255 jobs found

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

An established and highly regarded wealth management firm is looking to appoint a Financial Planning Administrator to join its growing support team. This is a fantastic opportunity for someone looking to build a long-term career within financial services and gain exposure across investments, pensions and wider financial planning administration within a supportive and professional environment. The successful candidate will support Advisers and Paraplanners with a broad range of administrative duties, including: Processing new business Preparing client documentation and review packs Liaising with clients and providers Managing ongoing queries and transactions Maintaining accurate records and documentation Supporting the wider team with day-to-day administration The role requires someone who is highly organised, detail-oriented and confident communicating with both clients and colleagues. Candidates should have strong administration skills, a professional approach and the ability to manage workloads effectively in a busy environment. Benefits Include: 29 days holiday plus bank holidays Hybrid working with 2 office days per week Pension contribution Annual training and development budget Income protection and death in service cover Profit share scheme after one year of employment This is an excellent opportunity to join a respected business that genuinely invests in its people and offers long-term progression within wealth management. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Client Services Administrator (Diploma Focused) Location: Bristol (Central/Hybrid) Salary: £28,000 - £30,000 (Dependent on experience + exam progress) Are you an ambitious Administrator currently navigating the path toward your Level 4 Diploma ? Our client is a leading Independent Financial Advice (IFA) firm based in the heart of Bristol, known for their client-first philosophy and high-net-worth portfolio. They don't just want someone to process paperwork; they want a future Paraplanner or Adviser who is ready to immerse themselves in the technical side of wealth management. The Role This is a pivotal support role designed for someone who understands the "why" behind the advice. You will work closely with the companies established Senior Advisers to ensure a seamless client journey. Key Responsibilities: Processing Business: Managing new business applications for Pensions, Investments, and Protection via various provider platforms. Client Liaison: Acting as a professional first point of contact for client queries, ensuring they receive a high-touch, bespoke service. Valuations & Reporting: Preparing accurate client valuation reports and meeting packs. Data Integrity: Maintaining our CRM (Intelligent Office/CURO) with meticulous attention to detail. Technical Support: Assisting with basic research and obtaining illustrations to support the Paraplanning team. About You You've moved past the "entry-level" stage and are now looking for a firm that values your professional development. Experience: At least 1-2 years within an IFA or Wealth Management environment. Qualifications: You have successfully passed at least one or two RO modules and are actively studying toward the full Level 4 Diploma in Financial Planning. Tech-Savvy: Comfortable with provider platforms and back-office systems. The Bristol Connection: You enjoy the local professional community and are looking for a long-term home in a city-based firm. Why Join Them? Our client believes in rewarding those who invest in themselves. Study Support: They pay for your exams, study materials, and provide paid "study days" to ensure you pass. Salary increase after every pass Career Path: They have a clear internal progression route to Paraplanning or Advice. Culture: A collaborative, professional, yet relaxed office environment with regular social events in Bristol.

Paraplanning Team Leader - Salary £50,000 - £52,000 DOE + Excellent Benefits Based: Home Based with access to office in Hampshire We are searching for an experiencedand professionalParaplanner who is ready to move into a Paraplanning Team Leader role with our client, a large market leading wealth management firm click apply for full job details

NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION Altrincham SALARY Up to 30,000 30 Days Holidays + Bank Holidays 9% Pension Contribution Two days WFH - Flexible working hours NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; Processing new business applications - Pensions & Investments Creating Client Illustrations & Valuations Use of Provider Platforms Liaising with very HNW Clients and Sports professionals Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16701

Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.

IFA Administrator Leeds, hybrid Up to £33,000 + Bonus + Excellent Benefits Study Support towards Diploma in Financial Planning An excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK's leading wealth management organisations. Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care. Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners. This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications. The Role You will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process. Responsibilities will include: • Providing full administrative support to Financial Advisors and Paraplanners • Preparing and processing new business applications • Managing client correspondence and documentation • Liaising with providers, platforms, and third parties • Maintaining accurate client records and updating internal systems • Assisting with valuations, fund switches, withdrawals, and policy servicing • Preparing review packs and supporting annual review processes • Ensuring all work is completed in line with FCA and internal compliance standards About You The successful candidate will ideally have: • Previous experience working within an IFA or wealth management environment • Strong understanding of financial planning products and processes • Excellent organisational and communication skills • High attention to detail and ability to manage multiple priorities • Experience supporting Advisors and/or Paraplanners • A professional and client focused approach • Progress towards Diploma qualifications would be advantageous but is not essential What's on Offer • Salary negotiable depending on experience up to around £33,000 • Annual discretionary bonus, typically paid at 8% to 10% of salary • First class benefits package • Study support towards the Diploma in Financial Planning • Genuine long term career progression opportunities • Exposure to complex HNW and UHNW financial planning cases • Opportunity to join one of the UK's most respected wealth management firms This is an outstanding opportunity for an ambitious IFA Administrator looking to take the next step in their career within a prestigious and growing organisation.

Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year.Not here. Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too. Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year. Alongside that you get: 8% employer pension contribution PMI DIS x 4 25 days holiday Once you've settled in there's hybrid working (3 days in the office) Free parking and beautiful offices As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi click apply for full job details

Paraplanner or progressive financial administrator Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £30k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £45k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

Job: Financial Planning Administrator Location: Rotherham Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance Company Pension Opportunity to develop towards Paraplanning if desired

Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.

My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.