Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
May 08, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
May 07, 2026
Full time
Paraplanner Wealth Management Financial Services We are looking for a new Paraplanner to join our friendly Team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families click apply for full job details
St. James's Place Wealth Management
Wrecclesham, Surrey
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 07, 2026
Full time
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
St. James's Place Wealth Management
Worplesdon, Surrey
Practice Administrator Location - Guildford (GU3) Salary - Up to £40,000 (DoE) Are you an enthusiastic Practice Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc. This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. The ideal candidate will be confident, numerate and professional who enjoys using their initiative and has a can do working style. Practice Administrator - Main Duties & Responsibilities Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. Practice Administrator - Skills and Experience Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook. Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times Desired Previous work experience in Administration or Financial Services Experience of using Salesforce CRM St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 07, 2026
Full time
Practice Administrator Location - Guildford (GU3) Salary - Up to £40,000 (DoE) Are you an enthusiastic Practice Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc. This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. The ideal candidate will be confident, numerate and professional who enjoys using their initiative and has a can do working style. Practice Administrator - Main Duties & Responsibilities Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. Practice Administrator - Skills and Experience Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook. Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times Desired Previous work experience in Administration or Financial Services Experience of using Salesforce CRM St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
St. James's Place Wealth Management
Ilkley, Yorkshire
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £216.94bn Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 07, 2026
Full time
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £216.94bn Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
May 07, 2026
Full time
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
May 07, 2026
Full time
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
May 06, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Junior Paraplanner Poole £35,000 - £40,000 DOE Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning? This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment. If you re motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career. As a Junior Paraplanner , you will benefit from: Salary up to £40,000 10% employer pension contribution Flexible working hours with work from home options Free on-site parking Holiday buy-back scheme Exam and study support after probation Clear progression into a fully-fledged paraplanning role Supportive, professional working environment Exposure to lifestyle financial planning within Wealth Management As a Junior Paraplanner , your responsibilities will include: Preparing suitability reports and supporting financial planning recommendations Conducting technical research across pensions, investments, and retirement planning Assisting with cashflow modelling and detailed client analysis Maintaining accurate client records in line with regulatory standards Liaising with product providers and internal stakeholders to progress cases As a Junior Paraplanner , your experience will include: Experience within a regulated Wealth Management administration or paraplanning environment Progress towards the Level 4 Diploma A strong technical understanding of pensions, investments, and retirement planning A structured, detail-focused approach to work A positive mindset with a clear desire to learn and develop professionally If you re ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.
May 05, 2026
Full time
Junior Paraplanner Poole £35,000 - £40,000 DOE Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning? This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment. If you re motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career. As a Junior Paraplanner , you will benefit from: Salary up to £40,000 10% employer pension contribution Flexible working hours with work from home options Free on-site parking Holiday buy-back scheme Exam and study support after probation Clear progression into a fully-fledged paraplanning role Supportive, professional working environment Exposure to lifestyle financial planning within Wealth Management As a Junior Paraplanner , your responsibilities will include: Preparing suitability reports and supporting financial planning recommendations Conducting technical research across pensions, investments, and retirement planning Assisting with cashflow modelling and detailed client analysis Maintaining accurate client records in line with regulatory standards Liaising with product providers and internal stakeholders to progress cases As a Junior Paraplanner , your experience will include: Experience within a regulated Wealth Management administration or paraplanning environment Progress towards the Level 4 Diploma A strong technical understanding of pensions, investments, and retirement planning A structured, detail-focused approach to work A positive mindset with a clear desire to learn and develop professionally If you re ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
May 05, 2026
Full time
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
May 04, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
May 03, 2026
Full time
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
May 02, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
May 01, 2026
Full time
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
Job Title: Paraplanner Industry: Wealth management Location: Liverpool or Southport offices Salary: £ - £45,000 (Higher salary negotiable on experience) Job reference: 9993 Job Description: Recruit UK is delighted to be partnering with a thriving wealth management firm based in Southport, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth. This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee. Duties will include: Gathering and analysing data Conducting research Preparing suitability reports Cashflow modelling Compliance duties Preparation of illustrations and key documents Dealing with client queries Benefits: 25 days annual leave plus bank holidays Salary up to £45,000 9-day fortnight (Every other Friday off!) Hybrid working Death in service Company pension Discretionary bonus Long term career progression Opportunity to get involved with investments Skills and experience required: Previous paraplanning experience Proficient use of Excel and Intelligent Office Interest in investments Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm that has offices in Liverpool and Southport on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 29, 2025
Full time
Job Title: Paraplanner Industry: Wealth management Location: Liverpool or Southport offices Salary: £ - £45,000 (Higher salary negotiable on experience) Job reference: 9993 Job Description: Recruit UK is delighted to be partnering with a thriving wealth management firm based in Southport, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth. This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee. Duties will include: Gathering and analysing data Conducting research Preparing suitability reports Cashflow modelling Compliance duties Preparation of illustrations and key documents Dealing with client queries Benefits: 25 days annual leave plus bank holidays Salary up to £45,000 9-day fortnight (Every other Friday off!) Hybrid working Death in service Company pension Discretionary bonus Long term career progression Opportunity to get involved with investments Skills and experience required: Previous paraplanning experience Proficient use of Excel and Intelligent Office Interest in investments Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm that has offices in Liverpool and Southport on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.
