Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
May 17, 2026
Full time
Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance Fund switches Withdrawals Review process Conducting regular meetings with the Adviser(s) in order to:- Manage new business cases/submissions Keep abreast of the Adviser's(s) new business pipeline, their targets and monitoring performance against targets; (at adviser's discretion) Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company's preferred report writing software in the following areas:- Protection Pensions/retirement planning Investments Equity release Cash-flow forecasting Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the Company's investment process and various investment offerings to meet a client's attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers' platforms and supporting websites with:- General understanding and navigation of the providers sites used throughout the business Obtaining the correct documentation to support business sign-ups (where applicable) Performing online transactions (as required) - including fund switching, withdrawals, cash management Managing client data Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process). Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios. Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients. Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile If you are a Paraplanner looking for an exciting opportunity, apply today!
May 17, 2026
Full time
Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance Fund switches Withdrawals Review process Conducting regular meetings with the Adviser(s) in order to:- Manage new business cases/submissions Keep abreast of the Adviser's(s) new business pipeline, their targets and monitoring performance against targets; (at adviser's discretion) Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company's preferred report writing software in the following areas:- Protection Pensions/retirement planning Investments Equity release Cash-flow forecasting Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the Company's investment process and various investment offerings to meet a client's attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers' platforms and supporting websites with:- General understanding and navigation of the providers sites used throughout the business Obtaining the correct documentation to support business sign-ups (where applicable) Performing online transactions (as required) - including fund switching, withdrawals, cash management Managing client data Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process). Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios. Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients. Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile If you are a Paraplanner looking for an exciting opportunity, apply today!
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 17, 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.
Premier Jobs UK Limited
High Wycombe, Buckinghamshire
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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 17, 2026
Full time
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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
IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the IFA Administrator: 4- 5 years' experience as a Paraplanner/ IFA Administrator with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!
May 17, 2026
Full time
IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the IFA Administrator: 4- 5 years' experience as a Paraplanner/ IFA Administrator with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!
Exchange Street Claims & Financial Services
Leeds, Yorkshire
Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up?This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance. It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.PACKAGE: Your starting salary will be £30,000 - £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.THIS IS WHAT YOU'LL DO:You'll work with the firm's two planners who advise clients with £1m+. You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.HERE'S WHAT YOU'LL NEED:Around 12 months' dedicated paraplanning experience would be helpful. If not, you'll currently be in an IFA/financial planning admin-focused role that has some exposure to writing suitability reports, carrying out research or technical work.You'll be ambitious and keen to become level 4 (if you aren't already) and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills. -Want to build your paraplanning career properly? Pick the right boss and click apply.If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later.Everyone will receive a response.
May 17, 2026
Full time
Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up?This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance. It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.PACKAGE: Your starting salary will be £30,000 - £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.THIS IS WHAT YOU'LL DO:You'll work with the firm's two planners who advise clients with £1m+. You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.HERE'S WHAT YOU'LL NEED:Around 12 months' dedicated paraplanning experience would be helpful. If not, you'll currently be in an IFA/financial planning admin-focused role that has some exposure to writing suitability reports, carrying out research or technical work.You'll be ambitious and keen to become level 4 (if you aren't already) and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills. -Want to build your paraplanning career properly? Pick the right boss and click apply.If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later.Everyone will receive a response.
