Paraplanner IFA Practice £40K - £4K Basic Career Progression Looking to develop your career as a Paraplanner within a successful and growing financial planning practice? We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers. The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients. The Role As a Paraplanner, you will: Provide technical support to Financial Advisers Analyse clients' existing financial portfolios and prepare detailed reviews Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments Research and help formulate suitable financial planning recommendations Prepare full recommendation reports and supporting documentation Liaise with product providers, account managers, and clients Ensure compliance with regulatory requirements and internal procedures Maintain up-to-date knowledge of financial products, markets, and regulations Support advisers in delivering high-quality, compliant financial advice Paraplanner Requirements Previous experience within an IFA or financial planning practice (essential) Strong analytical and numerical ability Excellent attention to detail and accuracy Strong communication skills, both written and verbal Highly organised with the ability to prioritise and meet deadlines Proficient in Microsoft Word, Excel, and Outlook Methodical, professional, and client-focused approach What's on Offer? Basic Salary ranging from £40,000 - £45,000 Study material/Exams paid and study leave provided Staff events Great Training and Progression Opportunities Annual Pay Review 25 days holiday + bank holidays 9:00 - 5.30 Monday to Friday with flexible working hours where required. Opportunity to work within a respected and expanding financial planning practice Apply Today! If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you. Apply now, and we'll review your application as soon as possible. Suitable candidates will be contacted directly.
Jun 24, 2026
Full time
Paraplanner IFA Practice £40K - £4K Basic Career Progression Looking to develop your career as a Paraplanner within a successful and growing financial planning practice? We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers. The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients. The Role As a Paraplanner, you will: Provide technical support to Financial Advisers Analyse clients' existing financial portfolios and prepare detailed reviews Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments Research and help formulate suitable financial planning recommendations Prepare full recommendation reports and supporting documentation Liaise with product providers, account managers, and clients Ensure compliance with regulatory requirements and internal procedures Maintain up-to-date knowledge of financial products, markets, and regulations Support advisers in delivering high-quality, compliant financial advice Paraplanner Requirements Previous experience within an IFA or financial planning practice (essential) Strong analytical and numerical ability Excellent attention to detail and accuracy Strong communication skills, both written and verbal Highly organised with the ability to prioritise and meet deadlines Proficient in Microsoft Word, Excel, and Outlook Methodical, professional, and client-focused approach What's on Offer? Basic Salary ranging from £40,000 - £45,000 Study material/Exams paid and study leave provided Staff events Great Training and Progression Opportunities Annual Pay Review 25 days holiday + bank holidays 9:00 - 5.30 Monday to Friday with flexible working hours where required. Opportunity to work within a respected and expanding financial planning practice Apply Today! If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you. Apply now, and we'll review your application as soon as possible. Suitable candidates will be contacted directly.
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Jun 24, 2026
Full time
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration click apply for full job details
Jun 24, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration click apply for full job details
Senior Paraplanner - Wealth Management Location: Godalming, Surrey (4 days in the office per week) Salary: £45,000 - £50,000 + bonus and benefits An established independent financial advice firm near Godalming is looking for an experienced Paraplanner to join its growing team. The firm has been operating for over 20 years and has a full team of financial advisers and mortgage advisers, looking after local families, retirees and HNW private individuals across Surrey, Hampshire and London. Clients typically hold between £100k and £1m+ in investable assets, with several families above £2m. The business is built on long-standing client relationships, supported by introductions through its connections with a number of professional sports clubs. Following a strong twelve months and a healthy flow of new business, the Managing Director is now adding to the paraplanning team. The role You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT - preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently. About you Diploma qualified, close to completion, or qualified by experience - all will be considered Solid paraplanning experience within an IFA or wealth management environment Strong technical knowledge across pensions and investments Experience with Voyant cashflow modelling would be highly advantageous What's on offer £45,000 - £50,000 basic salary plus bonus and benefits Full study support for any exams you're undertaking A collaborative team of experienced Paraplanners and advisers Accessible parking at the office To apply or find out more, contact Jo at Financial Divisions.
