Client Service Administrator - Financial Planning Location: Nottingham Salary: Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16779
Jun 28, 2026
Full time
Client Service Administrator - Financial Planning Location: Nottingham Salary: Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16779
IFA Administrator Location: Meriden Salary: Up to £30,000 Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking The Opportunity Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team. This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development. Key Responsibilities Provide comprehensive administrative support to Financial Planners. Act as a key point of contact between Planners, Paraplanners, clients, and product providers. Manage and coordinate adviser diaries, appointments, and client reviews. Maintain accurate and up-to-date client records on back-office systems. Prepare client review packs and post-meeting documentation. Process Letters of Authority and obtain information from providers. Assist with the preparation of Suitability Letters following client meetings. Submit and monitor new business applications through to completion. Process a variety of financial planning transactions, including: ISA contributions Pension transfers Fund switches In-house DFM investments Liaise with clients and providers to ensure an efficient and professional service is maintained at all times. Skills & Experience A minimum of 3 years' experience within a Financial Planning, Wealth Management, or IFA environment. Strong understanding of pensions, investments, and protection products. Proficient in Microsoft Office applications. Excellent organisational skills with the ability to manage multiple tasks effectively. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A proactive and professional approach to work. Ability to work independently while also contributing positively as part of a team. Qualifications GCSE English and Maths (Grade C/4 or above). Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential. Training & Development Our client is committed to supporting employee development and can offer: Support towards professional Financial Planning qualifications. Ongoing training and development. Exposure to a wide range of financial planning and wealth management services. Benefits Competitive salary of up to £30,000, dependent upon experience. 8% employer pension contribution. BUPA private healthcare. Free on-site parking. Supportive and collaborative working environment. Excellent long-term career prospects. This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16776 . Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Jun 28, 2026
Full time
IFA Administrator Location: Meriden Salary: Up to £30,000 Benefits: 8% Employer Pension Contribution, BUPA Private Healthcare, Free Parking The Opportunity Our client is a highly regarded and growing firm of Independent Financial Planners, currently seeking an experienced IFA Administrator to join their successful and expanding team. This is an excellent opportunity for an organised and proactive individual looking to further their career within a supportive and professional Wealth Management environment. The successful candidate will play a key role in supporting Financial Planners and delivering a first-class service to clients, with opportunities for ongoing training and professional development. Key Responsibilities Provide comprehensive administrative support to Financial Planners. Act as a key point of contact between Planners, Paraplanners, clients, and product providers. Manage and coordinate adviser diaries, appointments, and client reviews. Maintain accurate and up-to-date client records on back-office systems. Prepare client review packs and post-meeting documentation. Process Letters of Authority and obtain information from providers. Assist with the preparation of Suitability Letters following client meetings. Submit and monitor new business applications through to completion. Process a variety of financial planning transactions, including: ISA contributions Pension transfers Fund switches In-house DFM investments Liaise with clients and providers to ensure an efficient and professional service is maintained at all times. Skills & Experience A minimum of 3 years' experience within a Financial Planning, Wealth Management, or IFA environment. Strong understanding of pensions, investments, and protection products. Proficient in Microsoft Office applications. Excellent organisational skills with the ability to manage multiple tasks effectively. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A proactive and professional approach to work. Ability to work independently while also contributing positively as part of a team. Qualifications GCSE English and Maths (Grade C/4 or above). Level 3 Financial Planning qualification (or working towards) would be advantageous, although not essential. Training & Development Our client is committed to supporting employee development and can offer: Support towards professional Financial Planning qualifications. Ongoing training and development. Exposure to a wide range of financial planning and wealth management services. Benefits Competitive salary of up to £30,000, dependent upon experience. 8% employer pension contribution. BUPA private healthcare. Free on-site parking. Supportive and collaborative working environment. Excellent long-term career prospects. This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16776 . Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.
Senior Paraplanner Woking, Surrey £50,000 - £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Senior Paraplanner position, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details
Jun 28, 2026
Full time
Senior Paraplanner Woking, Surrey £50,000 - £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Senior Paraplanner position, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details
Full Time, Up to £32,000 Taunton Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.
Jun 28, 2026
Full time
Full Time, Up to £32,000 Taunton Hybrid working (3 days in office) This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business. If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity. This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. The Role Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service. This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings. You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed. The Benefits Competitive salary depending on experience Hybrid working with 3 days in the office Private Medical Insurance Medicash Health Cash Plan Pension plan with 5% employer contribution and minimum 3% employee contribution Group Income Protection at 75% of base salary Group Life Assurance at 4x base salary 28 days holiday, rising to 30 days after 2 years of service Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.
