232 jobs found

Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 - £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.

This is an excellent opportunity for someone with a strong background in Pensions and client relationship management who enjoys building long-term client partnerships and driving commercial growth to join a market leading organisation within the Pensions Data Solutions and Technology space. The Role You will take responsibility for managing and developing a portfolio of clients, acting as the key day-to-day relationship lead while identifying opportunities to expand services and deliver additional value. Working closely with operational, commercial, and delivery teams, you will ensure clients receive a high standard of service while supporting wider business growth objectives. Key responsibilities include: Managing day-to-day client relationships across a portfolio of Pensions clients Acting as the primary contact for client communication and issue resolution Identifying opportunities for additional services and revenue growth Supporting proposal creation, presentations, and commercial discussions Working closely with operations and delivery teams to ensure successful client outcomes Maintaining accurate pipeline, revenue forecasting, and CRM information Supporting onboarding activities for new clients Contributing to proposition development and client strategy discussions About You The successful candidate will ideally have: Experience within Pensions administration, Pensions consultancy, or client management A strong understanding of the UK Pensions industry Excellent relationship building and stakeholder management skills Commercial awareness and the ability to identify growth opportunities Strong communication and presentation skills The ability to work collaboratively across multiple business functions A proactive and client-focused approach What's on Offer Flexible home based working Opportunity to work with high profile Pensions clients Collaborative and supportive environment Strong long term career progression opportunities Exposure to both strategic client management and commercial growth initiatives Please quote 52406 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Shadow adviser Salary Range: £50K-£60K An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few full-fat financial planning firms , offering a combination of great unencumbered advice with a highly personalised client service. We see this role as a shadow adviser where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships. You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step. We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients. Experience Hold Chartered status (or seriously working towards this, because this is a minimum for us) Experience of using Intelligence Office, FE Analytics & cashflow software In return we ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. 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 - Up to £75,000 - Solihull, Hybrid Working, Supportive Team Environment The Paraplanner Job We are recruiting on behalf of a growing financial planning firm for a Paraplanner to join their team based in Solihull. This is an excellent opportunity for a Paraplanner who enjoys the technical side of financial planning and wants to play a key role in supporting advisers and delivering positive client outcomes. You'll work closely with advisers, compliance teams and clients, helping to turn complex financial planning recommendations into clear and client-friendly advice. The role offers a varied workload, exposure to market-leading technology and the opportunity to contribute to the ongoing development of the business. Key Paraplanner Responsibilities Include: Conducting research and preparing suitability reports for new and existing clients. Producing accurate, compliant and client-focused documentation. Supporting advisers with technical research and portfolio analysis. Maintaining accurate client records across systems and platforms. Keeping up to date with regulatory and industry changes. Supporting file checking and compliance processes. Acting as a technical support point for advisers and colleagues. Contributing to process improvements and best practice across the business. Building positive relationships with clients, colleagues and third-party providers. Using tools such as Voyant, Timeline, Intelliflo and FE Analytics to support client planning. The Paraplanner Candidate The ideal candidate will have previous paraplanning experience within a financial planning or wealth management environment and be confident working in a technical support role. You will also have: Level 4 qualified, Diploma in Regulated Financial Planning Strong organisational and time management skills. The ability to manage workloads effectively and meet deadlines. Excellent attention to detail. Good communication and interpersonal skills. Strong Microsoft Word and Excel skills. A proactive and team-focused approach. Desirable Experience: Chartered QCF level 6 in Financial Planning Knowledge of systems such as Intelligent Office, FE Analytics, Adviser Asset, Defaqto, Timeline, Voyant and Moneyinfo. Experience supporting advisers with technical research and client recommendations. The Package Up to £75,000 Depending on Experience Hybrid working following probation Company pension Supportive and collaborative team environment Opportunity to work with market-leading financial planning technology Long-term career development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.