Jun 24, 2026
Full time
Senior Paraplanner - Wealth Management Location: Godalming, Surrey (4 days in the office per week) Salary: £45,000 - £50,000 + bonus and benefits An established independent financial advice firm near Godalming is looking for an experienced Paraplanner to join its growing team. The firm has been operating for over 20 years and has a full team of financial advisers and mortgage advisers, looking after local families, retirees and HNW private individuals across Surrey, Hampshire and London. Clients typically hold between £100k and £1m+ in investable assets, with several families above £2m. The business is built on long-standing client relationships, supported by introductions through its connections with a number of professional sports clubs. Following a strong twelve months and a healthy flow of new business, the Managing Director is now adding to the paraplanning team. The role You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT - preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently. About you Diploma qualified, close to completion, or qualified by experience - all will be considered Solid paraplanning experience within an IFA or wealth management environment Strong technical knowledge across pensions and investments Experience with Voyant cashflow modelling would be highly advantageous What's on offer £45,000 - £50,000 basic salary plus bonus and benefits Full study support for any exams you're undertaking A collaborative team of experienced Paraplanners and advisers Accessible parking at the office To apply or find out more, contact Jo at Financial Divisions.
Financial Adviser (IFA) - Birmingham/Remote - Up to £70,000 About the Role: We are seeking an experienced Senior Financial Adviser with a strong track record in client retention and new business. You will work with a high-growth firm with significant acquisitions in the Midlands, managing a range of client portfolios, including complex cases, with full paraplanning support. Responsibilities: Advise and retain clients across a range of portfolios. Generate new business to meet or exceed annual targets. Build long-term client relationships based on trust and technical expertise. Collaborate with paraplanners and administrative support; minimal admin required. Work across Manchester and Midlands clients, including those acquired through firm acquisitions. Requirements: 4+ years' advisory experience, with exposure to complex client cases. Diploma qualified; long-term care knowledge a bonus. CAS status preferred, but not mandatory. Strong record in new business generation and client retention. Excellent communication and relationship management skills.
Jun 24, 2026
Full time
Financial Adviser (IFA) - Birmingham/Remote - Up to £70,000 About the Role: We are seeking an experienced Senior Financial Adviser with a strong track record in client retention and new business. You will work with a high-growth firm with significant acquisitions in the Midlands, managing a range of client portfolios, including complex cases, with full paraplanning support. Responsibilities: Advise and retain clients across a range of portfolios. Generate new business to meet or exceed annual targets. Build long-term client relationships based on trust and technical expertise. Collaborate with paraplanners and administrative support; minimal admin required. Work across Manchester and Midlands clients, including those acquired through firm acquisitions. Requirements: 4+ years' advisory experience, with exposure to complex client cases. Diploma qualified; long-term care knowledge a bonus. CAS status preferred, but not mandatory. Strong record in new business generation and client retention. Excellent communication and relationship management skills.
Senior IFA Administrator Based: Holborn, London Salary: £38,000 + 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 into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.
Jun 24, 2026
Full time
Senior IFA Administrator Based: Holborn, London Salary: £38,000 + 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 into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.
PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)Salary£30,000 - £34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training 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.
Jun 24, 2026
Full time
PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)Salary£30,000 - £34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training 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.