Job Description Camberley / Hybrid (after probation) Full-timeDynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases.This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage. What you'll be doing: Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker Submit applications and review supporting documents against lender criteria Liaise with clients, lenders, solicitors, and underwriters Keep CRM records and compliance documentation fully up to date Support complex cases, including bridging and development finance Deliver exceptional service while meeting team targets What we're looking for: Strong mortgage case handling experience (complex cases a plus) Minimum of 3 years industry experience Someone looking to take the next step in their mortgage career who is a fast learner. Highly organised with excellent attention to detail Confident communicator (written and verbal) Thrives in a fast-paced, deadline-driven environment Professional, proactive, and team-oriented Why Dynamo? Work alongside an award-winning broker Join a supportive, high-performing team Successful and driven colleagues enjoy social events Training and career development opportunities Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services. Perks at Work - Discounts on products and services inc electrical & Travel. Discounts on estate agency, mortgage, conveyancing and surveying services. Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme. Company Pension and Day 1 Life assurance for all colleagues. CeMAP (or equivalent) is desirable but not essential, training will be provided for the right candidate. If you're coming from a bank, building society, broker or insurance background and feel ready to take your mortgage career to the next level, Dynamo is here to support your journey.MS03378
May 17, 2026
Full time
Job Description Camberley / Hybrid (after probation) Full-timeDynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases.This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage. What you'll be doing: Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker Submit applications and review supporting documents against lender criteria Liaise with clients, lenders, solicitors, and underwriters Keep CRM records and compliance documentation fully up to date Support complex cases, including bridging and development finance Deliver exceptional service while meeting team targets What we're looking for: Strong mortgage case handling experience (complex cases a plus) Minimum of 3 years industry experience Someone looking to take the next step in their mortgage career who is a fast learner. Highly organised with excellent attention to detail Confident communicator (written and verbal) Thrives in a fast-paced, deadline-driven environment Professional, proactive, and team-oriented Why Dynamo? Work alongside an award-winning broker Join a supportive, high-performing team Successful and driven colleagues enjoy social events Training and career development opportunities Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services. Perks at Work - Discounts on products and services inc electrical & Travel. Discounts on estate agency, mortgage, conveyancing and surveying services. Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme. Company Pension and Day 1 Life assurance for all colleagues. CeMAP (or equivalent) is desirable but not essential, training will be provided for the right candidate. If you're coming from a bank, building society, broker or insurance background and feel ready to take your mortgage career to the next level, Dynamo is here to support your journey.MS03378
Junior Paraplanner Poole £35,000 - £40,000 DOE Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning? This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment. If you re motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career. As a Junior Paraplanner , you will benefit from: Salary up to £35,000 10% employer pension contribution Flexible working hours with work from home options Free on-site parking Holiday buy-back scheme Exam and study support after probation Clear progression into a fully-fledged paraplanning role Supportive, professional working environment Exposure to lifestyle financial planning within Wealth Management As a Junior Paraplanner , your responsibilities will include: Preparing suitability reports and supporting financial planning recommendations Conducting technical research across pensions, investments, and retirement planning Assisting with cashflow modelling and detailed client analysis Maintaining accurate client records in line with regulatory standards Liaising with product providers and internal stakeholders to progress cases As a Junior Paraplanner , your experience will include: Experience within a regulated Wealth Management administration or paraplanning environment Progress towards the Level 4 Diploma A strong technical understanding of pensions, investments, and retirement planning A structured, detail-focused approach to work A positive mindset with a clear desire to learn and develop professionally If you re ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.
May 17, 2026
Full time
Junior Paraplanner Poole £35,000 - £40,000 DOE Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning? This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment. If you re motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career. As a Junior Paraplanner , you will benefit from: Salary up to £35,000 10% employer pension contribution Flexible working hours with work from home options Free on-site parking Holiday buy-back scheme Exam and study support after probation Clear progression into a fully-fledged paraplanning role Supportive, professional working environment Exposure to lifestyle financial planning within Wealth Management As a Junior Paraplanner , your responsibilities will include: Preparing suitability reports and supporting financial planning recommendations Conducting technical research across pensions, investments, and retirement planning Assisting with cashflow modelling and detailed client analysis Maintaining accurate client records in line with regulatory standards Liaising with product providers and internal stakeholders to progress cases As a Junior Paraplanner , your experience will include: Experience within a regulated Wealth Management administration or paraplanning environment Progress towards the Level 4 Diploma A strong technical understanding of pensions, investments, and retirement planning A structured, detail-focused approach to work A positive mindset with a clear desire to learn and develop professionally If you re ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
