IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.
Jun 15, 2026
Full time
IFA Administrator £34,000 - £40,000 + 12% Bonus Established & Growing Firm London, City (near Cannon Street) Hybrid after probation Looking for a role where your experience in wealth planning is genuinely valued? If you're an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it. About the Company This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. We've placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working. The Role You'll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you'll play a key part in ensuring the smooth running of the advice process. Key responsibilities include: Producing portfolio reports and pre-meeting documentation Reviewing and managing client cash accounts Submitting and implementing new business Maintaining accurate client records using systems such as Intelliflo and Concert Hub Liaising with providers and supporting the end-to-end client journey Managing your own workflow and meeting service level expectations Working collaboratively with advisers, paraplanners and the wider team Escalating issues where needed to ensure smooth delivery This is a role where you'll be trusted, involved and able to make a real impact. What They're Looking For Experience as an IFA Administrator within a wealth planning environment is desirable Strong understanding of financial planning processes and client servicing High attention to detail and organisational skills Confident communicator who works well in a team Ability to manage workload in a structured, fast-paced environment Salary & Benefits £34,000 - £40,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that actively supports career development. Whether you're looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you're an experienced IFA Administrator looking to join a stable, growing firm where you'll feel part of the team and have room to progress, this is a great opportunity to explore.
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parkingKey responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to FridayIf you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Jun 15, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parkingKey responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to FridayIf you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice. The Role As a Financial Administrator / Junior Paraplanner, you will: Review client cases and supporting documentation submitted by Financial Advisers Assist in the preparation of suitability reports and planning documentation Provide administrative support to Financial Advisers and Paraplanners Ensure all client records are accurate, compliant, and up to date Liaise with providers and clients where required to obtain outstanding information Support the wider advice process to ensure smooth case progression Develop technical knowledge with a view to progressing into paraplanning Financial Administrator / Junior Paraplanner requirements: Some financial services qualifications (or working towards) Strong interest in financial planning and long-term career development within the industry Excellent attention to detail and organisational skills Strong communication and customer service skills Proactive, reliable, and eager to learn Ability to work well within a team environment What's on Offer? £25,000 basic salary Pension scheme Private medical insurance Full training Clear career progression opportunity into a paraplanning role Supportive and professional working environment Exposure to all areas of financial planning and advice Working hours: Monday to Friday Full-time position Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we'd love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 15, 2026
Full time
Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)? Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice. The Role As a Financial Administrator / Junior Paraplanner, you will: Review client cases and supporting documentation submitted by Financial Advisers Assist in the preparation of suitability reports and planning documentation Provide administrative support to Financial Advisers and Paraplanners Ensure all client records are accurate, compliant, and up to date Liaise with providers and clients where required to obtain outstanding information Support the wider advice process to ensure smooth case progression Develop technical knowledge with a view to progressing into paraplanning Financial Administrator / Junior Paraplanner requirements: Some financial services qualifications (or working towards) Strong interest in financial planning and long-term career development within the industry Excellent attention to detail and organisational skills Strong communication and customer service skills Proactive, reliable, and eager to learn Ability to work well within a team environment What's on Offer? £25,000 basic salary Pension scheme Private medical insurance Full training Clear career progression opportunity into a paraplanning role Supportive and professional working environment Exposure to all areas of financial planning and advice Working hours: Monday to Friday Full-time position Apply Today! If you are a motivated individual looking to start or develop your career in financial services as a Financial Administrator / Junior Paraplanner, we'd love to hear from you. Apply now, and we will review your application within 48 hours. Suitable candidates will be contacted directly.
Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Lincoln £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Middlesbrough £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 15, 2026
Full time
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Job: IFA Administrator Location: Sheffield 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 support 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 Life assurance Company Pension Opportunity to develop towards Paraplanning if desired
Jun 15, 2026
Full time
Job: IFA Administrator Location: Sheffield 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 support 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 Life assurance Company Pension Opportunity to develop towards Paraplanning if desired
Financial Services Administrator Egham £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
Jun 15, 2026
Full time
Financial Services Administrator Egham £28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners. This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience. The Role Acting as a key point of contact for clients, advisers and product providers Coordinating client reviews, booking meetings and preparing documentation Processing new business and servicing requests across pensions, investments and protection Managing Letters of Authority, fund switches, withdrawals and provider correspondence Maintaining accurate client records and updating back-office systems Monitoring cases through to completion and keeping all parties updated on progress Supporting advisers and paraplanners with the preparation and administration of client recommendations About You Experience within an IFA, Financial Planning or Wealth Management environment Strong administrative and client service skills Excellent attention to detail and organisational ability Comfortable managing multiple cases and deadlines simultaneously Professional communication skills, both written and verbal Experience using XPLAN would be beneficial but is not essential If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 15, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the center of Folkestone. As part of the team your responsibilities will include (but not limited to): Preparing and maintaining client files including discussing clients objectives with the adviser. Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance. Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser. Implementing recommendations including packaging reports and making changes to investments as instructed. Assisting with completion of application forms, submitting applications and tracking and reporting progress. Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients. Experience, Skills and Qualifications: Essential: At least two years experience of working in a paraplanner position. Minimum qualifications RO1, RO2, RO3 and working towards Level 4. Experience of financial planning software. Proficient in use of MS Office with good typing skills. Confident and effective in communication by telephone. Good command of written English and it s use in client communications. Highly numerate. Adaptable and able to manage shifting workload and client demands. Excellent organisational skills and ability to plan. Desirable FE Analytics Intelliflo Office Defaqto Level 4 qualified in financial services. What we can offer In return for the above experience and personal traits we can offer: Salary from £35,000 - £55,000 pa dependent on experience Salary increasing with experience & qualifications Funded training, exam costs and development support A flexible and supportive family business environment Discretionary Bonus NEST pension And above all the opportunity to progress and develop
Jun 15, 2026
Full time
PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the center of Folkestone. As part of the team your responsibilities will include (but not limited to): Preparing and maintaining client files including discussing clients objectives with the adviser. Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance. Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser. Implementing recommendations including packaging reports and making changes to investments as instructed. Assisting with completion of application forms, submitting applications and tracking and reporting progress. Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients. Experience, Skills and Qualifications: Essential: At least two years experience of working in a paraplanner position. Minimum qualifications RO1, RO2, RO3 and working towards Level 4. Experience of financial planning software. Proficient in use of MS Office with good typing skills. Confident and effective in communication by telephone. Good command of written English and it s use in client communications. Highly numerate. Adaptable and able to manage shifting workload and client demands. Excellent organisational skills and ability to plan. Desirable FE Analytics Intelliflo Office Defaqto Level 4 qualified in financial services. What we can offer In return for the above experience and personal traits we can offer: Salary from £35,000 - £55,000 pa dependent on experience Salary increasing with experience & qualifications Funded training, exam costs and development support A flexible and supportive family business environment Discretionary Bonus NEST pension And above all the opportunity to progress and develop
We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.
