238 jobs found

We are currently partnering with an established Pension and Actuarial firm who have an interesting new role for a Pension Administration Systems Analyst to join a growing team. This is an excellent opportunity for an experienced pensions professional with strong analytical and systems skills to play a key role in supporting and enhancing the pension administration platforms. Working closely with our pensions administration teams, you will help deliver system improvements, support data migrations, configure workflows and reports, and contribute to the successful implementation of new clients and projects. Key Responsibilities Act as a key liaison between the systems team and pensions administration teams, understanding user requirements and translating them into effective system solutions. Undertake data migrations for new clients. Manage data migrations onto the Pension Payroll system for new payroll clients. Maintain and improve implementation guidance, controls, processes and documentation. The right candidate will ideally possess the following attributes: Previous experience in a Defined Benefit (DB), Defined Contribution (DC), pensions administration or related role Strong understanding of pension administration processes and systems. Good knowledge of the data migration lifecycle and associated requirements. Experience using data migration tools and methodologies. Advanced Microsoft Excel skills. Experience of data migration software and tools would be advantageous. Working knowledge of SQL and/or VBA would be beneficial This role offers the opportunity to work on a variety of challenging projects, develop specialist pensions systems expertise, and contribute to the continuous improvement of services as well as the opportunity to join a supportive team environment that encourages professional development and values innovation, collaboration and excellence. If you are an experienced pensions professional with a passion for systems, data and process improvement this could be the ideal role for you. Please quote 52413 when calling Sarah at Alexander Lloyd or email them at . 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.

Paraplanner / Senior Paraplanner Musselburgh, East Lothian Flexible Hybrid Working £35,000 to £60,000 DOE Chartered Study Support Long-Term Career Development Some support roles in financial planning become repetitive. Producing reports. Processing cases. Chasing providers click apply for full job details

IFA Administrator Bath, hybrid £28,000 - £35,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As a Financial Planning Administrator based in their Bath office, you'll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You'll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for the right person Pension contribution DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support

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.

Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details

Financial Planning Administrator / IFA Administrator Shrewsbury, Shropshire £30,000 - £40,000 DOE Full Time Permanent Office Based Join an Award-Winning Financial Planning Team We are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury. This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues. You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners. Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards. The Role Responsibilities will include: Processing new business and provider applications Managing client reviews and ongoing servicing requirements Obtaining policy information and Letters of Authority Maintaining accurate client records and CRM systems Liaising with clients, providers, advisers and paraplanners Supporting fund switches, withdrawals and transfers Assisting with Anti-Money Laundering (AML) checks and client due diligence Preparing documentation and reports for client meetings Monitoring outstanding requirements and progressing cases efficiently Ensuring all administration is completed in line with FCA regulations and internal compliance procedures About You You will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail. You will possess: A minimum of 2 years' experience within Financial Services Administration Knowledge of pensions, investments and protection products Excellent organisational and administrative skills Strong communication skills, both written and verbal High levels of accuracy and attention to detail Experience using financial planning platforms and back-office systems A sound understanding of compliance and regulatory requirements Desirable Experience O&M, Morningstar or Selectapension Quilter, Transact, 7IM or similar platforms Cashcalc, Voyant or other cashflow modelling software Working towards, or interested in studying for, professional qualifications Why Join Us? Salary £30,000 - £40,000 depending on experience Supportive and collaborative working environment Support to attain DipFS of Chartered Progression to Paraplanner or Adviser Exposure to a wide range of financial planning cases Modern offices with free on-site parking Company pension scheme 22 days holiday plus bank holidays Early finish every Friday Working Hours Monday to Thursday: 8.45am - 5.30pm Friday: 8.45am - 1.15pm This is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience. Apply Now To apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.

IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin click apply for full job details

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

Paraplanner - Wanted - Immediate Start! Northampton Based Salary: £28,000 - £32,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Northampton, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid/flexible working (dependent on employer) Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).

Paraplanner Location; Leicestershire Salary; £(phone number removed)K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for a Paraplanner, to join their paraplanning team. ROLE OVERVIEW: The Paraplanning Team are responsible for producing all of the firms Suitability Reports, offering technical support to the advisers, conducting product research and comparison, completing cash flow analysis and project work in relation to improving processing and effective working. MAIN TASKS SUITABILITY REPORTS: Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. RESEARCH: To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients To maintain records that meet the requirements of the firm and the FCA. OTHER AREAS: To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. Report to the Head of Paraplanning on a day-to-day basis (or other frequency as agreed on and varied from time to time) regarding; workload, and legislative issues. PERSON SPECIFICATION QUALIFICATIONS & EXPERIENCE ESSENTIAL: Diploma in Financial Planning (or equivalent) Financial service administration experience At least 2 years' experience as a paraplanner. KNOWLEDGE AND SKILLS REQUIRED ESSENTIAL: To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training and Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods - phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. Excellent written and verbal communication skills. DESIRABLE: Experience using Virtual Cabinet and Intelliflo Office & Planning PAY & BENEFITS: Salary £35,000 to £42,000 per annum (dependant on qualifications, knowledge, and experience) 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available. Discretionary bonuses 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme. Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to be considered for this role, please email your cv to (url removed) or call me to discuss on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.

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 Employee Benefits Consultant We are working with a large consultancy within their employee benefits division to support their search for an experienced Senior Employee Benefits Consultant to join their team to manage a portfolio of US-owned clients consulting across healthcare, group risk and pension schemes. Role & Responsibilities: Retain and manage a portfolio of SME to mid-corporate clients Discuss opportunities to expand the clients accounts throughout the wider business service offerings Provide strategic recommendations on pensions, group risk and private medical insurance Lead client meetings, presentations, and annual benefit reviews Essential Criteria: Significant experience in employee benefits consulting, within a consultancy or brokerage Strong technical knowledge of pensions, healthcare & group risk Strong communication skills This role is fully remote with the expectation of attending their London office once per month and attending client meetings, where necessary. Please quote 52432 when calling Collette Cardy at Alexander Lloyd or email them at . 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.

Employee Benefits Consultant Are you an experienced associate consultant looking for your next progression? Or are you already a consultant keen to explore your options? If yes, this role could be for you as we are currently working with a leading employee benefits consultancy to support their search for an employee benefits consultant to join their team on a remote basis! Role & Responsibilities: Manage a portfolio of US-owned clients, consulting across healthcare, group risk and pensions Identify opportunities to up-sell or cross-sell throughout the wider business Support your clients in understanding the benchmarking around the UK benefits Essential Criteria: Proven experience in managing a book of retained business for healthcare and group risk policies Strong understanding of the UK benefits market Ability to work in a fast-paced environment This role is fully remote, with the expectation of attending a London office once per month so if this position is of interest reach out to discuss further today! Please quote 52429 when calling Collette Cardy at Alexander Lloyd or email them at . 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.

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO

Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role