55 jobs found

Paraplanner Location: Leicester Salary: Up to £41,200 per annum Job Type: Full-time, Permanent About the Role We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience. You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice. Key Responsibilities Conduct provider and product research, including fund performance and risk analysis Carry out cashflow modelling using tools such as FE Analytics or similar Prepare bespoke, compliant suitability reports tailored to individual client needs Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions Support advisers and senior staff with technical analysis and evidence-based recommendations Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies Take ownership of your workflow, meeting deadlines and service level agreements Communicate effectively with clients and colleagues via phone, email, and written correspondence Collaborate with team members to ensure consistent service delivery and provide cover when required Skills & Experience The successful candidate will have: Proven experience in a paraplanning role within financial services Strong technical knowledge of pensions, investments, and retirement planning Demonstrable experience in report writing and producing high-quality suitability reports Ability to extract and interpret key information from Fact Finds Experience with: Fund performance and risk analysis Cashflow modelling Financial platforms and providers (desirable) A client-focused approach, with a commitment to delivering an excellent service Exceptional attention to detail and a strong understanding of compliance standards Excellent organisational and time management skills, with the ability to manage a high workload under pressure Proficiency in Microsoft Word, Excel, Outlook, and Teams Experience with Curo (or similar systems) is advantageous Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) - completed or working towards Benefits Salary up to £41,200 per annum Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities) 33 days annual leave (including Bank Holidays), increasing with service 10% non-contributory pension Option to make additional personal pension contributions via salary sacrifice Life assurance (4x salary) Professional development and study support opportunities Employee Assistance Programme via Aviva Smart Health Work anniversary recognition scheme Free on-site parking Complimentary fresh fruit and cereal Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor) Onsite gym Apply Now If you're an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we'd love to hear from you.

A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. 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.

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

Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based

Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations

A rare opportunity has opened within a highly respected global wealth advisory firm, joining a boutique-style Wealth Planning division known for its technical excellence, collaborative culture, and exceptional career progression. You'll be part of a high-performing pod structure supporting UHNW families, entrepreneurs, and private equity professionals, gaining exposure to some of the most complex and interesting planning scenarios in the industry. THE ROLE • Support two Advisers within a pod, delivering high-quality financial planning work • Produce detailed cashflow modelling and technical analysis for complex client affairs • Prepare suitability reports, financial plans, and supporting documentation • Attend client meetings and contribute to advice delivery • Collaborate closely with Directors, CRMs, and junior paraplanners • Maintain strong technical knowledge across tax, pensions, investments, and structuring • Play a key role in a detail-driven, high-performance team ABOUT YOU • Level 4 Diploma qualified (Chartered or working towards is a strong advantage) • Solid experience in a regulated paraplanning role • Exceptional attention to detail and confidence handling complex client scenarios • Clear, confident communicator able to simplify technical matters • Highly organised with the ability to manage multiple deadlines • Ambitious, proactive, and motivated - someone who brings energy and initiative WHAT'S ON OFFER • A clear, structured pathway to Adviser • Exposure to sophisticated UHNW planning work • A supportive pod model designed for development and progression • The stability and scale of a global organisation with the feel of a close-knit team If you're an ambitious paraplanner looking for genuine progression and the chance to work at the top end of the market, I'd love to speak with you. Please email Ursula at Financial Divisions

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.

Trainee Financial Adviser - Enderby, Leicestershire, c.£45,000 + Bonus £5,000 (1st year)+ Car Allowance Career path: Structured two-year programme to Financial Planner Cass status within 12 months Long-term partnership opportunity A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route - from assistant to adviser to equity partner - and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim - it is a reflection of how the firm actually treats its people. ABOUT THE ROLE This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role - with a structured pathway, full qualification support, and an established client pipeline to grow into. You will work alongside a Senior Financial Planner and Business Owner - attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently. WHAT YOU WILL BE DOING Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients Acting as a point of contact for client queries and ensuring timely, professional responses Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed Analysing and documenting client data - income, expenditure, assets, liabilities, and objectives - accurately and in full Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team Supporting new business development activity - building referral relationships with solicitors and accountants within a targeted geographic region WHAT YOU WILL NEED Experience in a financial services role at an IFA or Wealth Management firm Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)

Paraplanner - Enderby, Leicestershire Hybrid £35,000-£42,000 + Bonus + Benefits Working pattern: Hybrid - following completion of initial induction and training We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process - producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment. WHAT YOU WILL BE DOING Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given Ensuring all documentation meets the firm's compliance standards before issue Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors Providing technical support on pension and investment queries to the wider advice team and pension consultants Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken Producing bespoke one-off reports and comparisons for complex client cases as required WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - essential Experience working as a Paraplanner in a regulated financial services environment Strong technical knowledge of pension, investment, and protection products and their application in financial planning

