264 jobs found

Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.

Excellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Senior Technical Paraplanner £45,000-£55000 Gloucestershire Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function. The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships. The Work The role sits within a technically strong planning team, supporting advisers with: Complex financial planning casework and technical analysis Production of detailed suitability reports and client recommendations Input into retirement, investment, and protection strategies Collaboration with advisers on planning solutions for existing and new clients Liaison with clients where required, including high-net-worth individuals Maintaining consistently high standards of technical output and compliance What Good Looks Like This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process. You will likely bring: 3+ years' experience in paraplanning or technical financial planning roles Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, retirement planning, and protection Confident use of financial planning tools such as Voyant, CashCalc, and similar cashflow/modelling platforms High-quality report writing and communication skills A detail-focused, methodical approach to work Environment This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output. Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes. Package Profit share scheme Clear long-term progression and development pathway 28 days holiday (with option to purchase additional leave) Life assurance (6x salary) Health & wellbeing benefits Enhanced family leave policies Hybrid working and on-site parking For full details and a confidential discussion, please reach out to Ellis Mears at EJP.

PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)Salary£30,000 - £34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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.

Paraplanner Salary: Competitive, based on skills and experience Contract Type: Permanent - 35 hours per week Working Pattern: Monday to Friday Location: Hybrid working - Birmingham office (typically 2 days per week in the office) Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation click apply for full job details

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.

With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput. About the firm: This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template. The role: This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation. Writing suitability letters and reports across pensions, investments, tax and estate planning Analysing client requirements and building and updating cash flow models Researching financial products and constructing planning solutions Taking full responsibility for client files and back-office records through the advice process Preparing client reviews, investment performance reviews and external plan summaries Supporting advisers and colleagues on documentation quality and standards Processing applications and submissions and keeping management information accurate What you'll need: At least 2 years' paraplanning experience within an IFA or wealth management practice Experience of the pension transfer market Confident with major research and cash flow tools such as analytics and Voyant Level 4 Diploma in Regulated Financial Planning, or close to completion Strong report writing, numeracy and attention to detail Good working knowledge of Microsoft Office The package: Salary of £45,000 to £50,000 depending on experience 5% employer pension contribution Discretionary bonus 25 days' holiday plus bank holidays Genuine study support and a progression pathway built around you Hybrid working, Monday to Friday, 9am to 5pm Next steps: Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration click apply for full job details

PA/Wealth Planning Administration Support Location: North Bristol, Hybrid Working after probation Salary: £28,000 to £38,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their Advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced administration support. It's a 1:1 role and will also require working autonomously, whilst benefiting from a friendly and sociable office environment shared with several other professional businesses. The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. This role suits anyone who finds job satisfaction in supporting a busy professional and playing a key role in their organisation and success behind the scenes. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. What We're Looking For You'll likely have: Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £38,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within professional services or financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch with Peter at Financial Divisions for a confidential discussion.

Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions

Technical IFA Administrator / Junior Paraplanner - Birmingham A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles. The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include: Processing and managing new business Preparing suitability report information and client review packs Conducting provider and product research Liaising with clients, providers and advisers Managing workflows and case progression Supporting the preparation of financial planning recommendations This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future. Salary & Benefits £34,000 - £38,000 basic salary 9% employer pension contribution 27 days holiday plus bank holidays Private healthcare Hybrid working arrangement Strong long-term progression opportunities Supportive and collaborative team environment Requirements Level 4 Diploma qualified (essential) Previous experience within IFA Administration or Financial Planning support Strong technical understanding of pensions and investments Excellent attention to detail and organisational skills Ambitious and keen to progress within wealth management This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.

My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period

A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.

We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families. The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards. Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team. The Roles Two Client Support opportunities are available, offering distinct career paths : Client Support - FP Administration Pod This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers. Salary towards the higher end of the banding. Client Support - Dedicated Adviser Support This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning. Key Responsibilities Supporting the financial planning and advice process to ensure a high-quality client experience Processing new client documentation in line with internal procedures and data protection requirements Creating and maintaining accurate client records on the CRM system Liaising with product providers to obtain policy and investment information Preparing client meeting packs and supporting documentation Working closely with Advisers and Paraplanners to issue reports and new business applications Maintaining accurate records of client and provider communications Ensuring all activity is completed in line with compliance and regulatory standards Candidate Profile The successful candidate will demonstrate: Previous experience within a Financial Planning / Wealth Management support role Strong communication skills at all levels A methodical approach with the ability to manage and prioritise multiple tasks The ability to work well within a team and on their own initiative A client-focused mindset with high attention to detail IT literacy, including MS Word and Excel A desire to pursue or continue financial services qualifications (fully supported) Package & Benefits £32,000 - £38,000 basic salary Quarterly bonus (c. 15% of salary) Employee Shareholder Scheme Comprehensive benefits package 25 days holiday plus 3 additional days over Christmas Hybrid working - 3 days per week in the office Excellent long-term career development opportunities as the firm continues to grow nationally A first class opportunity to work for a growing business offering genuine career development opportunities.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.