Oct 09, 2025
Full time
Location: Marlow (office-based, 5 days per week) Salary: £34,000 - £38,000 per annum (dependent on experience) Job Type: Full-time, permanent The Role We are seeking an experienced IFA Administrator to join a successful and growing wealth management firm in Marlow. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to take the next step in their career within a professional and supportive environment. As an IFA Administrator , you will play a key role in supporting financial advisers and paraplanners, ensuring that clients receive an excellent level of service and that all advice processes run smoothly and compliantly. Key Responsibilities Preparing and processing client documentation including applications, fact-finds, risk assessments, suitability reports, and review packs. Liaising with clients, investment platforms, product providers and third parties to obtain information and progress cases. Maintaining and updating client records on CRM systems with a high degree of accuracy. Preparing client meeting packs and handling follow-up actions. Supporting periodic and annual client reviews. Assisting with compliance and regulatory requirements including file checks and FCA record-keeping. Providing general administrative support to the adviser team, including correspondence and workflow management. Skills & Experience Required Essential: Previous experience as an IFA Administrator / Financial Planning Administrator . Strong knowledge of financial services processes and FCA compliance requirements. Excellent organisational skills with the ability to prioritise workloads effectively. High attention to detail and accuracy. Strong communication skills, both written and verbal. IT proficient, including Microsoft Office; knowledge of financial planning software advantageous. Desirable: Experience with investment platforms, pensions, ISAs, and protection products. Progress towards financial services qualifications (e.g. CII). What's on Offer Competitive salary of £34,000 - £38,000 (DOE). Full support for professional development and exam progression. Opportunity to work in a collaborative and professional team environment. Exposure to a wide range of financial planning areas including investments, pensions, protection, and tax planning. Office-based role in an attractive location (Marlow). How to Apply If you are an experienced IFA Administrator looking for your next opportunity in wealth management, we'd love to hear from you. Please send your CV and covering letter to Ryan at Financial Divisions . Early applications are encouraged, and all applications will be treated in the strictest confidence.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters if required Prepare for meetings by pulling together all mandatory documentation To deal with incoming phone calls or taking messages for colleagues To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers. To ensure clients are offered a review meeting at least once a year as per our procedures. Collating & updating client personal fact find information. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within Financial Services This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Oct 08, 2025
Full time
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters if required Prepare for meetings by pulling together all mandatory documentation To deal with incoming phone calls or taking messages for colleagues To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers. To ensure clients are offered a review meeting at least once a year as per our procedures. Collating & updating client personal fact find information. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within Financial Services This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Oct 07, 2025
Full time
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK. As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK You will provide a service to these clients to retain them and develop their business and do annual reviews You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner Outstanding development and support will be given to you Following induction, a hybrid working home/office working arrangement will be available To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience: You will be at least Level 4 Diploma qualified You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients Desk-based/Telephony Financial Planners and Associate Financial Planners Locations Main hubs are Leeds, Bristol and Edinburgh Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits 2 different divisions: Client Bank Management Work with these clients to retain them and their assets and do annual reviews Ideal for people in the early stage of their career in Financial Services Specialist Protection Providing annuity and/or protection advice Complex cases Ideal for someone coming from a life and protection background Someone with a passion for Protection
Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.
Oct 07, 2025
Full time
Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
