Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
May 31, 2026
Full time
Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Ready to take charge of a high potential sales patch in one of Scotland's vibrant farming regions? A respected agricultural cooperative is looking for a results driven Area Sales Manager to lead growth across Ayrshire and Lanarkshire. If you know the agri sector inside out and thrive on building relationships, this is your chance to join a business with real influence, stability, and community impact. Why This Role Stands Out This isn't just another sales job. You'll be the trusted face of a well established cooperative with deep ties to the rural economy. Supporting farmers, shaping product strategy, and driving commercial success across your territory. What You'll Be Doing • Growing and managing relationships with farmers, growers, and rural businesses • Selling a wide portfolio of proven agricultural products and services • Providing hands on technical advice backed by strong product knowledge • Spotting opportunities and driving profitable growth • Getting out on farm, attending shows, and being a visible presence in the region • Working closely with internal teams to deliver an exceptional member experience What You'll Bring • Solid, proven agricultural sales experience is absolutely essential • A genuine understanding of UK farming practices and current industry pressures • The ability to build rapport quickly and become a trusted adviser • A proactive mindset, someone who owns their patch and drives results • Strong communication, organisation, and negotiation skills • Full UK driving licence What You'll Get • A stable, highly regarded employer with strong values and member led principles • Autonomy, flexibility, and support from an experienced and friendly team • Competitive salary, company vehicle, and a well rounded benefits package • Clear long term progression and development opportunities • The chance to make a real difference within local farming communities How do I apply? For more information and an informal confidential discussion please call Ollie O'Driscoll on: or e-mail your CV and covering letter To . Thank you. De Lacy Executive will upload your CV to our database and retain some data about you in order to process your application. More information about our processing activities can be found at . Please be assured that all contact is treated in complete confidence and your details will not be passed to a third party without your prior permission. Please note that this advertisement is not a job description and you should satisfy yourself about the full details at interview. De Lacy Executive is an Approved member of the Recruitment and Employment Confederation, which promotes high standards in recruitment practice, and is registered with the Information Commissioners Office. De Lacy Executive complies with all relevant data protection legislation.
May 30, 2026
Full time
Ready to take charge of a high potential sales patch in one of Scotland's vibrant farming regions? A respected agricultural cooperative is looking for a results driven Area Sales Manager to lead growth across Ayrshire and Lanarkshire. If you know the agri sector inside out and thrive on building relationships, this is your chance to join a business with real influence, stability, and community impact. Why This Role Stands Out This isn't just another sales job. You'll be the trusted face of a well established cooperative with deep ties to the rural economy. Supporting farmers, shaping product strategy, and driving commercial success across your territory. What You'll Be Doing • Growing and managing relationships with farmers, growers, and rural businesses • Selling a wide portfolio of proven agricultural products and services • Providing hands on technical advice backed by strong product knowledge • Spotting opportunities and driving profitable growth • Getting out on farm, attending shows, and being a visible presence in the region • Working closely with internal teams to deliver an exceptional member experience What You'll Bring • Solid, proven agricultural sales experience is absolutely essential • A genuine understanding of UK farming practices and current industry pressures • The ability to build rapport quickly and become a trusted adviser • A proactive mindset, someone who owns their patch and drives results • Strong communication, organisation, and negotiation skills • Full UK driving licence What You'll Get • A stable, highly regarded employer with strong values and member led principles • Autonomy, flexibility, and support from an experienced and friendly team • Competitive salary, company vehicle, and a well rounded benefits package • Clear long term progression and development opportunities • The chance to make a real difference within local farming communities How do I apply? For more information and an informal confidential discussion please call Ollie O'Driscoll on: or e-mail your CV and covering letter To . Thank you. De Lacy Executive will upload your CV to our database and retain some data about you in order to process your application. More information about our processing activities can be found at . Please be assured that all contact is treated in complete confidence and your details will not be passed to a third party without your prior permission. Please note that this advertisement is not a job description and you should satisfy yourself about the full details at interview. De Lacy Executive is an Approved member of the Recruitment and Employment Confederation, which promotes high standards in recruitment practice, and is registered with the Information Commissioners Office. De Lacy Executive complies with all relevant data protection legislation.
