Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 Wealth Management South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained. What you'll be doing You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels. This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions. You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues. A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements. You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes. Leadership scope You'll manage a team of 8-12, with responsibility for: Work allocation and prioritisation Performance management and 1-2-1s Coaching and development MI covering service levels, quality, and capacity You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership. What we're looking for You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered. Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment. You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key. A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working across multiple offices Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered Full UK driving licence required
Jun 13, 2026
Full time
Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 Wealth Management South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained. What you'll be doing You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels. This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions. You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues. A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements. You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes. Leadership scope You'll manage a team of 8-12, with responsibility for: Work allocation and prioritisation Performance management and 1-2-1s Coaching and development MI covering service levels, quality, and capacity You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership. What we're looking for You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered. Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment. You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key. A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working across multiple offices Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered Full UK driving licence required
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.
Jun 13, 2026
Full time
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.
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.
Jun 13, 2026
Full time
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.
Jun 13, 2026
Full time
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.
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.
Jun 13, 2026
Full time
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.
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.
Jun 13, 2026
Full time
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.
Jun 13, 2026
Full time
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.
Jun 13, 2026
Full time
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.
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.
Jun 13, 2026
Full time
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.
A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.
Jun 13, 2026
Full time
A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
Jun 13, 2026
Full time
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.
Jun 13, 2026
Full time
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.
Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.
Jun 12, 2026
Full time
Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.
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
Jun 12, 2026
Full time
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
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.
Jun 12, 2026
Full time
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.
Paraplanner East Yorkshire (Hybrid) / Fully Remote option£31,000 - £38,000 + Bonus + Full Benefits The Role We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm . This role offers the opportunity to take full ownership of the end-to-end financial planning process , supporting advisors and delivering high-quality advice to clients. Key Responsibilities Writing suitability reports and client communications Conducting research across pensions and investments Gathering illustrations and provider information Ensuring full compliance and accuracy of client files Submitting business to providers within deadlines Supporting colleagues and maintaining workflow efficiency About You Diploma-qualified (Level 4 desirable) Previous experience in Paraplanning (Essential) Strong report writing and attention to detail Excellent organisation and time management skills Proactive, team-focused approach What's on Offer Salary £31,000 - £38,000 Clear salary progression linked to exams and experience Quarterly bonus scheme 35-hour working week Hybrid or fully remote working options Flexitime and strong work-life balance Benefits Include Private medical insurance Death in service and critical illness cover Pension contribution Full exam support and funding Birthday leave + Christmas closure Buy/sell annual leave Nomad policy (work abroad) Enhanced maternity & paternity pay Wellbeing initiatives, socials & perks Why Apply? Join a Chartered firm with a strong reputation Work in a supportive, collaborative environment Clear progression into senior paraplanning or advisory roles Modern systems and forward-thinking culture
Jun 12, 2026
Full time
Paraplanner East Yorkshire (Hybrid) / Fully Remote option£31,000 - £38,000 + Bonus + Full Benefits The Role We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm . This role offers the opportunity to take full ownership of the end-to-end financial planning process , supporting advisors and delivering high-quality advice to clients. Key Responsibilities Writing suitability reports and client communications Conducting research across pensions and investments Gathering illustrations and provider information Ensuring full compliance and accuracy of client files Submitting business to providers within deadlines Supporting colleagues and maintaining workflow efficiency About You Diploma-qualified (Level 4 desirable) Previous experience in Paraplanning (Essential) Strong report writing and attention to detail Excellent organisation and time management skills Proactive, team-focused approach What's on Offer Salary £31,000 - £38,000 Clear salary progression linked to exams and experience Quarterly bonus scheme 35-hour working week Hybrid or fully remote working options Flexitime and strong work-life balance Benefits Include Private medical insurance Death in service and critical illness cover Pension contribution Full exam support and funding Birthday leave + Christmas closure Buy/sell annual leave Nomad policy (work abroad) Enhanced maternity & paternity pay Wellbeing initiatives, socials & perks Why Apply? Join a Chartered firm with a strong reputation Work in a supportive, collaborative environment Clear progression into senior paraplanning or advisory roles Modern systems and forward-thinking culture
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 11, 2026
Full time
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Jun 11, 2026
Full time
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Paraplanner - Senior Paraplanner - Edinburgh Hybrid Working - 2 - 3 Days Office Based Ready to take your paraplanning career to the next level? We're looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh . You'll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey. This is a varied and rewarding role where you'll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you'll bring: Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level 4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client-centric approach What's on offer: Highly competitive salary DOE and discretionary bonus Hybrid working - 2-3 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies - enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you're a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we'd love to hear from you. Submit your CV or contact Pauline Low at Reed on for a confidential chat.
Jun 11, 2026
Full time
Paraplanner - Senior Paraplanner - Edinburgh Hybrid Working - 2 - 3 Days Office Based Ready to take your paraplanning career to the next level? We're looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh . You'll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey. This is a varied and rewarding role where you'll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you'll bring: Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level 4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client-centric approach What's on offer: Highly competitive salary DOE and discretionary bonus Hybrid working - 2-3 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies - enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you're a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we'd love to hear from you. Submit your CV or contact Pauline Low at Reed on for a confidential chat.
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
Jun 11, 2026
Full time
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
