Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 Wealth Management South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained. What you'll be doing You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels. This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions. You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues. A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements. You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes. Leadership scope You'll manage a team of 8-12, with responsibility for: Work allocation and prioritisation Performance management and 1-2-1s Coaching and development MI covering service levels, quality, and capacity You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership. What we're looking for You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered. Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment. You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key. A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working across multiple offices Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered Full UK driving licence required
Jun 30, 2026
Full time
Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 Wealth Management South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained. What you'll be doing You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels. This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions. You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues. A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements. You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes. Leadership scope You'll manage a team of 8-12, with responsibility for: Work allocation and prioritisation Performance management and 1-2-1s Coaching and development MI covering service levels, quality, and capacity You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership. What we're looking for You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered. Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment. You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key. A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working across multiple offices Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered Full UK driving licence required
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role
Jun 30, 2026
Full time
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Canford Cliffs or Sherborne office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Canford Cliffs or Sherborne) Full-time role
Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Jun 30, 2026
Full time
Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes. Role & Responsibilities: Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards Act as a contact point for clients and third parties, handling queries efficiently and professionally Support advisers and paraplanners to ensure tasks are completed in a timely manner Carry out all duties in line with regulatory expectations and internal compliance procedures Do you have the following to apply? Previous experience in an administrative role within financial planning or wealth management Exposure to handling a range of financial products such as pensions, investments and protection Experience supporting both new business submissions and ongoing client servicing Familiarity with CRM/back-office systems and provider platforms Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.
Alexander Lloyd are currently partnered with a Growing Re-Insurance provider on a Proposition Governance Lead role that will provide independent challenge, regulatory insight, and governance assurance. You will be responsible for maintaining effective governance frameworks, overseeing regulatory compliance, and ensuring that risks, decisions, and outcomes are clearly evidenced and documented. Key Responsibilities Apply and oversee the governance framework for retail retirement propositions, ensuring full compliance with Consumer Duty and PROD4 requirements for the Retail Product Manufacturing unit. Provide effective regulatory oversight, ensuring governance controls operate as intended, risks are identified and escalated appropriately, and decisions are robustly documented. Independently assess product performance, customer outcomes, and governance data to identify regulatory risks, emerging issues, and trends. Provide clear, evidence-based challenge and recommendations to senior stakeholders, including escalation of material regulatory concerns where required. Own and maintain the Proposition Development Procedure (PDP) and Proposition Governance Process (PGP), ensuring documentation remains compliant, current, and approved within regulatory and internal timescales. Lead the annual Fair Value Assessments and Product Reviews for all retail products, ensuring these meet regulatory expectations and are completed to a high standard within required deadlines. Monitor, interpret, and assess regulatory publications and guidance relating to Consumer Duty and PROD4, translating requirements into practical governance controls and embedded processes. Work closely with Retail and Group risk, compliance, and technical teams to ensure a consistent and effective approach to regulatory governance. Act as a subject-matter expert and advocate for strong governance standards, supporting a culture of regulatory accountability across the business. Skills and Experience Experience working in a governance, regulatory, risk, or technical role within pensions, the wider retirement market, or financial services. Strong, practical knowledge of Consumer Duty and PROD4, particularly from a product manufacturer perspective. Demonstrable experience implementing, embedding, or providing assurance over Consumer Duty or similar regulatory frameworks. Proven ability to interpret regulatory requirements and convert them into clear governance processes, controls, and documentation. Strong analytical skills, with experience assessing data, customer outcomes, and product performance through a regulatory lens. Please quote 52155 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 30, 2026
Full time