Job Title: Financial Planning Administrator Industry: Wealth Management Location: South Birmingham Salary: Up to £30,000 Job Reference: 10263 Recruit UK are working with a boutique financial planning firm in South Birmingham who are looking to bring on a Financial Planning Administrator to join their growing team. This is an excellent opportunity to join a well-established and supportive business that places a strong emphasis on employee development and long-term career progression. The firm has built an excellent reputation for delivering high-quality financial planning services and offers a collaborative environment where individuals are encouraged to develop their skills and progress within the industry. The successful candidate will provide administrative support to the firm's Financial Planners and Paraplanners, helping to ensure the smooth running of the client journey and day-to-day operations. Duties will include: • Providing administrative support to Financial Planners and Paraplanners • Preparing and processing annual review letters • Managing client relationships and handling client queries • Inbox and email management • Diary management and scheduling appointments • Answering and directing telephone enquiries • Maintaining accurate client records and updating systems • Providing ad-hoc administrative support to the wider team as required Benefits: • Salary up to £30,000 • Quarterly bonus scheme • Flexitime hours • Free parking • Excellent transport links and local bus routes • Long-term career progression opportunities • Full study support, including funded exams and a £500 salary increase for each module passed • Pension contribution • Private Medical Insurance If the above role is of any interest to you, please apply and one of our consultants will be in touch to discuss the opportunity in more detail. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a boutique financial planning firm in South Birmingham on a Financial Planning Administrator role. Our commitment to you: • Start every journey with a conversation to find out about you in-depth. • Provide honest feedback on where you fit in the jobs market. • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. • Take a holistic mindfulness approach - career happiness is rarely just about the money.

Our Harrogate based award winning client are working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) Knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £36,000 + bonus Home working Free parking 25 days holiday Full study support inclusive of training courses Structured career progression DIS

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture. The Opportunity Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements. What's on Offer? £34,000 basic salary Performance-related bonus Flexible hybrid working arrangement Up to 30 days annual leave Private medical insurance 5% employer pension contribution Supportive and collaborative team environment Clear progression opportunities as the business continues to grow About You Previous experience within a financial planning or wealth management environment Strong client servicing and administrative skills Experience supporting Financial Advisers and handling new business processes Excellent communication and organisational abilities A proactive and professional approach to client service This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £36,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.

Job Title: Paraplanner Location: Droitwich (Hybrid Working) Salary: Negotiable An ambitious and modern financial planning firm is expanding its back-office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with Financial Advisers and delivering high-quality, compliant advice materials. This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives. The firm offers structured training and development, with the opportunity to progress into a Financial Adviser role in the future. Key Responsibilities Produce compliant financial planning reports to support adviser recommendations Conduct technical research into products, providers, and planning strategies Support advisers with client servicing, reviews, and ongoing queries Serve as a point of contact for routine adviser and client enquiries Prepare review documentation and source illustrations where required Stay current with industry legislation, products, and regulatory requirements Key Requirements Experience within a financial advice or wealth management firm Strong paraplanning and report-writing capability Diploma in Financial Planning (or currently studying towards) preferred Excellent organisational and workload management skills High level of accuracy and attention to detail Benefits Hybrid working arrangements available Full support and funding for professional industry qualifications Up to 30 days' annual leave, with the option to purchase additional holiday (plus bank holidays) Life insurance cover provided Clear opportunity to progress into a Financial Adviser role

Paraplanner Opportunity Worcester Hybrid Working £40,000 - £45,000 DOE + excellent benefits Ready to take the next step in your Paraplanning career? An exciting opportunity has arisen to join a growing Wealth Management firm where you'll work closely with Advisers, provide high level technical support, and play a key role in delivering outstanding client outcomes. If you enjoy research, report writing and turning complex financial information into clear, client friendly advice, this could be the perfect move. What We're Looking For • Experience within Financial Advice or Wealth Management • Strong Paraplanning and report writing skills • Diploma qualified or working towards it • Excellent communication and analytical abilities • High attention to detail and accuracy • Strong organisational skills with the ability to manage priorities • A positive, collaborative mindset What's On Offer Full support with professional exams 25 days holiday + bank holidays Holiday purchase scheme In-house training academy Annual salary reviews Birthday day off Life assurance & pension Clear progression pathway, including Adviser opportunities This is a fantastic opportunity for a motivated Paraplanner looking for genuine career development, long term progression and the chance to join a supportive, forward thinking team. Interested? Get in touch to find out more.

