371 jobs found

An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.

Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you. How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either. In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOB You'll be part of a team that provides admin support to a team of eight financial planners and their clients. The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNY This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm. It's a settled team with long-standing employees many of whom have developed through the ranks. And it's not private equity backed providing stability. HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? 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.

Financial Planner Fareham / Hampshire Area £60,000 - £80,000 Basic + Quarterly Bonus + Car Allowance + Benefits An excellent opportunity has arisen with one of the UK's leading independent financial planning firms for an experienced Financial Planner to join their growing team in the Fareham area. This role offers the chance to inherit an existing client portfolio and recurring income stream, whilst also providing advisers with the opportunity to further develop and grow their own client bank over time. The firm has grown substantially in recent years through continued acquisitions and strategic expansion and now manages over £8.7bn in client assets nationwide. They offer advisers the backing and infrastructure of a large national organisation whilst maintaining a highly relationship-led, financial-planning-focused culture. This opportunity would particularly suit an adviser who enjoys long-term client relationships and holistic financial planning, but who also has the ambition and network to continue building their own portfolio alongside inherited recurring income. The Role • Service and develop an existing portfolio of private clients • Provide holistic independent financial planning advice across pensions, investments, retirement, estate and protection planning • Build and develop additional business opportunities through referrals, networking and existing relationships • Work closely with dedicated paraplanning, administration and compliance teams • Deliver high-quality ongoing service and long-term client outcomes What's on Offer • Basic salary typically between £60,000 - £80,000 depending on experience, qualifications and portability • Quarterly bonus structure • No validation in year one • Validation target from year two onwards at 3x salary • Car allowance • Existing recurring income/client portfolio provided • Full paraplanning and administrative support • Flexible/agile working arrangements • Comprehensive employee benefits package including PMI, income protection and additional lifestyle benefits Candidate Profile • Level 4 Diploma qualified minimum • Experience working as a Financial Planner / Financial Adviser • Strong relationship management and client servicing skills • Ability to generate and develop additional business opportunities • Existing client following or introducer network advantageous but not essential • Professional, consultative and client-focused approach This is an excellent opportunity to join a well-established and expanding national wealth management firm offering genuine long-term career potential, strong operational support and the ability to grow a highly valuable recurring income stream.

Lead Power Platform Consultant UK Remote 70k- 80k + Car Allowance + 9-Day Fortnight + Amazing Benefits An award-winning Microsoft Solutions Partner is hiring a Lead PPM & Power Platform Consultant to join their growing UK practice. This is a fantastic opportunity for someone who enjoys being both technically hands-on and strategically involved within a consultancy environment - leading enterprise client engagements, shaping delivery standards and helping evolve the organisation's PPM offering. What's on offer? 70,000- 80,000 base salary 5k Car allowance 9-day fortnight (every other Friday off) Private medical with Vitality Medicash plan + life assurance 25-28 days holiday + birthday off EV scheme, gym discounts & Costco membership Annual training budget & structured career progression Award-winning culture with genuine work/life balance Remote-first environment with enterprise-level project work The Role The successful candidate will take a lead role across Microsoft PPM and Power Platform consulting engagements, working with enterprise customers across sectors including financial services, technology, retail, government and utilities. This role is split across three key areas: Technical leadership and client delivery Practice development and standards Supporting the growth and evolution of the PPM proposition You'll be responsible for leading projects from discovery and requirements gathering through to solution design, implementation, user adoption and ongoing optimisation. Key responsibilities include: Leading Microsoft PPM and Power Platform implementations for enterprise customers Running client workshops to gather, define and challenge business requirements Designing scalable solutions aligned to customer goals and operational processes Configuring and implementing solutions across Project Online, Planner Premium and the wider Power Platform stack Providing technical leadership across engagements and supporting consultants with problem resolution Supporting customer stakeholder management throughout the project lifecycle Working closely with Project Managers to define implementation plans and delivery milestones Supporting User Acceptance Testing (UAT), training and solution adoption activities Advising customers on governance, best practice and roadmap planning Supporting presales activities including estimations, statements of work and solution proposals Contributing to proposition development aligned to the Microsoft roadmap Mentoring and developing junior consultants within the practice Supporting internal standards, delivery frameworks and continuous improvement initiatives Contributing to thought leadership activities including blogs, webinars and knowledge sharing Required experience: Strong consulting background delivering Microsoft PPM or adjacent solution Experience across technologies such as: Project Online Planner Premium Power Apps Power Automate Power BI Dataverse Azure DevOps / Project Operations beneficial Experience leading enterprise client engagements Strong stakeholder management and customer-facing communication skills Ability to translate business requirements into scalable technical solutions Experience mentoring consultants or leading delivery teams Comfortable operating in both technical and client-facing environments Desirable experience: Copilot Studio / AI Builder Power Platform governance and security Microsoft certifications (PL-400 / PL-600 etc.) Experience contributing to presales or proposition development UK remote role with travel to customer sites when required. Ready to Apply? Then why are you still reading? Apply Now!

