123 jobs found

Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, Permanent Overview We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided. Key Responsibilities Provide administrative support to Financial Planners and Paraplanners Prepare client documentation, suitability reports, and meeting packs Maintain and update client records using CRM systems Liaise with providers, clients, and third parties to gather information Process new business applications, withdrawals, and policy servicing tasks Ensure all work complies with FCA regulations and internal compliance procedures Assist with research tasks relating to investments, pensions, and protection products Handle incoming enquiries via phone and email in a professional manner Essential: Strong organisational and administrative skills Excellent attention to detail and accuracy Good verbal and written communication skills Proficient in Microsoft Office (Word, Excel, Outlook) Desire to build a career in financial planning Training & Development Full on-the-job training provided Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning) Clear progression path towards roles such as Paraplanner or Financial Advisor Ideal Candidate You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Qualifications : Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.

Mortgage Broker - French Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a French-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients? The Opportunity Join a London brokerage known for its exceptional lender relationships, from high-street and specialist lenders through to private banks and boutique funders. You'll support a strong pipeline of French investors purchasing UK and overseas property, alongside a wider HNW/UHNW client base. You'll gain exposure to prime and super-prime London transactions, complex income structures and international travel to France and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support French-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure FCA compliance and accurate case management Liaise with lenders, solicitors and wealth partners Participate in occasional international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in French and English Experience with international clients beneficial Strong understanding of UK mortgage regulation Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) OTE £100k+ Access to private banks and specialist lenders High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. French Speaking Mortgage Broker, French Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, French Investors UK Property

Mortgage Broker - Turkish Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a Turkish-speaking Mortgage Broker who excels in relationship-led advisory work and enjoys supporting HNW and UHNW clients? The Opportunity Join a London brokerage renowned for its outstanding lender access, including private banks, specialist lenders and boutique funders. You'll work with a growing network of Turkish investors purchasing UK and global property, alongside a wider HNW/UHNW client base. Expect exposure to prime and super-prime London transactions, complex income structures and international travel to Turkey and Europe to meet clients and introducers. Key Responsibilities Deliver regulated mortgage advice to UK and international clients Support Turkish-speaking clients purchasing UK property Advise across residential, buy-to-let, complex and high-value lending Manage prime and super-prime London cases Build long-term relationships with HNW/UHNW investors and introducers Oversee cases from enquiry through to completion Maintain full FCA compliance and accurate case notes Liaise with lenders, solicitors, wealth partners and internal teams Participate in occasional international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Turkish and English Experience with international or overseas income cases beneficial Strong understanding of UK mortgage regulation Confident advising HNW/UHNW or complex clients Professional, relationship-driven and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) OTE £100k+ Access to elite lender relationships and private banks High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential conversation. Turkish Speaking Mortgage Broker, Turkish Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Lending, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Turkish Investors UK Property

Mortgage Broker - Italian Speaking Italian Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you an Italian-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients? The Opportunity Join a London brokerage with exceptional lender relationships, including private banks, specialist lenders and boutique funders. You'll support a growing network of Italian investors purchasing UK and overseas property, alongside a wider HNW/UHNW client base. This role offers exposure to prime and super-prime London transactions, complex income structures and international travel to Italy and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support Italian-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure FCA compliance and accurate case management Liaise with lenders, solicitors and wealth partners Participate in occasional international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Italian and English Experience with international clients beneficial Strong understanding of UK mortgage regulation Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) OTE £100k+ Access to private banks and specialist lenders High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. Italian Speaking Mortgage Broker, Italian Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Italian Investors UK Property

We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 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 individual 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.

Are you an experienced Senior Pension Administrator looking for a new role? We are working with one of the UKs Top Pension Consultancies who have a range of Senior Administrator positions ranging across their UK offices. The firm will ensuring you have the time, tools, and systems needed to perform your role effectively and enjoyably. They are committed to excellence in both client and employee satisfaction, as well as industry recognition. To be considered for this role you will need to have previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme and be familiar with all aspects of Defined Benefit administration including calculating member benefit entitlements, preparing and compiling information and documentation and working with a range of stakeholders, including clients and scheme members and answering complex queries about the scheme. This is an excellent opportunity to join an established Third Party administrator who are committed to offering a good work/ life balance as well as offering excellent career progression and a generous Pension and wider benefits package. Please quote 52439 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.

Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) 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.

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.

Mortgage Broker - Spanish Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a Spanish-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients who genuinely value your expertise? The Opportunity Join a respected London brokerage with exceptional lender relationships, from high-street and specialist lenders through to private banks and boutique funders. You'll work with a well-established HNW and UHNW client base, including a strong pipeline of Spanish investors purchasing UK and international property. This role offers exposure to prime and super-prime London transactions, complex income structures, private bank lending and international travel to meet clients and introducers across Spain and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support Spanish-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure full FCA compliance and accurate case management Liaise with lenders, solicitors, wealth partners and internal teams Participate in international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Spanish and English Experience with international clients or overseas income beneficial Strong understanding of UK mortgage regulation and lender criteria Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) Realistic OTE £100k+ Access to HNW/UHNW clients and elite lender relationships High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. Spanish Speaking Mortgage Broker, Spanish Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Spanish Investors UK Property

Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package

Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

Senior IFA Administrator - Coventry A boutique, well-established financial planning firm based in Coventry is looking to appoint an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for an experienced IFA Administrator with at least 2 years' experience within financial planning/wealth management who is looking to join a supportive and highly regarded firm with genuine long-term career prospects. The business has an excellent reputation locally and offers a collaborative working environment with strong staff retention. I have personally placed both Paraplanners and Advisers into this firm previously, all of whom are still there and very happy. The Role You will provide high-quality administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey across pensions, investments and protection business. The firm is open to candidates who: Wish to remain within an administration-focused role long term Or are looking to progress into a Paraplanning position over the next 12-24 months Full support will be provided for career development and professional qualifications. What's on Offer Salary: £31,000 - £36,000 depending on experience 8% employer pension contribution Private health insurance Free parking Full support towards achieving the Level 4 Diploma qualification Genuine progression opportunities within a supportive environment Requirements Minimum 2 years' experience within IFA/Financial Planning administration Strong organisational and communication skills Experience supporting advisers within a wealth management environment A proactive and professional approach If you are an experienced IFA Administrator looking for a firm that genuinely invests in its people and offers excellent long-term prospects, please apply today.

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.

Excellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! 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.

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.