170 jobs found

IFA Administrator Glasgow, hybrid workingSalary £35,000 - £40,000 Join a highly regarded Chartered Financial Planning firm with a strong presence in the Glasgow market, known for delivering tailored advice and a high standard of ongoing client service within a structured and well supported environment. This is a strong opportunity for an experienced IFA Administrator or Financial Planning Administrator, particularly someone confident using Intelligent Office / Intelliflo, who enjoys being a central part of the client servicing process and delivering accurate, efficient support to advisers. You'll work as part of an established client support team alongside Financial Planners and Paraplanners, within a business that has invested in its systems and processes. This allows you to focus on quality of work, organisation and supporting clients through each stage of the advice process. What you'll do Provide administrative support to Financial Planners and wider technical teams Maintain and update client records, workflows and tasks using Intelliflo Prepare documentation ahead of client meetings and reviews Process new business across pensions, investments and protection cases Liaise with providers, platforms and third parties to progress applications Track cases through to completion, ensuring timescales and service levels are met Produce client correspondence and assist with ongoing servicing requirements Ensure all records and documentation meet compliance and regulatory standards Support colleagues across the business to maintain a smooth and efficient workflow What you'll need Experience within a Financial Planning or IFA administration role Strong working knowledge of Intelligent Office / Intelliflo Experience dealing with end to end business processing and case management Understanding of pensions, investments and financial planning products Benefits Highly competitive salary Great pension with strong employer contribution Life assurance Income protection Hybrid working Ongoing training and development support Supportive team environment and regular social events If you're interested, please click Apply now or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date - just send what you have and we can sort out the rest later.

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.

Alexander Lloyd are seeking an experienced Implementation Consultant with pensions calculations expertise to join an expanding business on a 6 Month Daily Rate contract, fully remote working from home & Inside IR35. This is an exciting opportunity to play a key role in delivering automated pension calculations and supporting clients through the implementation process. Working closely with clients and internal teams, you will gather requirements, produce technical specifications, and configure solutions that meet both legislative and client-specific needs. Key Responsibilities: Implement and configure automated pension calculations. Work with clients to understand and document business requirements. Produce detailed functional and technical specifications. Configure and deliver solutions in line with scheme rules and legislative requirements. Collaborate with colleagues across the delivery team to ensure successful project outcomes. Provide exceptional customer service and maintain strong client relationships. Occasionally travel to client sites to facilitate workshops and requirements gathering. About You To be successful in this role, you will bring: Proven experience implementing pension calculations across a variety of benefit designs. Strong technical skills, including proficiency in T-SQL and XML. Excellent analytical and problem-solving capabilities. A solid understanding of pension legislation and calculation requirements. Strong communication skills and the ability to engage effectively with clients and stakeholders. The ability to work both independently and collaboratively within a team environment. A customer-focused approach and a commitment to delivering high-quality solutions. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Investments, Advisors, 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.

Senior Employee Benefits Consultant We are working with a large consultancy within their employee benefits division to support their search for an experienced Senior Employee Benefits Consultant to join their team to manage a portfolio of US-owned clients consulting across healthcare, group risk and pension schemes. Role & Responsibilities: Retain and manage a portfolio of SME to mid-corporate clients Discuss opportunities to expand the clients accounts throughout the wider business service offerings Provide strategic recommendations on pensions, group risk and private medical insurance Lead client meetings, presentations, and annual benefit reviews Essential Criteria: Significant experience in employee benefits consulting, within a consultancy or brokerage Strong technical knowledge of pensions, healthcare & group risk Strong communication skills This role is fully remote with the expectation of attending their London office once per month and attending client meetings, where necessary. Please quote 52432 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.

Employee Benefits Consultant Are you an experienced associate consultant looking for your next progression? Or are you already a consultant keen to explore your options? If yes, this role could be for you as we are currently working with a leading employee benefits consultancy to support their search for an employee benefits consultant to join their team on a remote basis! Role & Responsibilities: Manage a portfolio of US-owned clients, consulting across healthcare, group risk and pensions Identify opportunities to up-sell or cross-sell throughout the wider business Support your clients in understanding the benchmarking around the UK benefits Essential Criteria: Proven experience in managing a book of retained business for healthcare and group risk policies Strong understanding of the UK benefits market Ability to work in a fast-paced environment This role is fully remote, with the expectation of attending a London office once per month so if this position is of interest reach out to discuss further today! Please quote 52429 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.

