staff in a collaborative team environment. Use technology effectively to manage time, optimise client contact and support business growth. Review and progress client business efficiently, supported by outsourced paraplanning with report turnaround typically within three days. About You The ideal candidate will already hold CAS and be looking for a role where they can build on their advisory experience within a supportive and forward-thinking environment. You will bring energy, drive and enthusiasm, with the confidence to fit into a vibrant office culture and the ambition to develop into a fully client-facing adviser over time. CAS already attained. Strong interpersonal and relationship-building skills. Tech-savvy and able to manage a busy client workload efficiently. Vibrant, driven and full of energy. Motivated to grow into a more face-to-face advisory role. Salary and Benefits The role offers a basic salary up to £50,000 for the right individual. On-target earnings are expected to be around £60,000 in year one, rising to approximately £75,000 to £80,000 in year two. In the first year, the bonus scheme includes a £30,000 validation threshold, with 50% payable on any completed business above this level. Company pension. On-site parking. All travel expenses paid. Modern office environment with excellent facilities. Location and Working Pattern The role is based in Maidstone, working from impressive modern offices with an on-site café and free parking. The standard arrangement is three days in the office and two days from home, although the successful candidate will be expected to spend more time in the office during the initial training period. If you are a qualified Financial Adviser with CAS, looking for a role that offers an existing client bank, genuine long-term development and the support of an experienced team, this is an excellent opportunity to take the next step in your career.
May 23, 2026
Full time
Financial Adviser An exciting opportunity has arisen for a qualified Financial Adviser to join a long-established and highly respected financial planning business based in Maidstone. With a strong heritage and an excellent reputation for delivering exceptional client service, this role offers the chance to inherit a substantial client bank with warm introductions, supported by an experienced team of advisers and financial support professionals. This is initially a desk-based and partly face-to-face advisory role, with a clear pathway over the next two to three years into a fully face-to-face advice position. You will take on an established portfolio of up to 300 clients, making this a fantastic opportunity for someone who is confident managing relationships, highly organised and comfortable using technology to work efficiently and deliver an excellent client experience. The Role Manage and develop an existing client bank of up to 300 clients following a warm handover. Provide high-quality financial planning support through a combination of desk-based and face-to-face advice. Build strong long-term relationships with clients and maintain excellent service standards. Work closely with experienced advisers and support staff in a collaborative team environment. Use technology effectively to manage time, optimise client contact and support business growth. Review and progress client business efficiently, supported by outsourced paraplanning with report turnaround typically within three days. About You The ideal candidate will already hold CAS and be looking for a role where they can build on their advisory experience within a supportive and forward-thinking environment. You will bring energy, drive and enthusiasm, with the confidence to fit into a vibrant office culture and the ambition to develop into a fully client-facing adviser over time. CAS already attained. Strong interpersonal and relationship-building skills. Tech-savvy and able to manage a busy client workload efficiently. Vibrant, driven and full of energy. Motivated to grow into a more face-to-face advisory role. Salary and Benefits The role offers a basic salary up to £50,000 for the right individual. On-target earnings are expected to be around £60,000 in year one, rising to approximately £75,000 to £80,000 in year two. In the first year, the bonus scheme includes a £30,000 validation threshold, with 50% payable on any completed business above this level. Company pension. On-site parking. All travel expenses paid. Modern office environment with excellent facilities. Location and Working Pattern The role is based in Maidstone, working from impressive modern offices with an on-site café and free parking. The standard arrangement is three days in the office and two days from home, although the successful candidate will be expected to spend more time in the office during the initial training period. If you are a qualified Financial Adviser with CAS, looking for a role that offers an existing client bank, genuine long-term development and the support of an experienced team, this is an excellent opportunity to take the next step in your career.