We are seeking an experienced and detail-oriented Pension Specialist to join our team on a temporary contract basis for an anticipated 9-12 month period. This role is ideal for a pensions professional with strong technical knowledge of Defined Benefit (DB) pension schemes, excellent analytical skills, and the ability to work both independently and collaboratively within a governance-focused environment. Key Responsibilities Administer and support Defined Benefit pension scheme activities Perform manual calculations for member benefits including: Retirements Death benefits Transfers Maintain accurate records and clear audit trails Support governance and compliance processes Import/export pension data and run system actions Work with pensions administration software and support data-related activities Collaborate effectively with internal stakeholders and team members Essential Skills & Experience Strong working knowledge of Defined Benefit pension schemes Experience with: Contracting Out Gender Equalisation Ability to manually calculate pension benefits accurately Strong analytical and problem-solving skills Highly accurate, diligent, and organised approach Ability to work independently and manage workload effectively Advanced Microsoft Excel skills Good working knowledge of Microsoft Word and Outlook Experience using pensions administration software, including: Data importing/exporting Running automated actions Desirable Skills Knowledge of GMP Equalisation Coding or scripting experience Experience with Profund P3 pensions software Working Arrangement This is a hybrid role , with office/home working arrangements to be agreed based on business needs. If you are an experienced pensions professional looking for an engaging contract opportunity, we would love to hear from you. Please quote 52386 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Your new company We are seeking a proactive and highly organised Business Support Administrator to join our growing team. We are a well-established financial services organisation based in Preston with a rich history and our ethos is all about putting the clients' interests first. This role will provide essential support to Financial Advisers and Paraplanners, helping to deliver a high-quality service to our clients.The ideal candidate will have experience in Administration and, ideally, financial services, but not essential. This is a fantastic opportunity for someone who thrives in a fast-paced environment and takes pride in accuracy and client service. Your new role Duties and responsibilities will include: Provide comprehensive administrative support to Financial Advisers and Paraplanners. Maintain accurate client records and CRM systems in line with company standards Communicate effectively with clients, providers, and internal teams Submit Letters of Authority and collate plan information for research and analysis Prepare client packs for annual review meetings Assist with income reconciliation processes Handle incoming enquiries professionally, including meeting and greeting clients Support general business operations and assist colleagues when required Ensure all work meets service level agreements and maintains high data accuracy Adhere to company policies, procedures, and regulatory requirements What you'll need to succeed You will have previous experience within administration and must thrive working as part of a team. The organisation very much focusses on outcomes, so you must be able to work on your initiative and work to goals. You will ideally have experience within a professional services business or, at the very least, have an interest in the Financial Services sector. What you'll get in return This is an amazing opportunity to work with a team that is vastly experienced and will offer you the opportunity to grow within the role and business. The vacancy has become available due to an internal promotion. The post is paying up to £28k and comes with an excellent benefits package including - 22 days + bank hols + Christmas closure and your birthday off which doesn't affect your holiday entitlement. You will be based in Fulwood and will work full-time 37.5 hours per week from Monday-Friday. This is an excellent opportunity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 hays.co.uk

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.

IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704

Job Title: Paraplanner Location: Ashbourne (Hybrid Working) Salary: Negotiable An ambitious and modern financial planning firm is expanding its back-office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with Financial Advisers and delivering high-quality, compliant advice materials. This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives. The firm offers structured training and development, with the opportunity to progress into a Financial Adviser role in the future. Key Responsibilities Produce compliant financial planning reports to support adviser recommendations Conduct technical research into products, providers, and planning strategies Support advisers with client servicing, reviews, and ongoing queries Serve as a point of contact for routine adviser and client enquiries Prepare review documentation and source illustrations where required Stay current with industry legislation, products, and regulatory requirements Key Requirements Experience within a financial advice or wealth management firm Strong paraplanning and report-writing capability Diploma in Financial Planning (or currently studying towards) preferred Excellent organisational and workload management skills High level of accuracy and attention to detail Benefits Hybrid working arrangements available Full support and funding for professional industry qualifications Up to 30 days' annual leave, with the option to purchase additional holiday (plus bank holidays) Life insurance cover provided Clear opportunity to progress into a Financial Adviser role

I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business. The Role You'll be responsible for: Delivering high-quality financial planning advice to existing private HNW and UHNW clients Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors Conducting annual reviews and presenting clear, engaging recommendations Growing your client bank through referrals, networking, and professional connections Working collaboratively with paraplanning and client support teams Supporting a positive, client-focused culture across the wider business About You Chartered/level 6 status Experience in financial planning/advice Strong track record of client relationship management and business development Commercially minded with a proactive and professional approach Excellent communication and interpersonal skills Comfortable working in a collaborative, technology-enabled environment What's on Offer Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary Hybrid/flexible working Strong support infrastructure Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors. Positive and collaborative working culture Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.

Kick start a career in Financial Services Full CII Study Support Beautiful new offices Financial Planning and Support Assistant - Tunbridge Wells - Full Study Support CII Ready to kick-start a successful career in Financial Planning with a company that truly invests in your future? Become a fully qualified Financial Adviser where you will earn £40k-£60k salary and OTE of £60k-£90k plus . An exciting opportunity has arisen for a motivated and ambitious individual to join a highly respected Financial Planning firm based in Tunbridge Wells. This is far more than just an entry-level role - it's a genuine career pathway into becoming a qualified Financial Adviser within 2-3 years. Whether you're a graduate, have strong A-levels, or simply have the drive and determination to succeed, this role offers the perfect opportunity to break into the Financial Services industry with full training, support, and long-term progression. About the role As a Financial Planning Support Assistant, you'll become an integral part of a friendly and professional team, supporting Consultants, Paraplanners, and clients on a daily basis. You'll gain valuable hands-on experience across all areas of financial planning, including: Providing exceptional client support and customer service Assisting with administrative and reporting tasks Supporting consultants and paraplanners with client documentation and processes Producing weekly and monthly reports Developing your financial planning knowledge and technical understanding Building the foundations for progression into a Financial Planning Consultant role This is the ideal opportunity for someone who wants a clear career path, professional development, and the chance to grow within a supportive and forward-thinking environment. What's in it for you Basic Salary: £24,000 - £36,000 DOE Annual team bonus 33 days holiday including bank holidays Additional 3 days off over Christmas Pension scheme Life Insurance Wellbeing benefits including discounts on gyms, cinema, holidays and more Full training and career development support Structured pathway to becoming a qualified Financial Adviser What we are looking for The successful candidate will be: Ideally a degree in a relevant subject or A Level If you have some experience and qualifications in the Financial Services Industry that would be brilliant, but is not essentialYou will have a good knowledge of Microsoft Office (Word/Excel/PowerPoint) Enthusiastic, driven, and eager to learn Highly organised with strong attention to detail Numerate and confident working with figures Comfortable using Microsoft Office Professional with excellent communication skills Previous financial services experience would be beneficial, but it is not essential. About the company This established and highly regarded Financial Planning firm is known for developing talent and supporting employees to achieve their long-term career ambitions. You'll be joining a collaborative and welcoming team environment where progression, learning, and personal growth are genuinely encouraged. If you're looking for an opportunity that can truly shape your future career, this could be the perfect next step. Apply today or contact Jo Marsden-Strong on or for more information - early applications are encouraged.In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.

Job: Financial Planning Administrator Location: Grimsby Salary: Negotiable Role Description Due to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers. The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance and pension

Client Administrator Leamington Spa - On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you'll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client's team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you'll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What's On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Independent Financial Adviser (IFA) /Paraplanner to Adviser role 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 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.

