248 jobs found

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. About the Role As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions. Responsibilities Requirements Elicitation & Analysis Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications Define and validate acceptance criteria in collaboration with the Product Owner and QA teams Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers Process Analysis & Improvement Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements Identify opportunities to embed AI-powered tooling into advice workflows - such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing - and translate these into structured requirements Agile Delivery Support Work closely with the Product Owner to refine and maintain a well-groomed backlog Participate actively in sprint ceremonies - refinement, planning, reviews, and retrospectives Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically Stakeholder Engagement Build trusted relationships with senior stakeholders across advice, planning, and operations Communicate complex technical and process changes clearly to non-technical audiences Provide regular progress updates and facilitate sign-off on key deliverables Continuous Improvement Champion best practice in business analysis, agile delivery, and financial services Actively leverage AI tools in day-to-day analysis work - including using AI assistants for documentation drafting, requirements synthesis, and process modelling - and encourage adoption across the team Mentor junior team members and contribute to the development of BA standards across the function Experience Experience as a Technical Business Analyst, ideally within financial services or fintech Demonstrable experience working within agile cross-functional delivery teams Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding Experience with wealth management platforms and advice technology is highly desirable Practical experience using AI tools to improve personal productivity and inform solution design Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods Skills Expert-level ability to produce clear, structured requirements documentation and process maps Proficient in agile tools such as Jira, Confluence, or Azure DevOps Strong analytical and problem-solving skills with a data-driven approach Excellent stakeholder management and communication skills across all levels SQL proficiency is a plus Education Bachelor's degree in Business, Finance, Computer Science, or related field preferred BCS, IIBA (CBAP), or equivalent BA certification is a plus Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .

We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 3 years experience (essential) Experience working with HNW clients (desirable) Chartered/ near to completion (essential) The Package Starting salary: up to c£70,000 + bonus Hybrid / flexible working Generous Pension Scheme 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service Full study support towards professional qualifications Group life assurance Income protection Vitality Healthcare plus full cover for therapy and counselling To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .

Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support

Role: Paraplanner Area: Chichester, Hybrid Position: Full time, Permanent Salary: 38k to 45k DOE Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities for the Paraplanner Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience for the Paraplanner Previous Paraplanner experience within an IFA or wealth management environment You will ideally have worked or have experience within an SJP practise Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths For further information on this excellent opportunity, please forward a copy of your CV

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.

Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant

Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you'll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE'S WHAT YOU'LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You'll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don't have a CV don't worry we can come to that later. Everyone will receive a response.

IFA Administrator / Paraplanner Support - Edinburgh Join a growing financial planning firm and take the next step in your career! Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator professional to join their expanding team. This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator. The role As part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include: Maintaining and updating accurate client records Handling incoming communication and provider requests Preparing valuations, review packs and meeting documentation Assisting paraplanners with case preparation Submitting and tracking new business applications Ensuring all electronic filing and documentation is compliant and well organised What we're looking for Experience within financial services ideally within a similar setting, but not essential Strong organisational skills and exceptional attention to detail Excellent written and verbal communication Confident IT skills, including Microsoft Office Ability to manage multiple tasks and work collaboratively A proactive, professional individual with a willingness to learn and develop Why this role? Highly competitive salary DOE Holidays - 30 days, tiered after 2 years onwards Pension - 6% matched Death in Service Genuine progression route into a Paraplanner role Supportive environment with ongoing training Opportunity to deepen your knowledge of pensions, investments and the advice process If you're looking for a chance to build your financial services career within a supportive and professional environment, we'd love to speak with you. Apply today and submit your CV. To find out more about this excellent opportunity and arrange a confidential chat, contact Pauline Low at Reed

IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Chorley (Hybrid) Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills. Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning. What's in it for you 4% employer pension contribution (salary sacrifice available) 28 days annual leave plus Bank Holidays Option to purchase up to 5 additional days holiday Group life cover (4x salary) Rolling sick pay scheme Full exam funding and structured training support Hybrid working arrangement Clear and supported career progression pathway into paraplanning Role Purpose As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by: Preparing suitability reports that are accurate, professional, and compliant Conducting detailed research across pensions, investments, protection, and wider financial planning solutions Supporting advisers with technical analysis and case preparation Ensuring all work meets regulatory standards and internal procedures Maintaining accurate and up-to-date client records Liaising with product providers and internal teams where required Developing a strong understanding of the full advice process and client journey Building technical knowledge under the supervision of the Technical Team Leader This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner. About You Essential Experience & Skills Minimum 3 years' experience within a financial planning firm Exposure to paraplanning or technical/administrative support work Currently working towards the Level 4 Diploma in Financial Planning Ideally 1-2 CII RO exams already achieved Good understanding of the UK financial services regulatory framework Strong written and verbal communication skills Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Excellent attention to detail and accuracy Strong organisational and prioritisation skills Professional, proactive, and collaborative approach Comfortable working in a fast-paced environment Motivated to develop into a paraplanning role Desirable Progress toward or completion of the Level 4 Diploma in Financial Planning Strong analytical and technical thinking skills Confidence working with complex financial information and casework Career Development This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner. How to Apply If you are ready to take the next step in your financial planning career, we would like to hear from you. Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities. Due to the high volume of applications, we are only able to contact successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.