Paraplanner Salary: Competitive, based on skills and experience Contract Type: Permanent - 35 hours per week Working Pattern: Monday to Friday Location: Hybrid working - Birmingham office (typically 2 days per week in the office) Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation click apply for full job details
Jun 23, 2026
Full time
Paraplanner Salary: Competitive, based on skills and experience Contract Type: Permanent - 35 hours per week Working Pattern: Monday to Friday Location: Hybrid working - Birmingham office (typically 2 days per week in the office) Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation click apply for full job details
With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput. About the firm: This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template. The role: This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation. Writing suitability letters and reports across pensions, investments, tax and estate planning Analysing client requirements and building and updating cash flow models Researching financial products and constructing planning solutions Taking full responsibility for client files and back-office records through the advice process Preparing client reviews, investment performance reviews and external plan summaries Supporting advisers and colleagues on documentation quality and standards Processing applications and submissions and keeping management information accurate What you'll need: At least 2 years' paraplanning experience within an IFA or wealth management practice Experience of the pension transfer market Confident with major research and cash flow tools such as analytics and Voyant Level 4 Diploma in Regulated Financial Planning, or close to completion Strong report writing, numeracy and attention to detail Good working knowledge of Microsoft Office The package: Salary of £45,000 to £50,000 depending on experience 5% employer pension contribution Discretionary bonus 25 days' holiday plus bank holidays Genuine study support and a progression pathway built around you Hybrid working, Monday to Friday, 9am to 5pm Next steps: Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 23, 2026
Full time
With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput. About the firm: This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template. The role: This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation. Writing suitability letters and reports across pensions, investments, tax and estate planning Analysing client requirements and building and updating cash flow models Researching financial products and constructing planning solutions Taking full responsibility for client files and back-office records through the advice process Preparing client reviews, investment performance reviews and external plan summaries Supporting advisers and colleagues on documentation quality and standards Processing applications and submissions and keeping management information accurate What you'll need: At least 2 years' paraplanning experience within an IFA or wealth management practice Experience of the pension transfer market Confident with major research and cash flow tools such as analytics and Voyant Level 4 Diploma in Regulated Financial Planning, or close to completion Strong report writing, numeracy and attention to detail Good working knowledge of Microsoft Office The package: Salary of £45,000 to £50,000 depending on experience 5% employer pension contribution Discretionary bonus 25 days' holiday plus bank holidays Genuine study support and a progression pathway built around you Hybrid working, Monday to Friday, 9am to 5pm Next steps: Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Technical IFA Administrator / Junior Paraplanner - Birmingham A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles. The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include: Processing and managing new business Preparing suitability report information and client review packs Conducting provider and product research Liaising with clients, providers and advisers Managing workflows and case progression Supporting the preparation of financial planning recommendations This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future. Salary & Benefits £34,000 - £38,000 basic salary 9% employer pension contribution 27 days holiday plus bank holidays Private healthcare Hybrid working arrangement Strong long-term progression opportunities Supportive and collaborative team environment Requirements Level 4 Diploma qualified (essential) Previous experience within IFA Administration or Financial Planning support Strong technical understanding of pensions and investments Excellent attention to detail and organisational skills Ambitious and keen to progress within wealth management This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.
Jun 23, 2026
Full time
Technical IFA Administrator / Junior Paraplanner - Birmingham A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles. The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include: Processing and managing new business Preparing suitability report information and client review packs Conducting provider and product research Liaising with clients, providers and advisers Managing workflows and case progression Supporting the preparation of financial planning recommendations This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future. Salary & Benefits £34,000 - £38,000 basic salary 9% employer pension contribution 27 days holiday plus bank holidays Private healthcare Hybrid working arrangement Strong long-term progression opportunities Supportive and collaborative team environment Requirements Level 4 Diploma qualified (essential) Previous experience within IFA Administration or Financial Planning support Strong technical understanding of pensions and investments Excellent attention to detail and organisational skills Ambitious and keen to progress within wealth management This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.
Client Services Administrator/Junior Paraplanner Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £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 £8m invested. 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 business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Client Services Executive/Junior 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 providers and 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.
Jun 23, 2026
Full time
Client Services Administrator/Junior Paraplanner Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) £35k - £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 £8m invested. 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 business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Client Services Executive/Junior 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 providers and 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.
