Due to a period of extended growth, an award-winning independent Pensions consultancy and Trustee secretarial firm is currently looking for an experienced Governance Consultant to join their growing business. If you have proven experience of providing Pension consultancy, governance advice, administration and/or Trustee secretarial services and support to clients on their DB and DC Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pension, DIS cover and performance-related bonuses. There is also a degree of flexible, remote working on offer for this role. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Investments, Advisors, 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.
Jun 25, 2026
Full time
Due to a period of extended growth, an award-winning independent Pensions consultancy and Trustee secretarial firm is currently looking for an experienced Governance Consultant to join their growing business. If you have proven experience of providing Pension consultancy, governance advice, administration and/or Trustee secretarial services and support to clients on their DB and DC Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pension, DIS cover and performance-related bonuses. There is also a degree of flexible, remote working on offer for this role. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Investments, Advisors, 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.
Staff Power Group
Newcastle Upon Tyne, Tyne And Wear
Location: Newcastle upon Tyne Hybrid Working: 1 day office / 4 days home Salary: 55,000 Basic + Bonus (OTE 80,000) The Opportunity Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration. With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential. The Role Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including: Pensions Investments Retirement Planning Protection Tax Planning Wealth Management Solutions You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice. What's Different About This Opportunity? Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity. Paraplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day. This means: 55,000 basic salary Realistic OTE of circa 80,000 Clear link between output and earnings About You We would be interested in speaking with candidates who are: Level 4 Diploma qualified Part-qualified and actively studying Qualified by experience within a paraplanning role You will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment. Benefits 55,000 basic salary OTE circa 80,000 Hybrid working (1 day office / 4 days home) Established and growing technical planning team Long-term career progression Supportive and collaborative culture
Jun 24, 2026
Full time
Location: Newcastle upon Tyne Hybrid Working: 1 day office / 4 days home Salary: 55,000 Basic + Bonus (OTE 80,000) The Opportunity Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration. With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential. The Role Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including: Pensions Investments Retirement Planning Protection Tax Planning Wealth Management Solutions You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice. What's Different About This Opportunity? Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity. Paraplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day. This means: 55,000 basic salary Realistic OTE of circa 80,000 Clear link between output and earnings About You We would be interested in speaking with candidates who are: Level 4 Diploma qualified Part-qualified and actively studying Qualified by experience within a paraplanning role You will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment. Benefits 55,000 basic salary OTE circa 80,000 Hybrid working (1 day office / 4 days home) Established and growing technical planning team Long-term career progression Supportive and collaborative culture
Head of Client Services Lead the engine room of a growing, boutique Chartered wealth firm Location: Bradford-on-Avon, Wiltshire Salary: Up to £60,000 The opportunity We're working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory - growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the "glue" between the advice, technology, HR and leadership teams. It's two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership - or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step. Why it stands out M&A integration is part of the role - deal-adjacent exposure most operational roles never get near. A seat at the firm's tech transformation: client app, document portal, digital signatures, AI and compliance tools. Real breadth and seniority - you'll influence the whole business, not one function. A clear route up: shadow the HR Director for 6-12 months, then report directly to the MD. Premium, boutique clients and a genuine "business owner" culture, with full backing for your qualifications. The role You'll lead and develop the administration, platform and client relations teams to deliver an outstanding, consistent client experience. Day to day, you'll: Lead the teams - set standards, manage capacity and support recruitment, training and reviews. Own the client lifecycle via the practice management system (Plannr): onboarding, review packs, communications and data. Run platform administration - submissions, withdrawals, transfers and project work (e.g. PP to ISA, Bond to ISA & CGT). Drive process improvement, KPIs and automation across the teams. Support compliance in practice - Consumer Duty, GDPR, T&C and file standards. Set the front-of-house and office standard. Over time, you'll take on strategic work: integrating acquired firms, rolling out proposition changes and supporting new technology. What you'll bring Strong knowledge of the IFA / wealth client lifecycle and platform administration - ideally from a paraplanning, client services or operations role. Either proven people leadership, or the clear potential and appetite to lead. A process-improver who's comfortable with new technology. A sound understanding of compliance (Consumer Duty, GDPR). A genuine "business owner" mindset - high ownership, high standards, collaborative with people.
Jun 24, 2026
Full time
Head of Client Services Lead the engine room of a growing, boutique Chartered wealth firm Location: Bradford-on-Avon, Wiltshire Salary: Up to £60,000 The opportunity We're working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory - growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the "glue" between the advice, technology, HR and leadership teams. It's two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership - or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step. Why it stands out M&A integration is part of the role - deal-adjacent exposure most operational roles never get near. A seat at the firm's tech transformation: client app, document portal, digital signatures, AI and compliance tools. Real breadth and seniority - you'll influence the whole business, not one function. A clear route up: shadow the HR Director for 6-12 months, then report directly to the MD. Premium, boutique clients and a genuine "business owner" culture, with full backing for your qualifications. The role You'll lead and develop the administration, platform and client relations teams to deliver an outstanding, consistent client experience. Day to day, you'll: Lead the teams - set standards, manage capacity and support recruitment, training and reviews. Own the client lifecycle via the practice management system (Plannr): onboarding, review packs, communications and data. Run platform administration - submissions, withdrawals, transfers and project work (e.g. PP to ISA, Bond to ISA & CGT). Drive process improvement, KPIs and automation across the teams. Support compliance in practice - Consumer Duty, GDPR, T&C and file standards. Set the front-of-house and office standard. Over time, you'll take on strategic work: integrating acquired firms, rolling out proposition changes and supporting new technology. What you'll bring Strong knowledge of the IFA / wealth client lifecycle and platform administration - ideally from a paraplanning, client services or operations role. Either proven people leadership, or the clear potential and appetite to lead. A process-improver who's comfortable with new technology. A sound understanding of compliance (Consumer Duty, GDPR). A genuine "business owner" mindset - high ownership, high standards, collaborative with people.
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.
Jun 24, 2026
Full time
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.
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.
Jun 24, 2026
Full time
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).
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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
Jun 24, 2026
Full time
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
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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!
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Cameron James Professional Recruitment
Fetcham, Surrey
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.
Jun 24, 2026
Full time
Formed in the 1980 s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced 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
Jun 24, 2026
Full time
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
Jun 24, 2026
Full time
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
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
Paraplanner IFA Practice £40K - £4K Basic Career Progression Looking to develop your career as a Paraplanner within a successful and growing financial planning practice? We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers. The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients. The Role As a Paraplanner, you will: Provide technical support to Financial Advisers Analyse clients' existing financial portfolios and prepare detailed reviews Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments Research and help formulate suitable financial planning recommendations Prepare full recommendation reports and supporting documentation Liaise with product providers, account managers, and clients Ensure compliance with regulatory requirements and internal procedures Maintain up-to-date knowledge of financial products, markets, and regulations Support advisers in delivering high-quality, compliant financial advice Paraplanner Requirements Previous experience within an IFA or financial planning practice (essential) Strong analytical and numerical ability Excellent attention to detail and accuracy Strong communication skills, both written and verbal Highly organised with the ability to prioritise and meet deadlines Proficient in Microsoft Word, Excel, and Outlook Methodical, professional, and client-focused approach What's on Offer? Basic Salary ranging from £40,000 - £45,000 Study material/Exams paid and study leave provided Staff events Great Training and Progression Opportunities Annual Pay Review 25 days holiday + bank holidays 9:00 - 5.30 Monday to Friday with flexible working hours where required. Opportunity to work within a respected and expanding financial planning practice Apply Today! If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you. Apply now, and we'll review your application as soon as possible. Suitable candidates will be contacted directly.
