138 jobs found

Job: Financial Planning Administrator Location: Maidstone Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday Annual salary reviews Life assurance and pension

Financial Planning Assistant/ PA North Bristol - Hybrid Working After Probation Salary: £28,000 - £35,000 depending on experience Looking to move into Wealth Planning? Do you currently work in Mortgage Admin or Pensions Admin or perhaps for a provider platform, investment managers or other areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of Financial services administration and client services support and who loves supporting a busy professional About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. You'll work closely with the adviser on a day-to-day basis This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position. Long-Term Career Development One of the most exciting aspects of this role is where it could lead. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. A move into Wealth planning administration/Paraplanning/adviser or practice manager is likely to arise over time as the business grows and as you develop competency in the intial support role. What We're Looking For This role could suit someone from a variety of professional services and financial services backgrounds You'll likely have: Excellent organisational skills Strong attention to detail Experience managing inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £35,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

Independent Financial Advice Hybrid Competitive salary Fram Search is working with a growing Financial Planning firm that is looking to appoint an experienced IFA Administrator to support a group of Financial Advisers as the business continues to expand. This is a varied and involved role, offering a blend of technical, administrative and client-facing responsibilities. You'll play a key part in the advice process - from preparing client review packs, to updating clients and dealing with queries. You'll also have regular interaction with clients and exposure to ongoing planning discussions, making this an ideal role for someone who enjoys being close to both the technical and relationship side of financial planning. We're keen to speak with individuals who: Have solid experience within an IFA or financial planning environment. Bring strong knowledge of pensions, investments, protection & wealth management Are confident using adviser platforms and provider systems Are organised, detail-focused and proactive Progress towards Level 4 qualifications would be beneficial, but is not essential. This is a great opportunity to join a supportive firm where you can take ownership, develop your technical skills and play a meaningful role in delivering high-quality advice. Hybrid working will be available for the appointed candidate after the probationary period.

Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Administrator Location: Kingsley Office (Office based) Salary: £30,000 - £35,000, dependent on experience Benefits: Competitive salary Pension scheme Death in Service cover Income Protection Private Medical Insurance Approximately 26 days holiday plus bank holidays Fully funded professional exams On-site parking Bi-annual company trips abroad (with alternate UK-based trips in other years) Ongoing training and development opportunities About the Company: We are working with a well-established financial advisory firm seeking an experienced Financial Administrator to join their Kingsley office. The successful candidate will join a supportive and collaborative administration team, working closely with a group of financial advisers to deliver a high-quality client service. This is a stable, long-term opportunity within a professional environment that offers progression and development within financial services administration. Key Responsibilities: Providing comprehensive administrative support to a team of financial advisers Processing new business applications across pensions, investments, and protection products Managing client records and ensuring all documentation is accurate and up to date Using Intelligent Office (IO) to manage workflows, client data, and administration tasks Liaising with product providers such as Fidelity, Aviva, and Quilter Processing contributions, withdrawals, fund switches, and fee calculations Preparing client review packs and supporting documentation Monitoring cases through to completion, ensuring timely progression Handling client and provider queries in a professional and efficient manner Supporting compliance with FCA regulations and internal procedures Assisting the wider administration team where required What We're Looking For: Minimum of 2 years' experience in a financial services administration role (IFA or wealth management) Strong understanding of financial products including pensions, investments, and protection Experience using Intelligent Office (IO) Strong organisational skills with excellent attention to detail Confident communication skills, both written and verbal Ability to manage workload effectively and prioritise tasks A proactive, self-motivated approach Strong team player with a professional attitude Must be able to work fully office based (non-negotiable) Desirable Skills: Experience working with provider platforms such as Fidelity, Aviva, and Quilter Exposure to fund switches, rebalancing, and risk profiling Knowledge of FCA compliance processes within an advisory environment Interest in progressing towards paraplanning or further technical development How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. Undertake property and land purchases and sales in accordance with internal procedures and guidelines. You will have: Experience of SSAS administration/managing a portfolio of clients Good personal organisational skills with the ability to prioritise their own workload. Works well under pressure maintaining attention to detail. Ability to work to prescribed deadlines. This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working is offered with this role, 3 days per week from home. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Due to their continued success, our client, a highly regarded Financial Services firm based in Ipswich, is looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers. Key Duties & Responsibilities: Providing full administrative support to the Financial Services team, ensuring all deadlines are met Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers Drafting Suitability Reports and ensuring accurate completion of all necessary documentation Liaising with clients, insurers, and providers, maintaining professional and timely communication Maintaining accurate client records and databases Assisting with corporate administration including pension scheme submissions, auto-enrolment compliance, and group risk schemes (where applicable) Ensuring full compliance with FCA rules and company procedures Skills & Experience Required: Previous experience as an IFA Administrator or Financial Services Administrator, ideally with a minimum of 2 years technical administration experience supporting Financial Advisers Knowledge across pensions, investments, and protection. Exposure to tax and trusts would be highly advantageous Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook) Strong organisational and planning skills, with excellent attention to detail A professional, flexible, and proactive approach to work Strong communication skills, with the ability to explain complex information clearly and concisely to clients A committed team player, able to work collaboratively while also using initiative when required What's On Offer: A competitive salary package (DOE) A supportive and friendly working environment Genuine opportunities for career progression within Financial Services Plus, much more