Alexander Lloyd are currently partnered with a Growing Re-Insurance provider on a Proposition Governance Lead role that will provide independent challenge, regulatory insight, and governance assurance. You will be responsible for maintaining effective governance frameworks, overseeing regulatory compliance, and ensuring that risks, decisions, and outcomes are clearly evidenced and documented. Key Responsibilities Apply and oversee the governance framework for retail retirement propositions, ensuring full compliance with Consumer Duty and PROD4 requirements for the Retail Product Manufacturing unit. Provide effective regulatory oversight, ensuring governance controls operate as intended, risks are identified and escalated appropriately, and decisions are robustly documented. Independently assess product performance, customer outcomes, and governance data to identify regulatory risks, emerging issues, and trends. Provide clear, evidence-based challenge and recommendations to senior stakeholders, including escalation of material regulatory concerns where required. Own and maintain the Proposition Development Procedure (PDP) and Proposition Governance Process (PGP), ensuring documentation remains compliant, current, and approved within regulatory and internal timescales. Lead the annual Fair Value Assessments and Product Reviews for all retail products, ensuring these meet regulatory expectations and are completed to a high standard within required deadlines. Monitor, interpret, and assess regulatory publications and guidance relating to Consumer Duty and PROD4, translating requirements into practical governance controls and embedded processes. Work closely with Retail and Group risk, compliance, and technical teams to ensure a consistent and effective approach to regulatory governance. Act as a subject-matter expert and advocate for strong governance standards, supporting a culture of regulatory accountability across the business. Skills and Experience Experience working in a governance, regulatory, risk, or technical role within pensions, the wider retirement market, or financial services. Strong, practical knowledge of Consumer Duty and PROD4, particularly from a product manufacturer perspective. Demonstrable experience implementing, embedding, or providing assurance over Consumer Duty or similar regulatory frameworks. Proven ability to interpret regulatory requirements and convert them into clear governance processes, controls, and documentation. Strong analytical skills, with experience assessing data, customer outcomes, and product performance through a regulatory lens. Please quote 52155 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Jun 30, 2026
Full time
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You'll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It's a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you'll be doing You'll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You'll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn't slip as volumes fluctuate. You'll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You'll manage a team of 5-10, with responsibility for: 1-2-1s and performance management Coaching and development Work allocation and workflow oversight MI reporting on performance, turnaround times and quality You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance. What we're looking for You'll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring: Experience managing or mentoring people (including 1-2-1s) Strong technical understanding of pensions, investments, protection and estates Confidence handling complex or escalated cases Good working knowledge of FCA-regulated environments Strong attention to detail and structured thinking A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working with multi-site coverage Preferred base: Shaftesbury (travel to other offices required) Full-time or part-time considered
Jun 30, 2026
Full time
Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You'll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It's a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you'll be doing You'll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You'll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn't slip as volumes fluctuate. You'll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You'll manage a team of 5-10, with responsibility for: 1-2-1s and performance management Coaching and development Work allocation and workflow oversight MI reporting on performance, turnaround times and quality You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance. What we're looking for You'll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring: Experience managing or mentoring people (including 1-2-1s) Strong technical understanding of pensions, investments, protection and estates Confidence handling complex or escalated cases Good working knowledge of FCA-regulated environments Strong attention to detail and structured thinking A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working with multi-site coverage Preferred base: Shaftesbury (travel to other offices required) Full-time or part-time considered
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role
Jun 30, 2026
Full time
Technical Administrator - Financial Planning £26,000 - £30,000 Financial Planning Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace. This is an office-based position, working from either the Corsham or Shaftesbury office. What you'll be doing You'll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems. You'll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made. You'll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion. Where issues arise, you'll liaise with advisers, clients, and third parties to keep everything on track. A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates. You'll also assist with preparing valuations and maintaining review systems where required. Alongside core administration, you'll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations. What we're looking for You'll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration. You don't need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice. Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential. You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure. Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment. Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role. Experience in a St. James's Place (SJP) environment is preferred but is not essential Practical details £26,000 - £30,000 depending on experience Office-based (Corsham or Shaftesbury) Full-time role
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
Jun 29, 2026
Full time
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