Client Services Associate Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities? A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team. The Role This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients. Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard. Key Responsibilities Acting as the first point of contact for client enquiries (phone, email, and secure messaging) Managing diaries, booking client meetings, and preparing supporting documentation Supporting clients with requests including withdrawals, deposits, and account updates Liaising with advisers, paraplanners, and external providers Preparing for meetings and ensuring a professional client experience Maintaining accurate and compliant records of all client communication Supporting the onboarding process and ongoing service delivery About You Previous experience in a client service or administrative role Excellent organisational skills with strong attention to detail Professional communication skills, both written and verbal A proactive, positive attitude and willingness to learn Strong IT skills, particularly Microsoft 365 Experience within financial services or a regulated environment Familiarity with platforms such as Transact, XPLAN, or similar (Desirable) Experience dealing with third-party providers What's in it for you? Hybrid working (office and home-based flexibility) Generous annual leave package Discretionary bonus scheme Private medical insurance & income protection Pension and death in service benefits Full support toward professional qualifications Clear career progression pathways Supportive team culture with real development opportunities

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details

Paraplanner East Yorkshire (Hybrid) / Fully Remote option£31,000 - £38,000 + Bonus + Full Benefits The Role We are recruiting for a Paraplanner to join a highly regarded independent Financial Planning firm . This role offers the opportunity to take full ownership of the end-to-end financial planning process , supporting advisors and delivering high-quality advice to clients. Key Responsibilities Writing suitability reports and client communications Conducting research across pensions and investments Gathering illustrations and provider information Ensuring full compliance and accuracy of client files Submitting business to providers within deadlines Supporting colleagues and maintaining workflow efficiency About You Diploma-qualified (Level 4 desirable) Previous experience in Paraplanning (Essential) Strong report writing and attention to detail Excellent organisation and time management skills Proactive, team-focused approach What's on Offer Salary £31,000 - £38,000 Clear salary progression linked to exams and experience Quarterly bonus scheme 35-hour working week Hybrid or fully remote working options Flexitime and strong work-life balance Benefits Include Private medical insurance Death in service and critical illness cover Pension contribution Full exam support and funding Birthday leave + Christmas closure Buy/sell annual leave Nomad policy (work abroad) Enhanced maternity & paternity pay Wellbeing initiatives, socials & perks Why Apply? Join a Chartered firm with a strong reputation Work in a supportive, collaborative environment Clear progression into senior paraplanning or advisory roles Modern systems and forward-thinking culture

Our client, a boutique firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations To complete compliant suitability reports The Person: Level 4 Diploma (or close to completion) (essential) Experienced in dealing with High Net Worth clients (desirable) Reliable and diligent Excellent working knowledge surrounding the key areas of Financial Planning Strong commercial and technical knowledge Personable and professional In return this opportunity offers a basic salary of between £40,000 & £46,000, home working, full study support, bonuses and fantastic benefits package.

Paraplanner West Yorkshire (Office-based) £30,000 - £45,000 (Dependent on Experience) Full-time Permanent The Opportunity Reed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team. This is an excellent opportunity for someone with at least 12 months' paraplanning experience who is either Level 4 qualified or actively working towards completion. You'll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes. The Role As a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You'll play a key role in research, report writing, and shaping tailored financial planning solutions. Key Responsibilities Preparing detailed and compliant suitability reports Conducting research across pensions, investments, and protection Supporting advisers in designing bespoke client recommendations Analysing client information to identify suitable strategies Liaising with product providers and third parties Keeping up to date with market and regulatory changes Providing technical support and contributing to process improvements About You Minimum 12 months' experience in a Paraplanning role Level 4 Diploma qualified or actively working towards completion Strong technical knowledge across core financial planning areas Excellent report-writing and communication skills Highly organised with strong attention to detail Proactive, team-oriented, and able to work independently Passionate about delivering high-quality client outcomes What's in it for You? Salary of £30,000 - £45,000 depending on experience Clear progression and professional development opportunities Supportive, collaborative team culture Private healthcare Generous holiday entitlement Pension scheme Free on-site parking Access to on-site wellbeing facilities and activities Regular social events Apply Now If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.