Jun 15, 2026
Full time
We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Jun 15, 2026
Full time
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others. Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards. This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops. Key Responsibilities: Processing new business applications within deadlines Checking incoming case submissions for missing information and obtaining any missing information Liaising directly with product providers Preparing and sending invoices Maintaining accurate client records obtaining, inputting and updating client information and policies on the back office system Processing LoAs from start to finish Preparing client reports and analytical data Filing & photocopying General office admin duties Effectively handling and processing all client and prospective client communications & enquiries Greeting and escorting visitors Key Skills & Qualifications: Knowledge of back office systems (Intelliflo desirable) Excellent attention to detail Competent use of Excel, Word, Outlook and Adobe Excellent communication & written presentation skills Enthusiastic and willing to learn and develop Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years experience working in an IFA practice Salary: £25,000 £35,000 (depending on experience) This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
Jun 15, 2026
Full time
Job Title: Client Services Executive Location: Surrey (4 days office / 1 day WFH after probation) Salary: £35,000 - £42,000 Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance. About the Company A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects. Role Summary This is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You'll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment. Key Responsibilities • Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and provider correspondence, building broad industry exposure. • Assist with report writing and technical documentation, developing paraplanning skills. • Manage ongoing servicing requirements for a portfolio of wealth management clients. • Liaise directly with providers, clients and advisors to ensure smooth case progression. • Contribute to process improvements within a growing Client Services function. Requirements • Experience working within wealth management, financial planning or IFA administration. • Strong understanding of financial planning products and advice processes. • Progress towards the CII Diploma, ideally RO1-RO3 completed or equivalent. • Ability to support technical work and report preparation alongside administration duties. • Strong organisational and communication skills. • Comfortable working within a predominantly office-based environment. If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: IFA Administrator, Senior IFA Administrator, Client Services Administrator, Technical Client Services Executive, Junior Paraplanner
Job: Financial Planning Administrator Location: Worthing 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
Jun 15, 2026
Full time
Job: Financial Planning Administrator Location: Worthing 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
A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions
Jun 15, 2026
Full time
A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team environment Clear progression opportunities If you're dependable, detail-focused and enjoy working collaboratively, this role offers long-term development within a professional and supportive environment. Please send your CV to Ursula at Financial Divisions
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Jun 14, 2026
Full time
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Jun 14, 2026
Full time
Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Jun 14, 2026
Full time
Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions
Jun 14, 2026
Full time
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period
Jun 14, 2026
Full time
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks. This position involves working closely with one of my clients' advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Whilst prior experience of both administration and paraplanning is desirable, candidates with strong financial planning administrative skills and a willingness and desire to grasp the paraplanning elements of the role will be strongly considered, no qualifications are required but prior experience is essential. This role has arisen out of a requirement for further adviser support. The key tasks of the Administrator/ Paraplanner include: You will update client records from fact finds and meeting notes You will process new business applications - to include preparation of illustrations and forms You will process the withdrawal of funds You will process fund switches/buys You will carry out the administration of existing plans You will provide client valuations and review letters You will process post-retirement Cashflow Modelling by compiling reports using SelectaPension (desirable) You will carry out fund research using tools such as FE Analytics You will carry out risk profiling of clients You will complete suitability report preparation using templates Procedures for both new business and client reviews are well established and training will be provided. Key Skills Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice would be advantageous, but not essential Experience of using Intelliflo is desirable You will possess a good knowledge of products and procedures You will be articulate, a good communicator and possess strong organisational skills You will possess the ability to work within an established team structure You will possess the ability to prioritise workload You will perform to a high standard in a sometimes pressurised environment, where necessary You will have excellent attention to detail Experience using Intelligent Office would be advantageous, my client also uses a variety of provider platforms, such as Transact, Prudential, Aviva and Fidelity. Salary level: £20,280 -£29,200 depending on experience and hours worked This role is permanent and is fully office based Holiday: 25 days per annum plus bank holidays pro rata for hours worked (Discretionary time off at Christmas/New Year) Monday to Thursday 9am-5pm Group Pension membership following successful completion of probationary period
