216 jobs found

Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED

This is an exciting opportunity to work for a genuinely progressive and forward thinking business that strongly believes in looking after its people who will then look after its clients. As a result of continued growth they are now looking to employ a further Paraplanner to support a team of Advisers. Salary and Benefits £42,000 - £45,000 salary (depending on experience) 38 days holiday inclusive of bank holidays Hybrid working flexibility Discretionary bonus scheme 5% matched pension contribution Private medical cover Ongoing support with development and qualifications A career path with real progression opportunities Free parking A genuinely supportive team environment The Role You will work closely with a team of Advisers Advisers to help deliver high-quality financial planning and outstanding client outcomes. This will include: Preparing suitability reports and financial plans Technical research across pensions, investments and protection Supporting advisers with planning strategies Working on inheritance tax planning cases including Trusts and Business Property Relief (BPR) Supporting recommendations involving EIS and VCT planning Helping improve processes and efficiencies as we continue to grow Collaborating with a close-knit and ambitious team. The Person You will be working for a business that has spent the last 6 years building a financial planning business that genuinely puts people first - not just clients, but the team too. Looking for people who want to enjoy their careers, enjoy their lives outside of work and feel part of something they genuinely care about building. Working for a firm that believe in looking after its people properly, and will naturally look after clients in exactly the same way. What is Required: Level 4 Diploma qualified (minimum) Strong paraplanning experience within financial planning Excellent technical knowledge Experience or exposure to inheritance tax planning, Trusts, BPR, EIS and VCTs beneficial Organised, proactive and detail-focused Someone who values culture, teamwork and long-term career growth.

Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.

Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £18m invested. Total AUM for the business is £300m with an ambition to grow this to £500m. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The CEO is creating a brand-new role for Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

Trainee Financial Planning Compliance Officer Location: Manchester City Centre Salary: £35,000 Working towards the CII Level 4 Exams About the Role NJR Recruitment is working in Partnership with an Independent Firm of Financial Planners who is seeking a proactive and detail-oriented Candidate to take the step in to 'Trainee Compliance Officer' role. The successful candidate will play a key role in maintaining high standards of regulatory compliance and suitability of advice across the business. This role is ideal for someone who has proven experience working for a firm of Financial Planners or an Provider as an Administrator or Trainee Paraplanner/Paraplanner who is eager to develop their career in a supportive and professional environment. Key Responsibilities " Conduct file checks to assess suitability of advice " Perform call checks to ensure compliance with advice standards " Assess vulnerability characteristics and identify necessary support " Deliver clear and structured feedback to advisers and paraplanners " Provide ad-hoc compliance support to business departments " Ensure adherence to FCA regulations, legislation, and internal policies " Assist in implementing and maintaining robust compliance procedures Requirements " Ideally working towards CII Level 4 qualified, or completed 1-2 exams and actively working towards full qualification " Minimum 1 year of experience in compliance or a related role " Strong attention to detail and analytical skills " Effective communication and interpersonal abilities " Confidence in delivering constructive feedback Apply today via NJR Recruitment or call quoting the reference NJR16457 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months! Remote Working but must be able to commute to Sheffield for meetings once a month. Progression Opportunity to Trainee Paraplanner (6-12 Months) Are you an experienced Financial Services Administrator looking to join a professional and growing wealth management business where your career can genuinely progress? We are looking for a highly organised and detail-oriented administrator to provide vital support to Financial Advisers and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone already working within Financial Services, Wealth Management, Independent Financial Advice, Pensions or Investments who is looking to take the next step in their career. For the right individual, there is a clear and structured pathway to progress into a Trainee Paraplanner position within 6-12 months, offering the opportunity to further develop technical knowledge and build a long-term career within financial planning. The Role Working closely with senior leadership and Financial Advisers, you will be responsible for ensuring the smooth administration of client portfolios and maintaining high standards of service throughout the client journey.Key Responsibilities Providing comprehensive administrative support to Financial Advisers Maintaining accurate and up-to-date client records and documentation Preparing and processing new business applications, valuations and client correspondence Liaising with clients, providers and third parties to progress cases efficiently Ensuring all work is completed accurately and within agreed timescales Supporting regulatory and compliance requirements Contributing to a seamless and professional client experience What We're Looking For Essential Requirements: Previous experience within Financial Services, Wealth Management, Independent Financial Advice, Investments or Pensions Strong understanding of financial products and industry processes Experience dealing with providers, clients and financial documentation Excellent attention to detail and organisational skills Strong communication skills, both written and verbal Confident user of Microsoft Office packages Professional telephone manner and client-focused approach Please note: Applications will only be considered from candidates with previous experience working within the Financial Services or Wealth Management sector. Unfortunately, candidates from general administration backgrounds without industry experience will not be suitable for this role. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 hays.co.uk

