135 jobs found

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

Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Finance and Operations Administrator Central London - Hybrid (1 day from home) £40,000 - £45,000, plus benefits We have been retained by a prestigious boutique Wealth Planning firm, who seek an organised and numerate Operations Administrator with Bookkeeping experience, to support the investment administration and finance processes. This is a blended hybrid role, sitting between bookkeeping and investment administration duties, hence we are seeking a Bookkeeper, keen to learn and develop their investment administration skills. The Finance and Operations Administrator will report to the Operation Director, supporting the day-to-day administration of client investment accounts, trade processing, cash handling, and bookkeeping tasks. The role requires strong attention to detail, good numeracy, and the ability to work accurately under deadlines while maintaining high standards of client service and record keeping. KEY RESPONSIBILITIES Investment Operations Process and monitor investment transactions, subscriptions, redemptions, switches, income payments, and transfers. Maintain accurate client and account records in internal systems. Perform daily and periodic cash, stock, and fee reconciliations. Assist with trade settlement, contract notes, corporate actions, and dividend processing. Support new client onboarding, account opening, and statutory documentation checks. Handle queries from advisers, custodians, platforms, and internal teams in a timely manner. Prepare and check client valuations, fee calculations, and portfolio reports. Finance Assist with firm wide bank reconciliations, cashbook entries, invoice coding, and payment processing. Support firm wide bookkeeping tasks, including posting journals, allocating receipts and payments, ongoing monthly preparation of VAT 'partial exemption' calculations for and maintaining ledgers. Help prepare information for management reporting, audits, and compliance reviews. Identify and escalate exceptions, discrepancies, and control issues. Maintain filing, workflow logs, and accurate audit trails. Main point of contact for annual audit. Essential Skills and Experience Bookkeeping experience preferably with Sage 50 Accounts, including bank reconciliations, invoice processing, and ledger maintenance. Experience in investment operations, fund administration, wealth management, or a similar financial services environment. Strong numeracy and excellent attention to detail. Good Excel skills and confidence working with databases or back-office systems. Clear written and verbal communication skills. Strong organisational skills and the ability to manage competing priorities. Ability to follow procedures and maintain confidentiality. Desirable skills Knowledge of investment platforms, custodians, or nominee accounts. Understanding of settlement cycles, corporate actions, and fee billing. Familiarity with accounting software : Sage 50 Accounts. A bookkeeping qualification or progress toward one. Experience supporting audits, client reporting, or regulatory controls. Personal attributes Reliable and proactive. Methodical and process driven. Comfortable working both independently and as part of a team. Professional, client-focused, and adaptable. Willing to learn and improve processes. Qualifications GCSEs including Maths and English, or equivalent. AAT, bookkeeping qualification, or relevant financial services qualification is desirable. Working relationships Internal: Investment operations, finance, compliance, administration/client service, paraplanners and advisers. External: Custodians, platforms, banks, accountants, auditors, and clients or advisers where appropriate. Success measures Accurate and timely processing of transactions and reconciliations. Low error rate and strong audit trail quality. Responsive handling of operational and bookkeeping queries. Good contribution to controls, reporting, and client service.

Paraplanner - Hybrid Working - Alderley Edge Great opportunity for an experienced Paraplanner who will closely with a Chartered Financial Planner, becoming and integral part of a small client pod. You will attend client meetings, contribute to discussions, build sophisticated cashflow models and help shape recommendations. Duties will include: Cashflow planning. You will build financial plans, model different scenarios and help client understand the financial impact of the decisions they make. Technical Analysis In-depth research across pensions, investments, tax planning and protection solutions before working with you Planner to develop technically robust recommendations tailored to every client's circumstances. Clients Relationships Attend client meetings, contribute to discussions and become part of the trusted relationships the firm builds with their clients. Reviews and Recommendations Prepare annual review, maintain financial plans and produce clear, concise suitability reports. Collaboration Every client is supported by a Planner, Paraplanner and Administrator. You will be involved with sharing knowledge and challenging idea to ensure the best financial plans come for working together. You will need to be at least level 4 Qualified and working towards Chartered status. Benefits Hybrid and flexible working Study Support Bonus Private Medical Insurance Death in service Career Development and progression

Qualified Financial Adviser Location: Balsall Common Job Type: Full-time, Permanent Salary: Competitive + Benefits An established and growing wealth management firm is looking to recruit an experienced Qualified Financial Adviser to join its professional and client-focused team in Balsall Common. This is an employed, office-based position offering the opportunity to work with an existing client base while delivering holistic financial planning advice. You'll be supported by an experienced team of administrators, paraplanners, investment specialists and compliance professionals, allowing you to focus on providing an outstanding service to your clients. The Role As a Financial Adviser, you will: Provide holistic financial planning advice to new and existing clients. Build and maintain long-term client relationships. Advise across pensions, investments, retirement planning, protection, tax planning and estate planning. Support the growth and retention of Funds Under Management. Work collaboratively with a highly experienced support team. About You We're looking for candidates who have: Level 4 Diploma in Financial Planning (essential). Experience providing regulated financial advice. A proven track record of managing ongoing client relationships. Strong communication and relationship-building skills. Chartered status, or a willingness to work towards achieving it. What's on Offer? Employed, permanent position. Competitive salary and benefits package. Established support team including administration, investment and compliance. Opportunity to join a growing, highly respected wealth management firm. Excellent long-term career development. If you're an experienced Financial Adviser considering your next move and would like to join a firm that genuinely values long-term client relationships and professional development, we'd love to hear from you. Apply today or contact us for a confidential discussion.

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

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team 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

Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details

Recruit Wealth are delighted to be representing one of the UK s most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We re Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What s On Offer Competitive salary Hybrid working 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we d love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Chartered Financial Planning Practice - IFA Administrator role My client is a leading Chartered Financial Planning Practice, and are looking to augment their successful team by recruiting an IFA Administrator, to join their Alderley Edge office. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this office based role, depending on experience (up to 35,000) with benefits, making this a sought after opportunity! Ideally you'll have experience within administration in an IFA/Wealth office. Experience with CURO, good IT skills & ability to deal with client queries would also be ideal forthis full time, office based role. Click and apply ASAP, as a short list of candidates, is being drawn up!