255 jobs found

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi click apply for full job details

Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.

Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up?This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance. It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.PACKAGE: Your starting salary will be £34,000 - £36,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.THIS IS WHAT YOU'LL DO:You'll work with the firm's two planners who advise clients with £1m+. You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.HERE'S WHAT YOU'LL NEED:Around 12 months' dedicated paraplanning experience would be helpful. If not, you'll currently be in an IFA/financial planning admin-focused role that has some exposure to writing suitability reports, carrying out research or technical work.You'll be ambitious and keen to become level 4 (if you aren't already) and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills. -Want to build your paraplanning career properly? Pick the right boss and click apply.If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later.Everyone will receive a response.

Job Title: Paraplanner Location: Liverpool (Hybrid Working Available) Salary: £40,000 to £47,000 DOE Job Type: Permanent Full-Time The Opportunity A well-established and expanding Independent Financial Adviser (IFA) firm is seeking an experienced Paraplanner to join its technical planning function. This is a key role within a business that delivers tailored financial advice and places strong emphasis on quality, technical accuracy and client outcomes. The firm specialises in pensions, investments and inheritance tax planning and is known for its high professional standards and commitment to FCA Consumer Duty principles. This position is based in Liverpool with hybrid working available for the right candidate. The role: You will work closely with Financial Advisers to support the delivery of high-quality financial planning advice. The role focuses on technical research, report writing and ensuring all recommendations are accurate, compliant and aligned with client objectives. Key responsibilities include: Producing detailed suitability reports and financial planning documentation tailored to client needs Carrying out technical research across pensions, investments and inheritance tax planning strategies Supporting advisers in delivering compliant advice in line with FCA regulations and Consumer Duty expectations Translating client objectives into clear, well-structured recommendations Maintaining accurate and complete client files to audit standard Ensuring all work meets internal compliance standards and regulatory requirements Collaborating with advisers and wider team members to support efficient case progression What We Are Looking For Experience Minimum of 3 years' paraplanning experience within a UK IFA firm Strong experience across pensions, investments, protection, bonds and trusts Exposure to complex inheritance tax planning solutions such as AIM portfolios and Business Relief structures is desirable Level 4 Diploma in Regulated Financial Planning or equivalent is essential, or close to completion with strong relevant experience Good understanding of FCA regulations and Consumer Duty principles Skills and Knowledge High level of attention to detail and accuracy Strong technical knowledge of financial planning principles Clear and confident communication skills, both written and verbal Strong organisation and ability to manage multiple deadlines Competent with financial planning systems and Microsoft Office Personal Attributes Proactive and self-motivated approach Strong sense of professionalism and integrity Able to work independently and collaboratively Client focused mindset with commitment to quality outcomes Comfortable working in a fast-paced environment What is on Offer Salary £40,000 to £47,000 depending on experience Hybrid working with Liverpool base 25 days annual leave plus bank holidays and birthday off Paid Christmas shutdown period 9 day working fortnight with every other Friday off, fully paid Employer pension contribution of 5 percent via salary sacrifice plus NI savings added Death in Service cover of 10 times salary Private medical insurance Cash plan covering dental, optical and wellbeing support Retail and lifestyle discounts Study support and paid exam leave Discretionary performance bonus Referral bonus scheme Why Apply This is an excellent opportunity for an experienced paraplanner who wants to join a technically strong and supportive environment. You will be part of a business that values quality advice, professional development and genuine work life balance, while working on a varied and interesting client bank.