Role: Independent Adoption Panel Vice-Chair Panel Locations: Virtual Panel Rates of Pay: 500 per full-day panel attended ( 250 per half-day) + travel expenses at 45p/mile Adoption Panel Frequency: Monthly as standard on Thursday with potential panels to take through the year as required according to the agency's volume of applications being brought to panel About Us Adopters for Adoption is a national UK adoption agency, based in Worcestershire. The agency was set up to not only provide adoption services to those looking to become adoptive parents, but to also have a positive impact on the way those people are supported in the adoption process. Role Details Adopters for Adoption is recruiting and an exciting opportunity has arisen for an Independent Adoption Panel Vice-Chair to join our established Adoption Panel. Panel Vice Chair's Responsibilities To satisfy the requirements as outlined in Adopters for Adoption central list agreement To ensure that the panel operates within the relevant law, regulation and guidance To ensure that the panel operates within the policies of Adopters for Adoption To prepare for each panel meeting by reading all panel papers carefully and critically To chair meetings of the panel and to ensure that all those attending panel are treated with respect and courtesy To respect at all times the confidential nature of the agency's work To address diversity issues and to promote anti-discriminatory practice at all times To facilitate panel members to consider the information presented to them before making their recommendation, reaching a consensus wherever possible To manage the process of identifying the questions which panel will explore with social workers and/or applicants and agreeing who will ask those questions To meet with applicants prior to them joining the panel, to explain the process To ensure that the panel is clear about the reasons for its recommendations and that these are recorded in the minutes Where there is a split or contentious panel recommendation, to facilitate each panel member in turn to explain the reason for her/his views and to ensure that these are formally recorded in the minutes To enable those attending panel to contribute effectively (e.g. enabling social workers to present their case in a constructive manner) To ensure that the minutes of the panel are accurate and are signed and returned to the agency in a timely manner To attend meetings of the Independent Review Mechanism if required To facilitate the panels in their role of monitoring the quality of work presented to the panel To feedback any concerns about the management of cases through the appropriate departmental channels To attend the quarterly review panel meetings to review the management and the functioning of the panel To attend two panel training days each year and complete all mandatory training as identified by the agency To keep abreast of current practice issues in adoption, fostering and other permanent placements and seek to promote best practice within the panel and the agency To assist the agency to identify training needs within the panels and the agency To take part in the interviewing of prospective panel members and advise the agency on appointments to the panels To assist in the induction of new panel members Together with the agency adviser, to undertake the annual review of the performance of panel members To bring to the attention of the panel manager, situations in which panel members are not meeting the requirements of the central list agreement for panel members Requirements Experience, either professionally or personally or both, of the placement of children in adoptive/foster families and of children being cared for away from their birth family Extensive experience of chairing child care meetings e.g. panels, child protection conferences Sound understanding of the adoption and fostering process and relevant legislation, guidance, regulations, and standards Knowledge of the importance of partnership in adoption and fostering practice Understanding, knowledge, and experience relating to children and young people and their needs throughout their development Understanding of the role of adoption and fostering in safeguarding children Knowledge of couple relationships and relationships within wider networks Authority and expertise to chair panels, ensuring that the business is covered and that the panel operates in accordance with regulations, guidance, and the policies and procedures of the agency Ability to assist panels in the effective use of time Ability to analyse and explain complex information Ability to identify and summarise key issues clearly and succinctly Excellent oral and written communication skills Ability to enable all participants to contribute effectively Ability to monitor the performance of panel members Ability to ask questions that are relevant, sensitive, diplomatic, and appropriate Ability to manage the expression of strongly held but possibly conflicting views by panel members, and to help the panel reach a recommendation that takes account of all of these views Ability to scrutinise, monitor, and challenge practice A commitment to safeguarding and the need to offer a safe re-parenting experience A commitment to promoting children's welfare A commitment to children retaining contact with members of their birth family if this is in their best interests A commitment to keeping children within their own family or community where this is possible A commitment to fostering and adoption as a way of meeting a child's need Recognition of the lifelong impact of fostering and adoption on all parties An awareness of the richness of different kinds of families and their potential for meeting children's needs An appreciation of the impact of loss and separation on both adults and children An understanding and knowledge of families and how they are affected by change Other Requirements Must not be a current employee of the agency A valuing of diversity in relation to issues of ethnicity, religion, gender, disability, and sexuality Commitment to continuing personal and professional developments to maintain and update knowledge and skills Satisfactory DBS disclosure An understanding of, and a commitment to, the need for confidentiality A willingness to increase knowledge and understanding of issues through reading, discussion and training What We Offer Full induction Annual training Annual appraisal with the Head of Service For an informal discussion about this post please contact Jane Lees on (phone number removed). To be considered for this position please submit an application and we will be in touch. The successful candidate will be required to complete an enhanced DBS check, the cost of which will be met by Adopters for Adoption. Adopters for Adoption is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates. Adopters for Adoption is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff to share this commitment. PandoLogic. Category:Personal Care,
May 30, 2026
Full time
Role: Independent Adoption Panel Vice-Chair Panel Locations: Virtual Panel Rates of Pay: 500 per full-day panel attended ( 250 per half-day) + travel expenses at 45p/mile Adoption Panel Frequency: Monthly as standard on Thursday with potential panels to take through the year as required according to the agency's volume of applications being brought to panel About Us Adopters for Adoption is a national UK adoption agency, based in Worcestershire. The agency was set up to not only provide adoption services to those looking to become adoptive parents, but to also have a positive impact on the way those people are supported in the adoption process. Role Details Adopters for Adoption is recruiting and an exciting opportunity has arisen for an Independent Adoption Panel Vice-Chair to join our established Adoption Panel. Panel Vice Chair's Responsibilities To satisfy the requirements as outlined in Adopters for Adoption central list agreement To ensure that the panel operates within the relevant law, regulation and guidance To ensure that the panel operates within the policies of Adopters for Adoption To prepare for each panel meeting by reading all panel papers carefully and critically To chair meetings of the panel and to ensure that all those attending panel are treated with respect and courtesy To respect at all times the confidential nature of the agency's work To address diversity issues and to promote anti-discriminatory practice at all times To facilitate panel members to consider the information presented to them before making their recommendation, reaching a consensus wherever possible To manage the process of identifying the questions which panel will explore with social workers and/or applicants and agreeing who will ask those questions To meet with applicants prior to them joining the panel, to explain the process To ensure that the panel is clear about the reasons for its recommendations and that these are recorded