Benefits: 26 days holiday + bank holidays, private healthcare About the Role We are seeking a knowledgeable and driven SSAS Administrator to join our Operational Team. You will be responsible for managing a portfolio of SSAS clients, delivering full cradle-to-grave administration while maintaining high standards of technical accuracy and customer service. This role requires you to build strong relationships with clients and intermediaries through clear and effective communication, while ensuring compliance with regulatory requirements and internal policies. You will also play an active role in supporting a positive and collaborative workplace culture. Key Responsibilities Manage all aspects of SSAS scheme administration for your allocated portfolio, ensuring work is completed accurately and within agreed deadlines Build and maintain strong relationships with clients and their advisers to achieve the best possible outcomes Ensure compliance with all internal procedures and external regulatory requirements Maintain accurate and up-to-date scheme data across operational systems Effectively manage your own workload and prioritise tasks to meet deadlines Identify and undertake ongoing learning to enhance individual and team capability Demonstrate company values including professionalism, excellence, empathy, and respect Contribute ideas and solutions to improve processes and client outcomes Adhere to company policies, procedures, and Health & Safety guidelines Role subject to credit and DBS checks Skills & Experience Sound knowledge of SSAS or SIPP pensions Understanding of SSAS property investments and loan backs, with good knowledge of member benefits Experience in client and/or relationship management Excellent organisational skills with the ability to prioritise workload effectively Ability to work under pressure while maintaining strong attention to detail Strong written and verbal communication skills Positive, proactive, and enthusiastic approach Ability to build and maintain strong internal and external relationships Why Join Us? This is an opportunity to join a supportive and collaborative team environment where your contribution is valued. You'll have the chance to develop your expertise while delivering high-quality service to a diverse client base.

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice.You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries You must have experience as a Financial Services administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are partnering with a highly regarded financial services firm to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn't hire frequently, offering a genuinely supportive environment where you'll be a valued part of a close-knit team. If you're currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships. Why This Role Stands Out This isn't just another administrative position. You'll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client base, particularly in areas such as income drawdown and ongoing servicing, you'll play a key role in delivering a high-quality, tailored service. As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth. Key Responsibilities Building and maintaining strong client relationships through regular contact and support Liaising with providers, lenders, and solicitors to progress cases efficiently Assisting with product and fund research Producing cashflow models Supporting the preparation of suitability reports (training available if required) Managing new business processing through to completion Ensuring all client files are accurate, compliant, and up to date Handling mortgage documentation and coordinating applications Supporting ongoing client servicing, including changes and withdrawals Managing client reviews and preparing review suitability letters Maintaining and updating CRM systems Handling post, calls, and general administrative duties Supporting wider team functions, including IT coordination when required Maintaining CPD and attending relevant industry seminars About You Previous experience within a financial advisory practice is essential Strong knowledge of pensions and investments administration Mortgage experience is advantageous but not essential Highly organised with excellent attention to detail A team player who thrives in a collaborative environment Confident communicator with a client-focused approach Enthusiastic, proactive, and keen to develop What's on Offer Competitive salary (depending on experience) Pension scheme A genuinely friendly, close-knit team environment Opportunity to grow and develop with the business If you're looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we'd love to hear from you. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information on how we use your data is available on our website.

Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. Undertake property and land purchases and sales in accordance with internal procedures and guidelines. You will have: Experience of SSAS administration/managing a portfolio of clients Good personal organisational skills with the ability to prioritise their own workload. Works well under pressure maintaining attention to detail. Ability to work to prescribed deadlines. This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working is offered with this role, 3 days per week from home. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Financial Administrator - Junior IFA Practice Location: Barnet, North London Salary: Circa £30,000 + Benefits Full-Time Permanent Join a Growing Financial Planning Practice An excellent opportunity has arisen for a Financial Administrator to join a friendly and growing Independent Financial Adviser (IFA) practice based in Barnet. This role is ideal for an organised and detail-oriented individual looking to build a long-term career within financial services. Whether you already have experience within an IFA environment or have gained administration experience in a professional services setting and are looking to move into financial planning, this position offers structured training, study support, and genuine career progression opportunities. The Role Working closely with the Adviser and supporting the wider client journey, you will play a key role in ensuring the smooth running of the practice and delivering an exceptional client experience. Key Responsibilities: Providing administrative support to the Adviser and paraplanning function Processing new business applications across pensions, investments, and protection products Preparing client review packs and meeting documentation Liaising with product providers, platforms, and clients Managing client records and ensuring data is accurately maintained Obtaining policy information and valuations Assisting with client onboarding and compliance documentation Handling client enquiries professionally and efficiently Supporting the ongoing development and improvement of office processes About You We are looking for someone who is proactive, professional, and eager to develop within the financial planning sector. Requirements: Previous administration experience (financial services experience advantageous but not essential) Strong organisational and time-management skills Excellent attention to detail Professional communication skills, both written and verbal Competent with Microsoft Office applications A positive attitude and willingness to learn Interest in developing a career within financial planning and wealth management What's on Offer? Salary circa £30,000 Full study support towards the CII Diploma in Regulated Financial Planning (or equivalent qualifications) Structured training and ongoing professional development Clear career progression opportunities into senior administration, paraplanning, or advisory roles Supportive and collaborative working environment Opportunity to join a growing and ambitious IFA practice Apply Now If you are looking to establish a successful career within financial planning and want to join a firm that genuinely invests in its people, we'd love to hear from you. Submit your CV today to discuss this opportunity further.

Vehicle Rental Hire Administrator Watford Full Time £32,500 per annum As one of the leading vehicle rental specialists in the UK, there has never been a more exciting time to join our team of customer-focused professionals. With an expanding national network of locations and a fleet size of over 10,000 vehicles, our success is carried squarely on the shoulders of the people we employ. A subsidiary of the family-run CEM Day Motor Group, Day's Rental was established in 1956 and is proud to uphold the principles and high standards embedded throughout the Group. Award-winning service, delivered by great people and made possible by the investment and trust we place in all our workforce, makes Day's Rental a great place to build a career in the motor industry. What can Day's Rental give to you? Pension scheme Bonus scheme Discounted uniform scheme Discounted staff rental scheme Free staff parking Are you the right person for the job? Previous experience in the vehicle rental sector is desirable, but not essential Applications welcomed from candidates with customer service or administrative experience Excellent communication skills (face-to-face, written, and telephone) Ability to work independently and as part of a team Computer literate Full UK driving licence held for a minimum of 12 months Eligible to work in the UK What will your role look like? Report to the Branch Rental Manager and work as part of a team Deal with customer enquiries Allocate vehicles and coordinate collections and deliveries Support the branch in achieving profit and performance targets Help ensure the branch operates safely, efficiently, and cost-effectively If you are ready to start your career at Day's Rental, then click APPLY now. Your data will be handled in line with GDPR.

Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.

IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

North West Housing Services is a purpose-led co-operative based in Liverpool, operating across the North West of England. We are a leading provider of housing management, maintenance, property investment, and financial services to housing co-operatives, small housing associations, and leaseholders. We are looking for a dynamic, enthusiastic, and customer-focused person to be part of our team based in our Devonshire Road office in Liverpool. This is a full-time, permanent post. What We Offer 30 days' annual leave, flat-rate performance bonus Enhanced pension contributions, Employee health cover Flexible and hybrid working Reporting to the Team Leader Property Operations, you will be responsible for the provision of our repair line, reception, and administration services to North West Housing Services (NWHS) members. You will also support the Property Services Team and ensure the effective delivery of administration services to NWHS members and their tenants. This is a challenging and demanding role offering an excellent opportunity to join an established, hardworking team, dedicated to providing high-quality services to our member organisations. We are looking for a person who can apply a flexible approach to a variety of tasks, with a positive outlook. Strong organisational skills and an excellent understanding of the importance of a customer-focused approach are key to this role. Essential Requirements Experience of front-line service delivery in a customer-focused organisation Good standard of general education Excellent written, oral communication, organisational and interpersonal skills Strong listening and decision-making skills The ability to work as part of a team, but also be able to use your own initiative and prioritise workloads to meet targets and deadlines Excellent customer care skills Excellent IT skills The ability to build and foster effective relationships with customers, contractors, colleagues, members, and their tenants. A commitment to high standards of service delivery We are a learning organisation and will support staff undertaking relevant professional qualifications. How to Apply Please submit an up-to-date CV and covering letter (max 2 pages) outlining your suitability for the role to the link provided by 12.00 noon on Friday 17 July 2026.

