256 jobs found

If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. 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

Senior Paraplanner Vacancy Work with 3 Financial Advisers Offices near Kingston (Surrey/South London) £40k - £50k basic salary plus bonus My client are a boutique wealth planning firm with offices in Kingston-upon-Thames who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £2m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established 3 Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. The Directors are creating a brand-new role for a Paraplanner who will be responsible for conducting end to end technical administration and supporting the advisers with technical support with their existing clients and any new business. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the MD with his affairs. This role is suitable for a candidate with at least 2 years of wealth management paraplanning experience but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice. The Opportunity Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support. Key Responsibilities Support other team leaders and advisers by ensuring seamless workflow management and resource allocation. Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients. Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the directors on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely with the People and Training teams to drive ongoing professional development for Act as the key leadership figure within the team for Adviser support functions. The ideal candidate will have: Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support. What's on Offer Excellent salary and benefits package Competitive pension scheme Generous holiday allowance Hybrid working (2 days from home)

North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.

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

Paraplanner Location: Burnham-on-Sea, TA8 2AS Working Hours: 37.5-hour working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch break Salary: £26,000 £35,000 (depending on experience and qualifications) The Role Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice click apply for full job details

Experienced Independent Financial Adviser (IFA) Offices Near Watford Hybrid Working Available Salary Up to £60,000 + Bonus Structure Join a Growing Independent Financial Advice Firm A well-established and growing Independent Financial Adviser firm with offices near Watford is seeking an experienced Financial Adviser to join their collaborative and client-focused team. This is an excellent opportunity for an Adviser who is looking to inherit and develop an existing client base while becoming part of a supportive and professional environment that values long-term client relationships and quality advice. The firm has recently taken on a substantial client book consisting of approximately 200 clients and £40 million AUM, creating an immediate opportunity for an experienced Adviser who can confidently manage relationships and deliver high-quality financial planning advice from day one. The Opportunity Inherit an existing client portfolio of approximately 200 clients Approximately £40 million Assets Under Management Work alongside an experienced and supportive team Hybrid working available following probation Strong administrative and paraplanning support Genuine long-term opportunity within an established IFA practice The Role You will be responsible for managing and developing existing client relationships while providing holistic financial planning advice across pensions, investments, retirement planning, and protection. Responsibilities include: Managing an inherited portfolio of clients and ongoing servicing requirements Conducting client reviews and delivering tailored financial planning advice Building and maintaining strong long-term client relationships Identifying opportunities for additional business and referrals Working closely with administration and paraplanning support teams Ensuring all advice meets FCA and internal compliance standards Maintaining accurate client records and documentation What They're Looking For Proven experience as an Independent Financial Adviser Ability to confidently manage existing client relationships Strong technical knowledge across pensions, investments, and protection CAS status preferred Level 4 Diploma qualified (essential) Strong communication and relationship-building skills Someone who can "hit the ground running" within an established advice environment Team & Environment You will be joining a friendly and collaborative business consisting of Advisers, Paraplanners and Administrators The firm offers a professional but supportive culture with a strong focus on delivering quality advice and maintaining excellent client outcomes. Systems Intelligent Office implementation being explored Package Salary up to £60,000 Bonus / Validation structure Hybrid working after probation Long-term career stability and support If you are an experienced Financial Adviser looking for a role where you can inherit clients, work within a supportive environment, and make a genuine impact, please contact Sam at Financial Divisions for a confidential discussion.

Study Support Clear Career Progression! Are you looking to build a long-term career in financial planning? Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management. The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning. This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner. The Opportunity Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role. Key responsibilities will include: Assisting with client research and analysis Supporting cashflow modelling and financial planning reports Preparing client review documentation and meeting packs Gathering and maintaining client information Liaising with providers and investment platforms Assisting with suitability reports and recommendations Supporting Financial Planners with ongoing client reviews Maintaining accurate records and ensuring regulatory compliance What's on Offer? Competitive salary Full study support towards professional qualifications, Diploma Level 4 Structured career development Ongoing mentoring from experienced team Exposure to complex financial planning cases Excellent pension and wider benefits package Genuine long-term career progression opportunities Candidate Requirements Strong attention to detail Excellent written and verbal communication skills Good analytical and problem-solving abilities Strong organisational skills A genuine interest in financial planning and wealth management Desirable Existing experience within financial services, pensions, investments, mortgages Some progress towards the CII Diploma in Financial Planning Knowledge of financial planning processes and products Why Apply? This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers. You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond. Please apply to us here at Recruit Wealth for an immediate response.

Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.

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

Up to £50,000 basic + x2 validation + annual bonus An established and growing independent financial advisory firm based in Northwest London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.

The Opportunity My client, a highly respected and award-winning independent wealth management firm near Chelmsford, is seeking an ambitious Financial Adviser with 2-3 years' experience to join their expanding team. This opportunity is ideal for a driven, motivated Adviser who is hungry to progress, grow their client base, and build a long-term career within a supportive, forward-thinking firm. You will be joining a business that values professionalism, integrity, and exceptional client service. With full paraplanning and administration support, you'll have the freedom to focus on what you do best - delivering high-quality financial advice and developing strong client relationships. The Role: • Provide tailored, independent financial planning advice across pensions, investments, and protection • Work closely with existing clients while developing new relationships • Build and grow your own portfolio, supported by an existing client bank and steady lead flow • Collaborate with paraplanners and administrators to deliver a seamless client experience • Maintain strong technical knowledge of products, markets, and regulatory changes About You: • 2-3 years' experience as a Financial Adviser or Associate Adviser • Level 4 Diploma in Regulated Financial Planning • Highly motivated, commercially minded, and hungry to build your career • Excellent communication skills and a client-centric approach • Ambitious, ethical, and eager to continue developing professionally Full study support is available for those who wish to progress toward Chartered status. What's on Offer: • Salary up to £65,000 (experience dependent) • Attractive bonus structure • Strong progression opportunities with a clear development pathway • Access to an existing client bank and quality leads • Full paraplanning and administrative support • Collaborative, supportive, and forward-thinking culture • Comprehensive benefits package If you're an ambitious Adviser with the drive to grow your career within a leading, client-focused wealth management firm, my client would love to hear from you. Please contact Sam at Financial Divisions.

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

Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.

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

Paraplanner - Route to Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £50,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Paraplanners looking to take that step into Advising to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Paraplanners and Trainee Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £50,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.

North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.

Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.