A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced 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, with full support, development, and long-term career progression on offer. The Opportunity Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning. Key Responsibilities Providing high-level administrative support to Advisers and Paraplanners Preparing suitability report packs and client review documentation Managing new business processing across pensions, investments, and protection Liaising with providers and clients Processing fund switches, withdrawals, and policy servicing tasks Maintaining accurate client records and CRM systems Supporting the paraplanning team with research and report preparation Assisting with compliance and regulatory requirements About You Diploma qualified (Level 4) Previous experience within an IFA or wealth management environment Strong technical knowledge of pensions and investments Excellent organisational and communication skills High attention to detail Ambitious and motivated to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner position Ongoing professional development and exam support Supportive and collaborative team environment Long-term career progression opportunities Opportunity to join a respected and growing IFA practice If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.
May 26, 2026
Full time
A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced 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, with full support, development, and long-term career progression on offer. The Opportunity Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning. Key Responsibilities Providing high-level administrative support to Advisers and Paraplanners Preparing suitability report packs and client review documentation Managing new business processing across pensions, investments, and protection Liaising with providers and clients Processing fund switches, withdrawals, and policy servicing tasks Maintaining accurate client records and CRM systems Supporting the paraplanning team with research and report preparation Assisting with compliance and regulatory requirements About You Diploma qualified (Level 4) Previous experience within an IFA or wealth management environment Strong technical knowledge of pensions and investments Excellent organisational and communication skills High attention to detail Ambitious and motivated to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner position Ongoing professional development and exam support Supportive and collaborative team environment Long-term career progression opportunities Opportunity to join a respected and growing IFA practice If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.
Remote Paraplanner £45,000 to £50,000 Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
May 26, 2026
Full time
Remote Paraplanner £45,000 to £50,000 Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
Exchange Street Executive Search
Oldham, Lancashire
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
May 26, 2026
Full time
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.
May 26, 2026
Full time
Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.
Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years' experience to join their team, working closely with and supporting Adviser's to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle. Key Responsibilities: Prepare high-quality suitability reports across investments, pensions, protection and retirement planning Conduct technical research based on client information Produce cashflow modelling and planning illustrations for clients Support Adviser's with pre- and post-meeting preparations Ensure a high-level of communication is maintained with clients at all times Support Adviser's with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times Key Experience: Minimum of 3 years' experience as a Paraplanner, supporting IFAs in a regulated environment Qualifications are advantageous although candidates who are not fully-qualified will be considered also Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times Experience writing suitability reports Good understanding of the regulated advice process This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field. You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process. CVs are being reviewed, so please apply now for immediate consideration.
May 26, 2026
Full time
Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years' experience to join their team, working closely with and supporting Adviser's to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle. Key Responsibilities: Prepare high-quality suitability reports across investments, pensions, protection and retirement planning Conduct technical research based on client information Produce cashflow modelling and planning illustrations for clients Support Adviser's with pre- and post-meeting preparations Ensure a high-level of communication is maintained with clients at all times Support Adviser's with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times Key Experience: Minimum of 3 years' experience as a Paraplanner, supporting IFAs in a regulated environment Qualifications are advantageous although candidates who are not fully-qualified will be considered also Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times Experience writing suitability reports Good understanding of the regulated advice process This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field. You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process. CVs are being reviewed, so please apply now for immediate consideration.