IFA Administrator (1-2 Years' Experience) Location: Location Salary: £25,000-£32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Trainee Paraplanner Leicester Up to £30,000 Full CII Study Support Looking to build a successful career in Financial Planning? Our client is a highly regarded boutique firm of Independent Financial Planners based in the Leicester area, renowned for delivering a personalised service to clients and providing a supportive, close-knit working environment for its employees. Due to continued growth and success, they are seeking an ambitious and detail-oriented IFA Administrator/ Trainee Paraplanner to join their expanding team. This is an excellent opportunity for someone looking to develop their career within Wealth Management and progress towards a Paraplanning role within a business that genuinely invests in its people. As a boutique practice, the firm offers a collaborative culture, direct exposure to experienced Financial Advisers, and clear opportunities for professional development. Full support will be provided towards CII qualifications, making this an ideal role for an individual keen to enhance their technical knowledge and build a long-term career in Financial Planning. The Opportunity This role is ideally suited to someone with at least 12 months' experience within Financial Services administration, particularly in pensions and investments. You'll join a friendly and forward-thinking team where structured training, mentoring and career progression are actively encouraged. Key Responsibilities " Processing new business applications, client valuations and illustrations " Preparing fund value reports and client documentation " Conducting research to support the financial planning process " Producing pension, investment and protection quotations and valuations " Managing Letters of Authority and maintaining accurate client records " Supporting Financial Advisers with ongoing client servicing and administrative duties About You " Previous experience within an IFA, Financial Planning or Wealth Management environment " Strong attention to detail and excellent organisational skills " A client-focused approach with a commitment to delivering exceptional service " Enthusiasm to learn, develop and progress within Financial Planning " Excellent written and verbal communication skills What's on Offer? " Salary up to £28,000 " Full support towards CII professional qualifications " Clear progression pathway into Paraplanning " Supportive and collaborative boutique working environment " Long-term career development within a growing and reputable firm This is a fantastic opportunity to join a respected boutique financial planning firm where your development is actively supported, your contributions are recognised, and genuine career progression is available. For further information, please contact one of our specialist consultants quoting reference NJR16806

Paraplanner Bristol £38,000 - £45,000 An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Bristol. This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice. This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status. Role Responsibilities Conduct detailed financial analysis to support the development of financial plans Use financial planning software to model financial scenarios and projections Prepare and review investment proposals and financial reports for clients Collaborate with Financial Advisers to develop and implement tailored financial strategies Research financial products, providers and investment opportunities Ensure all work complies with regulatory requirements and company procedures Maintain accurate and up-to-date client records and documentation Qualifications CII Level 4 Diploma in Financial Planning (or equivalent) - essential Desire to work towards Chartered status is encouraged and supported Knowledge & Experience Strong understanding of investments, pensions, personal tax, estate planning and protection Ability to perform basic tax calculations Experience supporting the delivery of financial advice within a financial services environment Ability to research, learn and apply new financial planning knowledge What's in it for you? Genuinely competitive salary up to £45,000 Hybrid Working Death in Service Income Protection Salary Sacrifice Schemes Opportunities for growth within a Chartered financial planning firm 25 days holiday + Bank Holidays Flexi Hours This is a fantastic opportunity to join a growing organisation where you can further develop your technical expertise while contributing to a high-quality financial planning service. Apply today via NJR Recruitment or call quoting the reference NJR16723 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across Ashford , Frimley, Battle, Hadleigh, Bognor Regis. You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Our client is a highly respected, prestigious wealth management and family office , serving high-net-worth clients and their families. Due to continued growth, they are seeking an experienced Paraplanner who enjoys working with established, sophisticated clients and who wants a role offering full training and a clear pathway into an Adviser position within a short timeframe. If you're ambitious, technically strong, and excited by the idea of progressing into advice, this is the kind of opportunity that rarely comes to market. The Opportunity As an experienced Paraplanner, you'll already have a reputation for delivering high-quality, relationship-led support. In this role, you'll work closely with an experienced Adviser, playing a key part in shaping client recommendations while developing the skills and exposure needed to transition into an advisory role. This is not a back-office role. You'll be actively involved in client meetings , helping to formulate recommendations and gaining real visibility across complex client relationships. The Role Suitability report writing - clear, compliant, technically robust Technical research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Organised, detail-focused, and passionate about supporting clients and their families Progress toward Chartered status is a plus, not a requirement What's On Offer Structured training programme with a clear route to Adviser Opportunity to work alongside an experienced Adviser Great culture with low staff turnover A stable, well-regarded firm with a strong client base Why This Role? Genuine opportunities offering a true pathway from Paraplanner to Adviser , with full training and support, are rare. This firm is committed to developing the right individual and providing the exposure needed to progress confidently into advice. If this role is of interest, please send your CV to Laura at Financial Divisions

