270 jobs found

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.

Are you a Paraplanner looking for a role where you can continue developing your technical expertise whilst working alongside experienced financial planning professionals? A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley. This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career. Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you'll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning. The Opportunity • Salary up to £40,000 depending on experience • Fully funded professional qualifications and ongoing study support • Structured mentoring and development from experienced colleagues • Direct exposure to Advisers and the full financial planning process • Prestigious office environment in Bromley Old Town Hall • Clear long-term career progression opportunities • Supportive and collaborative team culture Key Responsibilities • Preparing suitability reports and recommendation letters • Conducting research across pensions, investments and protection products • Supporting Advisers with technical and administrative aspects of client cases • Reviewing existing arrangements and analysing recommendations • Assisting with financial planning and report preparation • Ensuring documentation remains compliant and FCA-aligned About You • Minimum 12 months' experience within a Paraplanning role • Level 4 Diploma qualified or actively working towards completion • Strong technical knowledge of financial planning products and solutions • Excellent written communication skills • Organised, detail-oriented and able to manage multiple priorities • Ambitious and keen to continue developing professionally This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you'll have the opportunity to accelerate your career within a close-knit and experienced team. To apply or find out more, please get in touch for a confidential discussion

Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£55,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details

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.

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, 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 & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, 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). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

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 Paraplanner. You will provide full support to the Consultants 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 not already there. You will have strong IT and communications skills and the desire to further your career. Looking for a MIN of 6 years paraplanning experience. Must be Qualified, minimum Certificate in Paraplanning, preferably Level 4 /DipFA/DipPFS Local to the office in Surrey Hybrid preferred, rather than wholly remote, but could entertain for the right candidate. £neg Salary, depending on experience. Position available to start before the end of 2025. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management Must be diploma qualified or working towards. Salary neg dependant on qualifications and experience. The role is hybrid either full or part-time. Please apply on-line or contact Cameron James for more information.

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.

Paraplanner IFA Practice £40K - £4K Basic Career Progression Looking to develop your career as a Paraplanner within a successful and growing financial planning practice? We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers. The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients. The Role As a Paraplanner, you will: Provide technical support to Financial Advisers Analyse clients' existing financial portfolios and prepare detailed reviews Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments Research and help formulate suitable financial planning recommendations Prepare full recommendation reports and supporting documentation Liaise with product providers, account managers, and clients Ensure compliance with regulatory requirements and internal procedures Maintain up-to-date knowledge of financial products, markets, and regulations Support advisers in delivering high-quality, compliant financial advice Paraplanner Requirements Previous experience within an IFA or financial planning practice (essential) Strong analytical and numerical ability Excellent attention to detail and accuracy Strong communication skills, both written and verbal Highly organised with the ability to prioritise and meet deadlines Proficient in Microsoft Word, Excel, and Outlook Methodical, professional, and client-focused approach What's on Offer? Basic Salary ranging from £40,000 - £45,000 Study material/Exams paid and study leave provided Staff events Great Training and Progression Opportunities Annual Pay Review 25 days holiday + bank holidays 9:00 - 5.30 Monday to Friday with flexible working hours where required. Opportunity to work within a respected and expanding financial planning practice Apply Today! If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you. Apply now, and we'll review your application as soon as possible. Suitable candidates will be contacted directly.

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

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