in the minutes Where there is a split or contentious panel recommendation, to facilitate each panel member in turn to explain the reason for her/his views and to ensure that these are formally recorded in the minutes To enable those attending panel to contribute effectively (e.g. enabling social workers to present their case in a constructive manner) To ensure that the minutes of the panel are accurate and are signed and returned to the agency in a timely manner To attend meetings of the Independent Review Mechanism if required To facilitate the panels in their role of monitoring the quality of work presented to the panel To feedback any concerns about the management of cases through the appropriate departmental channels To attend the quarterly review panel meetings to review the management and the functioning of the panel To attend two panel training days each year and complete all mandatory training as identified by the agency To keep abreast of current practice issues in adoption, fostering and other permanent placements and seek to promote best practice within the panel and the agency To assist the agency to identify training needs within the panels and the agency To take part in the interviewing of prospective panel members and advise the agency on appointments to the panels To assist in the induction of new panel members Together with the agency adviser, to undertake the annual review of the performance of panel members To bring to the attention of the panel manager, situations in which panel members are not meeting the requirements of the central list agreement for panel members Requirements Experience, either professionally or personally or both, of the placement of children in adoptive/foster families and of children being cared for away from their birth family Extensive experience of chairing child care meetings e.g. panels, child protection conferences Sound understanding of the adoption and fostering process and relevant legislation, guidance, regulations, and standards Knowledge of the importance of partnership in adoption and fostering practice Understanding, knowledge, and experience relating to children and young people and their needs throughout their development Understanding of the role of adoption and fostering in safeguarding children Knowledge of couple relationships and relationships within wider networks Authority and expertise to chair panels, ensuring that the business is covered and that the panel operates in accordance with regulations, guidance, and the policies and procedures of the agency Ability to assist panels in the effective use of time Ability to analyse and explain complex information Ability to identify and summarise key issues clearly and succinctly Excellent oral and written communication skills Ability to enable all participants to contribute effectively Ability to monitor the performance of panel members Ability to ask questions that are relevant, sensitive, diplomatic, and appropriate Ability to manage the expression of strongly held but possibly conflicting views by panel members, and to help the panel reach a recommendation that takes account of all of these views Ability to scrutinise, monitor, and challenge practice A commitment to safeguarding and the need to offer a safe re-parenting experience A commitment to promoting children's welfare A commitment to children retaining contact with members of their birth family if this is in their best interests A commitment to keeping children within their own family or community where this is possible A commitment to fostering and adoption as a way of meeting a child's need Recognition of the lifelong impact of fostering and adoption on all parties An awareness of the richness of different kinds of families and their potential for meeting children's needs An appreciation of the impact of loss and separation on both adults and children An understanding and knowledge of families and how they are affected by change Other Requirements Must not be a current employee of the agency A valuing of diversity in relation to issues of ethnicity, religion, gender, disability, and sexuality Commitment to continuing personal and professional developments to maintain and update knowledge and skills Satisfactory DBS disclosure An understanding of, and a commitment to, the need for confidentiality A willingness to increase knowledge and understanding of issues through reading, discussion and training What We Offer Full induction Annual training Annual appraisal with the Head of Service For an informal discussion about this post please contact Jane Lees on (phone number removed). To be considered for this position please submit an application and we will be in touch. The successful candidate will be required to complete an enhanced DBS check, the cost of which will be met by Adopters for Adoption. Adopters for Adoption is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates. Adopters for Adoption is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff to share this commitment. PandoLogic. Category:Personal Care,
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
May 30, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
May 30, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
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 30, 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)
Senior Financial Support Advisor Cwmbran, South Wales Permanent - Hybrid Salary: £40k Our Client We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job Description The Senior Adviser is a vital role for our client s team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service. The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether you re attending client meetings or analysing complex product and investment documentation, no two days will be the same. The Role This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following: Assisting with all aspects of the financial planning process Producing high-quality suitability reports and supporting documentation Researching and analysing products, investments, and planning strategies Supporting advisers before, during, and after client meetings Dealing with clients by phone and, where appropriate, face-to-face Maintaining accurate client records across our back-office. Preparing and maintaining client files in line with regulatory requirements Take ownership of more complex cases and planning scenarios Act as a technical reference point for advisers and other staff members. Review work produced by others and help maintain quality standards Strong technical knowledge across pensions, investments, protection, and broader financial planning. About you We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level. To be suitable for this role, you will need: Relevant financial planning qualifications e.g. CII Level 4 Diploma in Regulated Financial Planning (DipPFS) Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly A high level of attention to detail and a professional, client-focused approach Enjoy working in a fast-paced environment Be a team player as culture is very important for our client
May 30, 2026
Full time
Senior Financial Support Advisor Cwmbran, South Wales Permanent - Hybrid Salary: £40k Our Client We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job Description The Senior Adviser is a vital role for our client s team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service. The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether you re attending client meetings or analysing complex product and investment documentation, no two days will be the same. The Role This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following: Assisting with all aspects of the financial planning process Producing high-quality suitability reports and supporting documentation Researching and analysing products, investments, and planning strategies Supporting advisers before, during, and after client meetings Dealing with clients by phone and, where appropriate, face-to-face Maintaining accurate client records across our back-office. Preparing and maintaining client files in line with regulatory requirements Take ownership of more complex cases and planning scenarios Act as a technical reference point for advisers and other staff members. Review work produced by others and help maintain quality standards Strong technical knowledge across pensions, investments, protection, and broader financial planning. About you We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level. To be suitable for this role, you will need: Relevant financial planning qualifications e.g. CII Level 4 Diploma in Regulated Financial Planning (DipPFS) Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly A high level of attention to detail and a professional, client-focused approach Enjoy working in a fast-paced environment Be a team player as culture is very important for our client
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.