The Eventus Recruitment Group
Altrincham, Cheshire
I'm recruiting recently CAS qualified Financial Advisers for an IFA firm with a strong desk-based proposition. £45k basic + commission, Y1 OTE c. £73,000, with day-one earnings on a pre-booked appointment flow. Hybrid working with an Altrincham anchor. About the firm: A well-regarded independent financial planning firm with around £1bn in client assets and 40 advisers across multiple offices. The desk-based arm runs alongside the firm's traditional advice proposition, with central research and paraplanning supporting both. All staff eligible for a £3,600 tax-free annual bonus once they've completed probation. The role: This is a Financial Adviser role for advisers who want predictable activity and day-one earnings without prospecting. Appointments are pre-booked through an established lead source. The structure is: 15-minute initial Teams call first meeting recommendation meeting. Once a client is on the books, a separate review team handles the ongoing relationship - leaving the Financial Adviser free to focus on conversion. Running pre-booked Teams appointments with warm clients Converting initial calls into first meetings, then recommendations Pension transfers, retirement planning and tax-efficient strategies Working with central research and paraplanning support Handing clients to the review team post-recommendation What you'll need: 1+ years' IFA experience (restricted backgrounds welcome - SJP, Quilter) Competent Adviser Status (CAS) Level 4 Diploma in Regulated Financial Planning Strong technical knowledge of pensions and tax-efficient planning High-activity, conversion-focused mindset Comfortable with desk-based volume and a transactional client model The package: £45,000 basic + commission, Y1 OTE c. £73,000 £3,600 tax-free annual bonus (c. £5,000 gross equivalent) 26 days' effective holiday Death-in-service, Vitality healthcare, EV salary sacrifice 5%/3% pension Hybrid working with an Altrincham anchor Next steps: If you're a Financial Adviser who wants day-one earnings without the prospecting grind, apply now or get in touch for a confidential conversation. These are three priority hires as the desk-based proposition scales. Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
May 23, 2026
Full time
I'm recruiting recently CAS qualified Financial Advisers for an IFA firm with a strong desk-based proposition. £45k basic + commission, Y1 OTE c. £73,000, with day-one earnings on a pre-booked appointment flow. Hybrid working with an Altrincham anchor. About the firm: A well-regarded independent financial planning firm with around £1bn in client assets and 40 advisers across multiple offices. The desk-based arm runs alongside the firm's traditional advice proposition, with central research and paraplanning supporting both. All staff eligible for a £3,600 tax-free annual bonus once they've completed probation. The role: This is a Financial Adviser role for advisers who want predictable activity and day-one earnings without prospecting. Appointments are pre-booked through an established lead source. The structure is: 15-minute initial Teams call first meeting recommendation meeting. Once a client is on the books, a separate review team handles the ongoing relationship - leaving the Financial Adviser free to focus on conversion. Running pre-booked Teams appointments with warm clients Converting initial calls into first meetings, then recommendations Pension transfers, retirement planning and tax-efficient strategies Working with central research and paraplanning support Handing clients to the review team post-recommendation What you'll need: 1+ years' IFA experience (restricted backgrounds welcome - SJP, Quilter) Competent Adviser Status (CAS) Level 4 Diploma in Regulated Financial Planning Strong technical knowledge of pensions and tax-efficient planning High-activity, conversion-focused mindset Comfortable with desk-based volume and a transactional client model The package: £45,000 basic + commission, Y1 OTE c. £73,000 £3,600 tax-free annual bonus (c. £5,000 gross equivalent) 26 days' effective holiday Death-in-service, Vitality healthcare, EV salary sacrifice 5%/3% pension Hybrid working with an Altrincham anchor Next steps: If you're a Financial Adviser who wants day-one earnings without the prospecting grind, apply now or get in touch for a confidential conversation. These are three priority hires as the desk-based proposition scales. Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Paraplanner - Newcastle (Hybrid Working) Salary: Up to £50,000 + Benefits Location: Newcastle upon Tyne Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options. What's in it for you? Hybrid working - 3 days in the office, remainder remote Up to £50,000 salary (DOE) 25 days holiday + bank holidays Life assurance, income protection, pension & flexible benefits A collaborative, supportive environment recognized as one of the Best Places to Work What you'll do: Produce detailed suitability reports and cashflow models Analyse client information and construct tailored financial solutions Support advisers with technical queries and attend client meetings when required Contribute to process improvements and team training What we're looking for: CII Level 4 Diploma (Chartered status or working towards is a plus) Minimum 5 years' paraplanning experience Strong technical knowledge across financial products Excellent communication and attention to detail Experience with Curo, FE Analytics, Voyant is advantageous This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.