A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for a recent college leaver (A Level and above) looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services. Working hours Monday to Friday initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). Total Hours per week - 37.5 hours Summary of Role You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: - Scanning and filing relevant post Franking and preparing post out General Office Duties including: - Answering calls and taking messages Dealing with client queries Updating task management system Updating my clients back-office system Welcoming visitors, making refreshments Managing adviser s appointments Adviser Support including: - Requesting and collating plan information Assisting in client meeting preparation Preparing client letters and illustrations Liaising with clients and providers Ongoing Client Reporting and Review Documentation including: - Producing and sending portfolio reports to clients Preparing review documents for adviser Preparing fund performance information Trading and New Business Processing including: - On-line submission of pension and investment applications Buying and selling trades on Investment Platforms Submitting client s income requirements Fund switch trading on investment platforms Checking completion of all trades Medical underwriting applications with clients for life cover Qualification Requirement - Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above. Desirable A Levels - 2 subjects C or above or equivalent Desired skills and personal qualities Communication skills Attention to detail Problem solving skills Presentation skills Administrative skills Analytical skills Team working Patience Benefits Package:- A starting salary of £21,200 - £24,000 NEG Bonus scheme Death in Service Pension Contributions 25 days holiday

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We are looking for an experienced Senior Client Services Administrator to join our growing Financial Planning team in Harrogate. This is a key role supporting a high-performing adviser who manages a well-established, high-net-worth client bank. You will play a pivotal part in delivering an exceptional client experience, working closely with clients, providers, and internal teams to ensure all work is completed accurately, efficiently, and to the highest standard. This is a fantastic opportunity for an individual who enjoys client interaction, takes pride in their work, and wants to be part of a collaborative and forward-thinking environment. Supporting an adviser managing circa £130m AUM across 140 households Client values typically from £150k to £25m+ (family-linked) Diverse and active client base with complex needs including: Investments and pensions Business ventures Inheritance tax (IHT) planning Clients range from mid-20s through to early 80s , based across the UK Demanding but rewarding client relationships, with varying time pressures and expectations You will gain excellent exposure to high-net-worth clients and complex cases , supporting meaningful client outcomes. Responsibilities Act as a key point of contact for clients, providing a high-quality, personable service Proactively manage client queries, ensuring timely and accurate responses Prepare and process client documentation across a range of financial planning products Liaise with providers, challenging where necessary to ensure timely and accurate delivery Ensure all work is completed 'right first time', maintaining high attention to detail Support advisers with client reviews, ongoing servicing and case progression Prioritise workload effectively in a fast-paced environment Identify opportunities to improve processes and client outcomes About you We are looking for someone who brings both strong technical capability and the right mindset: Proven experience within a Financial Planning / Wealth Management environment Experience supporting high-net-worth (HNW) clients Confident in dealing directly with clients and building relationships Comfortable challenging providers to drive outcomes for clients Proactive, self-motivated and able to take ownership of workload Strong organisational skills with the ability to prioritise effectively High attention to detail and commitment to quality A team player with a positive attitude and strong work ethic Brings personality and energy to the team It would be desirable for you to have IO experience. If you are looking for a role where you can truly add value, build strong client relationships, and develop your career within financial planning, we'd love to hear from you. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Paraplanner London Hybrid Working (Up to 3 Days from Home) £45,000 - £60,000 + Bonus + Exceptional Benefits A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London. This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects. The Opportunity Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience. You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning. Key Responsibilities Produce high-quality suitability reports and financial planning recommendations. Conduct technical research to support client reviews and new business advice. Attend client meetings alongside Financial Planners and prepare detailed meeting notes. Brief advisers on key client issues ahead of meetings. Liaise directly with clients to gather information and clarify requirements. Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes. Contribute to the continuous improvement of processes, templates and best practice. Manage your own workload effectively whilst maintaining exceptional standards. Keep up to date with industry, tax and legislative developments. About You To be considered for this opportunity, you should possess: Diploma in Financial Planning (or equivalent) or be working towards completion. Previous experience within a Paraplanning role. Strong technical knowledge across pensions, investments and financial planning. Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax. Experience supporting Financial Planners within a client-facing wealth management environment. Excellent report writing, research and communication skills. Chartered status or progress towards Chartered would be advantageous. Package & Benefits Basic salary £45,000 - £60,000 Annual discretionary bonus 9% employer pension contribution Private Medical Insurance Health Screening Life Assurance Income Protection Sharesave Scheme Season Ticket Loan 25 days annual leave Option to purchase an additional 5 days holiday Full study support and professional development