Hot New Career Move Opportunity - Interviews ASAP! Are you experienced in paraplanning and seek your next step? Would you like to take on a Mon-Fri 9-5 role, with office based and hybrid options, and a supportive work culture? Can you access offices near to Rye, and would like to work locally? If yes then apply now or contact us to find out more in confidence. Rare opportunity to join an esteemed and successful financial advisory/planning practice in a key role. This is a hands-on and analytical role, focused on paraplanning across IHT, retirement advice, investments, pensions and protection cover. You will work closely with a small team, and lead on responsibility for :- Reviewing client ad hoc and yearly meetings with Advisers Performing product/portfolio research and producing analyses such as cashflow models, projects and related documentation for new and existing clients Handling client queries and enquiries as referred by Advisers Keeping accurate records and ensuring compliance to regulatory requirements Working in combination with wider team such as client service and administration to support the smooth running of the practice and client book. This is a fantastic chance who enjoys and wants to build their technical experience; where you will gain exposure to a variety of client types including and up to UHNW. You will be part of an excellent company, who take pride in their employer reputation and have genuine care and commitment to employee wellbeing, training and work-life balance Qualifications / Study support provided (optional) Training and Support provided - working alongside established professionals Scope for future career progression If you have relevant experience with paraplanning and this role sounds an exciting next step Apply now with your CV or contact Tabby at Recruitment Solutions to discuss
May 26, 2026
Full time
Hot New Career Move Opportunity - Interviews ASAP! Are you experienced in paraplanning and seek your next step? Would you like to take on a Mon-Fri 9-5 role, with office based and hybrid options, and a supportive work culture? Can you access offices near to Rye, and would like to work locally? If yes then apply now or contact us to find out more in confidence. Rare opportunity to join an esteemed and successful financial advisory/planning practice in a key role. This is a hands-on and analytical role, focused on paraplanning across IHT, retirement advice, investments, pensions and protection cover. You will work closely with a small team, and lead on responsibility for :- Reviewing client ad hoc and yearly meetings with Advisers Performing product/portfolio research and producing analyses such as cashflow models, projects and related documentation for new and existing clients Handling client queries and enquiries as referred by Advisers Keeping accurate records and ensuring compliance to regulatory requirements Working in combination with wider team such as client service and administration to support the smooth running of the practice and client book. This is a fantastic chance who enjoys and wants to build their technical experience; where you will gain exposure to a variety of client types including and up to UHNW. You will be part of an excellent company, who take pride in their employer reputation and have genuine care and commitment to employee wellbeing, training and work-life balance Qualifications / Study support provided (optional) Training and Support provided - working alongside established professionals Scope for future career progression If you have relevant experience with paraplanning and this role sounds an exciting next step Apply now with your CV or contact Tabby at Recruitment Solutions to discuss
Ernest Gordon Recruitment Limited
Bordon, Hampshire
IFA Administrator 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you an IFA Administrator looking for a role within a friendly, relaxed business that values a great working environment and offers 33 Days holiday as well as the ability to earn an annual bonus? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: IFA Administrator Looking for a less corporate atmosphere Job Reference: BBBH 23580 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
May 26, 2026
Full time
IFA Administrator 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you an IFA Administrator looking for a role within a friendly, relaxed business that values a great working environment and offers 33 Days holiday as well as the ability to earn an annual bonus? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: IFA Administrator Looking for a less corporate atmosphere Job Reference: BBBH 23580 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
My client is a well-established and highly regarded wealth management firm based right in the heart of Hitchin. They're are deeply rooted in the local community and actively involved in supporting a wide range of activities in and around the town. They're now looking for an experienced Paraplanner to join their team. Importantly, you don't need to be fully qualified at this stage. What matters most is solid, relevant technical experience. If you're working towards your qualifications (or haven't yet started), my client will fully support your training. The Role The primary focus of this role is paraplanning, producing high-quality, compliant suitability reports with particular emphasis on pension transfer cases and supporting the financial planners with their client work. There is also a secondary element working alongside the wealth management team on the investment side of the business. This is a real opportunity to broaden your horizons and develop expertise across both financial planning and investment management. Key Responsibilities Produce high-quality, compliant suitability reports, with a particular focus on pension transfers Support the financial planners with client meeting preparation, including cashflow modelling and scenario planning Maintain accurate and compliant client records in line with FCA standards Assist the wealth management team with portfolio reviews and ongoing investment management Provide general paraplanning and administrative support across the team Contribute to the broader investment side of the business as your experience develops Essential Experience (the must-haves) Proven experience writing suitability reports to a high standard Solid pension transfer experience Formal paraplanning qualifications are a nice to have rather than essential. What's on Offer Salary of 35,000 to 40,000 depending on experience 35-hour working week 5 weeks' holiday per year 5% matched pension contribution Cashback healthcare scheme Fully funded training, qualifications and personal development An active social calendar and a warm, supportive team culture The chance to work in a great firm that's genuinely central to the Hitchin community Why Apply? This is a rare opportunity to join a firm that truly values its people, invests in their development, and gives them room to grow. If you've got strong suitability reporting and pension transfer experience and you're looking for a role that will broaden your horizons across financial planning and investments, this is well worth a closer look. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