We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 when calling Sarah 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 28, 2026
Full time
We currently have an exclusive role for an experienced Senior Pension Administrator to join an In House pension team to predominantly work on the Company's closed Defined Benefit (DB) scheme, with the opportunity to also get involved on the DC scheme including engagement with current employees as part of their general retirement planning journey. This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. This role would suit someone who enjoys a mix of operational delivery, technical problem-solving, and contributing to broader scheme projects. Main duties To play a key role in delivering accurate, timely, and compliant pension administration services to DB members. Handle a varied workload that combines day-to-day operations with more complex technical work, pensioner payroll, project support and end to end scheme events such as pensions increase. Quality checking of casework completed by the team to ensure it meets high standards and is delivered in line with agreed Service Level Agreements (SLAs) Processing the monthly pensioner payroll, including associated reconciliations and payments Managing the annual pension increase exercise end-to-end Assisting with other annual and triennial projects What We're Looking For: Significant experience in Defined Benefit pension administration and an understanding of Defined Contribution Schemes. Strong technical knowledge of DB schemes, including benefit calculations and annual exercises. Pensioner payroll experience ideal although full training can be provided to successful candidate. Proven ability to handle complex cases and provide quality assurance / peer review on colleagues' work. Excellent attention to detail and a proactive approach to meeting SLAs and deadlines. What's in it for you? This is a great opportunity for a technically strong administrator looking to take on quality checking and key annual project responsibilities, as well as involvement in the wider workings of an in-house pension scheme. There are opportunities to take an active role within various committees and employee engagement sessions as well as to develop skills in relation to governance and risk management. You will also be offered a Competitive salary Holiday entitlement and Generous Pension Scheme Please quote 52427 when calling Sarah 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.
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!
Jun 28, 2026
Full time
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!
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel
Jun 28, 2026
Full time
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel
DB Administration Manager Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a DB Administration Manager to oversee the administration and contact centre operations, driving excellent member and client service and ensuring full pension scheme compliance. Role & Responsibilities: Lead pension administration operations and service delivery teams. Ensure accurate processing of member benefits and events. Monitor performance, quality, and compliance standards. Drive process improvements and operational efficiency. Manage, develop, and support administration teams. Handle escalations and enhance the customer experience. Build strong stakeholder relationships and support client onboarding. Oversee audits, risk controls, systems, and data integrity. Essential Criteria: Must have significant experience in pensions administration Strong experience in managing multi-layered teams Good stakeholder management expertise This role is hybrid to a Leeds based office, 2 days per week so this opportunity offers the flexibility in working from home and collaborating with your teams in-person! Reach out directly or click apply today to learn more! Please quote 52425 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 28, 2026
Full time
DB Administration Manager Here at Alexander Lloyd, we are currently working with a well-known third-party administrator to support their search for a DB Administration Manager to oversee the administration and contact centre operations, driving excellent member and client service and ensuring full pension scheme compliance. Role & Responsibilities: Lead pension administration operations and service delivery teams. Ensure accurate processing of member benefits and events. Monitor performance, quality, and compliance standards. Drive process improvements and operational efficiency. Manage, develop, and support administration teams. Handle escalations and enhance the customer experience. Build strong stakeholder relationships and support client onboarding. Oversee audits, risk controls, systems, and data integrity. Essential Criteria: Must have significant experience in pensions administration Strong experience in managing multi-layered teams Good stakeholder management expertise This role is hybrid to a Leeds based office, 2 days per week so this opportunity offers the flexibility in working from home and collaborating with your teams in-person! Reach out directly or click apply today to learn more! Please quote 52425 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 Truro, Cornwall Hybrid Working Salary up to £50,000 DOE + Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development click apply for full job details
Jun 28, 2026
Full time
Paraplanner Truro, Cornwall Hybrid Working Salary up to £50,000 DOE + Excellent Benefits Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued? This opportunity offers a supportive, high-quality environment with hybrid working and long-term career development click apply for full job details
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Jun 28, 2026
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Jun 28, 2026
Full time
We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Senior IFA Administrator Based: Guildford, Surrey Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience further. You are not required to be diploma qualified but will be expected to take the exams during the time in the role. The role will also give you the opportunity to develop in future - either into being a Paraplanner or possibly into Team Leadership. This is an excellent opportunity to develop your career with a proactive employer.
Jun 27, 2026
Full time
Senior IFA Administrator Based: Guildford, Surrey Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience further. You are not required to be diploma qualified but will be expected to take the exams during the time in the role. The role will also give you the opportunity to develop in future - either into being a Paraplanner or possibly into Team Leadership. This is an excellent opportunity to develop your career with a proactive employer.
We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Jun 27, 2026
Full time
We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
The role Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing. You should possess the following skills and attributes: Good written and verbal communication skills. Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture. Good organisational abilities. Good attention to detail. Good experience in navigating and utilising tools/reporting on common platform providers Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc). Commitment to maintaining the highest ethical standards. Commitment to continued professional development. To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning. This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of the role. They also offer flexible working and the offices are closed over the Christmas holidays.