Job Title: Financial Planning Administrator Industry: Wealth Management Location: South Birmingham Salary: Up to £30,000 Job Reference: 10263 Recruit UK are working with a boutique financial planning firm in South Birmingham who are looking to bring on a Financial Planning Administrator to join their growing team. This is an excellent opportunity to join a well-established and supportive business that places a strong emphasis on employee development and long-term career progression. The firm has built an excellent reputation for delivering high-quality financial planning services and offers a collaborative environment where individuals are encouraged to develop their skills and progress within the industry. The successful candidate will provide administrative support to the firm's Financial Planners and Paraplanners, helping to ensure the smooth running of the client journey and day-to-day operations. Duties will include: • Providing administrative support to Financial Planners and Paraplanners • Preparing and processing annual review letters • Managing client relationships and handling client queries • Inbox and email management • Diary management and scheduling appointments • Answering and directing telephone enquiries • Maintaining accurate client records and updating systems • Providing ad-hoc administrative support to the wider team as required Benefits: • Salary up to £30,000 • Quarterly bonus scheme • Flexitime hours • Free parking • Excellent transport links and local bus routes • Long-term career progression opportunities • Full study support, including funded exams and a £500 salary increase for each module passed • Pension contribution • Private Medical Insurance If the above role is of any interest to you, please apply and one of our consultants will be in touch to discuss the opportunity in more detail. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a boutique financial planning firm in South Birmingham on a Financial Planning Administrator role. Our commitment to you: • Start every journey with a conversation to find out about you in-depth. • Provide honest feedback on where you fit in the jobs market. • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. • Take a holistic mindfulness approach - career happiness is rarely just about the money.

What's important to you? Flexibility around your family? Exceptional benefits (30 holidays, private healthcare etc) Joining a growing SME? Interesting and varied work? Development opportunities, should you want them? Along with a salary commensurate with your experience, a career with Trigpoint Financial Planning will offer you all of this. Our focus is financial planning for high net-worth individuals; we can't expect the highest levels of service without giving our people the best environment and conditions. The business is run by a working mum; we fully understand the demands of life outside the office, and are open to whatever working hours and arrangements you need. We are looking for an experienced paraplanner, so you will know what the work involves. Trigpoint are looking to grow, so if career development is important to you either now or in the future, we can accommodate and support your ambitions. Equally, if you need an interesting and stimulating job that fits around your commitments at home, we will welcome you with open arms. You may also be nearing the end of your career, and looking for a part-time role - this could be an ideal fit for you. So what do we need from you? You will have at least a Level 4 Diploma. You can comfortably commute to our office in Ilkley Be a great fit for our team - we'll figure that out when we meet you! Our partners at Aqueduct Recruitment are helping us to advertise this role, and all CVs will be forwarded directly to Trigpoint for review. If you do not have an up-to-date CV, please don't worry - wither send what you have, or get in touch with Becky at Trigpoint directly for an initial chat to see what we can do for you.

Paraplanner Liverpool / Southport - Hybrid / Remote Up to £45,000 This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes. The Business This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive. You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations. Your responsibilities will include: Producing high-quality suitability reports and financial planning recommendations Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions Analysing client circumstances and supporting adviser recommendations Preparing technical documentation and supporting reports Maintaining accurate and compliant client records Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers to understand client objectives and deliver suitable recommendations Supporting complex financial planning cases, including inheritance tax and estate planning work Liaising with providers and product providers where required Contributing to the delivery of an outstanding client experience About You To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases. Ideally, you will have: A minimum of 3 years' paraplanning experience within a UK financial planning firm Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience Experience across pensions, investments, protection, bonds, and trusts Strong suitability report writing skills Knowledge of inheritance tax planning and estate planning strategies Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous Excellent attention to detail and technical accuracy Strong organisational and communication skills A proactive and professional approach to your work Benefits Hybrid or fully remote working available 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people. The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.

Financial Planner / IFA Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment. The Financial Planner Role You, as Financial Planner, will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The Financial Planner role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £50,000 to £55,000 basic salary depending on experience Bonus structure + OTE £60,000+ Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. Financial Planner

Financial Planning Administrator Whiteley, Hybrid Working + Excellent Benefits Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in the Whiteley office to support a Senior Adviser. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development. The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions. Responsibilities will include: Supporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases Benefits Salary up to £33,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To be considered for this IFA Administrator position: Experience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.

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

Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.

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.

Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.

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

Paraplanner HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Technical Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Team management: Overseeing and assisting junior members of the IFA Administration team, helping to guide, lead and develop Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. Ideally Dip Level 4 or working towards Chartered Experience of working with HNW and UHNW clients The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled Paraplanner looking to advance their career in a well- regarded and supportive financial planning firm

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.

Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.