May 26, 2026
Full time
My client is a well-established and highly regarded wealth management firm based right in the heart of Hitchin. They're are deeply rooted in the local community and actively involved in supporting a wide range of activities in and around the town. They're now looking for an experienced Paraplanner to join their team. Importantly, you don't need to be fully qualified at this stage. What matters most is solid, relevant technical experience. If you're working towards your qualifications (or haven't yet started), my client will fully support your training. The Role The primary focus of this role is paraplanning, producing high-quality, compliant suitability reports with particular emphasis on pension transfer cases and supporting the financial planners with their client work. There is also a secondary element working alongside the wealth management team on the investment side of the business. This is a real opportunity to broaden your horizons and develop expertise across both financial planning and investment management. Key Responsibilities Produce high-quality, compliant suitability reports, with a particular focus on pension transfers Support the financial planners with client meeting preparation, including cashflow modelling and scenario planning Maintain accurate and compliant client records in line with FCA standards Assist the wealth management team with portfolio reviews and ongoing investment management Provide general paraplanning and administrative support across the team Contribute to the broader investment side of the business as your experience develops Essential Experience (the must-haves) Proven experience writing suitability reports to a high standard Solid pension transfer experience Formal paraplanning qualifications are a nice to have rather than essential. What's on Offer Salary of 35,000 to 40,000 depending on experience 35-hour working week 5 weeks' holiday per year 5% matched pension contribution Cashback healthcare scheme Fully funded training, qualifications and personal development An active social calendar and a warm, supportive team culture The chance to work in a great firm that's genuinely central to the Hitchin community Why Apply? This is a rare opportunity to join a firm that truly values its people, invests in their development, and gives them room to grow. If you've got strong suitability reporting and pension transfer experience and you're looking for a role that will broaden your horizons across financial planning and investments, this is well worth a closer look. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Paraplanner/Junior Financial Planner Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £35k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £35k - £47k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.
May 26, 2026
Full time
Paraplanner/Junior Financial Planner Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £35k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £35k - £47k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
May 26, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package
May 26, 2026
Full time
Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package
The Opportunity This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further. What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration What We're Looking For Essential: Level 4 Diploma qualified (or equivalent) is essential Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining: Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
May 26, 2026
Full time
The Opportunity This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further. What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration What We're Looking For Essential: Level 4 Diploma qualified (or equivalent) is essential Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining: Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Are you a client-facing Paraplanner within an St James's Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression? Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role. This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time. This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth. You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one - attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time. Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing planning Attend client meetings and act as a key point of contact Prepare meeting packs and support cashflow modelling (Voyant) Build relationships with HNW/UHNW clients and their families Develop relationships with the next generation of clients Gradually take ownership of long-standing client relationships About You 3-5+ years' experience in a client-facing Paraplanner role Level 4 Diploma Ideally already exposed to clients or attending meetings regularly Confident working with HNW/UHNW clients Strong interpersonal and relationship-building skills Polished, professional and commercially aware Keen to progress into a more senior, client-facing advisory role over time What's On Offer £65,000 - £70,000 base salary + bonus and benefits Equity in the business Equity increases over time as responsibility grows Genuine succession pathway into ownership of a client book and the business Full client exposure from day one alongside the MD High-quality HNW/UHNW client base Clear route into advising, leadership and long-term business ownership This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships from day one, trusted with real responsibility, and developed into a future senior figure within the business with a clear pathway into advising, equity and leadership over time. If you're looking for a clear route into an advisory role, client ownership, and eventually taking over a high-quality client base within a boutique SJP environment, this is one of the most compelling opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