May 30, 2026
Full time
We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team. Key Responsibilities: Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated. Liaise with product providers to obtain valuations, quotes, and other information for advisers. Prepare annual review letters and other client communications. Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up. Perform fee reconciliation and resolve discrepancies. Run reports to ensure adviser payments are accurate and on time. Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority. Professionally respond to client queries via telephone and email. Manage meeting room bookings, incoming/outgoing post, and document preparation. Support the wider support team, providing assistance and training where required. Ensure all tasks comply with company policies, procedures, and regulatory requirements. Continuously build knowledge and experience in financial planning processes and industry standards. Undertake reasonable ad-hoc tasks as required. Requirements Strong understanding of financial planning processes and compliance requirements. Proficient in Microsoft Office applications. Excellent organisational skills, with the ability to prioritise and work independently. Clear and concise written and verbal communication skills. High attention to detail and accuracy. Strong interpersonal skills and a team-oriented approach. Flexible, adaptable, and able to manage multiple tasks simultaneously.
Get Staffed Online Recruitment Limited
Chester, Cheshire
Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.
May 30, 2026
Full time
Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.
Financial Adviser Location: North West Salary: Competitive + Bonus & Benefits An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years' advising experience looking to take the next step in their financial planning career. You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships. The Role As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals. This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management. Key Responsibilities Provide high quality financial advice across pensions, investments, protection, savings and tax planning Build and maintain strong long-term client relationships Take responsibility for understanding each client's financial objectives and circumstances Work closely with paraplanning and administration teams to deliver an excellent client experience Manage and develop an existing client bank while identifying opportunities to grow assets under management Support wider business improvements and contribute to delivering strong client outcomes Maintain CPD requirements and annual SPS accreditation Deliver advice in line with FCA regulations and company standards About You Fully qualified to provide regulated financial advice (Level 4 Diploma essential) 1-2 years' experience as a Financial Adviser or a newly qualified adviser looking to progress Strong understanding of financial planning and wealth management Experience dealing with clients face-to-face and virtually Excellent communication and relationship-building skills Strong attention to detail and organisational ability Comfortable working collaboratively within a team environment Experience using financial planning software would be advantageous Proactive, client-focused and motivated to succeed What's on Offer Opportunity to join a growing and supportive wealth management business Strong paraplanning and administration support Career progression and ongoing development opportunities Collaborative team environment Competitive salary, bonus and benefits package Opportunity to build and develop your client portfolio Apply today via NJR Recruitment or call quoting the reference NJR16726 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
May 30, 2026
Full time
Financial Adviser Location: North West Salary: Competitive + Bonus & Benefits An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years' advising experience looking to take the next step in their financial planning career. You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships. The Role As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals. This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management. Key Responsibilities Provide high quality financial advice across pensions, investments, protection, savings and tax planning Build and maintain strong long-term client relationships Take responsibility for understanding each client's financial objectives and circumstances Work closely with paraplanning and administration teams to deliver an excellent client experience Manage and develop an existing client bank while identifying opportunities to grow assets under management Support wider business improvements and contribute to delivering strong client outcomes Maintain CPD requirements and annual SPS accreditation Deliver advice in line with FCA regulations and company standards About You Fully qualified to provide regulated financial advice (Level 4 Diploma essential) 1-2 years' experience as a Financial Adviser or a newly qualified adviser looking to progress Strong understanding of financial planning and wealth management Experience dealing with clients face-to-face and virtually Excellent communication and relationship-building skills Strong attention to detail and organisational ability Comfortable working collaboratively within a team environment Experience using financial planning software would be advantageous Proactive, client-focused and motivated to succeed What's on Offer Opportunity to join a growing and supportive wealth management business Strong paraplanning and administration support Career progression and ongoing development opportunities Collaborative team environment Competitive salary, bonus and benefits package Opportunity to build and develop your client portfolio Apply today via NJR Recruitment or call quoting the reference NJR16726 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Family Solicitor Croydon OVERVEW Join a specialist family firm with a strong reputation for advising high-net-worth individuals and families on complex private family matters. RESPONSIBILITIES Managing a caseload focused primarily on matrimonial finance matters, including high-value financial remedy cases Advising high-net-worth and ultra-high-net-worth individuals on divorce, asset protection, and wider private family matters Assisting clients with private children matters, cohabitation disputes, and nuptial agreements where required Drafting and reviewing legal documentation including consent orders, nuptial agreements, and settlement agreements Supporting clients through sensitive and often high-profile matters with a pragmatic and empathetic approach Working closely with counsel, accountants, financial advisers, and other professional advisers Managing matters from inception through to conclusion with appropriate supervision where needed Contributing to business development initiatives and supporting the continued growth of the team ABOUT YOU Qualified Solicitor with 1PQE+ in Private Family Law Strong experience handling matrimonial finance matters Experience advising high-net-worth individuals and families on private family matters Excellent client care and relationship management skills Strong technical drafting and case management abilities If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: P: (phone number removed)
May 30, 2026
Full time
Family Solicitor Croydon OVERVEW Join a specialist family firm with a strong reputation for advising high-net-worth individuals and families on complex private family matters. RESPONSIBILITIES Managing a caseload focused primarily on matrimonial finance matters, including high-value financial remedy cases Advising high-net-worth and ultra-high-net-worth individuals on divorce, asset protection, and wider private family matters Assisting clients with private children matters, cohabitation disputes, and nuptial agreements where required Drafting and reviewing legal documentation including consent orders, nuptial agreements, and settlement agreements Supporting clients through sensitive and often high-profile matters with a pragmatic and empathetic approach Working closely with counsel, accountants, financial advisers, and other professional advisers Managing matters from inception through to conclusion with appropriate supervision where needed Contributing to business development initiatives and supporting the continued growth of the team ABOUT YOU Qualified Solicitor with 1PQE+ in Private Family Law Strong experience handling matrimonial finance matters Experience advising high-net-worth individuals and families on private family matters Excellent client care and relationship management skills Strong technical drafting and case management abilities If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: P: (phone number removed)