May 23, 2026
Full time
Paraplanner - Newcastle (Hybrid Working) Salary: Up to £50,000 + Benefits Location: Newcastle upon Tyne Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options. What's in it for you? Hybrid working - 3 days in the office, remainder remote Up to £50,000 salary (DOE) 25 days holiday + bank holidays Life assurance, income protection, pension & flexible benefits A collaborative, supportive environment recognized as one of the Best Places to Work What you'll do: Produce detailed suitability reports and cashflow models Analyse client information and construct tailored financial solutions Support advisers with technical queries and attend client meetings when required Contribute to process improvements and team training What we're looking for: CII Level 4 Diploma (Chartered status or working towards is a plus) Minimum 5 years' paraplanning experience Strong technical knowledge across financial products Excellent communication and attention to detail Experience with Curo, FE Analytics, Voyant is advantageous This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations. Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities. The Role You will be responsible for: Preparing accurate suitability reports and client correspondence Conducting technical and comparative research Supporting advisers with client reviews and recommendations Ensuring all work meets FCA and compliance standards Managing multiple cases while maintaining high levels of accuracy Liaising professionally with advisers, clients, and third parties About You You will ideally have: Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services Strong technical knowledge of financial products and regulations Excellent analytical, organisational, and communication skills A proactive approach and the ability to work both independently and as part of a team Benefits Competitive salary depending on experience Hybrid working Pension scheme Private Medical Cash Plan Death in Service benefit 25 days holiday plus bank holidays Your birthday off If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you. Send your CV or contact if you require more information to Louise Sparkes Unity Resourcing
May 23, 2026
Full time
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations. Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities. The Role You will be responsible for: Preparing accurate suitability reports and client correspondence Conducting technical and comparative research Supporting advisers with client reviews and recommendations Ensuring all work meets FCA and compliance standards Managing multiple cases while maintaining high levels of accuracy Liaising professionally with advisers, clients, and third parties About You You will ideally have: Minimum 2 years paraplanning experience and/or be working towards the Diploma in Financial Services Strong technical knowledge of financial products and regulations Excellent analytical, organisational, and communication skills A proactive approach and the ability to work both independently and as part of a team Benefits Competitive salary depending on experience Hybrid working Pension scheme Private Medical Cash Plan Death in Service benefit 25 days holiday plus bank holidays Your birthday off If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you. Send your CV or contact if you require more information to Louise Sparkes Unity Resourcing
Join Our Client as a Client Support Specialist Location: Wigston Contract Type: Permanent Hours: Full time Adecco are proud to be supporting our client, a well-established and respected organisation within the financial services sector, in their search for a Client Support Specialist to join their growing team. Our client is passionate about building lasting relationships, supporting clients through key financial decisions, and delivering a high standard of client-centric service. If you thrive in a fast-paced environment and enjoy providing outstanding support, this could be an excellent opportunity for you. The Role As a key member of the Client Support Team, you will act as the first point of contact for both clients and providers. Your responsibilities will include: Providing efficient new business processing support, including research, trades/fund switches, and liaising with product providers Delivering administrative support for valuations, transfers, and client reviews to ensure adviser meetings run smoothly Acting as a vital link between clients and advisers, ensuring clear and timely communication on all financial matters Maintaining accurate and up-to-date client records across internal systems whilst ensuring compliance requirements are met Supporting advisers following client meetings to ensure all actions are completed in a timely manner Promptly reporting any complaints, breaches or losses to the Commercial Director Undertaking general administrative duties to ensure records are compliant and easily accessible Continuously developing technical and industry knowledge to remain effective and up to date Assisting with process improvements and wider business projects About You Essential: Excellent organisational and prioritisation skills Strong data handling and IT skills with high attention to detail Confident relationship-building skills with clients and advisers Previous experience working within a Financial Adviser/Wealth Management environment What's on Offer Our client offers a competitive salary, depending on experience, alongside a strong benefits package including: Workplace pension scheme 23 days' annual leave plus bank holidays Flexible holiday scheme allowing you to buy or sell up to 5 days per year Private medical scheme following successful completion of probation Hybrid working, with up to one day per week working from home Ongoing funding and support for professional development Discounts on company services and an employee referral scheme Apply Now If you're enthusiastic about supporting clients throughout their financial journeys and want to join a professional, relationship-driven organisation, Adecco would love to hear from you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 23, 2026