Paraplanner - Basingstoke - Up to £45,000 Due to a recent acquisition the company are now looking for a new Paraplanner to join the team in their Basingstoke office. The current Paraplanner has progressed into a trainee advisor role so there is a space in the new team. The client have 3 offices based around the UK. Benefits: Discretionary Bonus 25 day holiday plus Christmas (holiday buy scheme) 4 passion days of annual leave a year Social events PMI 5% matched Pension Scheme DIS Benefit from referral schemes What's needed to be considered? In order to be considered for this Paraplanner opportunity, candidates need to have - Level 4 Diploma in Financial Planning or equivalent. Strong understanding of financial principles, investment strategies, and planning techniques. Previous experience in a financial institution or advisory firm in a support role is advantageous. Familiarity with financial software, tools, and databases. What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner
Jun 23, 2026
Full time
Paraplanner - Basingstoke - Up to £45,000 Due to a recent acquisition the company are now looking for a new Paraplanner to join the team in their Basingstoke office. The current Paraplanner has progressed into a trainee advisor role so there is a space in the new team. The client have 3 offices based around the UK. Benefits: Discretionary Bonus 25 day holiday plus Christmas (holiday buy scheme) 4 passion days of annual leave a year Social events PMI 5% matched Pension Scheme DIS Benefit from referral schemes What's needed to be considered? In order to be considered for this Paraplanner opportunity, candidates need to have - Level 4 Diploma in Financial Planning or equivalent. Strong understanding of financial principles, investment strategies, and planning techniques. Previous experience in a financial institution or advisory firm in a support role is advantageous. Familiarity with financial software, tools, and databases. What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner
Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified (or working towards) At least 2 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 23, 2026
Full time
Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified (or working towards) At least 2 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jun 23, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Pension Transfer Advisor Location: Kent / Hybrid options available Salary: Competitive + Bonus + Excellent Benefits We are currently recruiting for an experienced Pension Transfer Advisor to join a highly regarded and well-established financial services firm. This is a fantastic opportunity to join a supportive, professional team with a strong reputation for client care and technical excellence. The Role As a Pension Transfer Advisor, you will provide high-quality, compliant financial advice to clients considering transferring their pensions, ensuring all recommendations are in the client's best interests. Key Responsibilities Provide regulated advice on pension transfers, including DB to DC transfers Conduct full client fact-finds and assess suitability of recommendations Prepare and present detailed, compliant reports Maintain strong, long-term client relationships Ensure all advice meets FCA regulatory standards Work collaboratively with paraplanners and administration teams About You Level 4 Diploma in Financial Advice (essential) AF3 / G60 / Pension Transfer Specialist qualification (preferred) Proven experience advising on pension transfers Strong technical knowledge of pensions and regulatory requirements Excellent communication and client-facing skills Professional, ethical, and client-focused approach What's on Offer Competitive salary with bonus/commission structure Hybrid / flexible working options Supportive and friendly team environment Ongoing training and professional development Clear career progression within a growing business Modern offices with excellent facilities Free parking This is an excellent opportunity for a qualified advisor looking to join a forward-thinking firm where your expertise is valued, and your career can progress. Apply now for immediate consideration!
Jun 23, 2026
Full time
Pension Transfer Advisor Location: Kent / Hybrid options available Salary: Competitive + Bonus + Excellent Benefits We are currently recruiting for an experienced Pension Transfer Advisor to join a highly regarded and well-established financial services firm. This is a fantastic opportunity to join a supportive, professional team with a strong reputation for client care and technical excellence. The Role As a Pension Transfer Advisor, you will provide high-quality, compliant financial advice to clients considering transferring their pensions, ensuring all recommendations are in the client's best interests. Key Responsibilities Provide regulated advice on pension transfers, including DB to DC transfers Conduct full client fact-finds and assess suitability of recommendations Prepare and present detailed, compliant reports Maintain strong, long-term client relationships Ensure all advice meets FCA regulatory standards Work collaboratively with paraplanners and administration teams About You Level 4 Diploma in Financial Advice (essential) AF3 / G60 / Pension Transfer Specialist qualification (preferred) Proven experience advising on pension transfers Strong technical knowledge of pensions and regulatory requirements Excellent communication and client-facing skills Professional, ethical, and client-focused approach What's on Offer Competitive salary with bonus/commission structure Hybrid / flexible working options Supportive and friendly team environment Ongoing training and professional development Clear career progression within a growing business Modern offices with excellent facilities Free parking This is an excellent opportunity for a qualified advisor looking to join a forward-thinking firm where your expertise is valued, and your career can progress. Apply now for immediate consideration!
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices click apply for full job details
Jun 23, 2026
Full time
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices click apply for full job details
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 23, 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.
