48 jobs found

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.

NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION Altrincham SALARY Up to 30,000 30 Days Holidays + Bank Holidays 9% Pension Contribution Two days WFH - Flexible working hours NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; Processing new business applications - Pensions & Investments Creating Client Illustrations & Valuations Use of Provider Platforms Liaising with very HNW Clients and Sports professionals Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16701

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 are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.

IFA Administrator / Paraplanner Support - Edinburgh Join a growing financial planning firm and take the next step in your career! Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator professional to join their expanding team. This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator. The role As part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include: Maintaining and updating accurate client records Handling incoming communication and provider requests Preparing valuations, review packs and meeting documentation Assisting paraplanners with case preparation Submitting and tracking new business applications Ensuring all electronic filing and documentation is compliant and well organised What we're looking for Experience within financial services ideally within a similar setting, but not essential Strong organisational skills and exceptional attention to detail Excellent written and verbal communication Confident IT skills, including Microsoft Office Ability to manage multiple tasks and work collaboratively A proactive, professional individual with a willingness to learn and develop Why this role? Highly competitive salary DOE Holidays - 30 days, tiered after 2 years onwards Pension - 6% matched Death in Service Genuine progression route into a Paraplanner role Supportive environment with ongoing training Opportunity to deepen your knowledge of pensions, investments and the advice process If you're looking for a chance to build your financial services career within a supportive and professional environment, we'd love to speak with you. Apply today and submit your CV. To find out more about this excellent opportunity and arrange a confidential chat, contact Pauline Low at Reed

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.

Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid/Remote working Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid/Remote working 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's SJP experience highly desirable CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Sheffield (Hybrid working available) IFA Administrator £28,000 - £34,000 Hours: Full-time, Monday to Friday NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield! What You'll Do: Provide day-to-day admin support to Financial Advisers and Paraplanners Prepare documentation and client packs for meetings Process new business and track applications to completion Liaise with clients and product providers Maintain accurate client records using CRM systems Assist with compliance checks and regulatory documentation What We're Looking For: Previous experience in a financial planning or wealth management admin role Strong organisational skills and excellent attention to detail Confident communicator, both written and verbal A CV that demonstrates longevity and stability in previous roles What's On Offer: Competitive salary based on experience Hybrid working (3 days in office / 2 from home once fully trained) Support with professional qualifications (e.g. CII Diploma) A friendly, professional, and team-focused culture 27 days holiday + bank holidays Company pension scheme and other benefits Enhanced Pension Scheme Healthcare cash plan Death in Service Cover If you're ready to take the next step in your financial services career and want a role with long-term prospects, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16708

An exceptionally well appointed and award-winning IFA practice based close to Leigh-on-Sea is keen to appoint an experienced Financial Adviser. This is an opportunity to join a specialist wealth planning business that prides itself on professionalism, integrity, and long-term client relationships. You will be supported by a highly experienced Technical Paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. Duties will include Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes. The role is offered on a hybrid basis and comes with a comprehensive remuneration package. It is available ASAP.

IFA Administrator 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you an IFA Administrator looking for a role within a friendly, relaxed business that values a great working environment and offers 33 Days holiday as well as the ability to earn an annual bonus? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: IFA Administrator Looking for a less corporate atmosphere Job Reference: BBBH 23580 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.

Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.

This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job 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.

IFA Administrator - Meriden, West Midlands Office Based £26,000-£32,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment

Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package

This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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

IFA Administrator 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the IFA Administrator: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the IFA Administrator: 4- 5 years' experience as a Paraplanner/ IFA Administrator with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!

Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.