Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role
Jun 11, 2026
Full time
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role
Jun 11, 2026
Full time
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role
Lime Professional Services
Alderley Edge, Cheshire
Associate Financial Planner Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm? We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences. In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews. What you'll be doing Supporting Financial Planners with client meeting preparation and follow-up Producing high-quality suitability reports and client communications Maintaining accurate financial planning and cashflow modelling records Attending client meetings and providing technical input where appropriate Acting as a key point of contact for clients and professional connections Identifying planning opportunities and helping deliver excellent client outcomes What we're looking for Experience in a paraplanning, associate planner or financial planning support role Strong technical knowledge across pensions, investments and financial planning Experience using cashflow modelling software, ideally Voyant Excellent report-writing and communication skills Strong attention to detail and organisational skills Level 6 qualification, or working towards Chartered/Certified status, would be advantageous Why join us? You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do. If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you.
Jun 11, 2026
Full time
Associate Financial Planner Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm? We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences. In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews. What you'll be doing Supporting Financial Planners with client meeting preparation and follow-up Producing high-quality suitability reports and client communications Maintaining accurate financial planning and cashflow modelling records Attending client meetings and providing technical input where appropriate Acting as a key point of contact for clients and professional connections Identifying planning opportunities and helping deliver excellent client outcomes What we're looking for Experience in a paraplanning, associate planner or financial planning support role Strong technical knowledge across pensions, investments and financial planning Experience using cashflow modelling software, ideally Voyant Excellent report-writing and communication skills Strong attention to detail and organisational skills Level 6 qualification, or working towards Chartered/Certified status, would be advantageous Why join us? You'll be joining a collaborative and professional team that is passionate about delivering life-changing financial planning. We offer a supportive environment where technical expertise is valued, professional development is encouraged and client outcomes are at the heart of everything we do. If you're looking for a role where you can develop your planning expertise, build meaningful client relationships and play a key part in delivering exceptional financial planning, we'd love to hear from you.
Paraplanner - Financial Planning Product Specialist Fintech Startup -Product & Technology Build Basic Salary £60,000 to £70,000 DOE London Based, Hybrid Working Ready to use your financial planning expertise to help build the future of advice technology? Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment? We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale. This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way. Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved. If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career. The Role As our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development. You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions. Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements. This is a genuinely influential role where your expertise will help shape the future direction of both our product and business. Responsibilities include: Provide subject matter expertise on financial planning, paraplanning and regulated advice processes Help define and improve end-to-end advice journeys within the platform Support the design of suitability report templates, recommendation structures and client outputs Translate adviser and paraplanner requirements into product features, workflows and user stories Work closely with product managers, designers, engineers and compliance specialists Review functionality for technical accuracy, usability and alignment with industry best practice Help develop workflows covering pensions, investments, protection, retirement planning and suitability requirements Identify opportunities for automation and process improvement Support testing, product demonstrations and user feedback sessions Assist in the creation of documentation, guidance materials and training content The ideal candidate We're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology. You will likely have experience as a: Paraplanner Senior Paraplanner Technical Support Specialist Financial Planning Specialist Similar role within a regulated financial advice environment Essential Requirements Diploma in Regulated Financial Planning Experience within a UK regulated financial advice environment Strong understanding of suitability reporting and recommendation processes Knowledge of Consumer Duty and FCA regulatory requirements Experience across pensions, investments, protection and retirement planning Strong written communication and attention to detail Ability to explain complex financial planning concepts to non-specialists Comfortable working in a fast-moving and evolving environment Interest in technology, automation and improving how advice is delivered Desirable Experience using financial planning software, CRMs or cashflow modelling tools Exposure to technology projects, process redesign or workflow automation Interest in product development, user testing or business analysis This is not a client-facing advisory role and you will not be providing regulated advice to end clients. It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market. We offer the following: Opportunity to shape a financial planning technology product from an early stage A highly visible role with genuine influence on product development Exposure to product, engineering, design, compliance and startup operations Flexible and hybrid working arrangements Support for professional development and relevant qualifications A collaborative, innovative and fast-moving environment Competitive salary of £60,000 to £70,000 depending on experience Interested? Apply now with your up to date CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 11, 2026
Full time
Paraplanner - Financial Planning Product Specialist Fintech Startup -Product & Technology Build Basic Salary £60,000 to £70,000 DOE London Based, Hybrid Working Ready to use your financial planning expertise to help build the future of advice technology? Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment? We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale. This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way. Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved. If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career. The Role As our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development. You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions. Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements. This is a genuinely influential role where your expertise will help shape the future direction of both our product and business. Responsibilities include: Provide subject matter expertise on financial planning, paraplanning and regulated advice processes Help define and improve end-to-end advice journeys within the platform Support the design of suitability report templates, recommendation structures and client outputs Translate adviser and paraplanner requirements into product features, workflows and user stories Work closely with product managers, designers, engineers and compliance specialists Review functionality for technical accuracy, usability and alignment with industry best practice Help develop workflows covering pensions, investments, protection, retirement planning and suitability requirements Identify opportunities for automation and process improvement Support testing, product demonstrations and user feedback sessions Assist in the creation of documentation, guidance materials and training content The ideal candidate We're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology. You will likely have experience as a: Paraplanner Senior Paraplanner Technical Support Specialist Financial Planning Specialist Similar role within a regulated financial advice environment Essential Requirements Diploma in Regulated Financial Planning Experience within a UK regulated financial advice environment Strong understanding of suitability reporting and recommendation processes Knowledge of Consumer Duty and FCA regulatory requirements Experience across pensions, investments, protection and retirement planning Strong written communication and attention to detail Ability to explain complex financial planning concepts to non-specialists Comfortable working in a fast-moving and evolving environment Interest in technology, automation and improving how advice is delivered Desirable Experience using financial planning software, CRMs or cashflow modelling tools Exposure to technology projects, process redesign or workflow automation Interest in product development, user testing or business analysis This is not a client-facing advisory role and you will not be providing regulated advice to end clients. It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market. We offer the following: Opportunity to shape a financial planning technology product from an early stage A highly visible role with genuine influence on product development Exposure to product, engineering, design, compliance and startup operations Flexible and hybrid working arrangements Support for professional development and relevant qualifications A collaborative, innovative and fast-moving environment Competitive salary of £60,000 to £70,000 depending on experience Interested? Apply now with your up to date CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Paraplanner role - Chartered Accountancy IFA Wealth firm My client is an award winning Chartered Accountancy IFA Wealth management firm in Blackburn, and are looking to augment their successful team with a Paraplanner to be based at their Blackburn office. You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team. A competitive salary of up to 45,000 is on offer with this hybrid role, along with comprehensive benefits. Support with the CII Diploma exams are also on offer with this role. My client could be flexible on salary for the right candidate and hybrid working would be on offer post-probation! Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing), knowledge of Investment, Protection, and Pension products & be able to manage a busy pipeline of work. Click and apply ASAP as my client is considering CVs as we speak
Jun 11, 2026
Full time
Paraplanner role - Chartered Accountancy IFA Wealth firm My client is an award winning Chartered Accountancy IFA Wealth management firm in Blackburn, and are looking to augment their successful team with a Paraplanner to be based at their Blackburn office. You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team. A competitive salary of up to 45,000 is on offer with this hybrid role, along with comprehensive benefits. Support with the CII Diploma exams are also on offer with this role. My client could be flexible on salary for the right candidate and hybrid working would be on offer post-probation! Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing), knowledge of Investment, Protection, and Pension products & be able to manage a busy pipeline of work. Click and apply ASAP as my client is considering CVs as we speak
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Jun 11, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 11, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from e click apply for full job details
Jun 11, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from e click apply for full job details
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Jun 11, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Jun 11, 2026
Full time
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Jun 11, 2026
Full time
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Senior Paraplanner Location: East Riding of Yorkshire Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis. This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team. The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales. Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues. Key Responsibilities Prepare financial planning reports, suitability reports, and client letters. Carry out research using appropriate tools to support adviser recommendations. Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes. Obtain illustrations, valuations, and information from product providers. Review client files, including fact finds, adviser notes, product information, and supporting documentation. Support the training and onboarding of new team members. Provide guidance and technical support to Junior Paraplanners. Review team output, accuracy, and quality to ensure internal standards are maintained. Manage workload effectively and ensure deadlines are met. Deliver a professional and efficient service to clients, providers, advisers, and professional partners. Candidate Criteria Level 4 Diploma Qualified, ideally Chartered or working towards 3-5 years of Paraplanning experience as a minimum Previous experience mentoring, training, or supporting junior colleagues is desirable Strong technical knowledge across pensions, investments, protection, and financial planning. Excellent written and verbal communication skills. Strong attention to detail and the ability to produce accurate, high-quality work. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
Jun 11, 2026
Full time
Senior Paraplanner Location: East Riding of Yorkshire Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis. This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team. The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales. Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues. Key Responsibilities Prepare financial planning reports, suitability reports, and client letters. Carry out research using appropriate tools to support adviser recommendations. Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes. Obtain illustrations, valuations, and information from product providers. Review client files, including fact finds, adviser notes, product information, and supporting documentation. Support the training and onboarding of new team members. Provide guidance and technical support to Junior Paraplanners. Review team output, accuracy, and quality to ensure internal standards are maintained. Manage workload effectively and ensure deadlines are met. Deliver a professional and efficient service to clients, providers, advisers, and professional partners. Candidate Criteria Level 4 Diploma Qualified, ideally Chartered or working towards 3-5 years of Paraplanning experience as a minimum Previous experience mentoring, training, or supporting junior colleagues is desirable Strong technical knowledge across pensions, investments, protection, and financial planning. Excellent written and verbal communication skills. Strong attention to detail and the ability to produce accurate, high-quality work. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
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 modelli click apply for full job details
Jun 11, 2026
Full time
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 modelli click apply for full job details
Premier Jobs UK Limited
Market Harborough, Leicestershire
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 modelli click apply for full job details
Jun 11, 2026
Full time
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 modelli click apply for full job details
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £36000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 11, 2026
Full time
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £36000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach click apply for full job details
Jun 11, 2026
Full time
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach click apply for full job details
Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous
Jun 11, 2026
Full time
Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 11, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner 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
Jun 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner 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
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jun 11, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
