Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Up to £33,000 depending on experience Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm s client service proposition helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm s standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jun 16, 2026
Full time
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Up to £33,000 depending on experience Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm s client service proposition helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm s standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 16, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput. About the firm: This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template. The role: This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation. Writing suitability letters and reports across pensions, investments, tax and estate planning Analysing client requirements and building and updating cash flow models Researching financial products and constructing planning solutions Taking full responsibility for client files and back-office records through the advice process Preparing client reviews, investment performance reviews and external plan summaries Supporting advisers and colleagues on documentation quality and standards Processing applications and submissions and keeping management information accurate What you'll need: At least 2 years' paraplanning experience within an IFA or wealth management practice Experience of the pension transfer market Confident with major research and cash flow tools such as analytics and Voyant Level 4 Diploma in Regulated Financial Planning, or close to completion Strong report writing, numeracy and attention to detail Good working knowledge of Microsoft Office The package: Salary of £45,000 to £50,000 depending on experience 5% employer pension contribution Discretionary bonus 25 days' holiday plus bank holidays Genuine study support and a progression pathway built around you Hybrid working, Monday to Friday, 9am to 5pm Next steps: Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 16, 2026
Full time
With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput. About the firm: This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template. The role: This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation. Writing suitability letters and reports across pensions, investments, tax and estate planning Analysing client requirements and building and updating cash flow models Researching financial products and constructing planning solutions Taking full responsibility for client files and back-office records through the advice process Preparing client reviews, investment performance reviews and external plan summaries Supporting advisers and colleagues on documentation quality and standards Processing applications and submissions and keeping management information accurate What you'll need: At least 2 years' paraplanning experience within an IFA or wealth management practice Experience of the pension transfer market Confident with major research and cash flow tools such as analytics and Voyant Level 4 Diploma in Regulated Financial Planning, or close to completion Strong report writing, numeracy and attention to detail Good working knowledge of Microsoft Office The package: Salary of £45,000 to £50,000 depending on experience 5% employer pension contribution Discretionary bonus 25 days' holiday plus bank holidays Genuine study support and a progression pathway built around you Hybrid working, Monday to Friday, 9am to 5pm Next steps: Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £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 with Peter at Financial Divisions for a confidential discussion.
Jun 16, 2026
Full time
Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £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 with Peter at Financial Divisions for a confidential discussion.
Bucks and Berks Recruitment
Marlow, Buckinghamshire
An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility. We are looking for someone with Level 4 Diploma in Financial Planning (DipPFS or equivalent) and experience in a managerial or supervisory role. The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension. Responsibilities will include: Overseeing the smooth day-to-day running of the office Writing complex suitability reports Managing the end-to-end advice process Ensuring compliance with internal processes and regulatory requirements Supporting, mentoring, and supervising a small team Working closely with Financial Planners to deliver high-quality client outcomes Skills/Experience Motivated and detail-oriented with strong technical knowledge and leadership capability A minimum of 5 years' experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Experience in a managerial or supervisory role Strong technical understanding of financial planning Experience using Intelligent Office (I.O.) and adviser platforms Excellent communication skills with both clients and colleagues Strong organisational and team coordination abilities Exceptional attention to detail A proactive and self-motivated mindset Reliability and a commitment to high standards Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days. As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.
Jun 16, 2026
Full time
An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility. We are looking for someone with Level 4 Diploma in Financial Planning (DipPFS or equivalent) and experience in a managerial or supervisory role. The role is office based Monday to Friday and comes with excellent benefits including 24 days holiday, and an enhanced pension. Responsibilities will include: Overseeing the smooth day-to-day running of the office Writing complex suitability reports Managing the end-to-end advice process Ensuring compliance with internal processes and regulatory requirements Supporting, mentoring, and supervising a small team Working closely with Financial Planners to deliver high-quality client outcomes Skills/Experience Motivated and detail-oriented with strong technical knowledge and leadership capability A minimum of 5 years' experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Experience in a managerial or supervisory role Strong technical understanding of financial planning Experience using Intelligent Office (I.O.) and adviser platforms Excellent communication skills with both clients and colleagues Strong organisational and team coordination abilities Exceptional attention to detail A proactive and self-motivated mindset Reliability and a commitment to high standards Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days. As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.