Role: Independent Adoption Panel Vice-Chair Panel Locations: Virtual Panel Rates of Pay: 500 per full-day panel attended ( 250 per half-day) + travel expenses at 45p/mile Adoption Panel Frequency: Monthly as standard on Thursday with potential panels to take through the year as required according to the agency's volume of applications being brought to panel About Us Adopters for Adoption is a national UK adoption agency, based in Worcestershire. The agency was set up to not only provide adoption services to those looking to become adoptive parents, but to also have a positive impact on the way those people are supported in the adoption process. Role Details Adopters for Adoption is recruiting and an exciting opportunity has arisen for an Independent Adoption Panel Vice-Chair to join our established Adoption Panel. Panel Vice Chair's Responsibilities To satisfy the requirements as outlined in Adopters for Adoption central list agreement To ensure that the panel operates within the relevant law, regulation and guidance To ensure that the panel operates within the policies of Adopters for Adoption To prepare for each panel meeting by reading all panel papers carefully and critically To chair meetings of the panel and to ensure that all those attending panel are treated with respect and courtesy To respect at all times the confidential nature of the agency's work To address diversity issues and to promote anti-discriminatory practice at all times To facilitate panel members to consider the information presented to them before making their recommendation, reaching a consensus wherever possible To manage the process of identifying the questions which panel will explore with social workers and/or applicants and agreeing who will ask those questions To meet with applicants prior to them joining the panel, to explain the process To ensure that the panel is clear about the reasons for its recommendations and that these are recorded in the minutes Where there is a split or contentious panel recommendation, to facilitate each panel member in turn to explain the reason for her/his views and to ensure that these are formally recorded in the minutes To enable those attending panel to contribute effectively (e.g. enabling social workers to present their case in a constructive manner) To ensure that the minutes of the panel are accurate and are signed and returned to the agency in a timely manner To attend meetings of the Independent Review Mechanism if required To facilitate the panels in their role of monitoring the quality of work presented to the panel To feedback any concerns about the management of cases through the appropriate departmental channels To attend the quarterly review panel meetings to review the management and the functioning of the panel To attend two panel training days each year and complete all mandatory training as identified by the agency To keep abreast of current practice issues in adoption, fostering and other permanent placements and seek to promote best practice within the panel and the agency To assist the agency to identify training needs within the panels and the agency To take part in the interviewing of prospective panel members and advise the agency on appointments to the panels To assist in the induction of new panel members Together with the agency adviser, to undertake the annual review of the performance of panel members To bring to the attention of the panel manager, situations in which panel members are not meeting the requirements of the central list agreement for panel members Requirements Experience, either professionally or personally or both, of the placement of children in adoptive/foster families and of children being cared for away from their birth family Extensive experience of chairing child care meetings e.g. panels, child protection conferences Sound understanding of the adoption and fostering process and relevant legislation, guidance, regulations, and standards Knowledge of the importance of partnership in adoption and fostering practice Understanding, knowledge, and experience relating to children and young people and their needs throughout their development Understanding of the role of adoption and fostering in safeguarding children Knowledge of couple relationships and relationships within wider networks Authority and expertise to chair panels, ensuring that the business is covered and that the panel operates in accordance with regulations, guidance, and the policies and procedures of the agency Ability to assist panels in the effective use of time Ability to analyse and explain complex information Ability to identify and summarise key issues clearly and succinctly Excellent oral and written communication skills Ability to enable all participants to contribute effectively Ability to monitor the performance of panel members Ability to ask questions that are relevant, sensitive, diplomatic, and appropriate Ability to manage the expression of strongly held but possibly conflicting views by panel members, and to help the panel reach a recommendation that takes account of all of these views Ability to scrutinise, monitor, and challenge practice A commitment to safeguarding and the need to offer a safe re-parenting experience A commitment to promoting children's welfare A commitment to children retaining contact with members of their birth family if this is in their best interests A commitment to keeping children within their own family or community where this is possible A commitment to fostering and adoption as a way of meeting a child's need Recognition of the lifelong impact of fostering and adoption on all parties An awareness of the richness of different kinds of families and their potential for meeting children's needs An appreciation of the impact of loss and separation on both adults and children An understanding and knowledge of families and how they are affected by change Other Requirements Must not be a current employee of the agency A valuing of diversity in relation to issues of ethnicity, religion, gender, disability, and sexuality Commitment to continuing personal and professional developments to maintain and update knowledge and skills Satisfactory DBS disclosure An understanding of, and a commitment to, the need for confidentiality A willingness to increase knowledge and understanding of issues through reading, discussion and training What We Offer Full induction Annual training Annual appraisal with the Head of Service For an informal discussion about this post please contact Jane Lees on (phone number removed). To be considered for this position please submit an application and we will be in touch. The successful candidate will be required to complete an enhanced DBS check, the cost of which will be met by Adopters for Adoption. Adopters for Adoption is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates. Adopters for Adoption is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff to share this commitment. PandoLogic. Category:Personal Care,
May 29, 2026
Full time