Up to £50,000 Basic Salary + Bonus + Comprehensive Benefits Predominantly Remote Working Investment Committee Exposure Growing Wealth Management Firm An outstanding opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly regarded and expanding financial planning firm based near Amersham. This successful wealth management business has built an excellent reputation for delivering high-quality, client-focused financial planning advice and is continuing to grow through referrals, strong client retention and a commitment to technical excellence. Offering predominantly remote working, this role would suit an experienced Paraplanner seeking greater flexibility while remaining actively involved in complex financial planning work and contributing to the wider success of the business. The Opportunity Working closely with Financial Planners and clients, you will provide technical expertise and support throughout the advice process while playing an important role in delivering exceptional client outcomes. This is a highly varied position offering exposure to client meetings, technical research, cashflow modelling and strategic business initiatives, including participation in the firm's Investment Committee. Your responsibilities will include: • Attending client meetings alongside Financial Planners to provide technical support • Assisting in the preparation and delivery of client meetings • Gathering and analysing client financial information • Producing cashflow modelling reports and financial analysis • Conducting technical research across pensions, investments, tax planning and wider financial planning solutions • Preparing suitability reports and financial planning recommendations • Providing ongoing technical support to Financial Planners • Liaising with providers, platforms and third parties • Managing client requirements through to completion • Monitoring and supporting annual client review processes • Assisting with client presentations and planning activities • Managing personal workflow to ensure timely delivery of work • Supporting annual reviews of financial planning services and investment solutions • Participating as a member of the firm's Investment Committee • Ensuring all work remains compliant with FCA and internal regulatory standards Requirements • Minimum 3 years' experience within an IFA, Wealth Management or Financial Planning environment • Diploma qualified (DipPFS or equivalent) as a minimum • Strong technical knowledge across pensions, investments and financial planning • Experience preparing suitability reports independently • Familiarity with cashflow modelling software • Excellent analytical and problem-solving abilities • Strong written and verbal communication skills • Ability to build effective relationships with clients, advisers and providers • Highly organised with excellent attention to detail • Self-motivated and comfortable working remotely What's on Offer • Salary up to £50,000 depending on experience • Performance-related bonus scheme • Predominantly remote working arrangement • Private Medical Insurance • Wellness Days • Regular company social events • Ongoing professional development and study support • Opportunity to work closely with experienced Financial Planners • Participation in the firm's Investment Committee • Long-term career progression opportunities • Supportive and collaborative team culture Why This Opportunity Stands Out Fully remote paraplanning opportunities within high-quality financial planning firms remain relatively rare, particularly those offering meaningful involvement in client meetings, strategic business initiatives and investment governance. This role offers the flexibility of remote working combined with exposure to sophisticated financial planning cases, direct adviser interaction and the opportunity to contribute beyond traditional paraplanning responsibilities. For an experienced Paraplanner seeking a flexible role within a progressive and client-focused firm, this represents an excellent long-term career opportunity. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!

Senior IFA Administrator Based: City of London Salary: Up to £42,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience further. You are not required to be diploma qualified but will be expected to take the exams during the time in the role. The role will also give you the opportunity to develop in future - either into being a Paraplanner or possibly into Team Leadership. This is an excellent opportunity to develop your career with a proactive employer.

Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development. As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice. Key responsibilities include: Producing detailed suitability reports and recommendation letters Gathering and analysing client information Researching financial products and solutions Obtaining information from pension providers and third parties Supporting Financial Advisers throughout the advice process Maintaining accurate client records and documentation Keeping up to date with regulatory and legislative changes Working closely with administrators and other team members to deliver an exceptional client experience About You We're looking for someone who has: Previous experience as a Paraplanner within an IFA or Wealth Management environment Experience writing suitability reports A strong understanding of financial planning products and advice processes DipPFS qualification (or working towards it) is desirable Excellent analytical and numerical skills Exceptional attention to detail Strong organisational skills and the ability to manage multiple priorities Experience working within a regulated financial services environment Proficiency in Microsoft Office, with experience using financial planning software being advantageous What's on Offer Competitive salary of £30,000 - £35,000 , depending on experience Support with professional qualifications and continued development Hybrid working after initial training Opportunities for long-term career progression If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.