The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details

IFA Administrator Salary: £30,000 - £35,000 + Bonus Location: Barnet, London (Onsite preferred; hybrid considered. Or hybrid after probation) Employment Type: Full-time Are you an organised and proactive administrator with experience supporting financial advisers? Our client, a reputable Independent Financial Advisory firm based in Barnet, London, is looking for an IFA Administrator to join their growing team. This is an excellent opportunity for someone with solid administrative experience within financial services who wants to develop their career in a supportive and professional environment. Key Responsibilities Provide administrative support to financial advisers and paraplanners Prepare and process new business applications Manage client information, documentation, and updates via back-office systems Liaise with providers, clients, and internal teams to ensure smooth workflow Maintain accurate records in line with FCA compliance requirements Assist with producing valuations, illustrations, and review packs Requirements Minimum 2 years' administration experience (IFA/wealth management experience highly preferred) Experience using Intelligent Office (IO) is desirable Strong organisational skills with excellent attention to detail Confident communicator with a proactive approach Ability to work efficiently in a fast?paced advice practice No Level 4 Diploma required Benefits Death in service protection Income protection Standard pension with matched contributions (auto-enrolment) Standard holiday allowance Additional benefits to be confirmed What's on Offer You'll be joining a friendly, professional, and supportive team where your contribution is valued. While the role is ideally onsite, hybrid is an option. If you're an experienced administrator looking to take the next step in the IFA/wealth management sector, we'd love to hear from you.

Client Services Associate Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities? A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team. The Role This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients. Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard. Key Responsibilities Acting as the first point of contact for client enquiries (phone, email, and secure messaging) Managing diaries, booking client meetings, and preparing supporting documentation Supporting clients with requests including withdrawals, deposits, and account updates Liaising with advisers, paraplanners, and external providers Preparing for meetings and ensuring a professional client experience Maintaining accurate and compliant records of all client communication Supporting the onboarding process and ongoing service delivery About You Previous experience in a client service or administrative role Excellent organisational skills with strong attention to detail Professional communication skills, both written and verbal A proactive, positive attitude and willingness to learn Strong IT skills, particularly Microsoft 365 Experience within financial services or a regulated environment Familiarity with platforms such as Transact, XPLAN, or similar (Desirable) Experience dealing with third-party providers What's in it for you? Hybrid working (office and home-based flexibility) Generous annual leave package Discretionary bonus scheme Private medical insurance & income protection Pension and death in service benefits Full support toward professional qualifications Clear career progression pathways Supportive team culture with real development opportunities

Paraplanner job an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where youll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capa click apply for full job details

Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details

You want to build a career in financial planning. But you also want to know how you ll actually get there. Not vague promises. Not we ll see how you get on . Not spending three years doing the same admin work hoping someone eventually notices you. This Chartered financial planning firm has a development model that genuinely works. They hire bright, ambitious Assistant Client Managers and develop them into full Client Managers within around six months through intense, hands-on training and exposure to the full advice process. Longer-term, if advice is the route you want to go down, they can support that too. But this isn t one of those firms promising you ll be an adviser by Christmas. It s structured, realistic and repeatable. They ve already developed multiple people through the business into advice roles and, with two acquisitions completed alongside strong organic growth, there will be genuine long-term opportunity here for the right person. THE PAY Starting salary is up to c£26,500 with salary review/promotion potential after around six months depending on development and progress. There s also bonus potential, benefits and flexible working hours with a half-day finish on Fridays. THE JOB You ll start in a support role, working closely with senior planners and experienced Client Managers. But unlike some admin jobs, you won t just sit processing paperwork for two years. You ll be exposed to the full client journey from the start including report preparation, client interaction, meetings and the wider planning process. It s a steep learning curve, but for the right person that s exactly the appeal. The firm will fund your exams, support your development and help shape your career based on your strengths and ambitions. THE COMPANY This is a modern, growing Chartered IFA firm with a younger leadership team than most in the profession. They value energy, curiosity and people who want to improve. The environment suits people who ask questions, get stuck in and take ownership of their own development. In fact, their hiring mistakes have usually been with people who were too hesitant, too passive or waiting to be spoon-fed. HERE S WHAT YOU LL NEED You ll already have some experience in financial services or financial planning administration. Hopefully you'll have exposure to AJ Bell and Abrdn platforms, and/or IO, but it's not a pre-requisite. You don t need exams already, but you do need genuine interest in the profession and the drive to learn quickly. You ll be proactive, adaptable, tech-savvy and comfortable working closely with others in an office environment (5 days a week in the office). Want a firm that actually has a plan for your development rather than just talking about one? Click apply. Don t worry if your CV isn t fully up to date. We can sort that later. Everyone will get a response.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details