Jun 27, 2026
Full time
The role Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing. You should possess the following skills and attributes: Good written and verbal communication skills. Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture. Good organisational abilities. Good attention to detail. Good experience in navigating and utilising tools/reporting on common platform providers Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc). Commitment to maintaining the highest ethical standards. Commitment to continued professional development. To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning. This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of the role. They also offer flexible working and the offices are closed over the Christmas holidays.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jun 27, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod click apply for full job details
Jun 27, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod click apply for full job details
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Taunton regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Jun 27, 2026
Full time
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Taunton regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Our client is a well-established, Bristol-based wealth management firm, specialising in delivering tailored, financial planning solutions to individuals, families, businesses and trusts. They pride themselves on building long-term relationships and offering a highly personalised service to every client. The Role Due to continued growth, an exciting opportunity has arisen for an IFA Administrator to join a friendly and professional team. This is a varied position where you'll play a key role in supporting the delivery of both new and ongoing financial planning services. Day-to-day, you'll be involved in coordinating client meetings, handling enquiries, preparing documentation and providing essential administrative support to paraplanners and advisers. You'll also help maintain accurate client records and contribute to the smooth running of internal systems and processes. This is a fantastic opportunity for someone who enjoys working in a collaborative environment and building strong client relationships. About You You'll have previous experience in a financial services administration role and be confident working in a fast-paced environment. Experience within a St. James's Place practice would be advantageous, though candidates with broader industry experience are equally encouraged to apply. You'll be organised, proactive and personable, with a genuine interest in developing your career within financial services. A professional approach and a strong attention to detail are essential, along with the motivation to contribute to a growing and successful firm. What's on Offer 25 days holiday plus bank holidays (increasing by 1 day per year up to 30 days) Exceptional pension scheme Quarterly team lunches and social events Full support towards professional qualifications This is an excellent opportunity to join a growing and well-regarded firm where your contribution will be recognised and valued. You'll work closely with experienced paraplanners, advisers and clients, gaining exposure across the full financial planning process. The business is committed to supporting your development, including funding professional qualifications and offering opportunities for progression as you build your career within the industry.
Jun 27, 2026
Full time
Our client is a well-established, Bristol-based wealth management firm, specialising in delivering tailored, financial planning solutions to individuals, families, businesses and trusts. They pride themselves on building long-term relationships and offering a highly personalised service to every client. The Role Due to continued growth, an exciting opportunity has arisen for an IFA Administrator to join a friendly and professional team. This is a varied position where you'll play a key role in supporting the delivery of both new and ongoing financial planning services. Day-to-day, you'll be involved in coordinating client meetings, handling enquiries, preparing documentation and providing essential administrative support to paraplanners and advisers. You'll also help maintain accurate client records and contribute to the smooth running of internal systems and processes. This is a fantastic opportunity for someone who enjoys working in a collaborative environment and building strong client relationships. About You You'll have previous experience in a financial services administration role and be confident working in a fast-paced environment. Experience within a St. James's Place practice would be advantageous, though candidates with broader industry experience are equally encouraged to apply. You'll be organised, proactive and personable, with a genuine interest in developing your career within financial services. A professional approach and a strong attention to detail are essential, along with the motivation to contribute to a growing and successful firm. What's on Offer 25 days holiday plus bank holidays (increasing by 1 day per year up to 30 days) Exceptional pension scheme Quarterly team lunches and social events Full support towards professional qualifications This is an excellent opportunity to join a growing and well-regarded firm where your contribution will be recognised and valued. You'll work closely with experienced paraplanners, advisers and clients, gaining exposure across the full financial planning process. The business is committed to supporting your development, including funding professional qualifications and offering opportunities for progression as you build your career within the industry.
Paraplanner Fleet, hybrid £35,000 - £45,000 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 a Paraplanner, 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, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives. Benefits: £35,000 - £50,000 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 paraplanner position: Level 4 Diploma qualified or working towards - CISI/ CII/ LIBF Proven paraplanning experience within an advisory or wealth management environment. Excellent understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems (IO) - training can be provided - Junior Paraplanners with the right attitude will be considered - Apply today to be considered for this Paraplanner 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: Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support
Jun 27, 2026
Full time
Paraplanner Fleet, hybrid £35,000 - £45,000 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 a Paraplanner, 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, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives. Benefits: £35,000 - £50,000 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 paraplanner position: Level 4 Diploma qualified or working towards - CISI/ CII/ LIBF Proven paraplanning experience within an advisory or wealth management environment. Excellent understanding of financial products - investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems (IO) - training can be provided - Junior Paraplanners with the right attitude will be considered - Apply today to be considered for this Paraplanner 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: Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) 25 days annual leave plus PMI & DIS 4 days in the office per week My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
Jun 27, 2026
Full time
Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming (Surrey) 25 days annual leave plus PMI & DIS 4 days in the office per week My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 8 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers' inboxes, the Managing Director is seeking a Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay £30k - £38k basic salary depending on experience. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme. If this role of interest please get in touch with Peter at Financial Divisions.