Paraplanner Southport Hybrid Working Available £40,000 - £47,000 + Bonus + Outstanding Benefits A growing and highly regarded wealth management firm is looking to add an experienced Paraplanner to its expanding team in Southport. This is an excellent opportunity for a Paraplanner who enjoys providing high-quality support to advisers and wants to be part of a business that genuinely invests in its people. You'll work on a broad range of mainstream financial planning cases across pensions, investments and protection, with the opportunity to develop your technical knowledge and become involved in more complex planning work as your career progresses. The business has built a strong reputation for delivering exceptional client outcomes and offers a collaborative environment where quality, professionalism and personal development are highly valued. The Role Working closely with Financial Advisers and the wider support team, you'll play an important part in ensuring clients receive clear, well-researched and compliant advice. Your responsibilities will include: Preparing suitability reports and recommendation letters Conducting research across pensions, investments, protection and other financial planning solutions Gathering and analysing information to support adviser recommendations Ensuring client records and files are maintained accurately and in line with regulatory requirements Liaising with advisers and providers to ensure cases progress efficiently Supporting the delivery of excellent client outcomes in line with FCA Consumer Duty principles Keeping up to date with regulatory and industry developments As your experience develops, there will be opportunities to become involved in more complex planning areas, including inheritance tax and estate planning strategies. About You We're keen to hear from candidates who already have a solid grounding in paraplanning and are looking to continue developing within a supportive and professional environment. You will ideally have: At least three years' experience within a UK IFA or wealth management business Experience supporting advice across pensions, investments, protection, bonds and trusts Diploma Level 4 qualified, or working towards completion with strong practical experience Good understanding of FCA regulations and Consumer Duty requirements Strong report writing and research skills Excellent attention to detail and organisational skills A proactive and collaborative approach What's on Offer? In addition to a competitive salary of £40,000 - £47,000, you'll benefit from a package designed to support both your career and your work-life balance: Hybrid working 25 days' annual leave plus bank holidays and your birthday off Paid Christmas shutdown A 9-day fortnight, giving you every other Friday off 5% employer pension contribution via salary sacrifice, with NI savings added to your pension Private medical insurance Health cash plan Death in Service cover of 10x salary Performance-related bonus scheme Study support and paid leave for professional qualifications Employee discounts and lifestyle benefits Referral bonus scheme Why Join? This is a great opportunity for an established Paraplanner who wants to join a business where quality advice comes first and career development is encouraged. You'll gain exposure to a wide range of financial planning work, enjoy genuine flexibility and have the opportunity to broaden your technical expertise over time within a supportive and collaborative team.

Paraplanner Liverpool / Southport - Hybrid / Remote Up to £45,000 This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes. The Business This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive. You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations. Your responsibilities will include: Producing high-quality suitability reports and financial planning recommendations Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions Analysing client circumstances and supporting adviser recommendations Preparing technical documentation and supporting reports Maintaining accurate and compliant client records Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers to understand client objectives and deliver suitable recommendations Supporting complex financial planning cases, including inheritance tax and estate planning work Liaising with providers and product providers where required Contributing to the delivery of an outstanding client experience About You To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases. Ideally, you will have: A minimum of 3 years' paraplanning experience within a UK financial planning firm Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience Experience across pensions, investments, protection, bonds, and trusts Strong suitability report writing skills Knowledge of inheritance tax planning and estate planning strategies Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous Excellent attention to detail and technical accuracy Strong organisational and communication skills A proactive and professional approach to your work Benefits Hybrid or fully remote working available 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people. The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.