92 jobs found

Technical Administrator £24,500 - £30,000Wimborne Minster Office based (hybrid considered)A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.

Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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

Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.

I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details

Office Manager / Senior Paraplanner Bourne End, Buckinghamshire £55,000 - £65,000 depending on experience Full-Time Office-Based A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team. This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management. The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm's growth. The Role This position will involve a mixture of: Writing and reviewing complex suitability reports Managing the advice process through to completion Supporting Financial Planners with technical case preparation Overseeing day-to-day office operations Supervising and mentoring administrators/paraplanners Ensuring high standards of compliance and client servicing The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients. Candidate Requirements The ideal candidate will have: Minimum 5 years' experience within Financial Services Level 4 Diploma qualified (DipPFS or equivalent) Previous Senior Paraplanning experience Managerial or supervisory experience Strong technical knowledge across financial planning Experience using Intelligent Office (I.O.) and industry platforms Excellent communication and organisational skills High attention to detail and a proactive approach What's on Offer £55,000 - £65,000 salary depending on experience Full-time permanent position Friendly and supportive working environment 24 days holiday plus bank holidays Enhanced employer pension contributions Long-term progression and the opportunity to play a significant role within a respected independent firm For further information or to express interest in the opportunity, please apply or get in touch directly.

Senior Paraplanner North Yorkshire Hybrid Working Competitive Salary + Bonus + Benefits The Opportunity An exciting opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, boutique wealth management firm. This is a pivotal role within the business, supporting advisers across multiple locations while playing a key part in delivering high-quality, tailored financial advice to a diverse client base. You'll be joining a collaborative and forward-thinking team, with genuine scope to influence processes, support business growth, and progress your career toward an advisory role if desired. What You'll Be Doing Producing high-quality, compliant suitability reports across pensions, investments, and tax planning Conducting in-depth research into financial products and strategies to support bespoke client recommendations Supporting advisers in developing tailored financial plans aligned to individual client goals Managing the end-to-end client onboarding process Liaising with clients, providers, and internal teams to progress cases efficiently Ensuring all work meets FCA regulatory standards and internal compliance requirements Supporting advisers both locally and across additional office locations Contributing to the continuous improvement of internal processes and client servicing What We're Looking For Proven experience as a Paraplanner within a financial planning or wealth management firm Strong technical knowledge of pensions, investments, and tax planning Experience writing detailed suitability reports Diploma qualified in Financial Planning (Level 4) minimum Excellent communication and analytical skills Highly organised with strong attention to detail A team player who can also work independently What's On Offer Competitive basic salary and bonus structure Hybrid working flexibility Clear progression pathway to Financial Adviser Support with further qualifications and professional development Exposure to complex and varied client portfolios Friendly, collaborative, and supportive working environment Why Apply? This is a fantastic opportunity for a Senior Paraplanner looking to take the next step in their career within a growing and ambitious firm. You'll gain exposure to high-quality work, develop your technical expertise, and have a genuine opportunity to progress into an advisory position.

Client Services Administrator (Diploma Focused) Location: Bristol (Central/Hybrid) Salary: £28,000 - £30,000 (Dependent on experience + exam progress) Are you an ambitious Administrator currently navigating the path toward your Level 4 Diploma ? Our client is a leading Independent Financial Advice (IFA) firm based in the heart of Bristol, known for their client-first philosophy and high-net-worth portfolio. They don't just want someone to process paperwork; they want a future Paraplanner or Adviser who is ready to immerse themselves in the technical side of wealth management. The Role This is a pivotal support role designed for someone who understands the "why" behind the advice. You will work closely with the companies established Senior Advisers to ensure a seamless client journey. Key Responsibilities: Processing Business: Managing new business applications for Pensions, Investments, and Protection via various provider platforms. Client Liaison: Acting as a professional first point of contact for client queries, ensuring they receive a high-touch, bespoke service. Valuations & Reporting: Preparing accurate client valuation reports and meeting packs. Data Integrity: Maintaining our CRM (Intelligent Office/CURO) with meticulous attention to detail. Technical Support: Assisting with basic research and obtaining illustrations to support the Paraplanning team. About You You've moved past the "entry-level" stage and are now looking for a firm that values your professional development. Experience: At least 1-2 years within an IFA or Wealth Management environment. Qualifications: You have successfully passed at least one or two RO modules and are actively studying toward the full Level 4 Diploma in Financial Planning. Tech-Savvy: Comfortable with provider platforms and back-office systems. The Bristol Connection: You enjoy the local professional community and are looking for a long-term home in a city-based firm. Why Join Them? Our client believes in rewarding those who invest in themselves. Study Support: They pay for your exams, study materials, and provide paid "study days" to ensure you pass. Salary increase after every pass Career Path: They have a clear internal progression route to Paraplanning or Advice. Culture: A collaborative, professional, yet relaxed office environment with regular social events in Bristol.

Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.

IFA Administrator Leeds, hybrid Up to £33,000 + Bonus + Excellent Benefits Study Support towards Diploma in Financial Planning An excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK's leading wealth management organisations. Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care. Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners. This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications. The Role You will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process. Responsibilities will include: • Providing full administrative support to Financial Advisors and Paraplanners • Preparing and processing new business applications • Managing client correspondence and documentation • Liaising with providers, platforms, and third parties • Maintaining accurate client records and updating internal systems • Assisting with valuations, fund switches, withdrawals, and policy servicing • Preparing review packs and supporting annual review processes • Ensuring all work is completed in line with FCA and internal compliance standards About You The successful candidate will ideally have: • Previous experience working within an IFA or wealth management environment • Strong understanding of financial planning products and processes • Excellent organisational and communication skills • High attention to detail and ability to manage multiple priorities • Experience supporting Advisors and/or Paraplanners • A professional and client focused approach • Progress towards Diploma qualifications would be advantageous but is not essential What's on Offer • Salary negotiable depending on experience up to around £33,000 • Annual discretionary bonus, typically paid at 8% to 10% of salary • First class benefits package • Study support towards the Diploma in Financial Planning • Genuine long term career progression opportunities • Exposure to complex HNW and UHNW financial planning cases • Opportunity to join one of the UK's most respected wealth management firms This is an outstanding opportunity for an ambitious IFA Administrator looking to take the next step in their career within a prestigious and growing organisation.

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

Paraplanner or progressive financial administrator Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £30k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £45k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

Job: Financial Planning Administrator Location: Rotherham Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance Company Pension Opportunity to develop towards Paraplanning if desired

Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. About the Role As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions. Responsibilities Requirements Elicitation & Analysis Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications Define and validate acceptance criteria in collaboration with the Product Owner and QA teams Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers Process Analysis & Improvement Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements Identify opportunities to embed AI-powered tooling into advice workflows - such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing - and translate these into structured requirements Agile Delivery Support Work closely with the Product Owner to refine and maintain a well-groomed backlog Participate actively in sprint ceremonies - refinement, planning, reviews, and retrospectives Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically Stakeholder Engagement Build trusted relationships with senior stakeholders across advice, planning, and operations Communicate complex technical and process changes clearly to non-technical audiences Provide regular progress updates and facilitate sign-off on key deliverables Continuous Improvement Champion best practice in business analysis, agile delivery, and financial services Actively leverage AI tools in day-to-day analysis work - including using AI assistants for documentation drafting, requirements synthesis, and process modelling - and encourage adoption across the team Mentor junior team members and contribute to the development of BA standards across the function Experience Experience as a Technical Business Analyst, ideally within financial services or fintech Demonstrable experience working within agile cross-functional delivery teams Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding Experience with wealth management platforms and advice technology is highly desirable Practical experience using AI tools to improve personal productivity and inform solution design Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods Skills Expert-level ability to produce clear, structured requirements documentation and process maps Proficient in agile tools such as Jira, Confluence, or Azure DevOps Strong analytical and problem-solving skills with a data-driven approach Excellent stakeholder management and communication skills across all levels SQL proficiency is a plus Education Bachelor's degree in Business, Finance, Computer Science, or related field preferred BCS, IIBA (CBAP), or equivalent BA certification is a plus Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 3 years experience (essential) Experience working with HNW clients (desirable) Chartered/ near to completion (essential) The Package Starting salary: up to c£70,000 + bonus Hybrid / flexible working Generous Pension Scheme 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service Full study support towards professional qualifications Group life assurance Income protection Vitality Healthcare plus full cover for therapy and counselling To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .

Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support

Role: Paraplanner Area: Chichester, Hybrid Position: Full time, Permanent Salary: 38k to 45k DOE Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities for the Paraplanner Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience for the Paraplanner Previous Paraplanner experience within an IFA or wealth management environment You will ideally have worked or have experience within an SJP practise Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths For further information on this excellent opportunity, please forward a copy of your CV

IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.