This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business. Location: Can be office based but home working is also available. Hours: Full time. 9am until 5pm (Monday to Friday) Salary; £30,000 - £40,000+ Negotiable Contract type: Permanent Benefits; 1 click apply for full job details
May 09, 2026
Full time
This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business. Location: Can be office based but home working is also available. Hours: Full time. 9am until 5pm (Monday to Friday) Salary; £30,000 - £40,000+ Negotiable Contract type: Permanent Benefits; 1 click apply for full job details
Shadow adviser Salary Range: £50K-£60K An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few full-fat financial planning firms , offering a combination of great unencumbered advice with a highly personalised client service. We see this role as a shadow adviser where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships. You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step. We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients. Experience Hold Chartered status (or seriously working towards this, because this is a minimum for us) Experience of using Intelligence Office, FE Analytics & cashflow software In return we ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
May 09, 2026
Full time
Shadow adviser Salary Range: £50K-£60K An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few full-fat financial planning firms , offering a combination of great unencumbered advice with a highly personalised client service. We see this role as a shadow adviser where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships. You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step. We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients. Experience Hold Chartered status (or seriously working towards this, because this is a minimum for us) Experience of using Intelligence Office, FE Analytics & cashflow software In return we ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
May 09, 2026
Full time
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.
May 08, 2026
Full time
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
May 08, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
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 08, 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.
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 08, 2026
Full time
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the Team Leader, this role involves formulating asset allocation recommendations and preparing suitability reports. Key Responsibilities: - Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. - Review and develop plans for clients with highly specialised financial situations. - Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate. - Create and deliver training for other teams as required. - Contribute to ad hoc projects aimed at improving operational efficiency. - Ensure regulatory compliance by adhering to internal policies and FCA requirements related to the provision of regulated advice. Qualifications & Experience: - University degree or equivalent combination of education and experience. - Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). - Minimum of 3 years' experience in financial services. - High attention to detail, with excellent organisational and time-management skills. - Strong numerical and analytical skills. - Ability to work effectively under pressure and within a dynamic team environment. - Deep understanding of financial planning principles and client suitability. - Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter to maintain compliance. If you would like to apply for this position, then please send your CV to Sam at Artemis Recruitment.
May 08, 2026
Full time
We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the Team Leader, this role involves formulating asset allocation recommendations and preparing suitability reports. Key Responsibilities: - Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. - Review and develop plans for clients with highly specialised financial situations. - Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate. - Create and deliver training for other teams as required. - Contribute to ad hoc projects aimed at improving operational efficiency. - Ensure regulatory compliance by adhering to internal policies and FCA requirements related to the provision of regulated advice. Qualifications & Experience: - University degree or equivalent combination of education and experience. - Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). - Minimum of 3 years' experience in financial services. - High attention to detail, with excellent organisational and time-management skills. - Strong numerical and analytical skills. - Ability to work effectively under pressure and within a dynamic team environment. - Deep understanding of financial planning principles and client suitability. - Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter to maintain compliance. If you would like to apply for this position, then please send your CV to Sam at Artemis Recruitment.
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
May 08, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 08, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Part-Time Paraplanner Flexible Hours (19.5-30) £45k FTE A fantastic opportunity for a Paraplanner looking for flexibility and the chance to make a real impact. This firm is bringing paraplanning in-house for the first time , offering a unique chance to shape processes and play a key role in supporting advisers. What s on offer: £45,000 FTE (pro rata) 19.5-30 hours per week 1 day in the office, rest flexible If you re looking for a role that offers autonomy, flexibility, and the chance to build something, get in touch to find out more.
May 08, 2026
Full time
Part-Time Paraplanner Flexible Hours (19.5-30) £45k FTE A fantastic opportunity for a Paraplanner looking for flexibility and the chance to make a real impact. This firm is bringing paraplanning in-house for the first time , offering a unique chance to shape processes and play a key role in supporting advisers. What s on offer: £45,000 FTE (pro rata) 19.5-30 hours per week 1 day in the office, rest flexible If you re looking for a role that offers autonomy, flexibility, and the chance to build something, get in touch to find out more.