A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team. This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank. The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation. This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function. The Opportunity Employed Desk Based Financial Planner role within a growing national business Fully holistic advice offering including pensions, investments and protection Client meetings conducted virtually via Teams Opportunity to help build and develop a growing proposition Significant long term growth plans with adviser expansion targeted by 2030 Strong internal support structure and partnership services team Collaborative culture with excellent office environment Ongoing service clients and recurring income opportunities What They're Looking For Level 4 Diploma qualified CAS achieved Previous financial planning/advising experience Strong communication and relationship building skills Comfortable working within a target driven environment Open to holistic financial planning conversations including protection/income protection Commercial mindset with the ability to develop opportunities into long term wealth relationships Self-motivated, organised and growth focused individual Benefits Bonus scheme Hybrid working with up to 3 days from home Private medical options Critical illness cover Income protection Death in service 27 days holiday + bank holidays Option to purchase additional annual leave To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

Financial Advisor Client Book Location - North-West (Cheshire) Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000 Hybrid / Remote Comprehensive benefits An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Advisor to join its highly successful and friendly team. Financial Advisor - Job purpose The firm currently has the capacity to recruit an experienced Senior Financial Advisor to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous. As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness. Financial Advisor - Key responsibilities and accountabilities Prospecting and contacting potential clients in accordance with the firm's business plan Making sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements. Maintaining all standards of performance as required by the firm Making sure a current statement of professional standing (SPS) is always held Obtaining and maintaining the level of competence as required by the firm at the same time complying with the Financial Services and Markets Act 2000, the FCA conduct rules Making sure all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered Making sure sufficient client information is obtained and recorded before any recommendation is made Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.

Mortgage Administrator £30,000 - £35,000 Basic Salary depending on experience Mon-Fri 9am-5pm Possibility of hybrid working after probationary period (subject to ability) - min 3 office days and max 2 WFH days - this will be at the discretion of our client on an individual basis Pension Career & Growth Opportunities Flexible working hours Mentoring, Coaching and Career Progression Opportunities Mortgage Administrator An exciting opportunity is now available within our Administration department and we are looking to expand our vibrant & rapidly growing team. If you would like to be part of a nationally recognised and award winning company, that is fully committed to creating the best possible customer experience, then this could be the role for you! We are seeking a hardworking and reliable individual with proven experience in the mortgage broking industry, essentially as a mortgage administrator / paraplanner for a multi advisor mortgage brokerage. They must have a positive & enthusiastic attitude with the ability to prioritise client requirements at all times, and have the ability to work and problem solve under pressure. Strong attention to detail and working well within a driven team environment & culture, as well as being empathetic to customers and colleagues, are all essential traits. Mortgage Administrator - Responsibilities: Dealing with incoming calls, emails, post and voicemails, responding to any non-advisory queries in a professional and timely manner and referring any advisory queries to the relevant advisor, following these up with the relevant broker to ensure a response has been issued Liaising with solicitors, lenders, estate agents and brokers to progress mortgage applications efficiently from start to finish Ensure our customer service database is kept up to date and that all information held is accurate Keeping clients & associated parties updated on the status of their application(s), ensuring every step of the customer journey is as clear and stress free for the client as possible Inputting cases onto our system, ensuring all details are accurate and all documents have been received in line with our compliance policies Inputting mortgage/insurance applications accurately and completing suitability reports to send to the client with all required information Mortgage Administrator - Key Skills Required: Experience working in a multi-broker mortgage brokerage is essential Excellent written & verbal communication skills Meticulous with a keen eye for detail Positive & enthusiastic attitude with the ability to prioritise our client's needs and requirements at all times Ability to work under pressure and problem solve Computer literate and familiarity with Microsoft Office Well organised with excellent time keeping Mortgage Administrator - Key Experience Required: Liasing with lenders to progress cases from application to offer (obtaining updates and relaying this to clients alongside uploading supporting documentation) Liasing with solicitors to progress cases from offer to completion (updating clients on progress and really pushing cases through not just taking notes and passing on) Checking client mortgage offers against illustration originally provided to a high standard and liaising with brokers in regards to any discrepancies Producing and sending suitability letters to clients confirming advice given Dealing with incoming calls/emails and allocating/responding to queries raised Submitting mortgage applications (this is not essential but experience in this would be advantageous) If you are an experienced Mortgage Administartor who meets the above criteria and are seeking an exciting new challenge, then we would love to see your application! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of! Kings Permanent Recruitment is a Specialist Estate Agency Recruitment Service dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector; Sales, Lettings, Property & Block Management, RICS Surveyors, Land and New Homes, Mortgage and Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment website for all of our vacancies. Find Adam Howes on LinkedIn.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.