PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Jun 15, 2026
Full time
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
Jun 15, 2026
Full time
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Jun 13, 2026
Full time
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £42,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
Jun 13, 2026
Full time
Excellent Benefits & Annual Bonus A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment. Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective. The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued. The Role You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business's continued growth. This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning. Key Responsibilities Supporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering outstanding client service throughout the advice process About You Diploma qualified (Level 4) or working towards completion Experience within an IFA or wealth management environment Strong understanding of pensions and investments Excellent organisational and communication skills High attention to detail and accuracy Ambitious and keen to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner role Ongoing professional development and exam support Supportive and approachable leadership team Modern and collaborative working environment Opportunity to join an ambitious and growing business Long-term career progression If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
Jun 13, 2026
Full time
North West London Up to £50,000 Basic + x2 Validation + Annual Bonus An established and growing independent financial advisory firm based in North West London is seeking a motivated Junior Financial Adviser to join its supportive and collaborative team. This is an excellent opportunity for either a newly qualified Financial Adviser or an experienced Paraplanner looking to transition into an adviser role within a business that genuinely supports career development and long-term progression. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement Planning, Wills, and Inheritance Tax Planning, with a strong focus on delivering quality advice and building lasting client relationships. The Opportunity You will work closely with senior advisers and the wider support team, gradually building your own client relationships while receiving ongoing mentoring and development support. This role is ideally suited to someone looking to take the next step in their advisory career within a positive, client-focused environment. Key Responsibilities Supporting clients across all areas of financial planning Assisting with client reviews and ongoing servicing Building and maintaining strong client relationships Working closely with paraplanners and administrators Conducting research and preparing recommendations Ensuring compliant and client-focused advice is delivered Supporting senior advisers with new and existing client needs Developing towards managing your own portfolio of clients About You Level 4 Diploma qualified Previous experience within an IFA or wealth management environment Either adviser experience or strong paraplanning experience with aspirations to advise Strong understanding of pensions, investments, and protection Excellent communication and relationship-building skills Client-focused with a professional and ethical approach Positive team player with ambition to grow within the business What's on Offer Basic salary up to £50,000 x2 validation structure Annual bonus on target achievement Clear development pathway and mentoring support Supportive and collaborative team culture Independent, whole-of-market advice offering Long-term career progression opportunities Positive and professional working environment This is a fantastic opportunity to join a respected independent firm where culture, support, and quality advice are genuinely valued. To apply, please contact Sam at Financial Divisions.
A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.
Jun 13, 2026
Full time
A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
Jun 13, 2026
Full time
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.
Jun 13, 2026
Full time
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
Jun 11, 2026
Full time
Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions
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.
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. 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 10, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. 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.
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. 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 10, 2026
Full time
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. 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.
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 09, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Job Title: Paraplanner Location: West London Hybrid 2 days WFH Salary: Up to 70,000 depending on experience Hours: Monday to Friday 8:30am to 5:30 pm Benefits: Pension, life assurance, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option Discretionary annual bonus About the position of Paraplanner We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships. They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes. This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development. Responsibilities for the role of Paraplanner: Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning Produce high-quality, compliant suitability reports and technical recommendations Review fact finds, calculations, and supporting documentation for accuracy and suitability Partner closely with Financial Planners to support holistic client advice Provide technical input on trusts, taxation, and probate planning Support efficient case progression, liaising with internal and offshore teams Mentor junior paraplanners and provide technical oversight where required Ensure all work meets regulatory and internal quality standards Undertake technical research for complex or non-standard cases Experience and skills required for the role of Paraplanner: 5+ years' paraplanning experience within financial services Chartered status (CII Advanced Diploma or equivalent) essential Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning Proven ability to produce complex suitability reports and recommendations Confident reviewing technical data, calculations, and fact finds Strong understanding of trusts, taxation, and probate planning Able to perform in a fast-paced, high-quality output environment Strong attention to detail with a structured, solutions-focused approach For more information regarding the role of Paraplanner , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Jun 09, 2026
Full time
Job Title: Paraplanner Location: West London Hybrid 2 days WFH Salary: Up to 70,000 depending on experience Hours: Monday to Friday 8:30am to 5:30 pm Benefits: Pension, life assurance, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option Discretionary annual bonus About the position of Paraplanner We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships. They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes. This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development. Responsibilities for the role of Paraplanner: Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning Produce high-quality, compliant suitability reports and technical recommendations Review fact finds, calculations, and supporting documentation for accuracy and suitability Partner closely with Financial Planners to support holistic client advice Provide technical input on trusts, taxation, and probate planning Support efficient case progression, liaising with internal and offshore teams Mentor junior paraplanners and provide technical oversight where required Ensure all work meets regulatory and internal quality standards Undertake technical research for complex or non-standard cases Experience and skills required for the role of Paraplanner: 5+ years' paraplanning experience within financial services Chartered status (CII Advanced Diploma or equivalent) essential Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning Proven ability to produce complex suitability reports and recommendations Confident reviewing technical data, calculations, and fact finds Strong understanding of trusts, taxation, and probate planning Able to perform in a fast-paced, high-quality output environment Strong attention to detail with a structured, solutions-focused approach For more information regarding the role of Paraplanner , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.
Sep 23, 2025
Full time
Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.
Senior Paraplanner Bedford £45,000 £50,000 Hybrid + Benefits A fantastic opportunity for an experienced Senior Paraplanner to join a growing, client-focused Financial Planning firm in Bedford. You ll work closely with the MD and Advisers, attend client meetings, and support the full financial planning process. What s on Offer: £45,000 £50,000 salary Hybrid working after probation 25 days holiday + birthday off + BH 5% employer/employee pension Exam support (Level 6 if desired) Involvement in cutting-edge tech & AI tools Opportunity to mentor junior team members What We re Looking For: Level 4 qualified (minimum) Strong paraplanning experience Confident in cash flow modelling Experience with Intelligent Office (desirable) Join a forward-thinking firm where your input makes a real impact. Apply now or get in touch to find out more.
Sep 23, 2025
Full time
Senior Paraplanner Bedford £45,000 £50,000 Hybrid + Benefits A fantastic opportunity for an experienced Senior Paraplanner to join a growing, client-focused Financial Planning firm in Bedford. You ll work closely with the MD and Advisers, attend client meetings, and support the full financial planning process. What s on Offer: £45,000 £50,000 salary Hybrid working after probation 25 days holiday + birthday off + BH 5% employer/employee pension Exam support (Level 6 if desired) Involvement in cutting-edge tech & AI tools Opportunity to mentor junior team members What We re Looking For: Level 4 qualified (minimum) Strong paraplanning experience Confident in cash flow modelling Experience with Intelligent Office (desirable) Join a forward-thinking firm where your input makes a real impact. Apply now or get in touch to find out more.
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa 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.
Sep 22, 2025
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa 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.