Role: Independent Adoption Panel Vice-Chair Panel Locations: Virtual Panel Rates of Pay: 500 per full-day panel attended ( 250 per half-day) + travel expenses at 45p/mile Adoption Panel Frequency: Monthly as standard on Thursday with potential panels to take through the year as required according to the agency's volume of applications being brought to panel About Us Adopters for Adoption is a national UK adoption agency, based in Worcestershire. The agency was set up to not only provide adoption services to those looking to become adoptive parents, but to also have a positive impact on the way those people are supported in the adoption process. Role Details Adopters for Adoption is recruiting and an exciting opportunity has arisen for an Independent Adoption Panel Vice-Chair to join our established Adoption Panel. Panel Vice Chair's Responsibilities To satisfy the requirements as outlined in Adopters for Adoption central list agreement To ensure that the panel operates within the relevant law, regulation and guidance To ensure that the panel operates within the policies of Adopters for Adoption To prepare for each panel meeting by reading all panel papers carefully and critically To chair meetings of the panel and to ensure that all those attending panel are treated with respect and courtesy To respect at all times the confidential nature of the agency's work To address diversity issues and to promote anti-discriminatory practice at all times To facilitate panel members to consider the information presented to them before making their recommendation, reaching a consensus wherever possible To manage the process of identifying the questions which panel will explore with social workers and/or applicants and agreeing who will ask those questions To meet with applicants prior to them joining the panel, to explain the process To ensure that the panel is clear about the reasons for its recommendations and that these are recorded in the minutes Where there is a split or contentious panel recommendation, to facilitate each panel member in turn to explain the reason for her/his views and to ensure that these are formally recorded in the minutes To enable those attending panel to contribute effectively (e.g. enabling social workers to present their case in a constructive manner) To ensure that the minutes of the panel are accurate and are signed and returned to the agency in a timely manner To attend meetings of the Independent Review Mechanism if required To facilitate the panels in their role of monitoring the quality of work presented to the panel To feedback any concerns about the management of cases through the appropriate departmental channels To attend the quarterly review panel meetings to review the management and the functioning of the panel To attend two panel training days each year and complete all mandatory training as identified by the agency To keep abreast of current practice issues in adoption, fostering and other permanent placements and seek to promote best practice within the panel and the agency To assist the agency to identify training needs within the panels and the agency To take part in the interviewing of prospective panel members and advise the agency on appointments to the panels To assist in the induction of new panel members Together with the agency adviser, to undertake the annual review of the performance of panel members To bring to the attention of the panel manager, situations in which panel members are not meeting the requirements of the central list agreement for panel members Requirements Experience, either professionally or personally or both, of the placement of children in adoptive/foster families and of children being cared for away from their birth family Extensive experience of chairing child care meetings e.g. panels, child protection conferences Sound understanding of the adoption and fostering process and relevant legislation, guidance, regulations, and standards Knowledge of the importance of partnership in adoption and fostering practice Understanding, knowledge, and experience relating to children and young people and their needs throughout their development Understanding of the role of adoption and fostering in safeguarding children Knowledge of couple relationships and relationships within wider networks Authority and expertise to chair panels, ensuring that the business is covered and that the panel operates in accordance with regulations, guidance, and the policies and procedures of the agency Ability to assist panels in the effective use of time Ability to analyse and explain complex information Ability to identify and summarise key issues clearly and succinctly Excellent oral and written communication skills Ability to enable all participants to contribute effectively Ability to monitor the performance of panel members Ability to ask questions that are relevant, sensitive, diplomatic, and appropriate Ability to manage the expression of strongly held but possibly conflicting views by panel members, and to help the panel reach a recommendation that takes account of all of these views Ability to scrutinise, monitor, and challenge practice A commitment to safeguarding and the need to offer a safe re-parenting experience A commitment to promoting children's welfare A commitment to children retaining contact with members of their birth family if this is in their best interests A commitment to keeping children within their own family or community where this is possible A commitment to fostering and adoption as a way of meeting a child's need Recognition of the lifelong impact of fostering and adoption on all parties An awareness of the richness of different kinds of families and their potential for meeting children's needs An appreciation of the impact of loss and separation on both adults and children An understanding and knowledge of families and how they are affected by change Other Requirements Must not be a current employee of the agency A valuing of diversity in relation to issues of ethnicity, religion, gender, disability, and sexuality Commitment to continuing personal and professional developments to maintain and update knowledge and skills Satisfactory DBS disclosure An understanding of, and a commitment to, the need for confidentiality A willingness to increase knowledge and understanding of issues through reading, discussion and training What We Offer Full induction Annual training Annual appraisal with the Head of Service For an informal discussion about this post please contact Jane Lees on (phone number removed). To be considered for this position please submit an application and we will be in touch. The successful candidate will be required to complete an enhanced DBS check, the cost of which will be met by Adopters for Adoption. Adopters for Adoption is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates. Adopters for Adoption is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff to share this commitment. PandoLogic. Category:Personal Care,
Travail Employment Group
Cheltenham, Gloucestershire
HR Adviser Location : Cheltenham Salary : £38,000 - £44,000 Dependent on CIPD Qualification Level Role Type : Permanent, Full-Time, Hybrid The opportunity is to join the team of a well-established legal company cased in the centre of Cheltenham as an experienced HR Adviser. This is a fantastic opportunity to join a growing, value-led business where HR plays a key role in shaping culture and driving change. You will act as a trusted partner to manage other employees providing clear practical advice whilst promoting a fair, inclusive and high performing workplace. Key Responsibilities - As a trusted HR Adviser in the legal sector your Key responsibilities will be : Provide first-line HR advice to all levels of the business Coaching managers to ensure fair, legal and consistent decision making Supporting the on-going development and implementation of HR policies and procedures Ensuring that everyday organisational values are embedded into all behaviours, interactions and decisions Designing and delivering HR training and initiatives for managers and employees Monitoring emerging risks, legislation and HR Best Practices Contributing to HR projects, initiatives a continuous improvement activities Supporting payroll and staff benefit administration Contributing to learning materials and on-going development initiatives About You: CIPD qualification Level 5 or 7 with strong experience in the legal or professional services sector People centred, able to demonstrate empathy and professionalism Confidence in building credible relationships at all levels A genuine passion for people and doing the right thing A commitment to continuous improvement and maintaining a positive workplace culture Demonstrate emotional intelligence, especially in complex situations A critical thinker with the ability to offer balanced and reasoned advice Experience in a similar HR role within legal or professional services What's on Offer £38,000 - £44,000 ( Depending on Experience) Hybrid Working Pension, Private Medical Insurance, Income Protection and Life Assurance 23 days holidays plus Bank Holidays Discretionary leave (Day off for your birthday & Christmas Closure) Enhanced Maternity Leave One day paid volunteering each year Mental Health well-being support Interested? Please apply through Travail Employment Group Cheltenham Travail Employment Group Ltd is acting as an Employment Agency in relation to this vacancy. Thanks for your application. Due to the high level of responses we are currently receiving, whilst we endeavour to contact everyone, sometimes we are unable to. If you have not heard from us within 10 working days of making your application, please assume that you have been unsuccessful on this occasion.
