A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Jun 14, 2026
Full time
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Jun 14, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Lancaster (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Liverpool (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 14, 2026
Full time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
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
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 14, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Jun 14, 2026
Full time
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Jun 14, 2026
Full time
Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.
Paraplanner Truro, Cornwall Hybrid Working Salary up to £50,000 DOE + Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development click apply for full job details
Jun 13, 2026
Full time
Paraplanner Truro, Cornwall Hybrid Working Salary up to £50,000 DOE + Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Jun 13, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 13, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 13, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Ernest Gordon Recruitment Limited
City, Manchester
IFA Administrator/Paraplanner (IFA Firm) Manchester 45,000 to 55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
Jun 13, 2026
Full time
IFA Administrator/Paraplanner (IFA Firm) Manchester 45,000 to 55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 13, 2026
Full time
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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
Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You'll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It's a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you'll be doing You'll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You'll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn't slip as volumes fluctuate. You'll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You'll manage a team of 5-10, with responsibility for: 1-2-1s and performance management Coaching and development Work allocation and workflow oversight MI reporting on performance, turnaround times and quality You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance. What we're looking for You'll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring: Experience managing or mentoring people (including 1-2-1s) Strong technical understanding of pensions, investments, protection and estates Confidence handling complex or escalated cases Good working knowledge of FCA-regulated environments Strong attention to detail and structured thinking 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 with multi-site coverage Preferred base: Shaftesbury (travel to other offices required) Full-time or part-time considered
Jun 13, 2026
Full time
Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You'll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It's a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you'll be doing You'll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You'll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn't slip as volumes fluctuate. You'll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You'll manage a team of 5-10, with responsibility for: 1-2-1s and performance management Coaching and development Work allocation and workflow oversight MI reporting on performance, turnaround times and quality You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance. What we're looking for You'll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring: Experience managing or mentoring people (including 1-2-1s) Strong technical understanding of pensions, investments, protection and estates Confidence handling complex or escalated cases Good working knowledge of FCA-regulated environments Strong attention to detail and structured thinking 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 with multi-site coverage Preferred base: Shaftesbury (travel to other offices required) Full-time or part-time considered
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Jun 13, 2026
Full time
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 13, 2026
Full time
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