A growing Pensions organisation is looking for a De-Risking Senior Analyst to take a leading role in delivering complex, high quality projects for trustees, clients and internal teams. This is an excellent opportunity for someone with strong DB Pensions experience, whether you're already working in de-risking or you're a Pension Administrator or Senior Administrator ready to step up into more technical, project focused work. The Role You'll lead multiple de-risking projects, working closely with Client Directors and acting as a key point of contact for technical guidance and project delivery. Your responsibilities will include: Leading complex de-risking projects to agreed deadlines and quality standards Performing pension calculations, data audits and risk analysis Implementing project plans aligned to client expectations Driving process improvements and sharing best practice Mentoring junior colleagues, including offshore teams What We're Looking For We're keen to hear from people with: Strong DB/DC Pensions knowledge Excellent Excel and data analysis skills Experience leading projects or managing multiple priorities A proactive, solutions focused approach to problem solving Strong communication and stakeholder management skills Why This Opportunity Stands Out You'll join a collaborative, forward thinking team with a strong reputation for delivering high impact work. It's a great environment to deepen your technical expertise, gain exposure to complex projects and progress your career. Please quote 52456 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 29, 2026
Full time
A growing Pensions organisation is looking for a De-Risking Senior Analyst to take a leading role in delivering complex, high quality projects for trustees, clients and internal teams. This is an excellent opportunity for someone with strong DB Pensions experience, whether you're already working in de-risking or you're a Pension Administrator or Senior Administrator ready to step up into more technical, project focused work. The Role You'll lead multiple de-risking projects, working closely with Client Directors and acting as a key point of contact for technical guidance and project delivery. Your responsibilities will include: Leading complex de-risking projects to agreed deadlines and quality standards Performing pension calculations, data audits and risk analysis Implementing project plans aligned to client expectations Driving process improvements and sharing best practice Mentoring junior colleagues, including offshore teams What We're Looking For We're keen to hear from people with: Strong DB/DC Pensions knowledge Excellent Excel and data analysis skills Experience leading projects or managing multiple priorities A proactive, solutions focused approach to problem solving Strong communication and stakeholder management skills Why This Opportunity Stands Out You'll join a collaborative, forward thinking team with a strong reputation for delivering high impact work. It's a great environment to deepen your technical expertise, gain exposure to complex projects and progress your career. Please quote 52456 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
Jun 29, 2026
Full time
Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Jun 29, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To 33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Jun 29, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Jun 29, 2026
Full time
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into click apply for full job details
Jun 29, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into click apply for full job details
A leading Pensions organisation is expanding its De-Risking function and is looking for an experienced professional to take on a key role managing high profile client projects. This is an opportunity to join a team that's delivering complex, high-impact work across the DB landscape, with plenty of scope to shape processes, influence outcomes and work closely with senior stakeholders. The Role As a De-Risking Project Lead, you'll act as the central point of contact for major client projects, supporting the Client Director and ensuring delivery is smooth, accurate and commercially aligned. You'll take ownership of: Managing risks within scheme data and project delivery Leading escalated or high-profile de-risking projects Monitoring budgets, billing cycles and commercial performance Handling first-level escalations and ensuring issues are resolved appropriately Attending project reviews, kick-off calls and client meetings Identifying opportunities to improve processes and ways of working What We're Looking For We're keen to speak with Pensions professionals who have: Strong technical experience across DB schemes Exposure to de-risking , data , or project based work A proactive, solutions-focused approach to problem-solving Confidence managing stakeholders and communicating clearly The ability to balance quality, timescales and commercial considerations Why This Team? You'll be joining a collaborative, forward thinking team with a strong reputation for delivering complex work to a high standard. It's a great environment for someone who wants to deepen their technical expertise and take on more responsibility. Candidates with the right skills and experience from across the UK will all be considered, so there's plenty of flexibility on offer! Please quote 52453 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 29, 2026
Full time
A leading Pensions organisation is expanding its De-Risking function and is looking for an experienced professional to take on a key role managing high profile client projects. This is an opportunity to join a team that's delivering complex, high-impact work across the DB landscape, with plenty of scope to shape processes, influence outcomes and work closely with senior stakeholders. The Role As a De-Risking Project Lead, you'll act as the central point of contact for major client projects, supporting the Client Director and ensuring delivery is smooth, accurate and commercially aligned. You'll take ownership of: Managing risks within scheme data and project delivery Leading escalated or high-profile de-risking projects Monitoring budgets, billing cycles and commercial performance Handling first-level escalations and ensuring issues are resolved appropriately Attending project reviews, kick-off calls and client meetings Identifying opportunities to improve processes and ways of working What We're Looking For We're keen to speak with Pensions professionals who have: Strong technical experience across DB schemes Exposure to de-risking , data , or project based work A proactive, solutions-focused approach to problem-solving Confidence managing stakeholders and communicating clearly The ability to balance quality, timescales and commercial considerations Why This Team? You'll be joining a collaborative, forward thinking team with a strong reputation for delivering complex work to a high standard. It's a great environment for someone who wants to deepen their technical expertise and take on more responsibility. Candidates with the right skills and experience from across the UK will all be considered, so there's plenty of flexibility on offer! Please quote 52453 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