May 29, 2026
Full time
HR Adviser Location : Cheltenham Salary : £38,000 - £44,000 Dependent on CIPD Qualification Level Role Type : Permanent, Full-Time, Hybrid The opportunity is to join the team of a well-established legal company cased in the centre of Cheltenham as an experienced HR Adviser. This is a fantastic opportunity to join a growing, value-led business where HR plays a key role in shaping culture and driving change. You will act as a trusted partner to manage other employees providing clear practical advice whilst promoting a fair, inclusive and high performing workplace. Key Responsibilities - As a trusted HR Adviser in the legal sector your Key responsibilities will be : Provide first-line HR advice to all levels of the business Coaching managers to ensure fair, legal and consistent decision making Supporting the on-going development and implementation of HR policies and procedures Ensuring that everyday organisational values are embedded into all behaviours, interactions and decisions Designing and delivering HR training and initiatives for managers and employees Monitoring emerging risks, legislation and HR Best Practices Contributing to HR projects, initiatives a continuous improvement activities Supporting payroll and staff benefit administration Contributing to learning materials and on-going development initiatives About You: CIPD qualification Level 5 or 7 with strong experience in the legal or professional services sector People centred, able to demonstrate empathy and professionalism Confidence in building credible relationships at all levels A genuine passion for people and doing the right thing A commitment to continuous improvement and maintaining a positive workplace culture Demonstrate emotional intelligence, especially in complex situations A critical thinker with the ability to offer balanced and reasoned advice Experience in a similar HR role within legal or professional services What's on Offer £38,000 - £44,000 ( Depending on Experience) Hybrid Working Pension, Private Medical Insurance, Income Protection and Life Assurance 23 days holidays plus Bank Holidays Discretionary leave (Day off for your birthday & Christmas Closure) Enhanced Maternity Leave One day paid volunteering each year Mental Health well-being support Interested? Please apply through Travail Employment Group Cheltenham Travail Employment Group Ltd is acting as an Employment Agency in relation to this vacancy. Thanks for your application. Due to the high level of responses we are currently receiving, whilst we endeavour to contact everyone, sometimes we are unable to. If you have not heard from us within 10 working days of making your application, please assume that you have been unsuccessful on this occasion.
Title: IFA Administrator Location: Colchester Salary: 30,000 - 33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company) Death in Service policy (after qualifying period) Income Protection (after qualifying period) Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available The company A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment 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 29, 2026
Full time
Title: IFA Administrator Location: Colchester Salary: 30,000 - 33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company) Death in Service policy (after qualifying period) Income Protection (after qualifying period) Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available The company A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment 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.