IFA Administrator/ Trainee Paraplanner Salary up to £32,000 (Experience dependent) Wolverhampton Office-Based Full-Time Private Medical insurance Exam support Free onsite Parking Are you an experienced IFA Administrator looking to take the next step in your career? This is an excellent opportunity to join a well-established, boutique financial planning practice that prides itself on delivering a highly personalised service to its clients. As a small, family-run business, the firm has built a reputation for developing long-term relationships with both clients and employees, fostering a genuinely supportive, open, and friendly working environment. The successful candidate will join a close-knit team where collaboration, professional development, and employee wellbeing are highly valued. You'll gain valuable exposure to technical financial planning work while benefiting from a clear pathway into Paraplanning, supported by experienced professionals who are invested in your long-term success. The Role Working closely with Financial Advisers and experienced Paraplanners, you will provide essential administrative and technical support throughout the advice process while developing the skills and knowledge required to progress into a Paraplanning position. Key responsibilities will include: Supporting Advisers with the preparation and processing of client recommendations Obtaining and analysing provider information Preparing client review documentation and meeting packs Managing new business submissions and servicing requests Liaising with clients, providers, and third-party organisations Maintaining accurate client records and ensuring regulatory compliance Assisting with financial research and technical case preparation Supporting the production of suitability reports and recommendations as your experience develops About You We are looking for a motivated and career-focused financial services professional who is eager to further develop their technical knowledge and progress within financial planning. You will ideally have: Previous experience within an IFA Administration or Financial Planning support role A good understanding of pensions, investments, and financial planning processes Excellent organisational skills and attention to detail Strong communication skills and a professional approach to client service The ability to manage multiple tasks and work effectively within deadlines A proactive attitude and willingness to learn Progress towards, or an interest in studying towards, professional financial planning qualifications would be advantageous What's on Offer Clear career progression pathway into Paraplanning Ongoing training, mentoring, and professional development support Opportunity to join a friendly, family-run and highly supportive business Open and collaborative working environment where your contribution is genuinely valued Exposure to a broad range of financial planning cases Opportunity to work closely with experienced Advisers and technical specialists Competitive salary and benefits package Long-term career prospects within a growing and client-focused practice This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16778 Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Jun 22, 2026
Full time
IFA Administrator/ Trainee Paraplanner Salary up to £32,000 (Experience dependent) Wolverhampton Office-Based Full-Time Private Medical insurance Exam support Free onsite Parking Are you an experienced IFA Administrator looking to take the next step in your career? This is an excellent opportunity to join a well-established, boutique financial planning practice that prides itself on delivering a highly personalised service to its clients. As a small, family-run business, the firm has built a reputation for developing long-term relationships with both clients and employees, fostering a genuinely supportive, open, and friendly working environment. The successful candidate will join a close-knit team where collaboration, professional development, and employee wellbeing are highly valued. You'll gain valuable exposure to technical financial planning work while benefiting from a clear pathway into Paraplanning, supported by experienced professionals who are invested in your long-term success. The Role Working closely with Financial Advisers and experienced Paraplanners, you will provide essential administrative and technical support throughout the advice process while developing the skills and knowledge required to progress into a Paraplanning position. Key responsibilities will include: Supporting Advisers with the preparation and processing of client recommendations Obtaining and analysing provider information Preparing client review documentation and meeting packs Managing new business submissions and servicing requests Liaising with clients, providers, and third-party organisations Maintaining accurate client records and ensuring regulatory compliance Assisting with financial research and technical case preparation Supporting the production of suitability reports and recommendations as your experience develops About You We are looking for a motivated and career-focused financial services professional who is eager to further develop their technical knowledge and progress within financial planning. You will ideally have: Previous experience within an IFA Administration or Financial Planning support role A good understanding of pensions, investments, and financial planning processes Excellent organisational skills and attention to detail Strong communication skills and a professional approach to client service The ability to manage multiple tasks and work effectively within deadlines A proactive attitude and willingness to learn Progress towards, or an interest in studying towards, professional financial planning qualifications would be advantageous What's on Offer Clear career progression pathway into Paraplanning Ongoing training, mentoring, and professional development support Opportunity to join a friendly, family-run and highly supportive business Open and collaborative working environment where your contribution is genuinely valued Exposure to a broad range of financial planning cases Opportunity to work closely with experienced Advisers and technical specialists Competitive salary and benefits package Long-term career prospects within a growing and client-focused practice This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16778 Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Get Staffed Online Recruitment Limited
Chester, Cheshire
Experienced IFA Administrator Our client is 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 Our Client Offers: 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, they would love to hear from you! Please apply with your CV outlining your relevant experience.
Jun 22, 2026
Full time
Experienced IFA Administrator Our client is 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 Our Client Offers: 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, they would love to hear from you! Please apply with your CV outlining your relevant experience.
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jun 22, 2026
Full time
We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
