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
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 16, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
May 16, 2026
Full time
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial click apply for full job details
May 16, 2026
Full time
Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial click apply for full job details
Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full admin and paraplanning support structure Exposure to quality clients and varied cases Supportive, team-oriented culture Clear opportunity for career progression If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions.
May 16, 2026
Full time
Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full admin and paraplanning support structure Exposure to quality clients and varied cases Supportive, team-oriented culture Clear opportunity for career progression If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions.
Paraplanner Tenterden, Kent Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm. Salary: £ competitive salary depending on experience. Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you! About the Role: We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise. Key Responsibilities: Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning. Analysing client information and conducting comprehensive technical research. Structuring advice that aligns with client objectives and adheres to FCA requirements. Maintaining precise client records and workflows using Salesforce. Producing cash flow modelling and planning illustrations when necessary. Assisting Advisers with pre and post meeting preparations. Collaborating on complex planning cases and addressing technical queries. Staying updated on regulatory and legislative changes. Skills & Experience: Essential: Experience within a UK financial planning or paraplanning environment. Strong understanding of the regulated advice process. Excellent written communication skills with a keen eye for detail. Ability to juggle multiple cases and meet deadlines. Proficient in using Salesforce or similar CRM systems. Desirable: Experience independently writing suitability reports. In-depth knowledge of pensions and retirement planning. Familiarity with cash flow planning software. Qualifications: Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required. Whats on Offer: Competitive salary based on experience. Exam funding and study support. Clear progression opportunities to elevate your career. A supportive and professional working environment. If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 16, 2026
Full time
Paraplanner Tenterden, Kent Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm. Salary: £ competitive salary depending on experience. Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you! About the Role: We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise. Key Responsibilities: Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning. Analysing client information and conducting comprehensive technical research. Structuring advice that aligns with client objectives and adheres to FCA requirements. Maintaining precise client records and workflows using Salesforce. Producing cash flow modelling and planning illustrations when necessary. Assisting Advisers with pre and post meeting preparations. Collaborating on complex planning cases and addressing technical queries. Staying updated on regulatory and legislative changes. Skills & Experience: Essential: Experience within a UK financial planning or paraplanning environment. Strong understanding of the regulated advice process. Excellent written communication skills with a keen eye for detail. Ability to juggle multiple cases and meet deadlines. Proficient in using Salesforce or similar CRM systems. Desirable: Experience independently writing suitability reports. In-depth knowledge of pensions and retirement planning. Familiarity with cash flow planning software. Qualifications: Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required. Whats on Offer: Competitive salary based on experience. Exam funding and study support. Clear progression opportunities to elevate your career. A supportive and professional working environment. If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
May 16, 2026
Full time
Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
May 16, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
May 16, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
May 15, 2026
Full time
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear. Key aspects of the Paraplanner job include: Writing suitability reports across pensions, investments and protection Direct Paraplanner support to advisers rather than pooled support Cash flow modelling and technical research Liaising with advisers to discuss progress of cases Managing your own workflow and case progression This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals. Paraplanner Requirements Essential - experience working as a Paraplanner within a financial planning firm Essential - experience producing suitability reports across pensions and investments Desirable - Diploma qualification or working towards Desirable - experience with cash flow modelling Desirable - CRM experience such as Salesforce The Company The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused. Paraplanner Benefits Salary circa 35,000 to 45,000 depending on experience Full time, permanent Paraplanner job Hybrid working with a minimum of three days office based Pension, life cover and health cash plan Funded professional qualifications and exam support 25 days holiday plus bank holidays Location Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion. 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 15, 2026
Full time
Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear. Key aspects of the Paraplanner job include: Writing suitability reports across pensions, investments and protection Direct Paraplanner support to advisers rather than pooled support Cash flow modelling and technical research Liaising with advisers to discuss progress of cases Managing your own workflow and case progression This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals. Paraplanner Requirements Essential - experience working as a Paraplanner within a financial planning firm Essential - experience producing suitability reports across pensions and investments Desirable - Diploma qualification or working towards Desirable - experience with cash flow modelling Desirable - CRM experience such as Salesforce The Company The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused. Paraplanner Benefits Salary circa 35,000 to 45,000 depending on experience Full time, permanent Paraplanner job Hybrid working with a minimum of three days office based Pension, life cover and health cash plan Funded professional qualifications and exam support 25 days holiday plus bank holidays Location Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion. 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
Would you like to work for a leading Pensions Consultancy and their growing Pensions Data Solutions team? This is a senior, client-facing role focused on helping UK Pension schemes resolve complex data challenges. You'll lead the delivery of Pensions data projects, oversee project teams, and act as a trusted adviser to trustees and senior stakeholders, working across a diverse portfolio of Pension schemes. The role Build and execute Pensions data strategies that deliver strong client outcomes Lead and oversee multiple Pensions data projects simultaneously (assess, cleanse, create and remediate data) Act as a trusted adviser to trustees, Pension managers and key stakeholders Deliver high-quality client reports and presentations on technical Pensions data issues Build strong working relationships with administrators, actuaries, legal advisers and internal teams Scope, cost and support new project opportunities while balancing commercial and client priorities What we're looking for Strong consulting and stakeholder management skills Excellent knowledge of UK Defined Benefit Pension scheme provisions and legislation Experience delivering Pensions data projects and presenting to clients Ability to manage multiple workstreams and lead project teams Strong Excel and PowerPoint skills, with the ability to communicate technical material clearly Why consider this opportunity? Work on complex, high-impact Pensions data projects Lead innovative data solutions for a wide range of Pension schemes Supportive, collaborative environment with strong career development opportunities Competitive benefits package and flexible working arrangements If you're a technically minded Pensions professional looking to step into a senior, influential role, or know someone who might be, please do apply or message me directly! Please quote 52201 when calling Richard at Alexander Lloyd or email them at rdo . 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.
May 15, 2026
Full time
Would you like to work for a leading Pensions Consultancy and their growing Pensions Data Solutions team? This is a senior, client-facing role focused on helping UK Pension schemes resolve complex data challenges. You'll lead the delivery of Pensions data projects, oversee project teams, and act as a trusted adviser to trustees and senior stakeholders, working across a diverse portfolio of Pension schemes. The role Build and execute Pensions data strategies that deliver strong client outcomes Lead and oversee multiple Pensions data projects simultaneously (assess, cleanse, create and remediate data) Act as a trusted adviser to trustees, Pension managers and key stakeholders Deliver high-quality client reports and presentations on technical Pensions data issues Build strong working relationships with administrators, actuaries, legal advisers and internal teams Scope, cost and support new project opportunities while balancing commercial and client priorities What we're looking for Strong consulting and stakeholder management skills Excellent knowledge of UK Defined Benefit Pension scheme provisions and legislation Experience delivering Pensions data projects and presenting to clients Ability to manage multiple workstreams and lead project teams Strong Excel and PowerPoint skills, with the ability to communicate technical material clearly Why consider this opportunity? Work on complex, high-impact Pensions data projects Lead innovative data solutions for a wide range of Pension schemes Supportive, collaborative environment with strong career development opportunities Competitive benefits package and flexible working arrangements If you're a technically minded Pensions professional looking to step into a senior, influential role, or know someone who might be, please do apply or message me directly! Please quote 52201 when calling Richard at Alexander Lloyd or email them at rdo . 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.
Client Service Administrator - Financial Planning Location: Central Manchester Salary: £26,700 - £30,000 Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16690
May 15, 2026
Full time
Client Service Administrator - Financial Planning Location: Central Manchester Salary: £26,700 - £30,000 Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16690