Paraplanning Manager Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business. As Paraplanning Manager, you will lead and develop the firm's paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You'll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business. Key responsibilities: Managing and developing the paraplanning team Providing technical guidance and quality assurance across client recommendations and reports Supporting advisers with complex financial planning cases Reviewing and enhancing paraplanning processes and workflows Ensuring compliance with regulatory and internal standards What's on offer: Leadership role within a respected and established wealth management firm Opportunity to manage and mentor a team of paraplanners Hybrid working arrangement, including 2 days working from home 27 days annual leave plus bank holidays 9% employer pension contribution Supportive culture with a strong reputation in the market Long-term career progression opportunities Requirements: Significant paraplanning experience within a financial planning or wealth management environment Previous experience leading, mentoring, or managing paraplanners Strong technical knowledge across pensions, investments, protection, and retirement planning Excellent communication and stakeholder management skills Level 4 Diploma qualified (or working towards Chartered status would be advantageous) If you're interested in learning more about this opportunity, we'd be delighted to arrange a confidential discussion.

IFA Administrator Fleet, hybrid Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an IFA administrator, you'll play a key role in supporting the advisers to deliver exceptional financial planning services. You'll use your technical expertise to prepare research, liaise with clients and providers, and ensure all client records are uptodate. Benefits: Up to £32,000 Fulltime or Parttime (4x full days or 5x shorter days) Hybrid Pension contribution DIS Parking A supportive and collaborative team culture that values growth and professional development. Opportunities to advance towards Chartered status or senior paraplanner roles. To be considered for this IFA Administrator position: Proven IFA Administrator experience within an advisory or wealth management environment. Understanding of financial products - investment, pensions, tax planning Proficient in using financial planning software and CRM systems - training can be provided Apply today to be considered for this Financial Planning Admin opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Support, Financial Planning Technician, Report Writer, IFA Support, Adviser Support

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.

Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? We're partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. You'll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. In this role, you'll: Deliver exceptional client service , from preparing valuations to supporting annual reviews and adviser meetings Manage new business processing end-to-end , ensuring accuracy and timely communication Maintain FCA compliance and robust audit trails Liaise with providers to track applications, chase requirements, and follow up on fees/commission Keep client records organised and up to date using Intelligent Office Support a collaborative team environment while driving efficiency and high standards You'll thrive here if you bring: Proven experience in an IFA administration role Strong working knowledge of Intelligent Office Familiarity with platforms such as Abrdn Wrap and Quilter Wrap Confidence across multiple provider platforms Excellent attention to detail and a proactive, client-first mindset Solid Microsoft Office skills and strong communication ability Action If you're organised, detail-driven and ready to make an impact in a respected financial planning firm, we'd love to hear from you. Apply today or get in touch to find out more.

An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We are interested in speaking with individuals based in Newcastle for this position! The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material. We offer a competitive hybrid working pattern for this Senior Paraplanning role. As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence. This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements. To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given. Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes. To ensure that the customer experience follows the Group's defined standards and TCF is always maintained. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role. Update workflow records to facilitate the production of accurate management information in a timely manner. Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow. Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality. Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience. To run own case load efficiently and keep all own case records and files up to date and to departmental required standards. To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. To obtain illustrations and Key Features documentation in support of recommendations to clients. Ensure technical knowledge and general industry knowledge is always maintained. Providing coaching, mentoring, or training support for Paraplanners Being a model of excellence and Group process adherence Proactively identify opportunities to improve paraplanning process Critical Skills Excellent written and oral communication skills. Methodical and highly organised. Accurate with good attention to detail. Complex problem solving. Coaching and mentoring. Ability to liaise with colleagues in an articulate and pleasant manner. High degree of numeracy. Enthusiasm. Accuracy. Ability to work under pressure and manage own workload. Ability to work as part of a team and to learn new skills/knowledge. Excellent standard of written and verbal communication Good decision-making skills Analytical mind and excellent attention to detail Excellent time management skills with an ability to work to deadlines Experience Required 1+ years' experience in a Paraplanning role in a similar environment Level 4 Diploma in Financial Planning Experience of working with IT systems that support this service High level of technical knowledge across the full range of advice High-level understanding of FCA COB rules Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the role Our team in Newcastle is growing! Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge? You'll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you'll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requierments A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes 2 years industry experience - as a minimum Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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.

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.