Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Senior Paraplanner Department: Financial Planning Location: London The role You wil click apply for full job details
Jun 29, 2026
Full time
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Senior Paraplanner Department: Financial Planning Location: London The role You wil click apply for full job details
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jun 29, 2026
Full time
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jun 29, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jun 29, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 29, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Exchange Street Claims & Financial Services
Wetherby, Yorkshire
Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year.Not here. Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too. Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year. Alongside that you get: 8% employer pension contribution PMI DIS x 4 25 days holiday Once you've settled in there's hybrid working (3 days in the office) Free parking and beautiful offices As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Jun 29, 2026
Full time
Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year.Not here. Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too. Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year. Alongside that you get: 8% employer pension contribution PMI DIS x 4 25 days holiday Once you've settled in there's hybrid working (3 days in the office) Free parking and beautiful offices As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development. You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process. Key Responsibilities: Providing administrative support across the financial planning process Managing annual reviews and preparing client documentation Processing change of address updates and maintaining accurate client records Handling general client servicing and administrative tasks Liaising with providers, platforms, and internal teams to ensure efficient case progression About You: Previous experience within financial planning or the wider financial services sector Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered Strong organisational skills with excellent attention to detail A proactive and team-oriented approach Confident communication skills and a client-focused mindset What's on Offer: Basic salary up to £32,000 Hybrid working - 3 days in the office & 2 days WFH Competitive benefits package Opportunity to join a growing and highly regarded firm Supportive and collaborative working environment Genuine opportunities for career progression and development This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.
Jun 29, 2026
Full time
A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development. You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process. Key Responsibilities: Providing administrative support across the financial planning process Managing annual reviews and preparing client documentation Processing change of address updates and maintaining accurate client records Handling general client servicing and administrative tasks Liaising with providers, platforms, and internal teams to ensure efficient case progression About You: Previous experience within financial planning or the wider financial services sector Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered Strong organisational skills with excellent attention to detail A proactive and team-oriented approach Confident communication skills and a client-focused mindset What's on Offer: Basic salary up to £32,000 Hybrid working - 3 days in the office & 2 days WFH Competitive benefits package Opportunity to join a growing and highly regarded firm Supportive and collaborative working environment Genuine opportunities for career progression and development This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jun 29, 2026
Full time
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
Jun 29, 2026
Full time
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Jun 29, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
A leading Pensions and professional services organisation is seeking an experienced Pensions Technical & Professional Standards Manager to join its growing Technical & Quality function. This is an excellent opportunity for a highly technical Defined Benefit Pensions professional looking to move into a role focused on governance, legislative interpretation, quality assurance, and continuous improvement across a large third-party administration environment. The role offers a unique blend of technical leadership, governance oversight, root cause analysis, and business improvement activity. Key Responsibilities Providing technical leadership and guidance on complex Defined Benefit pensions matters Interpreting legislative and regulatory developments and translating them into practical business processes Supporting and enhancing governance, quality assurance, and professional standards frameworks Leading technical initiatives relating to industry developments and regulatory change Managing root cause analysis activities, identifying trends, and driving service improvements Producing management information, reporting, and technical insights to support business decision-making Collaborating with operations, quality, and leadership teams to ensure consistency and best practice across the business About You The successful candidate will have: Significant experience within Defined Benefit pensions administration Strong technical knowledge of UK pensions legislation and regulatory requirements Experience in technical, governance, quality assurance, or compliance-focused pensions roles Excellent analytical and problem-solving skills Experience conducting root cause analysis and implementing process improvements Strong communication skills with the ability to explain complex technical matters to a variety of audiences The confidence to influence stakeholders and drive positive change Experience of industry frameworks, governance standards, pensions dashboards, GMP equalisation, ISO standards, or regulatory reporting would be highly advantageous. What's on Offer Hybrid and flexible working arrangements Opportunity to shape technical standards across a large pensions operation High-profile role with significant business impact Ongoing professional development and study support Competitive salary and benefits package Clear long-term career progression opportunities This role can be based from several UK locations and offers an excellent opportunity for an experienced pensions professional looking to influence technical excellence across a growing organisation. Please quote 52419 when calling Yvette at Alexander Lloyd or email them at yki . 