Property Paralegal / Legal Assistant - Warrington Location: Warrington, WA1 (Ideally able to come to office from time to time but fully remote will be considered). Salary: £20.74 per hour. Full Time Monday to Friday 37 hours. Contract: Up to 30th September 2026 possibly beyond. We are looking for an enthusiastic and well organised Legal Assistant/Paralegal. Operating in the field of adult social care law, with education experience an advantage, you will support the lawyers in this area. The post involves assisting them with preparation work for advocacy in the Court of Protection, the Special Educational Needs Tribunal and other tribunals. KEY TASKS AND ACCOUNTABILITIES: Under the guidance of the Legal Services Manager (and senior colleagues): The postholder must carry out the duties with full regard to the Council s Corporate Plan, the Corporate Equality and Diversity Policy, Health and Safety Policy and Social Inclusion Strategy. To provide legal advice and guidance to Client Departments of the Council as and when required. To represent the Legal Services Manager at both internal and external meetings as and when required. To provide advice and guidance, where appropriate, under the supervision of the Legal Services Manager, Senior Solicitor and/or solicitors from the Specialist Team, on adult s safeguarding, education and associated matters, including, education prosecutions, criminal injuries compensation and disclosure of information to third parties. To attend court / tribunal with fee earners and/or counsel as required. To be involved in the management of Council projects as part of the appropriate specialist team. To be occasionally involved in the management of high profile and complex safeguarding matters under the supervision of the Legal Services Manager, Senior Solicitor and/or Solicitors from the Specialist Team. To be involved in the management of litigation and other proceedings involving the Council including preparation of court and tribunal documents, managing external lawyers including counsel, liaising with courts and tribunals, liaising with external parties in litigation including opposing legal advisers, experts and witnesses and working with internal clients involved in proceedings. To manage external lawyers involved in proceedings or providing other advice, guidance and assistance and to liaise with other council officers and departments in the delivery of advice, proceedings, statutory and contract documentation, and the development of Council policies. To undertake other legal work as appropriate including legal research drafting of legal documents. To provide regular support to the Legal Services Manager (Safeguarding) and occasional support to the Director of Law and Governance. To undertake such additional duties as are reasonably commensurate with the level of this post including undertaking work to support the other fee earners in the Safeguarding Team, the Corporate Team and occasionally other teams in Legal & Democratic Services as and when required. This may include working away from the normal location of work and working outside of normal office hours. To provide occasional supervision to Legal Apprentices and members of the Legal and Democratic Business Support Team as appropriate. Recruitment is done in line with safe recruitment practices 4Recruitment Services is an equal opportunities employer. To discuss this vacancy or other vacancies in your area please contact Liam Heddle on (url removed)
May 29, 2026
Seasonal
Property Paralegal / Legal Assistant - Warrington Location: Warrington, WA1 (Ideally able to come to office from time to time but fully remote will be considered). Salary: £20.74 per hour. Full Time Monday to Friday 37 hours. Contract: Up to 30th September 2026 possibly beyond. We are looking for an enthusiastic and well organised Legal Assistant/Paralegal. Operating in the field of adult social care law, with education experience an advantage, you will support the lawyers in this area. The post involves assisting them with preparation work for advocacy in the Court of Protection, the Special Educational Needs Tribunal and other tribunals. KEY TASKS AND ACCOUNTABILITIES: Under the guidance of the Legal Services Manager (and senior colleagues): The postholder must carry out the duties with full regard to the Council s Corporate Plan, the Corporate Equality and Diversity Policy, Health and Safety Policy and Social Inclusion Strategy. To provide legal advice and guidance to Client Departments of the Council as and when required. To represent the Legal Services Manager at both internal and external meetings as and when required. To provide advice and guidance, where appropriate, under the supervision of the Legal Services Manager, Senior Solicitor and/or solicitors from the Specialist Team, on adult s safeguarding, education and associated matters, including, education prosecutions, criminal injuries compensation and disclosure of information to third parties. To attend court / tribunal with fee earners and/or counsel as required. To be involved in the management of Council projects as part of the appropriate specialist team. To be occasionally involved in the management of high profile and complex safeguarding matters under the supervision of the Legal Services Manager, Senior Solicitor and/or Solicitors from the Specialist Team. To be involved in the management of litigation and other proceedings involving the Council including preparation of court and tribunal documents, managing external lawyers including counsel, liaising with courts and tribunals, liaising with external parties in litigation including opposing legal advisers, experts and witnesses and working with internal clients involved in proceedings. To manage external lawyers involved in proceedings or providing other advice, guidance and assistance and to liaise with other council officers and departments in the delivery of advice, proceedings, statutory and contract documentation, and the development of Council policies. To undertake other legal work as appropriate including legal research drafting of legal documents. To provide regular support to the Legal Services Manager (Safeguarding) and occasional support to the Director of Law and Governance. To undertake such additional duties as are reasonably commensurate with the level of this post including undertaking work to support the other fee earners in the Safeguarding Team, the Corporate Team and occasionally other teams in Legal & Democratic Services as and when required. This may include working away from the normal location of work and working outside of normal office hours. To provide occasional supervision to Legal Apprentices and members of the Legal and Democratic Business Support Team as appropriate. Recruitment is done in line with safe recruitment practices 4Recruitment Services is an equal opportunities employer. To discuss this vacancy or other vacancies in your area please contact Liam Heddle on (url removed)
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 - (url removed) - (phone number removed) 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 29, 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 - (url removed) - (phone number removed) 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.
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
May 29, 2026
Full time
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. Ann excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations. As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between 50,000 and 200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice. You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams. This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility. The role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance. This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment. Desk Based Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience working within an IFA or wealth management environment Exposure to client reviews or ongoing advice processes Desirable 1 to 3 years adviser experience Interest in lifestyle planning and financial coaching The Company A national financial planning business with a strong planning first philosophy, modern infrastructure and a clear commitment to adviser development and long term career pathways. Desk Based Financial Planner Benefits Salary circa 45,000 plus bonus Likely Q3 start date Structured progression towards field based advisory roles Flexible working with remote and office based options Full paraplanning and administrative support Modern systems and streamlined processes Company benefits including private medical cover, life assurance and income protection 28 days holiday plus bank holidays Location Cardiff or commutable surrounding areas If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered. 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 29, 2026
Full time
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. Ann excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations. As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between 50,000 and 200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice. You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams. This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility. The role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance. This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment. Desk Based Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience working within an IFA or wealth management environment Exposure to client reviews or ongoing advice processes Desirable 1 to 3 years adviser experience Interest in lifestyle planning and financial coaching The Company A national financial planning business with a strong planning first philosophy, modern infrastructure and a clear commitment to adviser development and long term career pathways. Desk Based Financial Planner Benefits Salary circa 45,000 plus bonus Likely Q3 start date Structured progression towards field based advisory roles Flexible working with remote and office based options Full paraplanning and administrative support Modern systems and streamlined processes Company benefits including private medical cover, life assurance and income protection 28 days holiday plus bank holidays Location Cardiff or commutable surrounding areas If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered. 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.
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
May 29, 2026
Full time
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.
May 29, 2026
Full time
Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.