We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served. Key duties will include; Onboarding of new clients Assisting in the administration of client profiles Collate information and data about clients and ensure all compliance documents are filed and managed Record client related communications Providing clients with information and report on financial planning products and services Processing client applications and contributions Liaise with product providers and other third parties Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis Assist and prepare correspondence, the pre-completion of documentation ready for clients Preparing meeting packs Assisting with general client enquiries This is a challenging role for an experienced Financial Administrator, working 9-5 Monday-Friday this is a hybrid role after an initial training period, the successful candidate will have; Educated to A-Level standard, including GCSEs in Maths and English. Financial Services Regulation & Ethics, Personal Taxation, Trusts, Diploma in Paraplanning, Regulated Diploma in Financial Planning or working towards this qualification. Other technical areas (pensions, long term care etc.) are desirable Experience of working in an administrative role and analysing complex information Good knowledge of Financial Services and the FCA. Knowledge of Microsoft Office Applications (Intermediate level) - knowledge of Intelligent Office, iress Exchange and Objectway is desirable. Ability to adapt and use own initiative and work proactively Good attention to detail and proven accuracy skills If you are available immediately and can commit to this long-term temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.

We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

A leading Professional Trustee and Secretarial firm, recognised for expertise, integrity, and client focus have an exciting new role for a Scheme Secretary to join their successful and growing firm. About the Role Complementing the core business of professional trusteeship, the firm offer a comprehensive Scheme Secretarial service and are now seeking a talented and proactive Scheme Secretary to work within a client-facing role, based from any of their UK offices. As a Scheme Secretary, you will: Act as Secretary across a portfolio of pension schemes, serving as the first point of contact for Trustees and key stakeholders. Represent Capital Cranfield and the Secretarial team at face-to-face and virtual Trustee and client meetings. Coordinate Trustee meetings and subcommittees, including venue arrangements, attendance, and logistics. Prepare and distribute meeting packs, liaise with Chairs and advisers, take minutes, and manage Action Logs. Maintain all key Trustee and Scheme-related documents to ensure compliance with regulatory and statutory requirements. We're looking for someone who: Has in-depth knowledge of UK occupational pension schemes (DB, DC, or Hybrid) and an understanding of Trustee and sponsor roles. Possesses strong communication, stakeholder management, and presentation skills. Can prioritise, organise, and deliver work to tight deadlines. Has Scheme Secretarial experience or equivalent, relevant pensions experience. What We Offer Competitive salary Defined Contribution (DC) pension with generous employer contributions Private Medical Insurance 25 days' annual leave Please quote 52043 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Financial Advisor Leicester Based Salary: Up to £60,000 DOE Permanent, Full-Time, Hybrid Working Are you an experienced Financial Advisor looking for your next opportunity within a supportive and growing organisation? Regional Recruitment are recruiting for a Financial Advisor on behalf of a well-established business based in Leicester. This is an exciting opportunity for a motivated and client-focused individual who is passionate about delivering tailored financial advice and building long-term relationships with clients. What's on Offer: Salary up to £60,000 depending on experience Hybrid working available Competitive bonus structure Career progression opportunities Supportive and professional working environment Ongoing training and professional development Qualifications Essential: Previous experience as a Financial Advisor, Independent Financial Advisor, or similar role Level 4 Diploma in Financial Planning or equivalent qualification Strong knowledge of financial products and services including pensions, investments, and protection Excellent communication and relationship-building skills Ability to manage and develop a portfolio of clients Strong attention to detail and compliance awareness Desirable: Chartered status or working towards Chartered qualification Experience using CRM and financial planning systems Proven ability to generate new business opportunities through networking and referrals Roles & Responsibilities Provide professional and tailored financial advice to clients based on their individual circumstances and goals Build and maintain strong long-term relationships with new and existing clients Conduct financial reviews and recommend suitable financial products and services Generate new business opportunities through referrals, networking, and relationship management Maintain accurate client records and ensure compliance with FCA regulations and internal procedures Work closely with paraplanners and administrative support teams to deliver excellent client service Keep up to date with industry regulations, market trends, and financial products Requirements As Financial Advisor, you will also be expected to: Be professional, driven, and client focused Demonstrate strong organisational and time management skills Work effectively both independently and as part of a team Deliver a high standard of customer service at all times About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Advisor role is right for you Click to apply below. To explore more roles available across the UK, please visit Regional Recruitment

Alexander Lloyd have an exciting new position for a Pension Client Relationship Director to join one of the UKs most established Pension firm. This is an excellent opportunity to join a successful and growing firm within an interesting and varied role committed to providing an excellent service to their clients and ensuring relationships are long standing and successful. The Role As a Client Relationship Director, you'll be a trusted partner to clients and a strategic leader within the firm. You'll take ownership of key client relationships, ensuring satisfaction, loyalty, and long-term success. Working alongside the Consulting and Operations SMEs, you'll identify opportunities to expand and enhance the services, aligning client needs with Capita's broad capabilities across pensions, technology, and consulting. Key Responsibilities Develop and lead relationships with existing clients, driving satisfaction and long-term engagement Identify and pursue opportunities for up-selling and cross-selling opportunities. Collaborate with workforce management teams to align forecasting and delivery with client needs Attend client service reviews and lead strategic discussions to strengthen partnerships Work with MI teams to produce actionable insights and high-quality reporting Continuously review processes, ensuring operational best practice and excellent client outcomes What We're Looking For Strong experience in DB Pensions Consulting Proven success in a client relationship or strategic account management role Exceptional communication and presentation skills, with the ability to convey complex concepts clearly Experience managing, mentoring, and developing teams A meticulous approach to detail and client communication Ability to drive performance standards and deliver measurable results What's in it for you: Join a trusted business who are growing and continuing to successfully grow, taking on clients in a range of sectors Flexible/ Remote working Excellent work life balance. wealth of opportunities, benefits, and support to help you grow both professionally and personally. Please quote 52117 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.