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
May 08, 2026
Full time
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you. How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either. In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOB You'll be part of a team that provides admin support to a team of eight financial planners and their clients. The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNY This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm. It's a settled team with long-standing employees many of whom have developed through the ranks. And it's not private equity backed providing stability. HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
May 08, 2026
Full time
You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you. How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either. In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOB You'll be part of a team that provides admin support to a team of eight financial planners and their clients. The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNY This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm. It's a settled team with long-standing employees many of whom have developed through the ranks. And it's not private equity backed providing stability. HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 08, 2026
Full time
Business Administrator Location: Horsham, (RH12) Salary: Up to £30,000 (FTE) Depending on experience Hours: Part Time - Hybrid working pattern available Business / IFA Administrator We are a busy and growing senior SJP Partner Practice based in Horsham, looking for an experienced and proactive IFA / Business Administrator to join our Adviser Hub. This is an important role at the heart of our new business operation working closely with our advisers to keep cases moving and clients well looked after. If you enjoy being a reliable point of contact, take pride in process and accuracy, and thrive in a varied and fast-paced environment, we would love to hear from you. The Role - Business / IFA Administrator As a Business / IFA Administrator in a financial services environment you will be responsible for business submission, case handling, and acting as the main point of contact within our Adviser Hub, working alongside the adviser team on a daily basis and sitting at the centre of new business and case progression activity. From LOA tracking and client communications to paraplanner liaison and EBS submissions, you will own the end-to-end process keeping cases moving, documentation complete, and everyone in the loop. Key Responsibilities EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team Case Management - Sense-checking data and fact find standards, maintaining case checklists, liaising with central SJP admin, and ensuring all documentation requirements are met end to end LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work New Money Tracking - Tracking new money received from providers and clients, and ensuring records are kept up to date throughout. Client Communications - Preparing meeting packs, sending review letters, and acting as first point of contact for new business queries Salesforce CFR Records - Creating and maintaining client CFR records in Salesforce, ensuring all details are accurate and up to date for the Adviser team Inbox Management - Managing the shared Adviser Hub inbox, triaging incoming requests from advisers and responses from the outsourcing team, and ensuring everything is picked up and actioned in a timely manner About You - Business / IFA Administrator Previous experience as an Administrator within an IFA, Financal Services or Wealth Management regulated environment A natural organiser who stays calm under pressure and thrives when juggling competing priorities Experienced in EBS submission and new business processing Confident communicating with advisers and clients, with the ability to find solutions quickly Comfortable working alongside outsourced admin teams and wider departments What We Offer Part-time role, over either 4 or 5 days a week, based on your circumstances and preferences Competitive pro rata salary based on experience, and a comprehensive benefits package A supportive, collaborative, and dynamic working environment Opportunities for professional development and career progression A friendly and inclusive team culture where your contributions are valued Standard working hours of 9:00am - 5:00pm, supported by a flexible clock-in / clock-out system Hybrid working pattern Our Culture We are a people first business that genuinely cares about doing things properly. We work hard, support each other, and believe that great results come from strong relationships, trust, and shared standards. You will be joining a collaborative, down to earth team where everyone pulls together and takes pride in their work. We value professionalism without pretence, initiative without ego, and clear communication over corporate noise. We encourage ownership and accountability, but never at the expense of kindness or support. Ideas are welcomed, questions are encouraged, and development is taken seriously. If something can be improved, we talk about it and fix it together. We are ambitious and growing, but we do not lose sight of the human side of work. Flexibility, respect, and balance matter here. We want people who care about their role, enjoy being part of a team, and want to grow with the business long term. If you are looking for a role where you are supported and genuinely valued, you will feel at home with us. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Senior Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 08, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. 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: £45,000 - £55,000 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. Cancel
May 08, 2026
Full time
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. 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: £45,000 - £55,000 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. Cancel
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 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.
May 08, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 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.
Job Title: Paraplanner Salary: £42,000 - £50,000 Location: York Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. 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: £42,000 - £50,000 based on experience 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.
May 08, 2026
Full time
Job Title: Paraplanner Salary: £42,000 - £50,000 Location: York Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. 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: £42,000 - £50,000 based on experience 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.
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most click apply for full job details
May 08, 2026
Full time
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most click apply for full job details
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.
