233 jobs found

Paraplanner / Senior Paraplanner Musselburgh, East Lothian Flexible Hybrid Working £35,000 to £60,000 DOE Chartered Study Support Long-Term Career Development Some support roles in financial planning become repetitive. Producing reports. Processing cases. Chasing providers click apply for full job details

Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.

Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.

R13 are recruiting for multiple job roles across different levels. Whether you're experienced in providing IFA support or have progressed to paraplanning or management level, we want to hear from you. All positions are based in Norwich (hybrid working available), full-time, working closely with a dynamic advisory team. Offering strong opportunities for professional development and study support, including funding for exams and ongoing training, these opportunities will allow for exposure to a broad range of financial planning work - from investments and pensions to protection, retirement planning and more. Working within collaborative and growing environments where hard work and ambition are recognised and encouraged. We're looking for detail-oriented, numerate, effective communicators who can handle client data professionally and are motivated to progress their careers from support roles through to adviser or paraplanner pathways. Financial Planning Assistant Ideal for those with around 1-2 years' experience in IFAs or support/admin roles. You'll support Financial Planners by preparing documentation and reports, helping with meeting preparation, maintaining client data, liaising with clients and providers and gaining exposure to diverse planning work. Financial Services Administration Manager Seeking proven leadership experience in managing Financial Services administration teams, with strong knowledge of pensions, investments, life assurance and FCA compliance - alongside the ability to coach staff, improve workflows and oversee operational performance. You will lead and develop an established Financial Services administration function, ensuring efficient operations, regulatory compliance, excellent client outcomes and continuous improvement across systems, processes and team performance. Paraplanner For candidates with technical capability, ideally with (or working toward) a Level 4 Diploma in Financial Planning or equivalent. Duties include research, fund/product analysis, preparing suitability and recommendation reports, cash-flow/retirement modelling, compliance support and aiding advisers across a range of client types. How to apply To hear more details about these fantastic opportunities, please email your CV to Ruth Harding, Business Director at rthirteen recruitment. If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.

Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details

Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 - £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.

This is an excellent opportunity for someone with a strong background in Pensions and client relationship management who enjoys building long-term client partnerships and driving commercial growth to join a market leading organisation within the Pensions Data Solutions and Technology space. The Role You will take responsibility for managing and developing a portfolio of clients, acting as the key day-to-day relationship lead while identifying opportunities to expand services and deliver additional value. Working closely with operational, commercial, and delivery teams, you will ensure clients receive a high standard of service while supporting wider business growth objectives. Key responsibilities include: Managing day-to-day client relationships across a portfolio of Pensions clients Acting as the primary contact for client communication and issue resolution Identifying opportunities for additional services and revenue growth Supporting proposal creation, presentations, and commercial discussions Working closely with operations and delivery teams to ensure successful client outcomes Maintaining accurate pipeline, revenue forecasting, and CRM information Supporting onboarding activities for new clients Contributing to proposition development and client strategy discussions About You The successful candidate will ideally have: Experience within Pensions administration, Pensions consultancy, or client management A strong understanding of the UK Pensions industry Excellent relationship building and stakeholder management skills Commercial awareness and the ability to identify growth opportunities Strong communication and presentation skills The ability to work collaboratively across multiple business functions A proactive and client-focused approach What's on Offer Flexible home based working Opportunity to work with high profile Pensions clients Collaborative and supportive environment Strong long term career progression opportunities Exposure to both strategic client management and commercial growth initiatives Please quote 52406 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Shadow adviser Salary Range: £50K-£60K An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few full-fat financial planning firms , offering a combination of great unencumbered advice with a highly personalised client service. We see this role as a shadow adviser where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships. You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step. We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients. Experience Hold Chartered status (or seriously working towards this, because this is a minimum for us) Experience of using Intelligence Office, FE Analytics & cashflow software In return we ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

PARAPLANNER - Up to £75,000 - Solihull, Hybrid Working, Supportive Team Environment The Paraplanner Job We are recruiting on behalf of a growing financial planning firm for a Paraplanner to join their team based in Solihull. This is an excellent opportunity for a Paraplanner who enjoys the technical side of financial planning and wants to play a key role in supporting advisers and delivering positive client outcomes. You'll work closely with advisers, compliance teams and clients, helping to turn complex financial planning recommendations into clear and client-friendly advice. The role offers a varied workload, exposure to market-leading technology and the opportunity to contribute to the ongoing development of the business. Key Paraplanner Responsibilities Include: Conducting research and preparing suitability reports for new and existing clients. Producing accurate, compliant and client-focused documentation. Supporting advisers with technical research and portfolio analysis. Maintaining accurate client records across systems and platforms. Keeping up to date with regulatory and industry changes. Supporting file checking and compliance processes. Acting as a technical support point for advisers and colleagues. Contributing to process improvements and best practice across the business. Building positive relationships with clients, colleagues and third-party providers. Using tools such as Voyant, Timeline, Intelliflo and FE Analytics to support client planning. The Paraplanner Candidate The ideal candidate will have previous paraplanning experience within a financial planning or wealth management environment and be confident working in a technical support role. You will also have: Level 4 qualified, Diploma in Regulated Financial Planning Strong organisational and time management skills. The ability to manage workloads effectively and meet deadlines. Excellent attention to detail. Good communication and interpersonal skills. Strong Microsoft Word and Excel skills. A proactive and team-focused approach. Desirable Experience: Chartered QCF level 6 in Financial Planning Knowledge of systems such as Intelligent Office, FE Analytics, Adviser Asset, Defaqto, Timeline, Voyant and Moneyinfo. Experience supporting advisers with technical research and client recommendations. The Package Up to £75,000 Depending on Experience Hybrid working following probation Company pension Supportive and collaborative team environment Opportunity to work with market-leading financial planning technology Long-term career development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.