May 17, 2026
Full time
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
Fully Remote Chartered Firm High-Quality Advisers Career Progression Are you a Diploma-qualified paraplanner, file checker or ex-adviser who wants a role with zero sales pressure , no client chasing , and complete flexibility - while still using your technical knowledge every day? This is a rare opportunity to join one of the UK's most respected Chartered IFA firms , home to some of the highest-performing advisers in the country. Their advice standards are exceptional - which means you're reviewing quality work , not firefighting poor advice all day. If you want a role where your expertise is valued, your voice matters, and you can work from anywhere in the UK, this could be the perfect next step. Why This Role Stands Out 100% remote - work from anywhere in the UK Chartered, award-winning firm with an outstanding reputation High-quality advisers (genuinely some of the top earners in the UK) Supportive, modern compliance culture - not box-ticking, not punitive Clear progression into senior file checking, technical, or compliance roles No client management, no sales pressure, no weekend work Stable, secure role ideal for paraplanners wanting a new direction The Role You'll be part of the compliance team, ensuring the firm continues to deliver exceptional, FCA-compliant advice. Your work directly protects clients and supports advisers in maintaining the highest standards. Your responsibilities include: Reviewing advice files across pensions, investments, protection, bonds, trusts, VCT/EIS/BR, at-retirement planning and more Ensuring suitability reports and recommendations meet FCA and internal standards Providing clear, constructive feedback to advisers Identifying risks, inconsistencies or gaps and escalating where needed Supporting the wider compliance team with ad-hoc projects Helping maintain the firm's Chartered-level advice quality This is not a "tick-box" compliance role - you'll be part of a collaborative team that genuinely values technical insight and encourages continuous improvement. What We're Looking For Level 4 Diploma in Financial Planning (essential) Experience in file checking, paraplanning, report writing or advising Strong understanding of pensions and investments Confident decision-maker with excellent communication skills Someone who enjoys technical work and wants a long-term, stable role W ho This Role Is Perfect For A paraplanner who wants to move into compliance without losing technical challenge A file checker looking for a better culture and higher-quality advice to review An ex-adviser who wants stability, no sales pressure, and a fully remote lifestyle Someone who wants to work for a firm that genuinely values professionalism If you want a role where: You're trusted You're respected You're not micromanaged You can work from anywhere And you're part of a firm that actually cares about doing things properly then this is the one. Please send your CV to Ursula at Financial Divisions
May 17, 2026
Full time
Fully Remote Chartered Firm High-Quality Advisers Career Progression Are you a Diploma-qualified paraplanner, file checker or ex-adviser who wants a role with zero sales pressure , no client chasing , and complete flexibility - while still using your technical knowledge every day? This is a rare opportunity to join one of the UK's most respected Chartered IFA firms , home to some of the highest-performing advisers in the country. Their advice standards are exceptional - which means you're reviewing quality work , not firefighting poor advice all day. If you want a role where your expertise is valued, your voice matters, and you can work from anywhere in the UK, this could be the perfect next step. Why This Role Stands Out 100% remote - work from anywhere in the UK Chartered, award-winning firm with an outstanding reputation High-quality advisers (genuinely some of the top earners in the UK) Supportive, modern compliance culture - not box-ticking, not punitive Clear progression into senior file checking, technical, or compliance roles No client management, no sales pressure, no weekend work Stable, secure role ideal for paraplanners wanting a new direction The Role You'll be part of the compliance team, ensuring the firm continues to deliver exceptional, FCA-compliant advice. Your work directly protects clients and supports advisers in maintaining the highest standards. Your responsibilities include: Reviewing advice files across pensions, investments, protection, bonds, trusts, VCT/EIS/BR, at-retirement planning and more Ensuring suitability reports and recommendations meet FCA and internal standards Providing clear, constructive feedback to advisers Identifying risks, inconsistencies or gaps and escalating where needed Supporting the wider compliance team with ad-hoc projects Helping maintain the firm's Chartered-level advice quality This is not a "tick-box" compliance role - you'll be part of a collaborative team that genuinely values technical insight and encourages continuous improvement. What We're Looking For Level 4 Diploma in Financial Planning (essential) Experience in file checking, paraplanning, report writing or advising Strong understanding of pensions and investments Confident decision-maker with excellent communication skills Someone who enjoys technical work and wants a long-term, stable role W ho This Role Is Perfect For A paraplanner who wants to move into compliance without losing technical challenge A file checker looking for a better culture and higher-quality advice to review An ex-adviser who wants stability, no sales pressure, and a fully remote lifestyle Someone who wants to work for a firm that genuinely values professionalism If you want a role where: You're trusted You're respected You're not micromanaged You can work from anywhere And you're part of a firm that actually cares about doing things properly then this is the one. Please send your CV to Ursula at Financial Divisions
