236 jobs found

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

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.

Wealth Management Administrator Location: Staffordshire (Office-based) Salary: Up to 28,000 (DOE) Hours: Full-Time Monday to Friday, 9:15am - 5:15pm NJR Recruitment is proud to be representing a well-established and growing wealth management business based in Staffordshire area. This firm is known for delivering exceptional service to a loyal client base and now seeks a proactive and enthusiastic Financial Services Administrator to join their collaborative and friendly team. What's on Offer: " Structured training and development support " Opportunity to progress within a respected wealth management firm " Supportive team culture and modern office environment " Enhanced DBS check required for this role Key Responsibilities: " Provide administrative support across the full advice process from client onboarding to ongoing servicing " Liaise with clients and providers to obtain policy information, chase outstanding documentation, and issue Letters of Authority (LOAs) " Submit new business applications accurately and in a timely manner " Generate quotes and illustrations using provider portals and back-office systems " Assist with investment rebalancing, drawdown cases, and review pack preparation " Maintain client records and ensure compliance standards are met " Produce and update management reports using Excel " Work closely with Financial Advisers and Paraplanners to ensure smooth service delivery " Deliver a consistently high level of client service via phone, email, and in person What We're Looking For: " Previous experience in a financial services admin/support role (IFA/wealth management ideal) " Familiarity with Intelliflo Office or similar back-office system " Excellent communication and relationship management skills " Strong working knowledge of Microsoft Office, especially Excel and Word " Experience with generating illustrations, submitting applications, and producing review documentation " Highly organised and comfortable in a fast-paced, deadline-driven environment " Working towards, or willing to undertake, a relevant industry qualification (e.g., Award in Financial Administration, Certificate in Financial Services) " Ability to maintain professionalism and confidentiality at all times If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR16492

Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Quarterly Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

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).