Paraplanner - Senior Paraplanner - Edinburgh Hybrid Working - 2 - 3 Days Office Based Ready to take your paraplanning career to the next level? We're looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh . You'll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey. This is a varied and rewarding role where you'll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you'll bring: Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level 4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client-centric approach What's on offer: Highly competitive salary DOE and discretionary bonus Hybrid working - 2-3 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies - enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you're a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we'd love to hear from you. Submit your CV or contact Pauline Low at Reed on for a confidential chat.
Jun 11, 2026
Full time
Paraplanner - Senior Paraplanner - Edinburgh Hybrid Working - 2 - 3 Days Office Based Ready to take your paraplanning career to the next level? We're looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh . You'll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey. This is a varied and rewarding role where you'll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you'll bring: Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level 4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client-centric approach What's on offer: Highly competitive salary DOE and discretionary bonus Hybrid working - 2-3 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies - enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you're a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we'd love to hear from you. Submit your CV or contact Pauline Low at Reed on for a confidential chat.
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 11, 2026
Full time
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
?IFA Administrator - Part-Time (3-4 Days) Hybrid Working £30,000 FTE (Pro Rata, £15.50 an hour) + Benefits Reference: 10281 Location: Cheshunt Recruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team. This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration. The Role: Provide administrative support to Financial Advisers and Paraplanners Process and submit new business accurately and efficiently Manage banking tasks and liaise with providers Assist with compliance processes, including secondary sign-off Maintain high-quality client records and documentation What They're Looking For: Previous experience within an IFA / Financial Planning environment Strong knowledge of new business processing and provider platforms Experience with banking and compliance procedures High attention to detail and strong organisational skills A proactive, team-oriented approach Salary & Benefits: £30,000 FTE (4 days = £24,000) 3 or 4 days per week 9:00am - 5:30pm Hybrid working (40% WFH - typically 1 day per week) 25 days holiday + bank holidays (pro rata) 8% employer pension contribution Private medical cover Discretionary bonus Additional Info: Team of 13 including Advisers, Paraplanners, and Administrators Strong culture with genuine progression opportunities Target start date: 1st May This role is ideal for an experienced IFA Administrator seeking flexibility, stability, and long-term development within a high-quality financial planning environment.
Jun 11, 2026
Full time
?IFA Administrator - Part-Time (3-4 Days) Hybrid Working £30,000 FTE (Pro Rata, £15.50 an hour) + Benefits Reference: 10281 Location: Cheshunt Recruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team. This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration. The Role: Provide administrative support to Financial Advisers and Paraplanners Process and submit new business accurately and efficiently Manage banking tasks and liaise with providers Assist with compliance processes, including secondary sign-off Maintain high-quality client records and documentation What They're Looking For: Previous experience within an IFA / Financial Planning environment Strong knowledge of new business processing and provider platforms Experience with banking and compliance procedures High attention to detail and strong organisational skills A proactive, team-oriented approach Salary & Benefits: £30,000 FTE (4 days = £24,000) 3 or 4 days per week 9:00am - 5:30pm Hybrid working (40% WFH - typically 1 day per week) 25 days holiday + bank holidays (pro rata) 8% employer pension contribution Private medical cover Discretionary bonus Additional Info: Team of 13 including Advisers, Paraplanners, and Administrators Strong culture with genuine progression opportunities Target start date: 1st May This role is ideal for an experienced IFA Administrator seeking flexibility, stability, and long-term development within a high-quality financial planning environment.