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
May 17, 2026
Full time
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
Are you a Diploma-qualified Paraplanner looking to develop your technical expertise - or an experienced paraplanner seeking a high-quality, adviser-aligned role within a respected independent firm? This is an excellent opportunity to join a highly reputable, growing Independent Financial Adviser (IFA) business in London. With ambitious expansion plans and a strong standing in the financial planning market, the firm offers a supportive, collaborative environment where paraplanners are genuinely valued as key contributors to client outcomes. Whether you have 1 year of paraplanning experience or you're a seasoned technical paraplanner , this role offers the chance to work closely with advisers, deepen your technical knowledge, and play a meaningful role in delivering first-class financial advice. What You'll Be Doing Working closely with advisers within a pod or adviser-aligned structure Preparing high-quality suitability reports and technical recommendations Conducting research across pensions, investments, protection, and tax planning Building and maintaining cashflow models Supporting client meetings and documenting outcomes Managing client requests including contributions, withdrawals, and policy changes Ensuring accurate records, compliant documentation, and smooth case progression What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Paraplanning experience (from 1 year to highly experienced) Strong technical knowledge across pensions, investments, and financial planning Excellent written communication and attention to detail Organised, proactive, and comfortable managing multiple cases A collaborative mindset and commitment to high-quality client service A Supportive team culture with genuine career development over time and exposure to complex cases and high-quality financial planning work. Please send your CV to Ursula at Financial Divisions
May 17, 2026
Full time
Are you a Diploma-qualified Paraplanner looking to develop your technical expertise - or an experienced paraplanner seeking a high-quality, adviser-aligned role within a respected independent firm? This is an excellent opportunity to join a highly reputable, growing Independent Financial Adviser (IFA) business in London. With ambitious expansion plans and a strong standing in the financial planning market, the firm offers a supportive, collaborative environment where paraplanners are genuinely valued as key contributors to client outcomes. Whether you have 1 year of paraplanning experience or you're a seasoned technical paraplanner , this role offers the chance to work closely with advisers, deepen your technical knowledge, and play a meaningful role in delivering first-class financial advice. What You'll Be Doing Working closely with advisers within a pod or adviser-aligned structure Preparing high-quality suitability reports and technical recommendations Conducting research across pensions, investments, protection, and tax planning Building and maintaining cashflow models Supporting client meetings and documenting outcomes Managing client requests including contributions, withdrawals, and policy changes Ensuring accurate records, compliant documentation, and smooth case progression What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Paraplanning experience (from 1 year to highly experienced) Strong technical knowledge across pensions, investments, and financial planning Excellent written communication and attention to detail Organised, proactive, and comfortable managing multiple cases A collaborative mindset and commitment to high-quality client service A Supportive team culture with genuine career development over time and exposure to complex cases and high-quality financial planning work. Please send your CV to Ursula at Financial Divisions
Clark James Recruitment is working with a highly professional Financial Services business. Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis. Role We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Level 4 Diploma (or working towards). Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Familiarity with FCA regulations and the compliance requirements for financial planning. Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm. Company pension. Employee discount. Financial planning services. Life insurance.
May 16, 2026
Full time
Clark James Recruitment is working with a highly professional Financial Services business. Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis. Role We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm. The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Level 4 Diploma (or working towards). Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Familiarity with FCA regulations and the compliance requirements for financial planning. Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm. Company pension. Employee discount. Financial planning services. Life insurance.
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 16, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
May 16, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
May 16, 2026
Full time
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
May 16, 2026
Full time
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business 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 16, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business 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 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 16, 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
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
May 16, 2026
Full time
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