May 26, 2026
Full time
Are you a client-facing Paraplanner within an St James's Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression? Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role. This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time. This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth. You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one - attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time. Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing planning Attend client meetings and act as a key point of contact Prepare meeting packs and support cashflow modelling (Voyant) Build relationships with HNW/UHNW clients and their families Develop relationships with the next generation of clients Gradually take ownership of long-standing client relationships About You 3-5+ years' experience in a client-facing Paraplanner role Level 4 Diploma Ideally already exposed to clients or attending meetings regularly Confident working with HNW/UHNW clients Strong interpersonal and relationship-building skills Polished, professional and commercially aware Keen to progress into a more senior, client-facing advisory role over time What's On Offer £65,000 - £70,000 base salary + bonus and benefits Equity in the business Equity increases over time as responsibility grows Genuine succession pathway into ownership of a client book and the business Full client exposure from day one alongside the MD High-quality HNW/UHNW client base Clear route into advising, leadership and long-term business ownership This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships from day one, trusted with real responsibility, and developed into a future senior figure within the business with a clear pathway into advising, equity and leadership over time. If you're looking for a clear route into an advisory role, client ownership, and eventually taking over a high-quality client base within a boutique SJP environment, this is one of the most compelling opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and 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.
May 26, 2026
Full time
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and 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.
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
May 26, 2026
Full time
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
May 26, 2026
Full time
Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance Fund switches Withdrawals Review process Conducting regular meetings with the Adviser(s) in order to:- Manage new business cases/submissions Keep abreast of the Adviser's(s) new business pipeline, their targets and monitoring performance against targets; (at adviser's discretion) Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company's preferred report writing software in the following areas:- Protection Pensions/retirement planning Investments Equity release Cash-flow forecasting Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the Company's investment process and various investment offerings to meet a client's attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers' platforms and supporting websites with:- General understanding and navigation of the providers sites used throughout the business Obtaining the correct documentation to support business sign-ups (where applicable) Performing online transactions (as required) - including fund switching, withdrawals, cash management Managing client data Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process). Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios. Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients. Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile If you are a Paraplanner looking for an exciting opportunity, apply today!
May 26, 2026
Full time
Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance Fund switches Withdrawals Review process Conducting regular meetings with the Adviser(s) in order to:- Manage new business cases/submissions Keep abreast of the Adviser's(s) new business pipeline, their targets and monitoring performance against targets; (at adviser's discretion) Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company's preferred report writing software in the following areas:- Protection Pensions/retirement planning Investments Equity release Cash-flow forecasting Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the Company's investment process and various investment offerings to meet a client's attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers' platforms and supporting websites with:- General understanding and navigation of the providers sites used throughout the business Obtaining the correct documentation to support business sign-ups (where applicable) Performing online transactions (as required) - including fund switching, withdrawals, cash management Managing client data Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process). Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios. Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients. Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile If you are a Paraplanner looking for an exciting opportunity, apply today!
Job: Financial Planning Administrator Location: Droitwich Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired
May 26, 2026
Full time
Job: Financial Planning Administrator Location: Droitwich Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance and pension Clear progression opportunities to Paraplanner and Adviser roles, if desired
Job Title: Paraplanner Location: Marlborough (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
May 26, 2026
Full time
Job Title: Paraplanner Location: Marlborough (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Job Title: Paraplanner Location: South Sheffield (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
May 26, 2026
Full time
Job Title: Paraplanner Location: South Sheffield (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
