If you're looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Jun 25, 2026
Full time
If you're looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will 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 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 Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Jun 25, 2026
Full time
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will 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 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 Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Exchange Street Executive Search
Oldham, Lancashire
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Jun 25, 2026
Full time
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 25, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You'll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You'll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you'll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you'll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you're interested, please click Apply now or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Jun 25, 2026
Full time
Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You'll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You'll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you'll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you'll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you're interested, please click Apply now or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from e click apply for full job details
Jun 25, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from e click apply for full job details
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jun 25, 2026
Full time
Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Jun 25, 2026
Full time
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client. Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 25, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client. Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach click apply for full job details
Jun 25, 2026
Full time
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach click apply for full job details
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
Jun 25, 2026
Full time
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client. Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Orga click apply for full job details
Jun 25, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our East Belfast client. Please note that applicants must have worked for a Financial Services company - the clienht is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Orga click apply for full job details
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.
Jun 25, 2026
Full time
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.