Job Title: Financial Planning Administrator Industry: Wealth Management Location: South Birmingham Salary: Up to £30,000 Job Reference: 10263 Recruit UK are working with a boutique financial planning firm in South Birmingham who are looking to bring on a Financial Planning Administrator to join their growing team. This is an excellent opportunity to join a well-established and supportive business that places a strong emphasis on employee development and long-term career progression. The firm has built an excellent reputation for delivering high-quality financial planning services and offers a collaborative environment where individuals are encouraged to develop their skills and progress within the industry. The successful candidate will provide administrative support to the firm's Financial Planners and Paraplanners, helping to ensure the smooth running of the client journey and day-to-day operations. Duties will include: • Providing administrative support to Financial Planners and Paraplanners • Preparing and processing annual review letters • Managing client relationships and handling client queries • Inbox and email management • Diary management and scheduling appointments • Answering and directing telephone enquiries • Maintaining accurate client records and updating systems • Providing ad-hoc administrative support to the wider team as required Benefits: • Salary up to £30,000 • Quarterly bonus scheme • Flexitime hours • Free parking • Excellent transport links and local bus routes • Long-term career progression opportunities • Full study support, including funded exams and a £500 salary increase for each module passed • Pension contribution • Private Medical Insurance If the above role is of any interest to you, please apply and one of our consultants will be in touch to discuss the opportunity in more detail. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a boutique financial planning firm in South Birmingham on a Financial Planning Administrator role. Our commitment to you: • Start every journey with a conversation to find out about you in-depth. • Provide honest feedback on where you fit in the jobs market. • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. • Take a holistic mindfulness approach - career happiness is rarely just about the money.

Our Harrogate based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) Knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £36,000 + bonus Home working Free parking 25 days holiday Full study support inclusive of training courses Structured career progression DIS

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture. The Opportunity Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements. What's on Offer? £34,000 basic salary Performance-related bonus Flexible hybrid working arrangement Up to 30 days annual leave Private medical insurance 5% employer pension contribution Supportive and collaborative team environment Clear progression opportunities as the business continues to grow About You Previous experience within a financial planning or wealth management environment Strong client servicing and administrative skills Experience supporting Financial Advisers and handling new business processes Excellent communication and organisational abilities A proactive and professional approach to client service This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: 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.

Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £36,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.

Job Title: Paraplanner Location: Droitwich (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

Paraplanner Opportunity Worcester Hybrid Working £40,000 - £45,000 DOE + excellent benefits Ready to take the next step in your Paraplanning career? An exciting opportunity has arisen to join a growing Wealth Management firm where you'll work closely with Advisers, provide high level technical support, and play a key role in delivering outstanding client outcomes. If you enjoy research, report writing and turning complex financial information into clear, client friendly advice, this could be the perfect move. What We're Looking For • Experience within Financial Advice or Wealth Management • Strong Paraplanning and report writing skills • Diploma qualified or working towards it • Excellent communication and analytical abilities • High attention to detail and accuracy • Strong organisational skills with the ability to manage priorities • A positive, collaborative mindset What's On Offer Full support with professional exams 25 days holiday + bank holidays Holiday purchase scheme In-house training academy Annual salary reviews Birthday day off Life assurance & pension Clear progression pathway, including Adviser opportunities This is a fantastic opportunity for a motivated Paraplanner looking for genuine career development, long term progression and the chance to join a supportive, forward thinking team. Interested? Get in touch to find out more.

Client Services Associate Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities? A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team. The Role This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients. Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard. Key Responsibilities Acting as the first point of contact for client enquiries (phone, email, and secure messaging) Managing diaries, booking client meetings, and preparing supporting documentation Supporting clients with requests including withdrawals, deposits, and account updates Liaising with advisers, paraplanners, and external providers Preparing for meetings and ensuring a professional client experience Maintaining accurate and compliant records of all client communication Supporting the onboarding process and ongoing service delivery About You Previous experience in a client service or administrative role Excellent organisational skills with strong attention to detail Professional communication skills, both written and verbal A proactive, positive attitude and willingness to learn Strong IT skills, particularly Microsoft 365 Experience within financial services or a regulated environment Familiarity with platforms such as Transact, XPLAN, or similar (Desirable) Experience dealing with third-party providers What's in it for you? Hybrid working (office and home-based flexibility) Generous annual leave package Discretionary bonus scheme Private medical insurance & income protection Pension and death in service benefits Full support toward professional qualifications Clear career progression pathways Supportive team culture with real development opportunities

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details