The Eventus Recruitment Group
Manchester, Lancashire
A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired. About the firm: This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded. The job: This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning. Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations Handling post-meeting actions and implementing the adviser's recommendations Gathering plan information and letters of authority from providers Supporting technical research and suitability reports as you train into paraplanning Keeping client records accurate and compliant on the CRM Liaising with clients and providers to keep cases moving What you'll need: Some financial financial planning / IFA administration experience The ambition to qualify and grow into paraplanning and advice Strong organisation and attention to detail Confident communication with clients and providers A willingness to study towards the Level 4 Diploma The Level 4 Diploma is not required to start, the appetite to work towards it is. The package: Salary £28,000 to £30,000 depending on experience Full funding and support for the Level 4 Diploma Hybrid working, 3 days in the South Manchester office, 2 from home Genuine progression into paraplanning and advice 25 days holiday plus bank holidays Employer pension Next steps: Apply now if your skills and experience align with this job of IFA Administrator. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 29, 2026
Full time
A directly authorised, independent financial planning firm in South Manchester is looking for an ambitious IFA Administrator to support its adviser and grow with the business. This is an IFA Administrator job with a genuine future: admin now, with a funded route into paraplanning and, in time, advice if desired. About the firm: This is a directly authorised, independent financial planning firm based in South Manchester, owner-managed and advising clients on pensions, investments and retirement planning. It's a small, close team, so you'd work directly with the adviser and see the whole client journey, not a slice of it. What makes this IFA Administrator job different is the development on offer: the firm's founder built their own career from IFA Administrator to paraplanner to adviser, and wants to bring someone through on the same path. The Level 4 Diploma is fully funded. The job: This is a hands-on IFA Administrator job with real client involvement and a funded route into paraplanning. Preparing everything the adviser needs for client meetings, from packs to up-to-date valuations Handling post-meeting actions and implementing the adviser's recommendations Gathering plan information and letters of authority from providers Supporting technical research and suitability reports as you train into paraplanning Keeping client records accurate and compliant on the CRM Liaising with clients and providers to keep cases moving What you'll need: Some financial financial planning / IFA administration experience The ambition to qualify and grow into paraplanning and advice Strong organisation and attention to detail Confident communication with clients and providers A willingness to study towards the Level 4 Diploma The Level 4 Diploma is not required to start, the appetite to work towards it is. The package: Salary £28,000 to £30,000 depending on experience Full funding and support for the Level 4 Diploma Hybrid working, 3 days in the South Manchester office, 2 from home Genuine progression into paraplanning and advice 25 days holiday plus bank holidays Employer pension Next steps: Apply now if your skills and experience align with this job of IFA Administrator. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients. You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued. Key responsibilities Client administration - new business, onboarding, annual reviews and advice Processing trades, withdrawals, investment instructions Help prepare documents prior to meetings Maintain client database and records Liaising with clients, providers and platforms Supporting the rebalancing of model portfolios following annual reviews General office administration duties The ideal candidate will have: • Excellent organisational skills • Good eye for detail and accuracy • Gets things done - a doer and completes the task well • Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.
Jun 29, 2026
Full time
This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients. You will be working closely with the Managing Director and a second adviser, supporting about 120 client households. We are looking for someone with 2 years experience in a similar role. You will be supported by a junior administrator and will work alongside a paraplanner.There is scope to grow into a paraplanner role if this is what you would like, although career administrators are also very valued. Key responsibilities Client administration - new business, onboarding, annual reviews and advice Processing trades, withdrawals, investment instructions Help prepare documents prior to meetings Maintain client database and records Liaising with clients, providers and platforms Supporting the rebalancing of model portfolios following annual reviews General office administration duties The ideal candidate will have: • Excellent organisational skills • Good eye for detail and accuracy • Gets things done - a doer and completes the task well • Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage We are looking for someone with minimum 2 years experience in a similar role, working for a financial planning firm. No specific qualifications are required and the firm will support professional development and fund relevant exams for the right candidate.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers' products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support' knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making & problem solving Ability to train others Planning, time management and organisation skills Report writing & presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Jun 29, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers' products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support' knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making & problem solving Ability to train others Planning, time management and organisation skills Report writing & presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
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 .
Jun 29, 2026
Full time
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 .
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 29, 2026
Full time
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