Full time
Join Our Client as a Client Support Specialist Location: Wigston Contract Type: Permanent Hours: Full time Adecco are proud to be supporting our client, a well-established and respected organisation within the financial services sector, in their search for a Client Support Specialist to join their growing team. Our client is passionate about building lasting relationships, supporting clients through key financial decisions, and delivering a high standard of client-centric service. If you thrive in a fast-paced environment and enjoy providing outstanding support, this could be an excellent opportunity for you. The Role As a key member of the Client Support Team, you will act as the first point of contact for both clients and providers. Your responsibilities will include: Providing efficient new business processing support, including research, trades/fund switches, and liaising with product providers Delivering administrative support for valuations, transfers, and client reviews to ensure adviser meetings run smoothly Acting as a vital link between clients and advisers, ensuring clear and timely communication on all financial matters Maintaining accurate and up-to-date client records across internal systems whilst ensuring compliance requirements are met Supporting advisers following client meetings to ensure all actions are completed in a timely manner Promptly reporting any complaints, breaches or losses to the Commercial Director Undertaking general administrative duties to ensure records are compliant and easily accessible Continuously developing technical and industry knowledge to remain effective and up to date Assisting with process improvements and wider business projects About You Essential: Excellent organisational and prioritisation skills Strong data handling and IT skills with high attention to detail Confident relationship-building skills with clients and advisers Previous experience working within a Financial Adviser/Wealth Management environment What's on Offer Our client offers a competitive salary, depending on experience, alongside a strong benefits package including: Workplace pension scheme 23 days' annual leave plus bank holidays Flexible holiday scheme allowing you to buy or sell up to 5 days per year Private medical scheme following successful completion of probation Hybrid working, with up to one day per week working from home Ongoing funding and support for professional development Discounts on company services and an employee referral scheme Apply Now If you're enthusiastic about supporting clients throughout their financial journeys and want to join a professional, relationship-driven organisation, Adecco would love to hear from you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
May 23, 2026
Full time
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
May 23, 2026
Full time
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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 23, 2026
Full time
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
May 23, 2026
Full time
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
Financial Planning Administrator (SJP) Maidstone (Kent) offices Salary up to £40k plus bonuses 28 days annual leave + bank holidays My client are a boutique SJP practice with offices in Maidstone who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients with assets ranging from £150k - £3m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with local businesses and solicitors who refer business to them. The business is taking on new advisers in the coming months and need a new senior SJP administrator to join the team. You will have 3+ years of solid administration experience within an SJP practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. You will be a hands on individual and keen to be part of a growing practice whose focus is on providing the best advice to their clients. If this role sounds of interest or any other roles I am working on please get in touch.
May 23, 2026
Full time
Financial Planning Administrator (SJP) Maidstone (Kent) offices Salary up to £40k plus bonuses 28 days annual leave + bank holidays My client are a boutique SJP practice with offices in Maidstone who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients with assets ranging from £150k - £3m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with local businesses and solicitors who refer business to them. The business is taking on new advisers in the coming months and need a new senior SJP administrator to join the team. You will have 3+ years of solid administration experience within an SJP practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. You will be a hands on individual and keen to be part of a growing practice whose focus is on providing the best advice to their clients. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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 23, 2026
Full time
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.
Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Adviser's? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. IFA Administrator requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. IFA Administrator Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. 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 23, 2026
Full time
Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Adviser's? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. IFA Administrator requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. IFA Administrator Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. 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
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
May 23, 2026
Full time
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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 23, 2026
Full time
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
May 23, 2026
Full time
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