IFA Administrator Salary: £32,000 Location: Office-Based Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business. The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment. Key Responsibilities Preparing client-facing documents including cover letters, review packs, and supporting documentation Managing diaries and arranging initial and annual client review meetings Processing Letters of Authority (LoAs) and requesting policy information from providers Chasing providers for outstanding documentation and updates Preparing and sending monthly valuation reports and client statements Ensuring compliance documentation is accurate, complete, and correctly stored Updating client records and fact-find information within internal systems Handling incoming calls and responding to client and provider queries professionally Scanning, filing, and categorising documents within company systems Managing and tracking workflow tasks through a ticketing system Supporting the wider team with general administrative duties as required Skills & Experience Required Previous experience within an IFA or financial planning environment Strong attention to detail and excellent organisational skills Confident communication skills, both written and verbal Ability to manage workloads effectively and meet deadlines Experience using financial planning software and Microsoft Office Proactive and team-oriented approach Strong client service focus and professional manner Benefits Competitive salary of £32,000 Supportive and collaborative working environment Career progression opportunities within financial services Ongoing training and development
Jun 11, 2026
Full time
IFA Administrator Salary: £32,000 Location: Office-Based Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business. The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment. Key Responsibilities Preparing client-facing documents including cover letters, review packs, and supporting documentation Managing diaries and arranging initial and annual client review meetings Processing Letters of Authority (LoAs) and requesting policy information from providers Chasing providers for outstanding documentation and updates Preparing and sending monthly valuation reports and client statements Ensuring compliance documentation is accurate, complete, and correctly stored Updating client records and fact-find information within internal systems Handling incoming calls and responding to client and provider queries professionally Scanning, filing, and categorising documents within company systems Managing and tracking workflow tasks through a ticketing system Supporting the wider team with general administrative duties as required Skills & Experience Required Previous experience within an IFA or financial planning environment Strong attention to detail and excellent organisational skills Confident communication skills, both written and verbal Ability to manage workloads effectively and meet deadlines Experience using financial planning software and Microsoft Office Proactive and team-oriented approach Strong client service focus and professional manner Benefits Competitive salary of £32,000 Supportive and collaborative working environment Career progression opportunities within financial services Ongoing training and development
Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Jun 11, 2026
Full time
Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Jun 11, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business 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 11, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business 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
Financial Planning Administrator - support 2 advisers Farnborough offices (Hampshire) £33k plus bonuses and benefits My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Administrator in their Farnborough office who will work amongst a team of 10 other administrators of varying abilities and levels of experience. You will report into a dedicated Admin Team Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. Experience across onboarding new business, client servicing and annual reviews is welcomed. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 11, 2026
Full time
Financial Planning Administrator - support 2 advisers Farnborough offices (Hampshire) £33k plus bonuses and benefits My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Administrator in their Farnborough office who will work amongst a team of 10 other administrators of varying abilities and levels of experience. You will report into a dedicated Admin Team Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. Experience across onboarding new business, client servicing and annual reviews is welcomed. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 11, 2026
Full time
Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a part-time Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will ideally be working Wednesday, Thursday and Fridays. You will have strong experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. You will be responsible for drafting LOA,s LOV's preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events
Jun 11, 2026
Full time
Advice Quality Assurance Technician - Bromsgrove, West Midlands Hybrid Competitive Salary up to £50,000 + Bonus Sector: Financial services / IFA / Compliance / Advice quality assurance We are working with one of the UK's largest independently owned financial advisory and wealth management firms - headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers - to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis. This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function. WHAT YOU WILL BE DOING Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme Delivering clear, constructive written feedback to Financial Advisers following case assessments Handling day-to-day advice and regulatory queries from IFAs and internal teams - researching and providing accurate responses Processing new business concessions and ensuring accurate, timely recording Supporting past-business audits related to FCA Thematic Reviews Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS) Maintaining CPD records and keeping technical knowledge of financial planning regulation current WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - minimum Experience in an IFA environment with strong technical knowledge of personal financial planning Working knowledge of FCA regulatory requirements - suitability, T&C Schemes, CAS, advice standards Excellent written communication and report-writing skills - accuracy and attention to detail essential Confident working independently, managing a varied caseload to deadlines BENEFITS Discretionary annual bonus Hybrid working Flexible holiday with buy and sell scheme + birthday off + long service days Contributory pension (Royal London) + death-in-service MediCash health and wellbeing cashback app - dental, optician, physio, gym Tailored professional development and qualification sponsorship Shopping and retailer discounts Annual Summer and Christmas events
A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions
Jun 11, 2026
Full time
A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
Jun 11, 2026
Full time
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
Employee Benefits Consultant Here at Alexander Lloyd we are partnered with a large consultancy in their employee benefits division to support their search for an Employee Benefits Consultant to join their team in the north of England. They are looking for an individual who has prior experience in managing a portfolio of both healthcare & group risk clients. Role & Responsibilities: Advise on a portfolio of existing clients on risk & healthcare benefits strategy Drive account growth by identifying and securing cross-selling opportunities within the wider business Develop, deliver and review customised employee benefits programmes Essential Criteria: Must have both healthcare & group risk consulting experience Proven experience in developing a portfolio of clients and providing suitable recommendations Strong communication skills The ideal candidate would be based in the North of England as there will be the expectation of attending Northern based offices once per month. If this opportunity is of interest, reach out to discuss further. Please quote 52408 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 11, 2026
Full time
Employee Benefits Consultant Here at Alexander Lloyd we are partnered with a large consultancy in their employee benefits division to support their search for an Employee Benefits Consultant to join their team in the north of England. They are looking for an individual who has prior experience in managing a portfolio of both healthcare & group risk clients. Role & Responsibilities: Advise on a portfolio of existing clients on risk & healthcare benefits strategy Drive account growth by identifying and securing cross-selling opportunities within the wider business Develop, deliver and review customised employee benefits programmes Essential Criteria: Must have both healthcare & group risk consulting experience Proven experience in developing a portfolio of clients and providing suitable recommendations Strong communication skills The ideal candidate would be based in the North of England as there will be the expectation of attending Northern based offices once per month. If this opportunity is of interest, reach out to discuss further. Please quote 52408 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744
Jun 11, 2026
Full time
IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role
Jun 11, 2026
Full time
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role
Jun 11, 2026
Full time
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role
Lime Professional Services
Alderley Edge, Cheshire
Associate Financial Planner Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm? We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences. In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews. What you'll be doing Supporting Financial Planners with client meeting preparation and follow-up Producing high-quality suitability reports and client communications Maintaining accurate financial planning and cashflow modelling records Attending client meetings and providing technical input where appropriate Acting as a key point of contact for clients and professional connections Identifying planning opportunities and helping deliver excellent client outcomes What we're looking for Experience in a paraplanning, associate planner or financial planning support role Strong technical knowledge across pensions, investments and financial planning Experience using cashflow modelling software, ideally Voyant Excellent report-writing and communication skills Strong attention to detail and organisational skills Level 6 qualification, or working towards Chartered/Certified status, would be advantageous Why join us? You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do. If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you.
Jun 11, 2026
Full time
Associate Financial Planner Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm? We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences. In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews. What you'll be doing Supporting Financial Planners with client meeting preparation and follow-up Producing high-quality suitability reports and client communications Maintaining accurate financial planning and cashflow modelling records Attending client meetings and providing technical input where appropriate Acting as a key point of contact for clients and professional connections Identifying planning opportunities and helping deliver excellent client outcomes What we're looking for Experience in a paraplanning, associate planner or financial planning support role Strong technical knowledge across pensions, investments and financial planning Experience using cashflow modelling software, ideally Voyant Excellent report-writing and communication skills Strong attention to detail and organisational skills Level 6 qualification, or working towards Chartered/Certified status, would be advantageous Why join us? You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do. If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you.
Paraplanner - Financial Planning Product Specialist Fintech Startup -Product & Technology Build Basic Salary £60,000 to £70,000 DOE London Based, Hybrid Working Ready to use your financial planning expertise to help build the future of advice technology? Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment? We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale. This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way. Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved. If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career. The Role As our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development. You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions. Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements. This is a genuinely influential role where your expertise will help shape the future direction of both our product and business. Responsibilities include: Provide subject matter expertise on financial planning, paraplanning and regulated advice processes Help define and improve end-to-end advice journeys within the platform Support the design of suitability report templates, recommendation structures and client outputs Translate adviser and paraplanner requirements into product features, workflows and user stories Work closely with product managers, designers, engineers and compliance specialists Review functionality for technical accuracy, usability and alignment with industry best practice Help develop workflows covering pensions, investments, protection, retirement planning and suitability requirements Identify opportunities for automation and process improvement Support testing, product demonstrations and user feedback sessions Assist in the creation of documentation, guidance materials and training content The ideal candidate We're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology. You will likely have experience as a: Paraplanner Senior Paraplanner Technical Support Specialist Financial Planning Specialist Similar role within a regulated financial advice environment Essential Requirements Diploma in Regulated Financial Planning Experience within a UK regulated financial advice environment Strong understanding of suitability reporting and recommendation processes Knowledge of Consumer Duty and FCA regulatory requirements Experience across pensions, investments, protection and retirement planning Strong written communication and attention to detail Ability to explain complex financial planning concepts to non-specialists Comfortable working in a fast-moving and evolving environment Interest in technology, automation and improving how advice is delivered Desirable Experience using financial planning software, CRMs or cashflow modelling tools Exposure to technology projects, process redesign or workflow automation Interest in product development, user testing or business analysis This is not a client-facing advisory role and you will not be providing regulated advice to end clients. It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market. We offer the following: Opportunity to shape a financial planning technology product from an early stage A highly visible role with genuine influence on product development Exposure to product, engineering, design, compliance and startup operations Flexible and hybrid working arrangements Support for professional development and relevant qualifications A collaborative, innovative and fast-moving environment Competitive salary of £60,000 to £70,000 depending on experience Interested? Apply now with your up to date CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 11, 2026
Full time
Paraplanner - Financial Planning Product Specialist Fintech Startup -Product & Technology Build Basic Salary £60,000 to £70,000 DOE London Based, Hybrid Working Ready to use your financial planning expertise to help build the future of advice technology? Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment? We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale. This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way. Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved. If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career. The Role As our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development. You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions. Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements. This is a genuinely influential role where your expertise will help shape the future direction of both our product and business. Responsibilities include: Provide subject matter expertise on financial planning, paraplanning and regulated advice processes Help define and improve end-to-end advice journeys within the platform Support the design of suitability report templates, recommendation structures and client outputs Translate adviser and paraplanner requirements into product features, workflows and user stories Work closely with product managers, designers, engineers and compliance specialists Review functionality for technical accuracy, usability and alignment with industry best practice Help develop workflows covering pensions, investments, protection, retirement planning and suitability requirements Identify opportunities for automation and process improvement Support testing, product demonstrations and user feedback sessions Assist in the creation of documentation, guidance materials and training content The ideal candidate We're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology. You will likely have experience as a: Paraplanner Senior Paraplanner Technical Support Specialist Financial Planning Specialist Similar role within a regulated financial advice environment Essential Requirements Diploma in Regulated Financial Planning Experience within a UK regulated financial advice environment Strong understanding of suitability reporting and recommendation processes Knowledge of Consumer Duty and FCA regulatory requirements Experience across pensions, investments, protection and retirement planning Strong written communication and attention to detail Ability to explain complex financial planning concepts to non-specialists Comfortable working in a fast-moving and evolving environment Interest in technology, automation and improving how advice is delivered Desirable Experience using financial planning software, CRMs or cashflow modelling tools Exposure to technology projects, process redesign or workflow automation Interest in product development, user testing or business analysis This is not a client-facing advisory role and you will not be providing regulated advice to end clients. It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market. We offer the following: Opportunity to shape a financial planning technology product from an early stage A highly visible role with genuine influence on product development Exposure to product, engineering, design, compliance and startup operations Flexible and hybrid working arrangements Support for professional development and relevant qualifications A collaborative, innovative and fast-moving environment Competitive salary of £60,000 to £70,000 depending on experience Interested? Apply now with your up to date CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Paraplanner role - Chartered Accountancy IFA Wealth firm My client is an award winning Chartered Accountancy IFA Wealth management firm in Blackburn, and are looking to augment their successful team with a Paraplanner to be based at their Blackburn office. You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team. A competitive salary of up to 45,000 is on offer with this hybrid role, along with comprehensive benefits. Support with the CII Diploma exams are also on offer with this role. My client could be flexible on salary for the right candidate and hybrid working would be on offer post-probation! Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing), knowledge of Investment, Protection, and Pension products & be able to manage a busy pipeline of work. Click and apply ASAP as my client is considering CVs as we speak
Jun 11, 2026
Full time
Paraplanner role - Chartered Accountancy IFA Wealth firm My client is an award winning Chartered Accountancy IFA Wealth management firm in Blackburn, and are looking to augment their successful team with a Paraplanner to be based at their Blackburn office. You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team. A competitive salary of up to 45,000 is on offer with this hybrid role, along with comprehensive benefits. Support with the CII Diploma exams are also on offer with this role. My client could be flexible on salary for the right candidate and hybrid working would be on offer post-probation! Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing), knowledge of Investment, Protection, and Pension products & be able to manage a busy pipeline of work. Click and apply ASAP as my client is considering CVs as we speak
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Jun 11, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