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 and professional services organisation is seeking an experienced Pensions Technical & Professional Standards Manager to join its growing Technical & Quality function. This is an excellent opportunity for a highly technical Defined Benefit Pensions professional looking to move into a role focused on governance, legislative interpretation, quality assurance, and continuous improvement across a large third-party administration environment. The role offers a unique blend of technical leadership, governance oversight, root cause analysis, and business improvement activity. Key Responsibilities Providing technical leadership and guidance on complex Defined Benefit pensions matters Interpreting legislative and regulatory developments and translating them into practical business processes Supporting and enhancing governance, quality assurance, and professional standards frameworks Leading technical initiatives relating to industry developments and regulatory change Managing root cause analysis activities, identifying trends, and driving service improvements Producing management information, reporting, and technical insights to support business decision-making Collaborating with operations, quality, and leadership teams to ensure consistency and best practice across the business About You The successful candidate will have: Significant experience within Defined Benefit pensions administration Strong technical knowledge of UK pensions legislation and regulatory requirements Experience in technical, governance, quality assurance, or compliance-focused pensions roles Excellent analytical and problem-solving skills Experience conducting root cause analysis and implementing process improvements Strong communication skills with the ability to explain complex technical matters to a variety of audiences The confidence to influence stakeholders and drive positive change Experience of industry frameworks, governance standards, pensions dashboards, GMP equalisation, ISO standards, or regulatory reporting would be highly advantageous. What's on Offer Hybrid and flexible working arrangements Opportunity to shape technical standards across a large pensions operation High-profile role with significant business impact Ongoing professional development and study support Competitive salary and benefits package Clear long-term career progression opportunities This role can be based from several UK locations and offers an excellent opportunity for an experienced pensions professional looking to influence technical excellence across a growing organisation. Please quote 52419 when calling Yvette at Alexander Lloyd or email them at yki . 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.
Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
Jun 29, 2026
Full time
Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
Jun 29, 2026
Full time
Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
Financial Planning Administrator Borehamwood, Hybrid Working + Excellent Benefits Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development. The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions. Responsibilities will include: Supporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases Benefits Salary up to £33,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To be considered for this IFA Administrator position: Experience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.
Jun 29, 2026
Full time
Financial Planning Administrator Borehamwood, Hybrid Working + Excellent Benefits Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development. The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions. Responsibilities will include: Supporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases Benefits Salary up to £33,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To be considered for this IFA Administrator position: Experience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.
Financial Planning Administrator Farnham, Hybrid Working + Excellent Benefits Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Farnham. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development. The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions. Responsibilities will include: Supporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases Benefits Salary up to £33,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Exam support - one off bonuses for exams past Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To be considered for this IFA Administrator position: Experience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.
Jun 29, 2026
Full time
Financial Planning Administrator Farnham, Hybrid Working + Excellent Benefits Are you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression? A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Farnham. This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development. The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions. Responsibilities will include: Supporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases Benefits Salary up to £33,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Exam support - one off bonuses for exams past Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To be considered for this IFA Administrator position: Experience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.
THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST 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 29, 2026
Full time
THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST 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.
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Jun 29, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy 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 29, 2026
Full time
Pensions Team Leader Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a Pensions Team Leader to lead and develop their administration team. You could be a senior pensions administrator that has experience in deputising for the team leader and has checked juniors work or already a team leader for your next challenge. Role & Responsibilities: Motivate and develop the pension administration team Work closely with the manager of the team and deputise where neccessary Act as the escalation point for any complaints Conduct performance reviews with the team to ensure they are receiving the correct development and support Essential Criteria: Strong technical knowledge in defined benefit pension administration, including manual calculations Experience in leading teams This role is hybrid to Leeds, 2 days per week so if this position is of interest reach out to discuss further today! Please quote 52426 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning ex click apply for full job details
Jun 29, 2026
Full time
Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning ex click apply for full job details
The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
Jun 28, 2026
Full time
The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