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 16, 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!
Senior IFA Administrator St Albans, Herts. c£30,000 - £40,000 Great opportunity to join to join an established and expanding Independent FCA regulated organisation who advise a broad and diverse client base. Role overview is: To provide administration support to the 2 Financial Planners and work closely with the Paraplanner. With specific responsibilities increasing to : Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses. Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments. Conduct investment and product research using financial planning tools and platforms to support adviser recommendations. Assist with pension and investment analysis, including annual allowance calculations and technical product reviews. Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements. Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches. Provide high-quality administrative support to ensure efficient case progression and excellent client service standards. For more information and to apply please send your CV
Jun 16, 2026
Full time
Senior IFA Administrator St Albans, Herts. c£30,000 - £40,000 Great opportunity to join to join an established and expanding Independent FCA regulated organisation who advise a broad and diverse client base. Role overview is: To provide administration support to the 2 Financial Planners and work closely with the Paraplanner. With specific responsibilities increasing to : Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses. Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments. Conduct investment and product research using financial planning tools and platforms to support adviser recommendations. Assist with pension and investment analysis, including annual allowance calculations and technical product reviews. Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements. Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches. Provide high-quality administrative support to ensure efficient case progression and excellent client service standards. For more information and to apply please send your CV
Senior IFA Administrator Maidstone (Kent) offices Salary up to £50k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 16, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £50k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices click apply for full job details
Jun 16, 2026
Full time
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices click apply for full job details
Paraplanner Remote Working Flexible & Remote Working Study Support Career Progression Pension Scheme Life Assurance Health & Wellbeing Benefits An established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team. This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance. The Role Supporting Advisers with technical research and financial planning recommendations Producing suitability reports, recommendation letters and client-facing documentation Assisting with pension, investment, protection and tax planning cases Reviewing and updating client reports in line with objectives and risk profiles Conducting technical research and analysing product solutions Working closely with advisers to deliver tailored financial planning strategies Ensuring all work is completed in line with regulatory and compliance requirements About You Diploma qualified in Financial Planning, Certificate in Paraplanning or equivalent Strong technical knowledge across pensions, investments, protection and wider wealth management solutions Experience producing suitability reports and supporting the advice process Good understanding of FCA regulations and compliance requirements Strong analytical, communication and report-writing skills Able to work independently while collaborating effectively with remote teams If you're looking for a remote paraplanning opportunity with a business that values technical expertise, professional development and long-term career progression, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Paraplanner Remote Working Flexible & Remote Working Study Support Career Progression Pension Scheme Life Assurance Health & Wellbeing Benefits An established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team. This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance. The Role Supporting Advisers with technical research and financial planning recommendations Producing suitability reports, recommendation letters and client-facing documentation Assisting with pension, investment, protection and tax planning cases Reviewing and updating client reports in line with objectives and risk profiles Conducting technical research and analysing product solutions Working closely with advisers to deliver tailored financial planning strategies Ensuring all work is completed in line with regulatory and compliance requirements About You Diploma qualified in Financial Planning, Certificate in Paraplanning or equivalent Strong technical knowledge across pensions, investments, protection and wider wealth management solutions Experience producing suitability reports and supporting the advice process Good understanding of FCA regulations and compliance requirements Strong analytical, communication and report-writing skills Able to work independently while collaborating effectively with remote teams If you're looking for a remote paraplanning opportunity with a business that values technical expertise, professional development and long-term career progression, we'd be pleased to hear from you.
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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 15, 2026
Full time
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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.
Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge
Jun 15, 2026
Full time
Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 15, 2026
Full time
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 15, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Jun 15, 2026
Full time
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Jun 14, 2026
Full time
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
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
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.
